Editing your metrics

This article describes how to edit visualizations on a metric homepage and on a dashboard. Go here to learn about viewing and personalizing your metric visualizations.

This article includes:

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

Editing metrics and visualizations on a metric homepage

With a metric open on its homepage, you can edit the underlying data in the metric or edit the default display properties of the metric visualizations.

The editing options available to you depend on whether it’s a custom metric, an instant metric, or a calculated metric.

Editing custom metrics

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).
  • Select a currency display format (only available when the data type format is “Currency”).
  • 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:

  • When editing, if you change the measure or the time dimension you'll be prompted 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. Click Metrics in the left navigation sidebar.
  2. In your list of metrics, select a custom metric. The metric homepage opens in view mode.
  3. Click the Edit button in the top-right of the page.
  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 in a new tab, where you can view and edit it.

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 "Deleting stored historical data" for more details.

  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. If you chose Currency in the previous step, optionally select a Currency display format from the drop-down list. Note: This is a display option only. Currency is not converted.
  6. Under Segment by, select alternate dimensions by which to filter your data.
  7. 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 "Deleting stored historical data" for more details.

  1. Under Select the data shape that best describes how to present and store this metric’s 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 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.

You can edit the following properties for instant metrics:

  • Rename the metric.
  • 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.
  • Connect to and get data from a different account.
  • Change the refresh frequency rate for the underlying data source.
  • Select a currency display format (only available when the data type format is “Currency”).

To edit an instant metric:

  1. Click Metrics in the left navigation sidebar.
  2. In your list of metrics, select an instant metric. The metric homepage opens in view mode.
  3. Click the Edit button in the top-right of the page.
  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 open the associated modelled data source details page in a new tab.

  1. Under Data, if you want to connect to and get data from a different account, click the account connection (as shown below) and go through the steps of selecting a different account. Then, click Apply account changes.

Note: If you choose to connect to and get data from a different account, you may need to delete stored historical data and re-download. Also, other metrics that use the previous account connection may be affected if you switch accounts.

  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. If your data format is Currency, you can optionally select a Currency display format from the drop-down list.

Note: This is a display option only. Currency is not converted.

  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 calculated metrics

You can edit the following properties for calculated metrics:

  • Modify its formula by:
  • Changing the formula structure, including adding or removing metrics
  • Changing the aggregation type
  • Choosing whether or not to use cumulative values
  • Choosing which members to include and exclude (filtering)
  • Modify its display properties by:
  • Renaming the metric
  • Changing the format type: Numeric, currency, percentage, or duration
  • Choosing whether or not to use cumulative values
  • Choosing how you want a favourable trend to be applied

To edit a calculated metric:

  1. Click Metrics in the left navigation sidebar.
  2. In your list of metrics, select a calculated metric. The metric homepage opens in view mode.
  3. Click the Edit button in the top-right of the page.

The Edit <name of metric> page opens.

  1. To modify the formula, on the left side of the window, select .
  2. Select a metric tile, and in the Data tab, edit its aggregation type and choose whether to use cumulative values. In the Filter tab, modify which members you want to include or exclude. (See below.)

  1. You can also add or remove metrics from the formula as desired and rename the metric by selecting the name in the preview that displays on the right.
  2. To modify display properties, on the left side of the window, select .
  3. Rename the metric, change its format type, choose whether to use cumulative values, and whether you want a favourable trend to be indicated by trending up or down.
  4. If you chose Currency as the format type in the previous step, optionally select a Currency display format from the drop-down list. Note: This is a display option only. Currency is not converted.
  5. Click Save.

Editing metric visualizations on a dashboard

You can edit the display properties for metric visualizations on a dashboard. You cannot edit their underlying metric data. Changes you make only affect how the visualizations display on that dashboard. For example, if you add a visualization from the metric homepage to a dashboard and then edit it, the display properties for the original visualization on the metric homepage will not change.

Note: The display properties and editing options that are available on the dashboard 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 metric visualizations on a dashboard, you can modify the following settings:

  • Give the metric visualization a new title.
  • 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. (Not applicable to calculated metrics.)
  • Change the aggregation method. (Not applicable to calculated metrics.)
  • 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. If you choose ”Custom”, you can also apply a custom time zone setting to the visualization.
  • Change filters by selecting or deselecting members for each dimension.

To edit a metric visualization on a dashboard:

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

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

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

Those with shared access to the dashboard will need to choose the "Revert" option from the dashboard’s 3-dot menu if they want to see the new default version.

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