R365 Intelligence: Creating Metrics

  • Updated on Mar 10, 2026
  • Published on Jul 3, 2024
  • 2 minute(s) read
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This article covers creating metrics and is part of R365 Intelligence, an R365 add-on feature. 

Metrics are data objects that are used to measure. New metrics can be created by creating new calculations. When created, these are added to the Datasets Panel as a new data object, and they can then be used to create visualizations.

 Metrics can be created using system-built shortcuts or from scratch using the Formula/Function editor. 

Video - How to Create Your Own Metric

Shortcut Metric

A metric can be created using the Shortcut metric option. This function can be completed by right-clicking a metric on a visualization and selecting Shortcut metric from the dropdown options.

Shortcut metrics are preprogrammed calculations based on the metric selected, including the following:

  • Rank

  • Percentile Rank

  • Percent to Total

  • Percent Of

  • Percent Change 

  • Moving Average 

  • Running Total

  • Percent Running Total

Once a selection is made, the metric will appear in the visualization and within the Datasets panel. 

Aggregate By

The Aggregate By option allows use of the aggregation function, which is used to calculate subtotals for a metric, including the following:

  • Sum

  • Average

  • Minimum

  • Maximum 

  • Count 

  • Median

  • Mode

  • Product 

  • Standard Deviation 

  • Variance

To access the aggregation function, right-click over a metric and select Aggregate By from the dropdown, then make a selection. 

Calculation

A new derived metric can also be created by combining the values of multiple metrics with a calculation. This can be done by right-clicking a metric, then selecting Calculation from the dropdown and making the necessary selections. 

From the calculation options, the metrics to combine can be selected, along with whether to add, subtract, multiply, divide, or average the selected metrics. 

Creating a Metric Using the Formula/Function Editor

In addition to using preprogrammed metric building, a metric can also be created using the Formula/Function editor. To do this, click the menu button from the Datasets panel and select Create metric from the dropdown. This will open the Formula/Function editor. 

The Switch to [Function/Formula] Editor button in the bottom left corner can be clicked to switch to the Formula/Function editor at any time. 

Click to expand a section for details about each editor.

Function Editor

From the Function Editor mode, a metric must be built by first selecting a metric function, and then specifying the parameters, such as which existing data object to base the calculation upon. The required information will be dependent on the function selected. When clicked, each function has a description in the bottom panel of the dialog box.

As an example, when creating a metric that represents SPLH, the Quotient function as well as Gross Sales and Total Actual Hours might be selected to complete the required parameters.

Formula Editor

In Formula Editor mode, metrics are created by building out a formula in the formula box. Existing functions and data objects can be utilized to build out the formula, or the formula can be typed out directly. As a formula is typed into the formula box, predictive text helps make selections.

As an example, the formula Total Sales/Actual Hours might be created to represent a metric for SPLH. 

Once the metric is created, the metric behavior must be changed to Manual. To do this, click Metric Options in the top right corner of the window.

Select Manual as the metric behavior. Then click OK to close.

Once set to manual, the metric can be saved by clicking Save.