Calculated Key Metric Examples – PPO Support Portal

This article showcases the Calculated Key Metric feature and provides several examples that can be configured. Examples below:

How to start using the Calculated Key Metrics
% of Projects with RED Governance
% of Projects with RED Health
% Projects with no Budgets
% of Projects that don't have Resource Allocation records
% of Projects with Red Data Quality RAG
% of Projects with Variance % <= -25% and Duration Estimate = < 3 Months
% Projects with a negative Progress Variance
Average Negative Progress Variance %
Sum of Total Budget for Active Projects
% of Overdue Risks
% of Overdue Issues
Count of Project Managers in the Active Portfolio
Count of Demand Items where the follow up date is within 7 days from today
% of work completed for a sprint
Variance between Estimated Hours & Estimate to Complete on Work Items
Total Cost Overrun
% of Benefits Realised

How to start using the Calculated Key Metrics

To begin creating Calculated Key Metrics you would need to know how to add widgets to your Home page. Note that the metric can also be used on List pages.

On your Home page, you would add a panel, or you can add it to an existing panel . You can add the Key Metric Widget by clicking on the Add Widget button as seen below:

The following window will appear and from here you can select the Key Metric and very importantly choose the Entity the widget relates to as highlighted below:

You can then configure your Key Metric by clicking on the Gear icon whereby you will be presented by the following screen:

To toggle to the Calculated Key metrics, you can click on the Calculated radio button, whereby you will be presented with the following screen:

Field Type

Here you can set the the field type to control how the Key Metric is displayed. Each option includes its own set of display attributes. The available options are:

Currency - For Currency fields, you can choose how many decimal places to display and specify the currency symbol to use.
Decimal - For Decimal fields, you can set the number of decimal places to display.
Integer - For Integer fields, decimal places are not shown, and the value is rounded to the nearest whole number.
Percentage - For Percentage fields, you can set the number of decimal places to display.
The ‘%’ symbol is always shown automatically after the value, and the system multiplies the result by 100, so you don’t need to handle that in your calculation.

Caption

The caption field is required and allows you to specify the text value indicating what your key metric is displaying.

Colour:

You can specify the colour of a Key Metric in one of three ways. Each option provides a different way to control how colours are applied.:

Fixed - Select Fixed to choose a single colour for the Key Metric using the colour picker or wheel. The selected colour will always be displayed.
Condition - Choose Condition to display different colours based on a threshold.
You can define one colour for when the Key Metric value is below a specific value, and another for when it is above that value.
Range - Select Range to create a colour gradient based on value ranges. You set a start colour and an end colour, each linked to specific values. The Key Metric colour will then adjust automatically along the gradient between these two points.

The Calculation canvas

The Calculation Canvas is where you build your Key Metric calculation using different types of blocks. There are three toolboxes available. Fields, Math & Logic:

Fields

The Fields toolbox contains all Currency, Custom List, Decimal, Integer, Percentage, RAG Indicator, and Yes/No fields that are configured on the related entity. In the example below, these are the Risk Fields.

The green blocks are measure blocks and can be used in conjunction with the Math blocks

The orange blocks are comparison blocks and can be used in conjunction with the Count if and Logic blocks.

The blue blocks are distinct and can be used in conjunction with the Distinct Count blocks.

Math

The Math toolbox contains the following blocks. Each block helps you perform different types of mathematical operations on your data:

Editable number - The Editable Number block lets you enter any numeric value directly. This is useful for adding constants or reference numbers to your calculation.
Arithmetic - The Arithmetic block allows you to add, subtract, multiply, or divide green field blocks.
Sum, Average, Maximum, Minimum - These blocks return aggregated results for the connected green field blocks, based on the operation implied by the block’s name.
Count - The Count block returns the total number of records included in the widget’s applied filter.
Count if - The Count If block returns the number of records that meet the condition defined in the orange conditional block inside it.
Count Distinct - The Count Distinct block returns the number of records that meet the selected blue field under the field selection.

Logic

The Logic toolbox contains the following blocks:

Comparison Logic - Use the Comparison Logic block to compare two green field blocks. You can check if values are equal to, not equal to, greater than, less than, greater than or equal to, or less than or equal to each other.
Logical Test - The Logical Test block lets you branch your calculation based on a condition. It checks an orange conditional block and then returns the green block connected to the True branch or the value connected to the False branch.
Negation - The Negation block flips the result of the logic connected to it. If the input condition is true, it becomes false — and if it’s false, it becomes true.
Logic Operation (AND/OR) - Use the Logic Operation (AND/OR) block to combine multiple conditions. It returns true only when both conditions are true (AND) or when at least one condition is true (OR).