Metric Groups
Create a metric group to categorize related scores in a scorecard into a set. By default, the Analyst tool categorizes all the scores in a default metric group.
After you create a metric group, you can move scores out of the default metric group to another metric group. You can edit a metric group to change its name and description, including the default metric group. You can delete metric groups that you no longer use. You cannot delete the default metric group.
Creating a Metric Group
Create a metric group to add related scores in the scorecard to the group.
1. In the Navigator, select the project or folder that contains the scorecard.
2. Click the scorecard to open it.
The scorecard appears in a tab.
3. Click Actions > Edit.
The Edit Scorecard window appears.
4. Click the Metric Groupstab.
The default group appears in the Metric Groups panel and the scores in the default group appear in the Metrics panel.
5. Click the New Group icon to create a metric group.
The Metric Groups dialog box appears.
6. Enter a name and optional description.
7. Click OK.
8. Click Save to save the changes to the scorecard.
Moving Scores to a Metric Group
After you create a metric group, you can move related scores to the metric group.
1. In the Navigator, select the project or folder that contains the scorecard.
2. Click the scorecard to open it.
The scorecard appears in a tab.
3. Click Actions > Edit.
The Edit Scorecard window appears.
4. Click the Metric Groups tab.
The default group appears in the Metric Groups panel and the scores in the default group appear in the Metrics panel.
5. Select a metric from the Metrics panel and click the Move Metrics icon.
The Move Metrics dialog box appears.
Note: To select multiple scores, hold the Shift key.
6. Select the metric group to move the scores to.
7. Click OK.
Editing a Metric Group
Edit a metric group to change the name and description. You can change the name of the default metric group.
1. In the Navigator, select the project or folder that contains the scorecard.
2. Click the scorecard to open it.
The scorecard opens in a tab.
3. Click Actions > Edit.
The Edit Scorecard window appears.
4. Click the Metric Groups tab.
The default metric group appears in the Metric Groups panel and the metrics in the default metric group appear in the Metrics panel.
5. On the Metric Groups panel, click the Edit Group icon.
The Edit dialog box appears.
6. Enter a name and an optional description.
7. Click OK.
Deleting a Metric Group
You can delete a metric group that is no longer valid. When you delete a metric group, you can choose to move the scores in the metric group to the default metric group. You cannot delete the default metric group.
1. In the Navigator, select the project or folder that contains the scorecard.
2. Click the scorecard to open it.
The scorecard opens in a tab.
3. Click Actions > Edit.
The Edit Scorecard window appears.
4. Click the Metric Groups tab.
The default metric group appears in the Metric Groups panel and the metrics in the default metric group appear in the Metrics panel.
5. Select a metric group in the Metric Groups panel, and click the Delete Group icon.
The Delete Groups dialog box appears.
6. Choose the option to delete the metrics in the metric group or the option to move the metrics to the default metric group before deleting the metric group.
7. Click OK.