BETA - Managing your metrics

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After you create and explore your metrics, there are a few things you should know about accessing, editing, deleting and reimporting data for, displaying, and deleting a metric.

This article contains the following sections:

Finding your metrics

To quickly find the metrics that matter most to you:

  • Add metrics to your Starred list to set them as favourites.
  • Apply filtering to display either all metrics, only the ones created by you, or your starred metrics.

Note: You can learn more about a metric by clicking its 3-dot menu and selecting About. The following information will display for the metric: its name and owner, the date it was last modified, the last time it was refreshed, and a definition (if it was created using a metric from our Metric Hub). You can do this either from the metric’s Explore View or from a Metric Board (when in View mode).

Creating a list of favourite metrics

To get quick access to the metrics you refer to most often, add them to your Starred list. After you have set specific metrics as "starred", they will display by default instead of your list of all metrics the next time you log in.

There are a few ways to add a metric to your Starred list:

  • On the Metrics List page, click the Add to Starred (star icon) for the metric(s) you want to add to your Starred list. Alternatively, you can click the metric's 3-dot menu and click Add to Starred.
  • In the Explore View, click the 3-dot menu beside the metric's name and select Add to Starred. Alternatively, you can click the Add to Starred (star icon) in the upper-right corner of the window.

Note: Your unstarred metrics display in the side navigation bar under Recent, sorted alphabetically.

Filtering to see the metrics you created

You can filter on the Metrics List page to see only the metrics you created.

To display the metrics you created:

  • On the Metrics List page, select Created by me from the drop-down list (see below).

Editing metrics

After creating a metric, there are several editing options available to you:

  • Rename the metric
  • View and edit the details for its associated modelled data source
  • Change the value you want to measure
  • Change the aggregation method
  • Select whether you want to show your data cumulatively
  • Change the favourable trend settings
  • Choose different dimensions by which to segment your data
  • Select a different dimension to use for time
  • Choose an alternate method for calculating the total metric value for a date range

Note:

  • There are some editing options (changing the measure or the time dimension) that will prompt you to “Delete and reimport data”. This action irreversibly deletes existing data for the metric and replaces it with current data from the associated modelled data source. It also deletes any accumulated metric history and restarts collecting history as of the date of reimport.
  • The refresh rate for a metric is determined by its associated data source. If you want to edit a metric's refresh settings, go to its data source details page.

To edit a metric:

  1. In the Explore View, click the 3-dot menu beside the metric's name and click Edit.
  2. Rename the metric by selecting its current name and typing a new one.
  3. View and edit the details for the associated modelled data source by clicking the link under Data Source.
  4. Change the Measure.

After clicking Save, you will be prompted to click Delete and reimport data. See note above.

  1. Change the aggregation method using the drop-down list under Default Aggregation.
  2. Select Show as cumulative, if you want to view your metric's data as a cumulative sequence.
  3. Under Favourable trend, choose whether you want ascending or descending values to indicate a positive trend. For example, if your metric includes sales totals, a higher (ascending) number demonstrates a positive trend but, if your metric includes expense totals, a lower (descending) number indicates a positive trend. Note that this option only applies to scorecard (single value) visualizations. Favourable trends are indicated by a green arrow.
  4. Under Segment by, select alternate dimensions by which to filter your data.
  5. Under Date and time > Time dimension, select an alternate Time dimension setting (either a timestamp column from your modelled data source or the date and time of import).

After clicking Save, you will be prompted to click Delete and reimport data. See note above.

  1. Select an alternate method for calculating the total metric value for a date range, by selecting from All values, The latest values, or The latest values for each (Hour, Day, Month, Year), under Date and Time.
  2. When you are finished editing the metric, click Save.

Deleting and reimporting metric data

After creating a metric, you might decide you want to focus on a different measure than the one you originally chose. Or, perhaps, you later added a column of data to your modelled data source and now want that data to be included in your metric. Instead of starting over, you can delete the metric’s existing data and replace it with current data from your modelled data source.

Note that when you delete and reimport data, you irreversibly delete existing data in the metric and replace it with current data from the associated modelled data source. Accumulated history for the metric is deleted and historical collection begins again as of the date of reimport.

To delete and reimport metric data:

  1. In the Explore View, click the 3-dot menu beside the metric's name and click Additional options > Delete and reimport data.
  2. Click Delete and reimport data.

Adding metrics to a Metric Board or dashboard

You can add a metric to a Metric Board or a dashboard from the metric’s Explore view.

To add a metric to a Metric Board or dashboard (from Metric Monitoring):

  1. At the top of the side navigation bar, select Metric Monitoring (BETA) from the drop-down menu.
  2. In the Explore View, click the 3-dot menu beside the metric’s name and click Add to Metric Board or Add to Dashboard.
  3. If you clicked Add to Metric Board, either select an existing Metric Board or click + New Metric Board to create a new Metric Board and click Save.

To add a metric to a dashboard (from Custom Dashboards):

  1. At the top of the side navigation bar, select Custom Dashboards from the drop-down menu.
  2. With the dashboard open, click the button.
  3. On the Add Metrics page, click the button beside the metric you want to add to the dashboard.

Deleting metrics

You can delete a metric from your Metric List page or from the metric 's Explore View page.

To delete a metric from your Metric List page:

  • On the Metric List page, click the 3-dot menu for the metric you want to delete and click Delete.

To delete a metric from the Explore View page:

  • In the Explore View, click the 3-dot menu beside the metric 's name and click Delete.

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