Editing a metric

When modifying a metric you can either change the default version for everyone or just your personal view. This article describes how to edit the default version of a metric. Go here for information on changing your personal view of a metric.

Editing options vary depending on where they're performed. You can edit the default version of a metric from either:

  • A metric's Explore View - where you can edit underlying data and display properties
  • A metric dashboard (in edit mode) - where you can edit display properties only

Note: You can only edit a metric if you created it or you've been granted shared access to it with editing permissions.

This article includes the following sections:

Editing options for custom metrics

If you want to change the underlying data, for example, make changes to the data source on which the metric is based, you need to perform your edits in the metric's Explore View. You can also edit the display properties for a metric from there.

Note: The following list of options refers to custom metrics. Editing options for instant metrics are described here.

When editing a custom metric, you can:

  • Rename the metric.
  • Delete and replace stored historical data. See Deleting stored historical data for more details.
  • 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 a different data type format, including numeric, currency, duration, or percentage (summary chart type only).
  • 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 replace stored historical data”. This action irreversibly deletes stored historical data for the metric and replaces it with different data from the associated modelled data source. Accumulated history for the metric is deleted and historical collection begins again as of the date of deletion and replacement.
  • 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 custom metric:

  1. In the left navigation sidebar, click Metrics to display the Metric List page.
  2. Select the metric you want to edit to enter its Explore View.
  3. Click the 3-dot menu in the top navigation bar and click Edit.
  4. Rename the metric by selecting its current name and typing a new one.
  5. Beside Data, click the 3-dot menu to access options for deleting and replacing stored historical data and for opening the associated modelled data source details page, where you can view and edit the modelled data source.

Note: You can also open the modelled data source details page by clicking the link to it under Data. If the modelled data source has been deleted, you’ll see this message: “The data source could not be found.” and the only available option will be to Delete stored historical data.

  1. Change the Measure.

After clicking Save, you will be prompted to click Delete and replace 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 Format, choose a different data type. Choices include Numeric, Currency, Duration, and Percentage.
  5. Under Segment by, select alternate dimensions by which to filter your data.
  6. 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 replace data. See note above.

  1. Under Tell us about your data, select an alternate method for calculating the total metric value for a date range, by selecting from Transactional values, Current values, or Periodic summary (Hour, Day, Month, Year).
  2. When you are finished editing the metric, click Save.

All instances of the metric are automatically updated with your changes.

Editing options for instant metrics

When you add an instant metric, we create and model its data source for you. To ensure the integrity and accuracy of your instant metrics, note that the underlying data in these modelled data sources is managed by Klipfolio PowerMetrics and cannot be edited.

Note: The following list of options refers to instant metrics. Editing options for custom metrics are described here.

You can edit the following properties for instant metrics:

  • Rename the metric.
  • Change the refresh frequency rate for the underlying data source.
  • Delete stored historical data and re-download the modelled data source. This option enables you to remove historical data and start collecting new data for a metric.
  • Learn more about the associated modelled data source by going to its details page.

To edit an instant metric:

  1. In the left navigation sidebar, click Metrics to display the Metric List page.
  2. Select the metric you want to edit to enter its Explore View.
  3. Click the 3-dot menu in the top navigation bar and click Edit.
  4. Rename the metric by selecting its current name and typing a new one.
  5. Beside Data, click the 3-dot menu to access options for deleting stored historical data and re-downloading or to go to the associated modelled data source details page.

  1. Under Data > Refresh rate, click the drop-down beside your current refresh frequency rate and select a different one from the list of available options.

Note: The choices available to you depend on your pricing plan. If you want to access more frequent refresh rates, click Upgrade to move to a different plan. Note that this change will also impact related instant metrics that use the same service.

  1. Click Save.

Deleting stored historical data

After creating a custom 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 stored historical data for the custom metric and replace it with different data from your modelled data source.

After adding an instant metric, you might want to “reset” its data, for example, if you made changes to the service, decided to connect using a different account, or there was an API disruption. Whatever the reason, you can reset your instant metric by deleting its stored historical data and re-downloading new data.

Notes:

  • When you delete stored historical data, the accumulated history for the metric is deleted and historical collection begins again as of the date of deletion.
  • If the modelled data source has been deleted for either custom or instant metrics, the only available option will be to “Delete stored historical data”.

Editing options for metrics on a dashboard

When you modify display properties for metrics on a dashboard, the changes you make only affect how the metrics display on that dashboard. The display properties for each metric when they’re open in their Explore View will not be affected by your changes.

Note: The display properties and editing options that are available are based on the selected chart type and style and the original settings you chose when you created the metric.

When editing the display properties for instant and custom metrics on a dashboard, you can modify the following settings:

  • Rename the metric.
  • Change the chart type and style.
  • Choose to display data as a continuous line or break lines when there are gaps in data.
  • Show values as labels
  • Change the legend position
  • Add or remove comparisons to other time periods.
  • Add or remove trend lines.
  • Add multiple metrics to individual visualizations.
  • Change the aggregation method.
  • Select whether you want to show your data cumulatively.
  • Choose different dimensions by which to segment your data.
  • Choose a different time periodicity, for example, hourly, daily, or weekly.
  • Change the date range to either use the dashboard date range or a custom date range.
  • Change filters by selecting or deselecting members for each dimension.

To edit a metric on a dashboard:

  1. With the dashboard open, click the Edit button.
  2. Select the metric you want to edit.

You can, alternatively, click on the 3-dot menu for the metric you want to modify and select Edit. This opens the properties panel with the selected metric in focus.

The properties panel displays on the right.

  1. When you are finished editing the metric, click Save.

Those with shared access to the dashboard must choose the "Revert" option from the dashboard’s 3-dot menu to see the new default version.

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