What's the difference between personalizing, exploring, configuring, and editing a PowerMetric?

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

  • You can personalize or explore a PowerMetric to change the way it displays for you only.

Or

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

Personalizing and exploring a PowerMetric

When you modify the personal settings for a PowerMetric, 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 PowerMetric with others in your organization by sending them a copy of its URL. Go here to learn more.

You can personalize a PowerMetric on a PowerMetric dashboard or explore a PowerMetric in its Explore View. Note that there are more options available when you explore than when you personalize a PowerMetric.

To personalize a PowerMetric on a PowerMetric dashboard:

  1. With the PowerMetric dashboard open, click the 3-dot menu for the PowerMetric and select Personalize.
  2. Make changes using the options in the right-side panel. Note that the changes you make are instantly applied to the PowerMetric.

Note: The personalize option is not available for a PowerMetric on a Klip dashboard.

To explore a PowerMetric in its Explore View:

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

The PowerMetric 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 PowerMetric.

Learn more about exploring a PowerMetric here.

Configuring and editing a PowerMetric

When you configure a PowerMetric on a dashboard, you create a new default version of the PowerMetric for that dashboard. If it's a PowerMetric 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. If it's a Klip dashboard, those with shared access to the dashboard must sign out and back in to Klipfolio to see the new default version.

When you edit an individual PowerMetric outside of a dashboard you modify the fundamental data that’s being used for the PowerMetric. 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 PowerMetric are automatically updated. Go here to learn more about editing PowerMetrics.

To configure a PowerMetric on a PowerMetric dashboard:

  1. On an open PowerMetric dashboard, click the Edit button.
  2. Click the PowerMetric and then click the Configure button in its toolbar.

The configuration panel opens.

  1. When you’re done making changes, click Save.

To configure a PowerMetric on a Klip dashboard:

  1. On an open Klip dashboard, click the 3-dot menu for the PowerMetric.
  2. Click Configure.

To edit a PowerMetric outside of a dashboard:

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

The PowerMetric 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 PowerMetric, click Save.

Learn more

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