Creating custom metrics: Which configuration options should I choose? (for data feeds)

 

We’re improving the metric creation experience. Our recent redesign lets you preview changes while you create and edit custom metrics. We’ve also combined raw and modelled data sources into a single object called a data feed. If you see Data Feeds in the left navigation sidebar you're in the right place. If not, go to this article instead.

 

Not sure which configuration options to choose when creating custom metrics? This article describes some fundamental properties of metrics and data feeds and explains how the two relate to each other. Understanding these basic concepts and applying the question/answer technique described in this article should give you the knowledge and tools you need to successfully create custom metrics.

This article includes:

What do I need to understand about metrics?

Metrics are data artifacts that capture changes to data over time. This is one of the primary reasons so many business leaders rely on metrics. Important decisions aren’t solely made based on data - they’re made based on monitoring trends in the data.

Each individual metric measures a single value and tracks how that single value changes over time.

Metrics collect and store data history. Each time your data feed is updated, either manually or via automated refresh, new data enters into the metric and either adds to or replaces the previous data. This is one of the most powerful things about metrics. As time goes by, metrics evolve enabling you to do comparisons to previous time periods and gain insights from the trends in your data.

What do I need to understand about data feeds?

Data feeds don’t store data history. Each time a data feed refreshes, all of its data is completely replaced. Data feeds channel data into associated metrics. When the data feed is updated with new information, the metric is also updated with the new information.

When you write a query, the resulting data feed includes ALL of the data you requested. A metric includes a subset of that data. For example, a data feed may be a table that includes everything from your customer database but a metric that measures your current number of customers would only refer to one column of that data - the customer name column.

Which questions and answers will guide me in my configuration choices?

Asking and answering the following questions and answers, based on the metric you want to visualize and the associated data feed, will help guide you in making the right configuration choices for your custom metric.

  • Question 1: What is the one thing you want to measure for this metric? Decide which single value you want your metric to track. Some common examples are “costs”, “profit”, and “revenue”. (See below.)

Note: The measure isn’t always found in a column in your data feed. For example, it could be a count of rows in your data feed, for example, "Count of Sales Channel".

measure

  • Question 2: When were the values recorded? Depending on the value you want to measure, this may be a date column in the data feed or it may be the current date (the time when the records were fetched, also known as “refresh time”). To use a date column from the data feed, enable the Data feed contains historical data toggle and choose the desired date column. To use the current date (the refresh time), disable the toggle. (See below.)

historical data

no historical data

  • Question 3: When your data updates, do new values add to or replace previous values? Answering this question will help you choose whether your data processes updates as transactional values (use all values), current values (use most recent values only), or as a periodic summary of values (use most recent values only, for a time period).

If new values add to your previous values, choose Use all values. (see below.)

use all values

If new values replace your previous values:  If you want the current data, choose Use most recent values only and select as of right now. If you want the most recent values for a time period, choose Use most recent values only and select for each day, week, month, or year. (See below.)

use most recent values only

Learn more

Go here to find some examples for commonly created metrics, using the question and answer method described above.

Related articles

Have more questions? Submit a request