Managing your PowerMetrics

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

This article contains the following sections:

Finding your PowerMetrics

To quickly find the PowerMetrics that matter most to you:

  • Add PowerMetrics to your Starred list to set them as favourites.
  • Apply filtering to display all PowerMetrics, only the ones created by you, those that have been shared with you, or your starred PowerMetrics.

Note: You can learn more about a PowerMetric by clicking its 3-dot menu and selecting About. The following information will display for the PowerMetric: 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 HQ). You can do this either from the PowerMetric’s Explore View or from a PowerMetric dashboard (when in View mode).

Creating a list of favourite PowerMetrics

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

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

  • On the PowerMetrics List page, click the Add to Starred (star icon) for the PowerMetric(s) you want to add to your Starred list. Alternatively, you can click the PowerMetric's 3-dot menu and click Add to Starred.
  • In the Explore View, click the 3-dot menu beside the PowerMetric'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 PowerMetrics display in the side navigation bar under Recent, sorted alphabetically.

Filtering to see the PowerMetrics you created

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

To display the PowerMetrics you created:

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

Editing PowerMetrics

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

  • Rename the PowerMetric
  • 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 PowerMetric and replaces it with current data from the associated modelled data source. It also deletes any accumulated PowerMetric history and restarts collecting history as of the date of reimport.
  • The refresh rate for a PowerMetric is determined by its associated data source. If you want to edit a PowerMetric's refresh settings, go to its data source details page.

To edit a PowerMetric:

  1. In the Explore View, click the 3-dot menu beside the PowerMetric's name and click Edit.
  2. Rename the PowerMetric 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 PowerMetric'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 PowerMetric includes sales totals, a higher (ascending) number demonstrates a positive trend but, if your PowerMetric 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 PowerMetric, click Save.

Deleting and reimporting PowerMetric data

After creating a PowerMetric, 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 PowerMetric. Instead of starting over, you can delete the PowerMetric’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 PowerMetric and replace it with current data from the associated modelled data source. Accumulated history for the PowerMetric is deleted and historical collection begins again as of the date of reimport.

To delete and reimport PowerMetric data:

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

Adding PowerMetrics to a dashboard

To add a PowerMetric to a PowerMetric dashboard or a Klip dashboard (from PowerMetrics):

  1. At the top of the side navigation bar, select PowerMetrics from the drop-down menu.
  2. Select the PowerMetric you want to add to a dashboard to enter its Explore View.
  3. Beside the PowerMetric's name, click the  3-dot menu and select Add to dashboard, then select either PowerMetric dashboard or Klip dashboard.
  4. If you selected Add to PowerMetric dashboard, either select an existing PowerMetric dashboard or click + New PowerMetric dashboard and click Save.
  5. If you selected Add to Klip dashboard, select an existing Klip dashboard.

To add a PowerMetric to a Klip dashboard (from Klips):

  1. At the top of the side navigation bar, select Klips from the drop-down menu.
  2. With the dashboard open, click the button.
  3. On the Add a PowerMetric page, click the button beside the PowerMetric(s) you want to add to the Klip dashboard.
  4. When you're finished adding PowerMetrics, click Done.

Deleting PowerMetrics

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

To delete a PowerMetric from your PowerMetric List page:

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

To delete a PowerMetric from its Explore View page:

  1. On the PowerMetric List page, select the PowerMetric you want to delete to enter its Explore View.
  2. Click the 3-dot menu beside the PowerMetric's name and select Delete.
  3. Click Delete.

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