The metrics will be the columns of the form. Later, when creating budgets you can use the values of the metrics for the formulation of accounts where you can search the values of the metrics to assemble assemble mathematical formulas, so if the metric is of the percentage type it can not be added, so how you can group values, then if the metric grouping type is counted it will be interpreted as a single record.
Metric*: Metric descriptive name. Ex: Value Shipping USD, Quantity in KG and etc …. Type*:
Money: Monetary unit where the cents are separated by dot “.”. Ex: “0.00”, “1200.00”. Decimal: Decimal unit where the cents are separated by dot “.”. Ex: “0.00”, “1200.00”. Integer: Absolute integer. Ex: “10”, “0”. Percentage: Percentage unit, identifier “%” is added automatically. Ex: “5%”. Date: Time unit in “DD/MM/YYYY” format. Ex: 01/10/2019.
Total grouping:
Sum: the value comes from a summation/subtraction. Average: the value comes from a calculation of the mean. Count: the value comes from a quantitative count. Calculation: the value comes from a calculation. None: Used only for Date type, because date does not make any kind of grouping.
Calculated metric:
Option to perform mathematical operations with inserted metrics, other forms or premises.
Operation: field available for writing the formula. * = multiplication. / = division. + = sum. – = subtraction. # = metric selector of the form.
Assumptions: They can be used for constant values such as the currency quote, tax rate or other constant values, besides we can define the value each month for such a premise.
Verify Formula: Available button to verify that formula formatting and logic contains errors.