Skills Data Science Derive Custom Metrics

Derive Custom Metrics

v20261008
derive-metric
This skill resolves missing measures by reusing saved custom metrics or creating ephemeral formulas. It guides users to confirm metric definitions, units, and aggregation logic before calculation. It prioritizes native outputs and saved metrics over formula creation. The skill ensures validation of formulas and reports results as non-persistent data without saving new definitions.
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Overview

Resolve a metric gap without saving definitions

Use the shared contract and
filters/units. Follow this order; stop at the first sufficient option.

For a business-derived measure, confirm case/event entity, outcome definition/provenance,
units, time basis and aggregation. Are amounts incremental transactions or cumulative snapshots?
Never assume sum, latest or maximum: nonmonotonic snapshots require authoritative ordering and
refund/correction semantics. Missing definitions mean inconclusive; ask before computing.
Do not infer formula grammar from an example name or business description.

  1. Native output first. Use the existing metric and its correct scope/aggregation.

For cases over one day append
{metric:"CaseDuration",comparisonOperator:"GreaterThan",values:["1.00:00:00"],isInclusive:true}
to F's caseMetricConditionFilters, then
get_cases_with_metrics_v2 {S,filterOptions:Fplus,itemsPerPage:5,itemsToSkip:0}.
No formula is needed for ordinary duration/waiting/counts; use native grouped statistics
instead of summing a truncated cases page.

  1. Enabled saved metric. Reuse fresh details' CustomMetrics ID/name/type/dataType.

Details is not a generic metric catalog and contains no saved formula text.
Match Case/Event/Edge scope and scalar type. For a Boolean Case metric C append
{metric:"CustomMetric",customMetricId:C,comparisonOperator:"EqualTo",values:[true],isInclusive:true}
to caseMetricConditionFilters; query get_process_overall_metrics_v2 {S,filterOptions:Fplus}
for a count. An ID filter needs no formula validation.
A saved-name output expression, e.g. synthetic EscalatedCase(), does require
the validation/column path below; do not guess escaping or missing dependencies.

  1. Exact local scalar. Reuse complete, definition-compatible, same-scope totals with a nonzero

denominator. Label the result derived, not saved. Never average averages or use overlapping
groups/top-N samples as population totals.

  1. Ephemeral formula only if necessary. Load formula execution.

Reuse PV/PMV from current details, not process/view IDs; refresh when stale.
Fetch needed targeted reference pages without a lookup quota; then validate:
validate_custom_metric_formula {processVersionId:PV,processExtendedMetadataVersionId:PMV,formula:Fexpr}.
For a candidate and its repairs, allow three validation attempts total, not endless retries.
Repair only from structured errors/definitions; stop early on an unavailable prerequisite.
Require isValid:true, a compatible dataType and the exact target context in types.
Validation alone neither executes nor saves anything.

  1. Execute the smallest matching filter/query or default page-five column query.

For cases: get_cases_with_metrics_v2 {S,filterOptions:F,itemsPerPage:5,itemsToSkip:0,formulaMetricInput:{name:N,formula:Fexpr}}.
N must not collide with returned built-ins. Never invent computedColumns or metrics.

Continue necessary pages or distinct evidence queries without ordinary-call or total-row quotas.
Reuse completed results; stop when answered or no new evidence is available.
Missing validator forbids unvalidated execution even if the output field is advertised.
Column and formula-filter capabilities are independent; stop after an explicit gate rejection.
No create/save metric tool exists. If a prerequisite cannot be inlined, explain creation/enablement
outside MCP, then refresh metadata and revalidate after the user's action.

Report definition/formula, units/context, validation state, at most five headline rows and ephemeral/not saved.
Retain definition provenance and scoped evidence/status using the investigation method.

Info
Category Data Science
Name derive-metric
Version v20261008
Size 4.01KB
Updated At 2026-10-09
Language