Publish, change, and authorize metrics
After definition, manage bulk maintenance, approvals, states, details, and access. Publication confirms the definition is usable; authorization controls maintenance and queries. Neither replaces mapping or result validation.
Import and export in bulk
- Open More Actions in Atomic/Calculated or Qualified Metrics.
- Download the current template and read Instructions rather than reusing an older version.
- Keep folders, codes, types, and references valid; test a few rows and inspect failures/statuses.
- Confirm export scope: query results or selected objects. Record filters.
- Sample definitions, compositions, owners, and statuses. Import success is not publication.
Publish, change, and deprecate
| Action | When | Verify |
|---|---|---|
| Request Publication | Reviewed new definition ready for use | Approval and final status |
| Request Change | Published definition, components, or owner changes | New definition, impact, history |
| Request Deprecation | Retire while preserving evidence | Deprecated state and downstream handling |
| Delete | State/rights allow and retention unnecessary | Object and reference scope |
- Verify type/status and select the request.
- Explain reason, changes, and impacts on mappings, subjects, alerts, and users.
- Reviewers open Personal Workspace through the user menu.
- Verify final list status; correct rejections and resubmit.
- Revalidate mappings, previews, monitoring, and queries after changes.
Use deprecation when definitions, history, and reference evidence must remain.
Review metric details
| Tab | Check |
|---|---|
| Basic/business/technical/management | Folder, code, names, type, meaning, unit, constraints, owner |
| Mapping | Correct source, table, metric and dimension columns |
| Preview | Known samples, units, time, grain |
| Lineage/graph analysis | Dependencies and direction |
| Analysis/monitoring and alerts | Conditions, thresholds, schedule, methods, recipients |
| Authorization | Maintenance, querying, viewing, alert settings |
| History | Definition, state, approval, revisions |
Visible details do not imply query permission or business validation.
Apply least privilege
- Definition maintenance: create, edit, request changes.
- Metric access: view definitions and management information.
- Data query/preview: access real data through mappings, potentially sensitive.
- Alert settings: change thresholds, schedules, and recipients.
Do not grant query access by default to definition-only users. Test menus, metrics, and data scope as the target user.
Review change impacts
Check qualified metrics, subjects, self-service queries, alerts, report references, and users after definition/component/mapping changes. Retain before/after definitions, approvals, samples, and notification scope for traceability.