Creating Metrics Using Expressions (Calculated Metrics)
The value of a calculated metric is defined using an expression within the metric definition.
Typically, this metric type is based on the values of one or more metrics, which can themselves be calculated metrics. Valid expressions are comprised of other metrics, metadata (field codes), valid operators, and functions. Calculated metrics display as read-only values when displayed in a project, and can be recalculated on scheduled events. See Scheduling Metric Calculations.
Security profiles cannot contain metrics with calculated values.
The procedure below describes how to define the expression within the metric definition. For information about writing the expressions themselves, the components available, and considerations for Portfolio Optimizer, see Calculated Metric Expressions Overview and Calculated Metric Expressions Reference.
To create a metric using an expression:
- From the System menu, select Content Sources > Metrics.
To narrow the metric list, search by the metric name, system name, or category.
- Do one of the following:
- To add a new metric - Click Add New in the upper right corner of the page.
- To edit an existing metric - Click the name of the metric to open it for editing.
- To create a metric based on an existing metric - Click
in the Copy column to create a copy that can be used as a base to build a new metric.
- Create the basic metric and select the Calculated Formula and Events tab.
- In the Calculated Formula field, enter the expression following the guidelines in Calculated Metric Expressions Reference.
- Click Create to create the new metric or Apply to save changes to an existing metric.
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