BETA - Creating a metric

If you are using our Metric BETA functionality, we would love to hear from you! Please send us your feedback by contacting beta@klipfolio.com or, if you have questions, please contact our Support Team.

 

Metrics offer a wealth of opportunity for you to visualize, learn from, and share your data. As with all metric features, the creation process is highly flexible, with multiple options for configuration and exploration to help you envision your most essential data and track your business metrics meaningfully.

This article contains the following sections:

Before I start, what should I know about metrics?

Metrics are created from modelled data sources so, when creating a metric you must have access to at least one modelled data source. You might ask - Should I model the data source first? The answer depends on whether you want to create a metric using one of your existing data sources or a new data source:

  • If you already have a data source that you want to use for your metric, you must model it before building the metric. After you've modelled the data source, you will be able to select it during the metric creation process and then quickly advance to creating a metric.
  • If you want to create a new data source for your metric, you can build your data source, model it, and create a metric, all within the metric creation flow.

If you need help when connecting to a service, refer to this section in our Knowledge Base.

For more information specific to modelled data sources, see:

Creating a metric

Before creating a metric, you need to decide which data you want to connect to and visualize and what metric you want to measure. For example, if you want to track customer interaction with your company’s website, you could connect to your data in Google Analytics and track interactions using the Sessions metric.

You can create a metric using our pre-built or custom-built options. Our pre-built options enable you to get to your metric quickly without the need for further configuration. When you custom-build, you personalize your metric properties according to these configuration steps.

Pre-built options

If you know what you’re looking for and want to get to your data as quickly as possible, use our pre-built connections to services and pre-built metrics.

Here are a couple examples of how you might use our pre-built options to create your ideal metric:

  • You want to track the number of followers for your company’s Twitter account. Under Metrics by Service, choose Twitter and, under Choose a metric, choose Follower Count.

 

  • You want to track the number of followers for all of your company’s social media accounts (not only Twitter) and are curious which other services support the Follower Count metric. In this case, under Featured Metrics, choose Follower Count and, under Get data via a service connector, select a service that supports the Follower Count pre-built metric (for example, LinkedIn or Twitter).

 

When building a metric, you can start with either a pre-built connection to a service or with a pre-built metric.

To add a metric using our pre-built options:

  1. At the top of the side navigation bar, select Metric Monitoring (BETA) from the drop-down menu.
  2. Click the + beside Metrics.
  • To start with a pre-built connection to a service: Choose a pre-built connection to a service, displayed under Metrics by Service (see some examples below).

  • Next, pick a pre-built metric under Choose a metric > Instantly get data.

After selecting a service and a metric, you may be prompted to enter information, such as your account ID, but other than that, the connection is automatic and fast!

  • To start with a pre-built metric: Choose a pre-built metric, displayed under Featured Metrics (see some examples below). When you choose a pre-built metric and a connection to a service, parameters are applied invisibly, populating the metric automatically.

  • Next, pick a pre-built connection to a service under Instantly get data.

After selecting a metric and a service, you may be prompted to enter information, such as your account ID, but other than that, the connection is automatic and fast!

When you create a metric using our pre-built options, no further configuration is needed. You enter into your finished metric in its Explore View, where you can immediately start using, personalizing, and experimenting with your data! To learn more about exploring your data, go here.

Custom-built options

Get creative with your data with our custom-built options.

There are many custom paths you can take when creating a metric. Here are just a few examples of how you might use our custom options to create your ideal metric:

 

  • You want to build a custom metric based on one of your existing data sources that has already been modelled. At the top-right of the Metric Hub page, click Define your own metric. Click Use a saved data source. Select the existing, modelled data source from your list. Follow the wizard to configure your metric. (See detailed configuration instructions here).

 

  • You want to connect to a service but don’t see it in our list of pre-built options. If you know what metric you want to track, under Featured Metrics, either select a pre-built metric from the list or, under More metrics, choose from our list of defined metrics. Then, under Get data via a service connector, choose from the list of supported services. Create and model your data source and then configure your metric.

 

  • You want to create a metric using data from a .csv file that’s saved on your desktop. At Metrics by Service, click More . Under Get data via a core connector, click Upload a file. Create and model your data source and then configure your metric.

 

To add a metric using our custom-built options:

  1. At the top of the side navigation bar, select Metric Monitoring (BETA) from the drop-down menu.
  2. Click the + beside Metrics.
  3. Select options and navigate through your chosen workflow until you arrive at the in-app metric configuration wizard, where you choose properties for your customized metric. See the following section for configuration instructions.

Configuring a custom-built metric

This section walks you through our in-app metric configuration wizard. Note that you can move backward and forward through the wizard by clicking “Back”, “Next”, or selecting from the left-side options in the configuration tree.

To configure a custom-built metric:

  1. Connect to your data by either selecting an existing, modelled data source or by creating a new data source.
  2. If you clicked Use a saved data source, on the Saved data sources page, select one of your modelled data sources.
  • If you want to see details for (or edit) the modelled data source, click Modify Data.

You also have the option to modify your data source at other points in the configuration wizard.

  • If you want to choose a different, existing modelled data source, click Use a different data connection.
  1. If you clicked Create a new data source, choose to Get data via a core connector (select from Upload a file, REST/URL, SQL query, or FTP & SFTP) or choose to Get data via a service connector (select from our list of supported service connections).

If you need help connecting to your data, refer to this section in our Knowledge Base.

When modelling your data source, in the Verify your data page, either click Continue (to accept the auto-selected choices for modelling your data source) or, if you want to make modifications to the modelled data source, click the Edit button, make changes, and then click Save.

  1. Now that you’ve connected to your modelled data source, click Select a metric value and choose which column of data you want to track in your metric.

Once you've chosen a metric value, its default aggregation type displays. The default aggregation type will be used wherever there are no configuration options available. For example, on the Metric List page, metrics will display using a default aggregation type based on your selection here.

  1. Click Segment metric value by category, to select the categories by which you want to filter your data.

Each selection brings a different perspective to your data and shows a unique view of your business, for example, you might choose to segment your sales data based on region, sales rep, or product type.

  1. Click Select a date column. Either select a timestamp column from your modelled data source or Use the current date and time (if your modelled data source doesn’t include a timestamp column).
  2. If you chose to Use the current date and time, select an appropriate aggregation method: All values, The latest values, or The latest values of each. Your choice determines the data points your metric will use when calculating the metric value for a time period:
  • All values: Select this option if you want to include every value for a time period to create the total of values. For example, you may have a spreadsheet that includes all sales transactions for the month of January. In this case, you want to sum all values to get the total values for the month.
  • The latest values: Select this option if your data includes current value totals for specific points in time. In such cases, the latest value represents the metric's value for a time period. For example, if you are tracking Twitter followers, looking at the latest values will give you the total of values for the time period.
  • The latest values for each: (Hour, Day, Week, Month, Year)  Select this option if each value in your data is a summary of a time period. For example, with Google Analytics "sessions by day" data, the last value of the day is a summary for that day. Your data is collected again on the following day, beginning at zero. In such cases, the last value is the complete summary of the day. To calculate the metric's value for a month, you sum the last value for each day in the month. When you select this option, you also select a time period from the drop-down list below it (Hour, Day, Week, Month, or Year).
  1. Click Options:
  • To enter a Name for the metric.
  • To set your data to Show as cumulative by default for all of the metric's view modes.
  • To set the Favourable trend for your metric. 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 cost to acquire customers, a lower (descending) number indicates a positive trend. This option only applies to scorecard (single value) visualizations. Favourable trends are indicated by a green arrow.
  1. Click Save.

Now you're ready to explore your metric and learn more about your data: See Exploring a metric.

Learn more