Updated on 2024-10-23 GMT+08:00

Business Metrics

After data survey and requirement analysis, you must implement metrics. A metric is a statistical value that measures the overall characteristic of a target and reflects the business situation in a business activity of an enterprise. A metric consists of its name and value. The metric name and its definition reflect the quality and quantity of the metric. The metric value reflects the quantifiable values of the specified time, location, and condition of the metric.

Business metrics define the purposes and calculation formulas of technical metrics and are not used to perform actual calculation. Business metrics can be associated with technical metrics. Technical metrics implement business metrics and define calculation methods.

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.

    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

Importing metrics: You can import business metrics in batches.
  1. On the DataArts Architecture page, choose Metrics > Business Metrics in the left navigation pane.
  2. Above the business metric list, click More and select Import. In the displayed Import Business Metric dialog box, click Business Metric Template.
    Figure 8 Importing business metrics

    Table 4 Parameters for importing business metrics

    Parameter

    Description

    Update Existing Data

    Whether to update the existing table if the table to be imported already exists. The system determines whether the table to import exists based on the table code. The import operation can be used to create a table or update an existing table. It does not delete a table. The options are as follows:

    • No: If you select this option, the existing tables will not be updated.
    • Yes: If you select this option, the existing tables will be updated. If a table is in the Published state, you must publish the table again after updating it so that the updated table can take effect.

    File

    Select the file to import. You can use the following method to obtain the file to import:

    Downloading the ER modeling template and fill in the template

    On the Import tab page, click Business Metric Template to download the template, fill in the template, and save the settings.

  3. Open the downloaded template, set the parameters in the template, and save the template. The Description sheet in the template is for reference only.

    Parameters whose names start with an asterisk (*) are mandatory, and other parameters are optional.

    The table below describes the parameters in the Business Metric sheet.

    Table 5 parameters in the Business Metric sheet

    Parameter

    Description

    *Process

    Level-1 process corresponding to the metric

    *Name

    Standard name of the metric, which must be unique.

    Code

    It is automatically generated by the system.

    Alias

    Simplified name of the metric used in specific scenarios such as reports

    *Objective

    Objective of the metric

    *Metric Definition

    Accurate meaning of the metric that can help related personnel understand the content measured by the metric

    *Calculation Formula

    Clear rule for calculating the metric data

    Data Source

    System from which data comes. If possible, the specific data table name and field should be specified.

    Measurement Unit

    Basic measurement unit of the metric

    *Statistical Period

    Statistical period of the metric

    Statistical Dimension

    Common statistical dimension. Dimensions are generally hierarchical.

    *Refresh Frequency

    Minimum frequency at which the metric data is updated

    Statistical Standard & Modifier

    Statistical standard and modifier the metric usually uses in addition to the statistical period and dimension. The statistical standard and modifier restrict the scope of metric data.

    Metric Application Scenario

    Important application scenarios of the metric, such as online reports, routine reports, and reporting materials

    Remarks

    Additional information that helps understand and use the metric

    Measurement Object

    Field for measuring the metric. If this parameter is not involved, leave it blank.

    *Metric Mgmt Dept

    Department responsible for defining, maintaining, and interpreting the metric and providing metric data.

    *Metric Owner

    Metric owner (Huawei account name)

    Related Tech Metric

    Implementation of the business metric in the specifications design

  4. View the result on the Last Import tab page. If the import is successful, click Close. If the import fails, you can view the failure cause, correct the template file, and upload it again.
    Figure 9 Last Import tab page

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

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