Adding multiple PowerMetrics to a single visualization

In many cases, displaying a single PowerMetric as a chart on your dashboard conveys a powerful, focused message. But, there are times when you want to compare and consolidate multiple PowerMetrics into one PowerMetric visualization.

When do I need to add multiple PowerMetrics?

You typically need to add multiple PowerMetrics:

Note:

  • If you switch between multi-PowerMetric chart types, we will automatically assign which PowerMetric to use for each value in the new chart type based on the order they displayed in the previous chart’s properties.

For example, if you have a scatter chart and switch it to a combination chart, the value for the X-Axis will be used for the Columns and the value for the Y-Axis will be used for the Line. You can manually switch PowerMetric values by clicking the button beside each PowerMetric.

Adding multiple PowerMetrics to scatter, bubble, and combination charts

Scatter, bubble, and combination charts, by nature, require more than one PowerMetric.

The following instructions assume you’ve already added a PowerMetric to your dashboard. You will add other PowerMetrics to it when creating your multi-metric scatter, bubble, or combination chart.

Scatter charts

Scatter charts show relationships between two sets of data and use one PowerMetric for the X-Axis and one for the Y-Axis.

To add multiple PowerMetrics to a scatter chart:

  1. With the PowerMetric dashboard in Edit mode, click the PowerMetric you want to set up as a scatter chart.
  2. In the Display tab, click the Scatter/Bubble chart type.

  1. Click the Data tab and then click the button to choose the PowerMetrics you want to use for the X-Axis and the Y-Axis.
  2. Optionally, modify the Aggregation method for the added PowerMetrics by clicking their names and then making adjustments in the drop-down menu. (See below.)

  1. Continue by choosing other applicable settings for your PowerMetric.

If you need help, go here to learn more.

Bubble charts

Bubble charts show relationships between three sets of data. This chart type uses one PowerMetric for the X-Axis, one for the Y-Axis, and one that displays as different sized bubbles (the larger the bubble, the higher the numeric value).

To add multiple PowerMetrics to a bubble chart:

  1. With the PowerMetric dashboard in Edit mode, click the PowerMetric you want to set up as a bubble chart.
  2. In the Display tab, click the Scatter/Bubble chart type and, under Style, choose Bubble.
  3. Click the Data tab and then click the button to choose the PowerMetrics you want to use for the X-Axis, Y-Axis, and Size.

  1. Optionally, modify the Aggregation method for the added PowerMetrics by clicking their names and then making adjustments in the drop-down menu. 
  2. Continue by choosing other applicable settings for your PowerMetric.

If you need help, go here to learn more.

Combination charts

Combination charts amalgamate bar and line chart types. They make it easier to compare two sets of data that have dissimilar numeric value ranges or data format types. For example, one PowerMetric may be measured in millions of dollars and the other may be measured as percentage values. In this chart, one PowerMetric displays as the columns and the other PowerMetric displays as the line.

To add multiple PowerMetrics to a combination chart:

  1. With the PowerMetric dashboard in Edit mode, click the PowerMetric you want to set up as a combination chart.
  2. In the Display tab, click the Combination chart type.

  1. Click the Data tab and then click the button to choose the PowerMetrics you want to use for the Columns and the Line.

  1. Optionally, modify the Aggregation method for the added PowerMetrics by clicking their names and then making adjustments in the drop-down menu.
  2. Continue by choosing other applicable settings for your PowerMetric.

If you need help, go here to learn more.

Adding multiple PowerMetrics to other chart types

Most of our chart types support adding multiple PowerMetrics to a single visualization. (The exceptions are: pie, donut, summary, ranked table, tree map, and waterfall charts.)

The primary purpose of a multi-PowerMetric is to compare data within a single visualization. Keep this in mind when choosing which PowerMetrics to combine and which aggregation methods to apply. For example, if a PowerMetric measures large monetary values (for example, millions of dollars) a comparison to a PowerMetric measuring small monetary values (for example, hundreds of dollars) would not make an effective comparison - the numeric range is too large to adequately see both sets of data at the same time within a single visualization. In such cases, try a combination chart instead.

Notes:

  • Some PowerMetric chart types don’t support multi-metrics. If you add multiple PowerMetrics to a visualization that supports them and then change the chart type to one that doesn’t support them, data for the first PowerMetric listed in the “Data” tab will display.
  • You can display two Y-axes if your multiple PowerMetric includes a mix of percentage and non-percentage values. Percentage values are assigned to one Y-axis and non-percentage values to the other Y-axis. This applies to line charts and clustered (non-stacked) bar and column charts. To display two Y-axes, you must select metric names under segment by in the properties panel.
  • If a multi-PowerMetric is segmented by PowerMetric name, the legend will display as empty (as there is no, single PowerMetric name that can be applied).

You can watch this video for a quick demonstration on creating a multi-PowerMetric:

How do I add multiple PowerMetrics to other chart types?

First you need to add a single PowerMetric to your dashboard. If you're not sure how, go here to learn more.

Now that you have a chart on your dashboard that includes a single PowerMetric, you can add more PowerMetrics to it.

To add multiple PowerMetrics to a single PowerMetric chart:

  1. With the PowerMetric dashboard in Edit mode, click the PowerMetric to which you want to add other PowerMetrics.
  2. In the properties panel, click Data.
  3. Click the button beside PowerMetrics (see below).

  1. In the Add a PowerMetric window, click the button beside each PowerMetric you want to add to your chart.

You can add up to 4 PowerMetrics to a single PowerMetric chart (for a total of 5 PowerMetrics).

  1. Click Done.

Note that the default name applied to your multi-PowerMetric includes the name of each PowerMetric you added, in the order you added them, and in the order in which they display in your chart. You can modify the name later if desired.

  1. Optionally, modify the Aggregation method for the added PowerMetrics by clicking their names and then making adjustments in the drop-down menu (see below).

  1. Click Save (to save the changes to the PowerMetric and the dashboard).
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