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Custom Metrics: Roll-up options for Yes/No questions

Custom Yes/No metrics can be configured with a roll-up behaviour that matches the question, instead of only ever reducing multiple answers to a percentage

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Written by Femke Hummert

The three roll-up options

When several entities or periods answer the same Yes/No question, their answers need to be reduced to a single value. There are three ways to do that:

  • Percentage answering Yes (default): Shows X% Yes, including 0% Yes and 100% Yes for unanimous answers.

  • Yes if any answer is Yes: Shows Yes if at least one entity or period answered Yes; otherwise No if there's at least one No; otherwise no value. Useful for compliance-style questions, e.g. "did any site report an incident?"

  • No if any answer is No: Shows No if at least one entity or period answered No; otherwise Yes if there's at least one Yes; otherwise no value.

Existing metrics keep their current (percentage) behaviour until you change the setting.
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How to configure roll-up behaviour

  1. Go to Custom metrics under setup and open the Yes/No question you want to configure.
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  2. Find the roll-up behaviour setting and choose one of the three options.
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  3. Save the question.

This setting is per question, so different Yes/No questions in the same metric group can use different roll-up behaviours.
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Please note:

  • Roll-up behaviour affects how the answer displays and aggregates across your entities and periods, it doesn't change the underlying answers themselves.

  • Changing the setting on an existing metric applies going forward; it doesn't rewrite past submissions.

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