What's the difference between exploring and editing a metric?

There are various ways you can interact with a metric to change the way it displays your data.

  • You can explore a metric to change the way it displays for you only.

Or

  • You can edit a metric, to change the way it displays for you and everyone it’s shared with.

Exploring a metric

When you explore, you modify the personal settings for the metric - Your changes persist but are only visible to you. This enables you to experiment with and find the optimal visualization(s) without exposing your changes to colleagues. You can also share a view of your personalized metric with others in your organization by sending them a copy of its URL. Learn more here.

To explore a metric:

  1. In the left navigation sidebar, click Metrics to display the Metric List page, then click the metric you want. Alternatively, select it from the list that displays in the left side navigation under Metrics.

The metric opens in its Explore View.

  1. Make changes using the options in the right-side panel. Note that the changes you make are instantly applied to the metric.

Learn more about exploring metrics.

Editing a metric

When you edit a metric on a dashboard, you create a new default version of the metric for that dashboard. 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.

When you edit an individual metric outside of a dashboard you modify the fundamental data that’s being used for the metric. Editing options include, for example, the ability to change your associated modelled data source, the value you want to measure, and the aggregation method used. When you save these editing changes, all instances of the metric are automatically updated.

Learn more about editing metrics.

To edit a metric on a dashboard:

  1. On an open dashboard, click the Edit button.
  2. Click 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’re finished editing the metric, click Save.

To edit a metric outside of a dashboard:

  1. In the left navigation sidebar, click Metrics to display the Metric List page, then click the metric you want. Alternatively, select it from the list that displays in the left side navigation under Metrics.

The metric opens in its Explore View.

  1. Click the 3-dot menu in the upper-right and select Edit.
  2. Make changes using the options in the right-side panel.
  3. When you are finished editing the metric, click Save.

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