Purpose
The custom Metrics dashboard allows you to build tailored KPI tables using Scaler’s standard metrics. These tables can be rearranged, saved, filtered, and exported for recurring internal analysis or external reporting.
Custom metrics do not change how data is calculated in Scaler — they provide a flexible way to view and extract data that already exists in the platform.
Where to find the custom Metrics dashboard
Custom metrics are available in the Analytics Portal at the portfolio level.
Navigation path:
Analytics Portal → Portfolio → Metrics
Analytics Portal → Asset → Metrics
When you open the Metrics dashboard, you will see a table containing default KPIs across multiple reporting years.
Reordering metrics and years
You can rearrange both metric rows and year columns to match your preferred reporting structure.
Reorder metrics (rows)
- Hover over the drag handle next to a metric
- Drag and drop the row into the desired position
Reorder reporting years (columns)
- Hover over the drag handle in a year column
- Drag the column into the desired position
This is useful when aligning Scaler outputs with internal dashboards or reporting templates.
Adding and removing metrics
Remove a metric
- Click the trash bin icon on a metric row
- The metric is removed from the table
Add a metric
- Click Add row
- Search for the KPI you want to include
- Select it to add it to the table
- Reorder the metric as needed
All standard Scaler KPIs are available, including energy, GHG emissions, water, waste, and portfolio overview metrics.
Adding reporting years
You can extend tables to include additional historical years.
- Click Add column
- Select an older reporting year
- The year appears as a new column
- Drag it into position if needed
This is commonly used for trend analysis or longitudinal reporting.
Creating and managing custom tables
Create a new custom table
You can save multiple KPI tables for recurring use.
- Click Add table (or the + icon)
- Choose:
- Default (a copy of the standard table), or
- Empty table
- Name the table
- Add and arrange metrics and years
Your selections are saved automatically. When you return to the Metrics dashboard, your custom table remains available as a separate tab.
Delete a custom table
- Open the table
- Open the table settings menu (for example, under Add row)
- Select Remove table
- Confirm deletion
Downloading custom metrics
You can export any metrics table to Excel.
- Click Download
- The file exports in a clean, analysis-ready format, including:
- ESG aspect
- KPI name
- Reporting years
This export is suitable for presentations, internal models, or external reporting packs.
Filtering the portfolio view
Custom metrics supports temporary filtering by attributes such as Country.
- Apply filters in the Metrics view
- The table recalculates to reflect the filtered portfolio scope
Note: Filters are not saved between sessions and reset when you leave or refresh the page. Persistent filter saving may be added in a future update.
