calculated_metrics | Community Creatio

Question

16:35 Feb 27, 2024

Hello everyone,

I would like to calculate sales KPI and show them in dashboard like Last year to date, year to date sales, calculate the year to date difference and also made it also in percentage.

First I tried with a list and used pivot table to calculate these KPIs but I encounter a case wich if an account made an order this year but not the previous year, an error : divide by 0 occurs. I can't use any operators in the formula to avoid this case.

So I tried another solution by using the "calculated metrics" plugin to calculate the difference in sales since the beginning of the year and the difference in sales since the beginning of the last year as a percentage.

This works but the display is only in the form of metric values, is it possible to build a column dashboard with the metric data as input?

Can I create an object from my metric data and use it in a dashboard ?

Or even a function that takes order.account.owner as currentUser and returns the data?

1 comments

Pavlo Sokil

12:33 Mar 06, 2024

Hi,

Unfortunately, it is impossible to change the display of the dashboard from the Calculated metrics add-on using basic methods.

Regarding the "Divide by zero error encountered" error, to avoid this error, you can add +0.01 /(last year to date + 0.01) to the value by which the division is performed, but this will cause a slight difference in the calculations.

You can also add filtering to the Pivot table so that records with the value "last year to date" are not included in the list, so division by 0 will not occur and you will avoid the display error.

We have created a task for our development team to investigate and develop a mechanism to address this error in future versions of the application as the error occurs at the database level.

Thank you!

Show all comments

Question

calculated_metrics

Sales_Creatio_enterprise_edition

8.0

Add on not installing for calculated metrics

Heather Mahley

21:02 Dec 15, 2022

Hi I keep getting an error trying to download Calculated Metrics For Creatio into Dev. My version is 8.05.2424. It says it works on version 7 and up. Is anyone else having this issue?

4 comments

Bogdan

10:51 Dec 16, 2022

Hello Heather,

Could you please share the installation log?

Heather Mahley

14:33 Dec 20, 2022

2022-11-21 18:27:20,377 Loading file: MultiChoice.zip 100%

2022-11-21 18:27:20,861 Packages validation started

2022-11-21 18:27:25,407 Packages have been validated

2022-11-21 18:27:25,642 Configuration backup started.

2022-11-21 18:27:25,657 Loading packages from archive

2022-11-21 18:27:25,673 Package "MultiChoice" loaded

2022-11-21 18:27:25,689 Configuration backup successfully created.

2022-11-21 18:27:25,986 Application install from file started. Application name: MultiChoice. Code: MultiChoice.

2022-11-21 18:27:25,986 Preparing packages for installation

2022-11-21 18:27:26,048 Loading packages from archive

2022-11-21 18:27:26,064 Package "MultiChoice" loaded

2022-11-21 18:27:26,079 Skipped - Loading packages from database (new application)

2022-11-21 18:27:26,079 Composing packages

2022-11-21 18:27:26,626 Schema "MultiChoiceCombobox" saved in package "MultiChoice"

2022-11-21 18:27:26,751 Schema "MultiChoiceMixin" saved in package "MultiChoice"

2022-11-21 18:27:26,751 Package "MultiChoice" saved

2022-11-21 18:27:26,923 Added - resources in package "MultiChoice"

2022-11-21 18:27:26,954 Added - dependencies of package "MultiChoice"

2022-11-21 18:27:27,017 Added - schema caption localizations in package "MultiChoice"

2022-11-21 18:27:27,017 Package hierarchy actualization is started

2022-11-21 18:27:27,548 Package hierarchy actualization is completed. Affected records: 21

2022-11-21 18:27:27,548 Package hierarchy updated

2022-11-21 18:27:27,564 Updating tables structure in database

2022-11-21 18:27:27,579 Updating modified schemas

2022-11-21 18:27:27,689 Installing data

2022-11-21 18:27:28,345 Schema source code "MultiChoiceCombobox" from package MultiChoice generated

2022-11-21 18:27:28,407 Schema source code "MultiChoiceMixin" from package MultiChoice generated

2022-11-21 18:27:28,423 Updated modified schemas

2022-11-21 18:27:28,439 Updating modified schemas

2022-11-21 18:27:28,454 Updated modified schemas

2022-11-21 18:27:28,470 Configuration build started

2022-11-21 18:27:28,517 Current schemas info loaded

2022-11-21 18:27:28,689 New schemas info loaded

2022-11-21 18:27:28,720 Configuration state loaded

2022-11-21 18:27:28,720 Configuration server content generation started

2022-11-21 18:27:28,720 Configuration server content generated

2022-11-21 18:27:28,798 Schema JS module descriptors updated

2022-11-21 18:27:28,798 Schema JS module items loaded

2022-11-21 18:27:28,829 Schema JS module paths generated

2022-11-21 18:27:28,829 Schema JS module paths updated

2022-11-21 18:27:28,845 Schema content bootstrap updated

2022-11-21 18:27:29,048 Meta info file updated

2022-11-21 18:27:29,235 File content generation started

2022-11-21 18:27:29,298 File content descriptors obtained

2022-11-21 18:27:29,314 File content descriptors generated

2022-11-21 18:27:29,329 File content bootstraps generated

2022-11-21 18:27:29,329 Configuration build finished

2022-11-21 18:27:29,735 Application installed successfully

Bogdan

22:48 Dec 20, 2022

Heather,

As we can see in the logs 'Application installed successfully'.

So the error occurred only on the UI.

Heather Mahley

23:12 Dec 20, 2022

So what should I do next to address the UI?

Show all comments

Question

accountsection

calculated_metrics

Customize in accounts sections

Ibrahim Nour El-Din

16:31 Sep 26, 2021

hi all

in the left side panel of accounts section i need to make metrics like these in the screenshot

i know how to add them but i can't configure them i can't display date, what is total revenue n account ? also Customer Rating stars ?

please help me with screenshots how to configure all of them

thanks all

1 comments

Anastasiia Zhuravel

11:15 Sep 28, 2021

Hello Ibrahim,

It's possible to add the same metrics for the Accounts section on the dashboards once the record page contains the corresponding columns (rating stars, date). Same situation with the Total revenue, you can display it, once there is a corresponding field. However, it won't be possible to display it with a help of metrics in case the corresponding filed is missing and the value is being calculated in accordance with some formula.

Should you have any questions, please let us know.

Best regards,

Anastasiia

Show all comments

Question

calculated_metrics

dashboards

7.16

Sales_Creatio_enterprise_edition

Calculated Metrics addon - lookup contents

Darian Lewis

18:34 Sep 11, 2020

We've been using the Calculated Metrics addon for some time now, but just recently, it's started showing the wrong list for the object lookup.

Item 'a' correctly shows just the objects:

https://i.imgur.com/B4JZwbB.png

Items 'b', 'c', and 'd', however, show what appear to be pages:

https://i.imgur.com/HIMwOVP.png

If you scroll all the way to the bottom and load the full list, it seems that it might contain both:

https://i.imgur.com/B0eTvrl.png

But this is both inconvenient and rather unintuitive for our non-technical users, given the inability to distinguish between the identically-named pages and the object itself, as well as the fact that the objects don't initially appear in the list. Is there any way we can correct the filter on these lookups?

5 comments