After you create a PowerMetric, the discovery process begins! If you haven't created a PowerMetric yet, go here to learn how.
Exploring PowerMetrics to gain insight
After you create a PowerMetric, it automatically displays in its Explore View. From here, you can explore your PowerMetric, applying different types of aggregation, experimenting with visualization types, and segmenting your data to break it down and see it from different perspectives. You can also apply filters based on time span (for example, yesterday, today, last 30 days) and compare your displayed data to a previous time period.
When you explore a PowerMetric, you are not altering the underlying PowerMetric data - you are selecting different options for viewing and processing the underlying data in an experimental, investigative way.
Changes made to a PowerMetric while in its Explore View are remembered and will display the next time you log in.
You can enter a PowerMetric's Explore View from the PowerMetrics List page (where all of your PowerMetrics are displayed). You can also enter a PowerMetric's Explore View from within a PowerMetric dashboard.
To enter the Explore View for a PowerMetric from the PowerMetrics List page:
- In the left navigation sidebar, click PowerMetrics to display the PowerMetrics List page.
- Select the PowerMetric you want to explore.
Recent and Starred PowerMetrics are directly accessible by selecting them in the left navigation sidebar.
- Select from the available options in the configuration panel to modify the default display for the PowerMetric.
To enter the Explore View for a PowerMetric from within a PowerMetric dashboard:
- If you want to explore and modify your personal view of the PowerMetric:
- With the PowerMetric dashboard in View mode, click the 3-dot menu for the PowerMetric you want to explore and select Personalize.
- If you want to explore and modify the default PowerMetric for everyone:
- With the PowerMetric dashboard in Edit mode, click the PowerMetric you want to explore and select Configure.
Choosing PowerMetric configuration options
When you select options in either the configuration panel or in the Explore View window, the results are instantly reflected in your PowerMetric.
Configuration options in the configuration panel
The configuration options available for a PowerMetric depend on the data in the PowerMetric and on the type of visualization you choose. When you open a PowerMetric in its Explore View, its configuration panel displays on the right and includes the following options:
- Chart Type and Style - Choose a combination of chart type and style to display your data meaningfully. For example, if you want to display data in a chart with stacked columns, you would select Bar / Column as the Chart Type and Stacked Column as the Style.
Available chart types are: bar and column charts, line and area charts, pie and donut charts, tree maps, radar plot charts, waterfall charts, heat maps, summary charts, and tables. Available styles depend on the chart type chosen. Note: The line chart displays by default when you create a PowerMetric. Stacked bar charts don't support trend lines. If your PowerMetric includes trend lines, your visualization will default to a column chart.
- Break lines for blank values - When there are gaps in data, for example, if data is not refreshed during a time period, you can choose to break the chart lines to show the gaps in data. Alternatively, you can display a continuous line, where a line is drawn between known data points to fill in the gaps. By default, we break lines for blank values but you can deselect this option if you'd rather see a continuous line.
- Aggregation - Choose how you want the PowerMetric's value to be aggregated over time. Available aggregation methods depend on the type of data in your PowerMetric. The selected default aggregation is based on the choice you made when creating your PowerMetric.
- Show as cumulative - Select this option if you want to view your PowerMetric data as a cumulative sequence. Viewing your PowerMetric data from this perspective illustrates growth over a time period.
- Segment by - Choose the dimension(s) by which you want to segment your data. Breaking down your data enables you to see your business performance from different perspectives. For example, you might choose to segment your sales data based on region, sales rep, or product type.
Note: To optimize clarity in your visualization, we recommend building your PowerMetric using fewer than 20 members. If your PowerMetric includes > 20 members, all members above the first 20 will be grouped together under “Other” in your visualization.
- Over - Choose how you want your data to be grouped. Klipfolio® automatically sets the time periodicity to use for your PowerMetric based on the date range you selected. For example, if you're viewing a date range for your data for the "Last 7 days", the auto-periodicity will be set to "Auto (Daily)". If your date range is "Last 8 weeks", the auto-periodicity will be set to "Auto (Weekly)". You can override the auto-selected time periodicity by choosing an alternate option from the drop-down list. By default, the x axis displays time but bar charts enable you to select either a time dimension to group by or a non-time-related dimension.
- Trend line - To more easily see data trends over time, you can apply a trend line to your visualization. Select Moving Average if you want to smooth out fluctuations in data so you can more clearly gauge patterns and trends. Select Linear if you want to see a straight line, indicating the general direction in which your data is heading. When you select either option, a line is added to your chart. If you also select Show as cumulative, the trend line is drawn using cumulative data. Trend lines exclude data from incomplete, partial periods.
- Comparisons - Choose to either apply no comparison or to compare your data to a previous period. Comparisons are made between equivalent time period types. For example, if the date range selected is "today", then the previous period will be "yesterday".
When you select "Previous period", for line and bar charts, the previous period's data displays in the background as a grey dotted line.
For summary charts, the percentage difference between the current value and the previous value (the delta) displays. Green is used for data that has improved and red for data that has regressed.
In summary chart visualizations, when comparing data from a partial period, we compare it to a previous partial period. For example, if you are halfway through a month and want to compare to the previous month, your PowerMetric will be compared to the same period of the previous month.
- Filters - Filter your data by selecting the members to include for each dimension. For example, if the dimension is "City", you might choose to filter on "Kingston" and "Ottawa", to see data for those specific cities. See the example below. If your PowerMetric includes a lot of members, you can use the Search feature to quickly find them.
Configuration options in the Explore View window
The following option displays above the PowerMetric in its Explore View window:
- Date range settings - Choose the date range you want to display for your PowerMetric. There are many options, ranging from, for example, "Today" and "Yesterday" to "Last month", "Last 24 months", and "Last Year". The default setting is "All Time" with a date range that includes all data for the PowerMetric, from the first data point to the last data point.
You can get more specific with date ranges using the calendar. For example, if you want to see data for a time period from April 23rd to May 1st, click Between and select the beginning and end dates in the calendar. If you want to see data for the last 3 weeks, click In the last, type 3, and select Weeks from the drop-down list in the calendar. Choose to Include (or exclude) Today. After selecting a date range using the calendar, click Apply.