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Import/Export metrics (mass modification)
Import/Export metrics (mass modification)
Updated over 3 months ago

Prerequisites : this feature is available for users with a Functional Administrator role.

Connect to Io-base and go to the Referentials / Metrics management menu.

Select the relevant database.

At the top right, click on

.

By clicking on "Export a list of metrics", you can export all the metrics of the selected database into an Excel file.

By clicking on "Import a list of metrics", you can import metrics from an Excel file, in order to update the referential.

Be careful, when importing, to check that the desired data source is selected.

File structure

The file contains three tabs :

  • the metrics referential

  • the list of existing permissions

  • the list of existing storage rules

The columns in the file include:

  • Id = metric identifier

  • Name = the name of the metric

  • DataSource = the name of the database

  • Description = the description of the metric

  • Unit = the unit of the metric

  • Storage Rule = the storage rule

  • Access Zones = the permissions applied to the metric

  • Type of the metric = there are several types of metrics

    • raw : it is a value that is automatically returned

    • calculated : it is a value that will be calculated

    • manual : it is a value that will be entered

    • system : it is a system configuration value

  • Formula = the formula (for Calculated metrics)

Operating rules of the import

When a file is imported, the following rules apply :

  • you cannot delete metrics using an import. If lines are missing in the file compared to the referential, nothing will happen. To delete metrics, go to the Referentials / Metrics management menu.

  • the import allows the creation of new metrics. To create metrics, when importing, you must add rows without filling in the first column.

  • the import only allows the modification of some properties of the metrics :

    • the description

    • the unit

    • the storage rule

    • the permissions

  • the formula of a calculated metric cannot be modified through the import. You have to go through the Formulas menu.

  • the type of a metric cannot be changed

  • the value entered in the Storage Rule column must match an existing label in the StorageRules tab of the file

  • to place several permissions on a metric, it is necessary to separate them by ",".

Creating Metrics Using the Import Feature

The import feature also allows the creation of new metrics.

WARNING ! To create metrics using the import feature, you must leave the first column of the excel file ("ID") blank.

You can then fill in the other columns as needed. However, be careful not to use formulas (such as Excel formulas) in your entries.

Important : The metric name must not contain special characters (only underscores "_" and periods "." are allowed).

It is only possible to create metrics of type raw or manual (refer to the metric types mentioned above).

Below, highlighted in red, is an example of a valid entry for creating a metric using import for the "test" dataset.

Note : The last column, "Formula," is for informational purposes only. It displays the formula for calculated metrics. Therefore, you do not need to fill it in when creating a new metric.

Note : Creating metrics using import is not available for Google Sheets. We recommend using Excel for this feature.

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