Summary
Learn how to add an existing custom ratio to a library.
Note: You must be an App Admin to perform this action.
Go to the Ratios tab
- Select the logo in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the desired organization, or click anywhere in the organization row.
You will go to the Engagements page. - Select View in line with the desired engagement, or click anywhere in the engagement row.
You will go to the Data page. - Select View Analysis in line with the desired analysis.
You will go to the Analyze page. - 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
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
- When creating a new ratio, select the Add Ratio to Library checkbox.
- Once you are satisfied with your ratio, select Create ratio.
Existing ratio
- Find the ratio you want to add and select the information icon (
).
You will see the formula used by the ratio. - Select Add Ratio to Library.
Edit/Add existing ratio
- Go to the Ratios tab in your analysis.
- Open the Actions menu near the top of the dashboard.
- Select Ratio settings.
You will go to the engagement settings. - Select the edit icon (
) in line with the ratio you want to add to the library.
The edit window appears. - Select Add Ratio to Library.
- Select Save.
Anything else on your mind? Chat with us or submit a request for further assistance.