Control Drill Menus for Measures

How to:

You can control the content visible from the drill for each Metric in PMF using the Content tab on the Measure panel. Any Content managed within PMF can be added to the menus.

There are two menus at the Metric level. These options control the drill menu that is activated when you click:


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Procedure: How to Add a New Drill Menu for a Metric

By default, all Metrics in PMF use the same menu. You do not need to do anything to configure this menu. It is automatically configured whenever a new Metric is created in the system.

If you want to configure a menu for a particular Metric:

  1. Click the Measures panel button.

    The available measures are displayed.

  2. Select the measure you want to use.

    The Edit Measure panel opens.

  3. Click the Content tab.

    The Content menus configured for that metric are displayed, as shown in the following image.

  4. If you click the Link Content box, you can:
    • Add new (link) content to the Measure Name or Measure Value menu by selecting the content item you want to add from the drop-down menu, as shown in the following image.

    • Add new (link) content by entering the name of the item in the box, as shown in the following image.

    • Change the order of menu items by clicking the arrows on the left of the link name, and dragging the item up or down, as shown in the following image.

    • Remove (unlink) any content from the Measure Name or Measure Value menu for that metric by clicking the Remove this item button to the right of that item, as shown in the following image.

  5. Click Save once you are done configuring the menu. The new menu is now configured. Whenever you select the name or values for that metric, PMF will display the Content menus you configured.

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Procedure: How to Make a Content Menu the System Default

You can quickly design a default menu that all Metrics will use. This gives all Metrics that do not have specific menus a fallback. Note that the system ships with a default menu configured. Performing the steps in this task will override those settings.

To change the default menu for Metric Name or Value drills:

  1. Click the Measures panel button.

    The available measures are displayed.

  2. Select the measure you want to use.

    The Edit Measure panel opens.

  3. Click the Content tab.

    The Content menus configured for that metric are displayed,

  4. Click Save as default for the menu you want to make the system default, as shown in the following image.

The menu you specified is now configured as the default. Whenever you click the name or values for any Metric that does not already have a specific menu configured, PMF will display the default Content menu you configured here.


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Procedure: How to Clear a Specific Metric Menu to the Default

You can clear any specific menu that was previously configured for a Metric. When you do this, the Measure Name or Measure Value menu of the metric will always display the default as currently configured.

  1. Click the Measures panel button.
  2. Select the measure you want to use.

    The Edit Measure panel opens.

  3. Click the Content tab.

    The Content menus configured for that metric are displayed,

  4. Click Clear to default for the menu you want to clear to the system default.

Any specific menu for the Metric is deleted and the Metric will now always use the default. Whenever you click the name or value items for the metric, depending on which menus you cleared, PMF will display the default Content menu you configured here.


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