Planning Considerations For Loading Sources

In this section:

Before creating a new measure, you need to find out:

Critical fields for measures are:

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Creating a Moderately Complex Measure Load

Note: This will be deprecated in a future release.

If you create a moderately complex measure load, you must change data levels, transform the data, and calculate different sources.

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Working With Standard Aggregation in Measures

Note: This will be deprecated in a future release.

When working with measures, you must determine whether to use standard aggregation or percent and ratio type measures. Standard aggregation consists of one field that holds a number.

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Displaying Data as Current Data

How to:

The measure data displayed in your PMF views can be “ghosted-in” to display values from a previously loaded period. This functionality enables you to carry previous data values forward into the current period until the actual current data is available. PMF marks the data with a special notation so users can distinguish between actual current data and data carried forward from a past load. This functionality is enabled globally by setting the Previous Period Forward setting to Y (Yes) in the Summarization panel on the Settings menu. To utilize previous period data in your views, you must select the Previous Period Moving Forward option for every measure for which you want to carry previous data values forward.

Procedure: How to Enable Previous Period Moving Forward for a Measure

To select the Previous Period Moving Forward option for a measure, perform the following steps:

  1. In the Manage or Author tab, navigate to the Measure tree and click the measure that you want to configure.

    The Edit Measure panel opens.

  2. Select the Previous Period Moving Fwd check box.
  3. Click Save.

After activating this functionality for a measure, PMF automatically creates the forward moving data for each actual and target every time you load the measure. The data will begin displaying in reports and views immediately after the next measure load for that measure.

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Working With Ratio and Percent Type Measures

If you have ever tried to aggregate percentages or other results of statistical methods, you may have noticed that it is not possible to accurately aggregate percent or other ratio type metrics. For example, if you have percentage results for defects per thousand for Charlotte at 20% and Toronto at 10%, you cannot simply add the percentages together to get an aggregate of 30%. To aggregate ratios or percentages correctly, PMF performs the following steps for you:

  1. Separate the numerator and denominator components for each individual measure.
  2. Add all numerators together.
  3. Add all denominators together.
  4. Apply the appropriate calculation method to the aggregated numbers.

Note: Percent and ratio type measures use separate numerator and denominator fields to let you store and correctly aggregate measures.