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Inverse calculations and changing output metric
Inverse calculations and changing output metric

See below for how you can change which metric is an input and which metric is an output.

Updated over a week ago

Organizations typically have a standardized approach to how they merchandise plan. For example, they might take Sales Retail and Sales Units as inputs and have Sales AUR automatically calculate. However, there are cases where you want to explicitly set Sales AUR (or another calculated metric) and have one of the inputs be treated as an output. That is when inverse calculations come to the rescue. 

Let’s go over an example. Let’s say that we want to set Gross Sales Retail for Apr to be $10M and want to set the Gross Sales AUR as $100. To input Sales AUR, just right click on the metric name, and specify which metric you want to be calculated as an output, using the inverse relationship. You can then input $100 there and see Sales Units calculate.  See below for how it works in action:

Saving the Output Metric to your View

You can change the configuration of what is an input and what is an output on your View. Just make sure to save the View after making the change.

Out of the Box Views & Output Metrics

Most of the Toolio Out of the Box Views come with pre-configured output metrics with what we believe are the best input / output relationships for that particular flow. On our Out of the Box View overviews (e.g here) we explain what these relationships are

Seeing all Output Metrics for a View

You can see all the output metrics that are activated on a view. To do that, just click on the View Name and select Output Metrics and it will display which output metrics are currently in action.

If desired you can unselect the output metrics you want to deactivate. If you make changes to the output metrics, remember to Save them to the View.

Setting Organizational Defaults

If you want to configure the system so that Sales AUR is always an input and Sales Units always an output, that's also possible. You can configure that under Settings > Metrics

FAQs

I clicked on a metric, but that doesn't show output metrics as an option

Certain metrics, e.g. Gross Sales Retail, are not derived metrics, but they are raw metrics. For these, you cannot modify the output metric. Instead, you can find the derived metric that is using it, e.g. Gross Sales AUR, and use that to change the Output Metrics.

To see which metrics are raw vs. derived, go to Settings > Metrics and see if the metric has a formula associated with it. Metrics with no formula are raw metrics, and with formula are derived metrics.

How can I configure output metrics when metrics are in columns?

When metrics are in columns, you can still modify output metrics, but clicking on the column header and you will see a similar context menu that allows configuring output metrics. Please see below as an example.

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