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Add a ratio to a library

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Summary

Learn how to add an existing custom ratio to a library.


Go to the Ratios tab

  1. Select the logo in the MindBridge sidebar
    You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row. 
    You will go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row. 
    You will go to the Data page.
  4. Select View Analysis in line with the desired analysis. 
    You will go to the Analyze page.
  5. Select the Ratios tab.

Tip: If you are already in an analysis, simply use the sidebar to open the Analyze menu, then select the name of the analysis you want to see and go to the Ratios tab.


Add a ratio to a library

Note: You must be an App Admin to perform this action.

Ratios are available for use in the engagement in which they were created. Adding new or existing ratios to a library allows to you leverage them across multiple engagements.

New ratio

  1. When creating a new ratio, select the Add Ratio to Library checkbox.
  2. Once you are satisfied with your ratio, select Create ratio.

Add ratio to library.png

Existing ratio

  1. On the Ratios dashboard, find the ratio you want to add and select the information icon ( Information icon.svg).
    You will see the formula used by the ratio.
  2. Select Add Ratio to Library.

Edit/Add existing ratio

  1. Go to the Ratios tab in your analysis.
  2. Open the Actions menu near the top of the dashboard.
  3. Select Ratio settings.
    You will go to the engagement settings.
  4. Select the edit icon ( Edit icon.svg ) in line with the ratio you want to add to the library.
    The edit window appears.
  5. Select Add Ratio to Library.
  6. Select Save.

 


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