Creating metrics

PowerMetrics offer a wealth of opportunities for you to visualize, learn from, and share your data. As with all PowerMetrics features, the metric creation process is highly flexible, with multiple options 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?

Consider the data you want to visualize. 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.

Metrics are created from modelled data sources. You might ask - Should I model the data source first? The answer depends on whether you want to create an instant (pre-built) metric or a custom metric and whether you want to use one of your existing data sources or create a new data source:

  • If you want to add an instant metric you don't need to worry about modelling your data source. When you add an instant metric, you connect to an instant data service, and we build and model the data source for you.
  • If you already have a data source that you want to use for your custom 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 custom metric creation process and then quickly advance to creating your metric.
  • If you want to create a new data source for your custom metric, you can build your data source, model it, and create a metric, all within the custom 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:

Adding metrics

You access PowerMetrics by choosing it from the product selector located at the bottom of the left navigation sidebar. (See below.)

You can add a new metric either by:

  • Clicking Metrics in the left navigation sidebar (to open the Metric List page) and then clicking + Add Metrics

Or

  • From within an open dashboard (in Edit mode) by clicking Insert in the toolbar and selecting Metrics from the drop-down list.

Pre-built or custom-built?

When you create metrics you can access 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 visualization properties according to these configuration steps.

Pre-built (instant) metrics

Klipfolio includes a lot of pre-built content for our most popular services and metrics and we are adding more all the time! Building a metric with “instant” pre-built content connects you to your data fast.

For example, let’s say you want to track the number of followers for your company’s Twitter account. In PowerMetrics, select Twitter as a service and then select the metric called Followers. The first time you create a metric, you will be asked to connect your Twitter account and enter your Twitter Handle. Voila! Your metric is created!

Connecting instant metrics to your data

In the following procedure, you'll learn how to add an instant metric. As you connect to your data, you'll create an account and account settings that you can reuse for future instant metrics. The following notes provide some extra information to help you understand how that works.

When connecting an instant metric to your data, you only need to select your service account credentials (usually your username and password) once. The next time you create an instant metric, your account displays in, and can be selected from a list, (along with any other accounts that have been created for the service).

Some services use the same account credentials to access additional services, for example, you may use the same Google account credentials to connect to your Google Ads and your Google Analytics data.

After entering your account credentials, you may be prompted to further define the data you're looking for by choosing additional account settings from a group of drop-down lists.  For more information on creating and managing connections to your instant metric data services, go here.

Adding instant metrics

When you add an instant metric, you choose an instant data service and the metrics you want to visualize. You then connect to the data service by entering your account credentials - and you're done!

Note: The following description uses Google Analytics as an example.

To add an instant metric:

  1. In the left navigation sidebar click Metrics to open the Metric List page. Click + Add metrics.

Note: You can also create an instant metric from an open dashboard, in Edit mode. In the dashboard toolbar, click Insert, and select Metrics from the drop-down list.

  1. On the Where is your data? page, select an instant data service.
  2. Select one or more metrics.

You can select up to 5 metrics each time you visit this page. If you want to learn more about a metric, clickto see a brief metric definition and the metric formula. If you're looking for more detailed information, click the link to go to its information page in MetricHQ.

  1. Click Create Metrics. The following window displays.

  1. If you previously connected to the account you want to access, select it from the list (as shown above) and click Next.
  • On the Select account settings page, select an existing account setting and click Get data.

OR

  • Click Add account settings and select setting options from the drop-down lists. (See below.) This enables you to access a different set of data, for example, to connect to a Google Analytics account that uses a different Analytics Profile.

  1. If you haven’t connected to this account previously, click Add new account.
  • Choose an existing account or click Use another account. Depending on your choice, you may need to enter your account credentials and click Next.
  • When prompted, click Allow to enable Klipfolio to access your account.
  • On the Choose account settings page, select setting options from the drop-down lists and click Get data.

If you added the instant metric(s) from the Metric List page, they're added to your list of metrics. If you added the instant metric(s) from an open dashboard, they're added to that dashboard.

When you create an instant metric, no further configuration is needed. You're ready to explore your metric by personalizing and experimenting with your data! To learn more about exploring your data, go here.

Custom-built metrics

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

There are many custom paths you can take when creating a metric.

You create a custom metric when you:

  • Connect to our supported services: As mentioned above, we have several instant data services and metrics, however, we haven’t got all of the services covered … yet. In the meantime, if you select a service that doesn’t have any instant options, you'll be guided down our custom-building path.
  • Access an existing data source: Choose from modelled data sources you’ve already created.
  • Upload a file: For example, access an Excel spreadsheet from your desktop.
  • Use REST/URL: Process Excel, CSV, JSON, and XML files from RESTful services.
  • Access an SQL database with an SQL Query
  • Connect to data that's stored on an FTP or SFTP server

You can also create calculated metrics:

  • Combine metrics to create a calculated metric. Learn more about calculated metrics here.

Creating custom metrics

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

When you create a custom metric, you can either model your data source before or during the creation process. If you choose to model your data while you create your metric, 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. Learn more about modelling your data source here.

This section walks you through creating a custom-built metric and configuring it with the in-app 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 create and configure a custom-built metric:

  1. In the left navigation sidebar click Metrics to open the Metric List page. Click + Add metrics.

Note: You can also create a custom metric from an open dashboard, in Edit mode. In the dashboard toolbar, click Insert, and select Metrics from the drop-down list.

  1. On the Where is your data? page, you can:
  • Click Use an existing data source if you already have a modelled data source you want to use to build the metric. Next, on the Saved data sources page, select the modelled data source.
  • Click Calculate a new metric if you want to combine metrics to create a calculated metric. Learn more about calculated metrics here.
  • Select from the following options:
  • Upload a file
  • REST/URL
  • SQL Query
  • FTP & SFTP
  • Choose from our list of supported services
  1. Follow the workflow until you arrive at the Create a custom metric page where you will configure your metric.

  1. In the Connect to your data step, you can:
  • Click Modify data to see details for (or edit) your selected data source.
  • Click Use a different data connection to choose a different, saved data source or to create a new data source.

  1. In the Select a metric value step, 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. In the Segment metric value by category step, select the categories by which you want to filter your data.

Each selection 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. The segments you select when creating a metric become filters in the finished metric. You can filter on the individual metric level or at the dashboard level (when you add your metric to a dashboard). Learn more about metric dashboard filters here.

If you want to create a metric without segmentation, click the toggle button at Segment values for this metric to turn off this step in the configuration wizard.

If the modelled data source for your metric doesn’t include any text columns (or has only one text column) there will be no available categories by which to segment. This step will be marked as complete and you will move on to the next step in the wizard. If you want to add columns to your modelled data source to enable segmentation, click Modify data.

  1. In the Select a date column step, 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. In the Tell us about your data step, select an appropriate aggregation method: Transactional values, Current values, or Periodic summary. Your choice determines the data points your metric will use when calculating the metric value for a time period:
  • Transactional 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.
  • Current values: Select this option if your data includes current value totals for specific points in time. For example, if you are tracking social media followers, each import gives you the current value, which is the total of all values for the time period.
  • Periodic summary: (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 choose a data format: Numeric, Currency, or Percentage.
  • 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.

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