Business Metrics

Prerequisites

You have designed a process. For details, see Designing Processes.

Creating and Publishing a Business Metric

1. On the DataArts Studio console, locate a workspace and click DataArts Architecture.
2. On the DataArts Architecture page, choose Metrics > Business Metrics in the left navigation pane.
3. In the process tree on the left, select a process and click Create.
4. On the page displayed, set the parameters and click Publish.
   1. Configure basic settings.
      Figure 1 Basic Settings area
      

      Table 1 Parameters in the Basic Settings area

      Parameter	Description
      *Metric Name	The name of the business metric to create. Newline characters and the following characters are not allowed: \ < > % " ' ;
      Code	The metric code is automatically generated. You can configure the generation rule on the Configuration Center page of DataArts Architecture. For details, see Encoding Rules.
      Alias	This parameter is optional.
      *Process	Select the process that the metric belongs to. If no process is available, create one. Refer to Designing Processes for details.
      *Objective	Your purpose of setting the metric.
      *Metric Definition	The definition of the metric must be accurately described.
      Remarks	Remarks for the metric to create.
      Custom metric	If a custom metric is configured on the Metrics tab page of the configuration center, the metric is displayed as a parameter on this page. For how to create a custom field, see Metric Settings.

   2. Configure the metric information.
      Figure 2 Metric Information area
      

      Table 2 Parameters in the Metric Information area

      Parameter	Description
      *Formula	The computing logic of the business metric, which guides developers to design atomic and derivative metrics. Business metrics are used to guide the implementation of technical metrics only and are not calculated.
      *Statistical Frequency	The statistical period of a metric, which helps developers set the time limits.
      Statistical Dimension	You can select an existing dimension from the drop-down list For details on how to create a dimension, see Creating Dimensions.
      Standard & Modifier	Modifiers are abstract definitions of scenarios and are used to determine the measurement scope.
      *Refresh Frequency	The interval for updating a metric. Developers or operators can set the scheduling frequency of derivative metrics based on the metric update frequency.
      Metric Application Scenario	The application scenarios of the metric.
      Associated Technical Metrics Type	Select the type of the technical metric associated with the business metric. Available options include Derivative metric, Compound metric, and Atomic metric.
      Associated Technical Metrics	Select a technical metric associated with the business metric.
      Measurement Object	The field for measuring a metric.
      Measurement Unit	The measurement unit of a metric.

   3. Configure the management information.
      Figure 3 Management Information area
      

      Table 3 Parameters in Management Information area

      Parameter	Description
      Data Source	The generator of data.
      *Metric Mgmt Dept	The department that manages the metric.
      *Metric Owner	Metric owner. You can enter the name of an owner or select an existing owner.

5. In the displayed dialog box, select a reviewer and click OK to submit an application.
   NOTE:

   If you have been added as a reviewer, you can select Auto-review and click OK. After the request is approved, the status changes to Published.

   If you select multiple reviewers, the status changes to Published only after all reviewers have approved the publishing request. If any reviewer rejects the request, the status is Rejected.

6. Repeat 3 to 5 to create and publish other business metrics.
7. All the business metrics need reviewing.

   If the applications are approved, the business metrics are created.

   Click the name of a business metric to view its details, relationship diagram, publishing history, and review history.

   In the relationship diagram, you can view the lineage diagram of the business metric.

   In the release history, you can view the differences between historical versions.

Editing a Business Metric

1. On the DataArts Architecture page, choose Metrics > Business Metrics in the left navigation pane.
   Figure 4 Managing business metrics
   
2. In the business metric list, select the target metric and click Edit on the right.
3. Edit the business metric information as required.
4. Click Save to save the settings. Alternatively, click Publish to publish the edited business metric.

Publishing a Business Metric

If a business metric is created but not published, perform the following steps to publish it:

1. On the DataArts Architecture page, choose Metrics > Business Metrics in the left navigation pane.
2. In the business metric list, select the target metric and click Publish.
3. In the dialog box displayed, select a reviewer and click OK.
   Figure 5 Submit for Publication dialog box
   

Suspending a Business Metric

You can perform the following steps to suspend a published business metric:

1. On the DataArts Architecture page, choose Metrics > Business Metrics in the left navigation pane.
2. In the business metric list, select the target business metric and click Suspend in the Operation column.
3. In the dialog box displayed, select a reviewer and click OK. The business metric is suspended after the reviewer approves it.
   Figure 6 Apply for Suspension dialog box
   

Deleting a Business Metric

If a business metric is no longer needed, you can delete it. A business metric in the Published state can be deleted only after it is suspended.

1. On the DataArts Architecture page, choose Metrics > Business Metrics in the left navigation pane.
2. In the business metric list, select the target business metric and choose More > Delete above the list.
   Figure 7 Deleting a business metric
   
3. In the dialog box displayed, confirm the information and click Yes.

Importing/Exporting Business Metrics

Exporting metrics: You can export created business metrics.

1. On the DataArts Architecture page, choose Metrics > Business Metrics in the left navigation pane.
2. On the Business Metrics page, select a business metric, click More, and select Export.
   Figure 10 Exporting a business metric
   
   NOTE:

   If a custom metric was created on the Metrics tab page in the configuration center, the custom metric is displayed in the exported table.