Import a formula into a calculated metric definition

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Directly import any formula that is stored in Microsoft Excel spreadsheets into a calculated metric definition. This import helps in quickly building your formula for performing calculations.

    Before you begin

    Role required: system admin

    About this task

    Sometimes, you might have a formula saved in a spreadsheet that you want to include into a calculated metric definition for use in formula building. In these instances, the formula import functionality proves beneficial. It's crucial to verify that the spreadsheet includes the following columns with precisely the same column names.
    • Name
    • Frequency
    • Formula
    • Calculation level
    • Domain area

    Procedure

    1. Navigate to All > System Import Sets > Administration > Data Sources.
    2. Select Metric definition data source.
    3. Select the Manage attachment icon and upload the file that contains the formula.
    4. Select the Load All Records related link.
    5. Select Run Transform.
    6. Select Transform.

    Result

    The calculated metric definition becomes available with the formula in the list of all the metric definitions.