Configuring & Using the Multiple Metrics List Tile
The Multiple Metrics List tile allows the display of multiple metric(s) based on value type selection, on a single tile, for quick analysis of data points across periods in a list view with associated metric values.
Fig 1. Is an example Multiple Metrics List tile displaying the metrics Gross Profit, Assets Under Management, Net Income, and Asset Management Fees.
Dashboards: User, Team, Coach, Executive.
Hitting the filter icon on the tile allows you to select the periodicity, year, and period for the metrics & values displayed on the tile. Hitting the UPDATE DATA button opens the reference/ associated metric sheet data input screen feeding the tile display as shown in Fig 2.
Fig. 1
Fig 2.
Configuration
From Admin, click Tiles.
In the Tiles screen, click the +New button.
In the +New screen, check the Active box, choose the tile type: Multiple Metrics List, Name the Tile, select the Display On (dashboard) option, select height and sequence, then click Save details. After saving details, you’ll be prompted to add the content group . Choose the content group you created for this Multiple Metrics List tile.
From the Tile configuration section, select the reference metric sheet feeding the tile display. Choose the periodicity options, enter offset quarters and no data message if applicable, then hit Save Config.
In the Header, footer, & Open User Metric Sheet Report sections choose all applicable options.
In the Linked Metric Templates section, add the metrics & value types that you wish to display on the tile list. Hit Save Config.