Knowledge BaseRecent Updates

Recent Updates

  • The starting point for the generation of an Alert is always a Metric.  Once you have set up a Metric to trigger Alerts, you can perform additional functions.  This article describes how to extend an Alert to an External Report.

    Manual FAQs
  • You can access prior versions of your Data Calculation commands if you should make an error while editing an existing metric.

    Manual FAQs
  • In order to use the Salesforce SOQL plug-in, you will need to setup an OAuth connection in Salesforce. (Please see the Salesforce support documentation for instructions on this. Plugins that do not use SOQL do not require a token, just a username and password.) The final step in this authorization process will be to obtain a token from Salesforce.  

    Depending on your settings, the token may expire from time to time. When that happens, Metric Insights will not be able to fetch data from Salesforce until the token has been refreshed.  This article will show you how to refresh the token automatically.

    Follow the instructions below if you receive one of the following error messages when using the Salesforce SOQL plug-in:

    • "Could not authorize you. Details: the requested scope is not allowed."
    • "Expired access/refresh token"


    The Salesforce support documentation site contains instructions on this topic. See Creating a Connected App.

    Manual FAQs
  • Aggregate Metrics are not bound to any particular Data Collection Ttigger.  The Metric's data is updated automatically each time its Source Metric's data is updated or changed.

    Manual FAQs
  • The Chart images contained in a Notification that you receive is the same image you see in "preview" on your Home Page.  This is determined by your personal Preferences setting in the Preview Chart Display field on your Preferences Editor.

    RULE:  Your own setting takes precedent over how the person that sent you a Notification set their own Preview Chart Display Preference.

    Manual FAQs
  • The Microsoft Internet Explorer (IE) browsers, IE8 and IE9, provide significantly poorer performance than later versions of IE or other modern browsers. Users often see the Warning Message shown below in Step 1.

    There have been significant performance improvements in browsers in recent years.  Metric Insights' technical specialists have found that as the volume of tiles; i.e., content in the Home Page, grows, IE8/IE9 performance becomes less than ideal.  Our internal testing determined that this particular issue with IE does not go away until IE10.  We also have experienced that this warning appears when you try to load a large number of tiles (well over 1,000) into the IE8 or IE9 browser.

    The script that is causing the issue is actually loading tile data and must be loaded completely in order to make search work on the page. We have made a number of improvements in caching and now keep both a user and a session cache of tile information that loads right away and then is synchronized with database content.  This has resulted in a big improvement in page load time on modern browsers for subsequent loads of the Home Page during the same session but this does not benefit IE8 or IE9 users because these browsers do not have very good client-side caching support.


    Metric insights recommends that your organization use the following guidelines to improve loading of the Home Page of all users:

    1. Upgrade to IE10 or above or else reduce the number of tiles visible to the user
    2. Encourage users to keep the tile count to a manageable level so that the IE8/IE9 browser warning is avoided.  If your system has hundreds of Dimension Values associated with multiple elements, it is easy to exceed a manageable number of tiles.  Being thoughtful in implementation and security model definition is the key to having a Home Page that is not cluttered unnecessarily.  Users can easily find tiles that are not visible on the Home Page elements by using a Filter that results in a list of Hidden elements being generated as illustrated in Step 2 below.  Steps that will reduce the number of visible tiles include:
    • Hide an individual element from the Home Page  See Step 3 below
    • Use the Dimension Editor to hide tiles of Dimensions that have a large number of Dimension Values by many of them making them not visible .  For more information, see Step 4 below and/or review this article on Dimension Values.  
    Manual FAQs
  • As a general rule, any change to an element's settings that affects the appearance or calculation of your Metric or Report will require a live update in order for the changes to be reflected in the element's Viewer.  This includes such settings as:

    • Column labels for Reports
    • Color changes
    • Display masks (for numeric columns)
    • Projection parameters
    • Drill to elements  

    In addition, components added on other Editors such as Targets and Event Calendars and associated with the element are not shown in the Viewer until an update occurs.

    Modifications that do not affect the charts/tables of your Metric or Report can be made simply by clicking the Save button. These includes such metadata settings as the element's:

    • Name of the element
    • Description
    • Category
    • Topic
    • Changes to element ownership (Business or Technical Owner)

    You can also add an Overlay and see it in the Viewer without updating the Element.

    Manual FAQs
  • Occasionally, it may be convenient to run a Metric Insights virtual appliance on your laptop. You might do this, for instance, if you want to try out our application and aren't able to obtain access to a suitable server. While this is certainly possible, please be advised of the following pitfalls.

    Manual FAQs
  • The Daily/Weekly/Monthly drop-down list is used to select another Measurement Interval for viewing. The contents of this drop-down list are determined by the Measure of the Element being viewed. When you select a different Measurement Interval from the list, Metric Insights displays an element that 1) has the appropriate Measurement Interval; and 2) shares the same Measure as the element that you're currently viewing. To ensure that you see the correct element, you will need to create a distinct Measure for each KPI that you plan to track in Metric Insights.

    Manual FAQs
  • The short answer is that your Metric has Expired. The Tile displayed for this metric on your Home Page will also be flagged with an "expired" watermark. This indicates that your element's data has failed to change.

    Why does this happen?: At some point if the data in your Metric is too old, it tends to become less meaningful. The system has the ability to declare it as "expired" and to flag its tile on the Dashboard Main Panel with an "expired" watermark. The system also adds a shaded 'Information Not Available' zone to the Metric's chart.

    Metrics are given a default Expiration After Time based on the 'Measurement Interval' which you may adjust. This value lets the system know how long after the last measurement time (NOT the last time the data was collected) must elapse before the Metric is considered expired.

    You can reset the expiration period appropriately so that the expired region appears in the chart (and the expired watermark in the tile) only when the element data actually contains expired data, by following the steps below.

    Manual FAQs