Documentation:PMA:CCAWAHelp:MetsLibrary:DRAFT

Working with Metrics Libraries

A metrics library is a shortcut method for selecting the list of metrics to display on your dashboard. You have access to metrics libraries only if you have access to Column Chooser because you create metrics libraries in the Column Chooser window. In addition, only metrics to which you have access are displayed in the Column Chooser (see Role-Based Access and Permissions).

A metrics library enables you to:

• Create reusable lists of metrics to display on the dashboard. For example, you could create a set of metrics that might be required for a specific management task, such as a set of non-voice metrics.
• Maintain those lists.

Creating a New Library

You can create a metrics library only in the Column Chooser window. As you create libraries, they are added to the Select drop-down list of libraries in the Column Chooser window. They are also added to a drop-down list that displays in the dashboard toolbar, beside the button that launches the Column Chooser window.

When you select a library from the Select drop-down list in the Column Chooser window, the description of that library is displayed next to the drop-down list, and the Selected Metrics pane is cleared and populated with the list of metrics that make up the library.

To create a new metrics library:

1. Open the Column Chooser window.
2. Choose an existing library from the Select drop-down list. For example, if you have not yet created any metrics libraries, you might select From dashboard to get started. If you previously created a metrics library, and you want to use that library as the basis for a new library, then select that library.
3. Click Save as New Library, or, if you have selected a library that you previously created and you want to copy it as the basis for a new library, then click the clone () button.
4. Enter a name for the library. The library name cannot be changed after the library is saved, so be sure to carefully consider what you will enter for the library name.
5. Enter a description (optional). If you create multiple libraries, the description can help you to remember the specific purpose of the library. The Description field is editable, so you can always change it later if you decide it could be improved.
6. Add your personal selection of metrics to the Selected Metrics pane. See Selecting Metrics for Dashboard Display for information about working with the Available Metrics and Selected Metrics panes in the Column Chooser window.
7. Click one of the following:
   • Save & Apply to both save the library and display it on the dashboard immediately.
   • Cancel to discard the library without saving it. Clicking Cancel also closes the Column Chooser window and returns you to the dashboard.

Selecting a Metrics Library for Dashboard Display

Once you have created personal metrics libraries, you can quickly change the set of metrics that displays on your dashboard by selecting a specific library. You can select a metrics library from the list of available libraries in the drop-down menu in the dashboard toolbar (beside the Column Chooser button), or in the Select drop-down menu at the top of the Column Chooser window.

Using the Column Chooser Window

If you have not created any new libraries, then you will see only the two default libraries in the Select drop-down list in the Column Chooser window:

• System Default: The default list of metrics to display on the dashboard. An administrator configures this list of metrics. A system administrator might assign permissions to your role in order to limit the number and type of metrics that you can view; therefore, you might see only a subset of the full list of default metrics.
• From Dashboard: Retrieves the metrics exactly as displayed on the dashboard, which you can save as a new library.

To display a library's metrics in the dashboard, select the library in the Select drop-down menu in the Column Chooser window, and then click the Apply button.

Using the Metrics Library Menu on the Dashboard

You can select the System Default set of metrics from the the Metrics Library drop-down menu in your dashboard toolbar, as well as any personal metrics libraries that you have created. Select a library from the drop-down menu to display that library's metrics in your dashboard.

Sometimes, you might see Unsaved Library displayed in the dashboard's Metrics Library drop-down menu. This means that you have a set of metrics displayed on your dashboard that is a unique group of metrics, and which is not saved as a reusable library. If you want to save the set of metrics as a library, then you must launch Column Chooser and save the library there (see Creating a New Library for instructions). If you do not save the Unsaved Library, and you select a different metrics library using the toolbar's drop-down menu, and confirm that you want to open the selected library (the application prompts you to confirm or deny the action), then the Unsaved Library is discarded. If you discard an unsaved library, and you later want that same set of metrics to display on your dashboard again, you must rebuild the list in Column Chooser.

Editing a Library

You might decide that one of your metrics libraries is missing a key metric, or it might have a few more metrics than you need. You cannot change the name of a metrics library after it has been saved, but you can add or remove metrics. You can also change the library description. You can edit a library only in the Column Chooser window. You cannot edit the default metrics libraries (System default and From dashboard), however you can save a default library with a new name, and then edit that.

To edit a saved metrics library:

1. Open the Column Chooser window.
2. Choose an existing library from the Select drop-down list.
3. Make your changes to the library.
4. Click one of the following:
   • Save & Apply to both save your changes to the library and to display it on the dashboard immediately.
   • Apply to display the updated library on your dashboard. Be aware that clicking Apply does not save your library. If you navigate away from the updated library using the Metrics Library drop-down menu on your dashboard, your changes to the library will be lost.
   • Cancel to both discard your changes to the library and to exit the Column Chooser window.

   If you ever make unwanted changes to a saved library, but you do not want to exit Column Chooser, you can also navigate away from the library using the Select drop-down list (that is, simply load a different library). This action has the same result as clicking the Cancel button without closing the Column Chooser window.

Deleting a Library

You can delete a library only in the Column Chooser window. You cannot delete the System Default or From Dashboard libraries, but you can delete a metrics library that you created.

To delete a metrics library:

1. Open the Column Chooser window.
2. Select the library in the Select drop-down list.
3. Click the trash can () button.

The library is permanently deleted.