Editing a PowerMetric

When modifying a PowerMetric 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 PowerMetric. For information on changing your personal view, go here.

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

  • The PowerMetric's Explore View
  • A PowerMetric dashboard (in edit mode)
  • A Klip dashboard

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

This article includes the following sections:

Editing the underlying data in a PowerMetric

If you want to change the underlying data for a PowerMetric, you need to perform your edits in its Explore View. Here you can, for example, make changes to the data source on which the PowerMetric is based.

When editing a PowerMetric in its Explore View, you can:

  • 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 in its Explore View:

  1. In the left navigation sidebar, click PowerMetrics to display the PowerMetrics List page.
  2. Select the PowerMetric 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 PowerMetric by selecting its current name and typing a new one.
  5. View and edit the details for the associated modelled data source by clicking the link under Data source.
  6. 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. 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 PowerMetric, click Save.

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

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 PowerMetric's Explore View, click the 3-dot menu in the top navigation bar and click Additional options > Delete and reimport data.
  2. Click Delete and reimport data.

Editing the display properties for a PowerMetric

If you want to change the default display properties for a PowerMetric, you do so from a dashboard. Here you can modify the PowerMetric's display based on the original settings you chose when you created it. (You cannot make changes to the underlying data from a dashboard.)

When editing a PowerMetric from a dashboard, you can:

  • Rename the PowerMetric.
  • Change the chart type and style.
  • Choose to display data as a continuous line or break lines when there are gaps in data.
  • Change the date range to either use the dashboard date range or a custom date range.
  • 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.
  • Add or remove trend lines.
  • Add or remove comparisons to a previous period.
  • Change filters by selecting or deselecting members for each dimension.

To edit a PowerMetric's display properties from a PowerMetric dashboard:

  1. With the PowerMetric dashboard open, click the Edit button.
  2. Select the PowerMetric and click the Configure button in its toolbar.
  3. When you are finished editing the PowerMetric, 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.

To edit a PowerMetric's display properties from a Klip dashboard:

  • With the Klip dashboard open, click the 3-dot menu for the PowerMetric and select Configure.

Those with shared access to the dashboard must sign out and back in to Klipfolio to see the new default version.

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