How do I edit metric template line item formulas?

Once a metric template has been created, the formulas that are used to compute line item values can be edited. This article describes how to edit metric template line item formulas.

1. Click Metrics

Click Metrics
  1. On the Icon Bar click the Admin button.
  2. Click Templates to expand the menu, then click Metrics.

2. Select Metric Template

  • Click the name of the metric template you want to edit line item formulas for.

3. Click Spreadsheet

  • Click the Spreadsheet tab.

4. Click Computation

  • Click Computation.

5. Click Edit

  • Click Edit.

6. Select Line Item

  • Click the line item that you want to edit the formula for. Formulas can be edited in either the formula builder or the free-form text field depending on your preferences.

7. Edit Formula With Formula Builder

  1. Select line items and operators from the context sensitive drop-down menus.
  2. Click Save.

7.1. Edit Formula in Free-From Text Field

  1. Click Text Mode.
  2. Edit the formula in the free-form text field, using [#] to represent line items, where # is the line item's number.
  3. Click Save.

8. Click Submit

  • Click Submit.

9. View Line Item

  • View updated line item formula.


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