Creating metrics (NEW)

 

We’re improving the metric creation experience. Our recent redesign lets you preview changes while you create and edit custom metrics. We’ve also combined raw and modelled data sources into a single object called a data feed. If you see Data Feeds in the left navigation sidebar you're in the right place. If not, go to this article instead.

 

PowerMetrics offer a wealth of opportunities for you to visualize, learn from, and share your data. As with all PowerMetrics features, the metric creation process is highly flexible, with multiple options to help you envision your most essential data and track your business metrics meaningfully.

Before adding a metric, consider the data you want to visualize. What data service do you want to connect to? What metric do you want to measure? For example, if you want to track customer interaction with your company’s website, you could connect to your data in Google Analytics and track interactions using the Sessions metric.

If you’re not sure which metrics to track, our instant metric options can help. Want to get creative? We have custom metric options too.

This article contains the following sections:

Metric options - Instant, custom, or calculated?

In PowerMetrics, you can add instant metrics, custom metrics, or calculated metrics.

  • Instant metrics get their data directly from 3rd-party services. Just sign in!
  • Custom metrics get their data from data feeds you create. These can be based on something as simple as a spreadsheet or as sophisticated as an SQL query.
  • Calculated metrics get their data from formulas that combine metrics. Calculated metrics are described in depth in this article.

Why instant metrics?

  • They’re fast! They provide instant access to the most popular metrics for the most essential data services.
  • They’re for everyone. You don’t have to be a data expert to create powerful, meaningful metrics. No data modelling, formula writing, or further configuration is required.
  • They’re created for you based on best practices and industry expertise. They’re great when you know what you’re looking for and also when you don’t!

Why custom metrics?

  • They give you access to hundreds of data services. We are continuously adding to our library of instant metrics. However, if the metric you’re looking for isn’t covered by our instant metrics, you can create a custom metric instead. Our custom metrics give you access to hundreds of data services and all the metrics you can imagine.

Why calculated metrics?

  • They’re cross-service. You can combine metrics from different services.
  • They’re customizable. With the ability to combine metrics, using formulas, you can create the exact metric you need for every situation.

Data service options - Where is your data coming from?

When adding new metrics, one of the first steps is choosing the service you want to get data from. The metric options available to you depend on the service you choose:

  1. Many popular services support both instant metrics and custom metrics.

Some examples include: Google Analytics, Facebook, Quickbooks, Instagram Business, and HubSpot.

  1. All other services can be used to create custom metrics only.

These services include file-based and query-based services such as: file upload, SQL and REST/URL queries, and FTP & SFTP. They also include services with public APIs that aren’t enabled yet for instant metrics. Some examples of such services are: Insightly, Moz, and Twilio.

Adding instant metrics

Our instant metrics cover the most popular metrics for the most popular data services. They get you to your data fast!

When you add instant metrics, you:

  1. Connect PowerMetrics to your data.

You’ll create a reusable account connection by logging into your service account and giving permission for Klipfolio PowerMetrics to access your data. Learn more about managing your account connections.

  1. Choose metrics to visualize and track.

Each data service includes a wide variety of instant metrics - and we’re adding more all the time!

Click the links below to go to specific instructions for adding instant metrics for these data services:

Creating custom metrics

Custom metrics put you in control of your data choices. Specific instructions vary depending on the data service you choose:

When you create custom metrics, you:

  1. Connect PowerMetrics to your data.

For data from account-based services, you create a reusable account connection by logging into the service and giving permission for PowerMetrics to access your data. Learn more about managing your account connections. For data that’s stored in local files or on an FTP or SFTP server, and data that’s retrieved using a REST/URL or SQL query, the method for connecting to your data differs depending on where the data is coming from.

  1. Create a new data feed (or choose an existing one).

Data feeds act as a pipeline between your source data and your custom metrics. Upon refresh (or manual re-upload), they transfer data from the source to the metric where the data is stored. A single data feed can be used to create a single or multiple custom metrics. Learn more about data feeds.

  1. Choose settings for your metric.

After connecting to your data and creating a data feed, you choose the metric’s display properties. These include, for example, selecting the measure, date and time, aggregation type, and segmentation. As you choose settings, the impact of each choice displays as a live preview, enabling you to experiment with the metric's properties before saving.

Creating custom metrics for services that also have instant metrics

If your data service includes instant metrics but you don’t see the metric you’re looking for, you can create a custom metric instead.

Click the links below to go to specific instructions for adding custom metrics for these data services:

Creating custom metrics for custom-only data services

This section describes how to create metrics for data services that can only be used to create custom metrics (they aren’t enabled yet for instant metrics).

As mentioned above, custom metrics get their data from data feeds. You can either create data feeds first or as you build your metrics.

Some services require you to connect to your data, usually by entering your login credentials but sometimes by entering other identifiers such as API keys and account IDs. Instructions for connecting can differ between services. If you need help connecting to specific services, refer to this section in our Knowledge Base.

Note: The following procedure describes adding a custom metric from the left navigation sidebar. You can also add custom metrics from the Metric List page, or from Explorer, or from an open dashboard, in Edit mode.

To create custom metrics for custom-only data services:

  1. In the left navigation sidebar, click the + button beside Metrics and select New custom metric.
  2. Click Select data feed.
  3. In the Select a data feed window, either click +New data feed to create a new data feed or select an existing data feed from the list.

Note: The only existing data feeds that will display in the list are those you created. Data feeds that are automatically created when you add instant metrics are managed by Klipfolio and are not available for selection.

  1. If you added a new data feed:

OR

  1. If you selected an existing data feed, go to step #6 where you’ll choose the metric’s display properties.
  2. Under Measure, select the column from the data feed that contains the values you want to track in your metric.

Note: The metric is automatically named based on the measure you choose. However, you can type over this name and apply a custom one if desired.

  1. Under Date and Time select the column from the data feed that contains the date/time associated with each value.

If the data feed doesn’t include a timestamp column, select Use the date and time imported instead.

  1. Under Data structure, select from Include all values, Use latest values, or Use latest values per period. Your choice determines the data points your metric will use when calculating the metric value for a time period.

Here’s a bit more information to help you decide. Choose different options and see the impact of your choice as a live preview, before saving the metric. If you’re still unsure which option is best, that’s okay. You can change your selection later by editing the metric.

  • Include all values: Select this option if you want to include every value for a time period to create the total of values. For example, you may have a spreadsheet that includes all sales transactions for the month of January. In this case, you want to sum all values to get the total values for the month.
  • Use latest values: Select this option if your data includes current value totals for specific points in time and new values replace older values. For example, if you’re tracking social media followers, each import gives you the current value, which is the total of all values for the time period.
  • Use latest values per period: (Hour, Day, Week, Month, Year) Select this option if each value in your data is a summary of a time period. For example, with Google Analytics "sessions by day" data, the value at any point in time is the summary up to that point in the day. Your data is collected again on the following day, beginning at zero. In such cases, the last value is the complete summary of the day. To calculate the metric's value for a month, you sum the last value for each day in the month. When you select this option, you also select a time period from the drop-down list below it (Hour, Day, Week, Month, or Year).

After selecting the measure, date and time, and data structure settings, your metric displays as a live preview and the settings under Properties are available for you to select. We encourage you to experiment with all of the settings until the metric is exactly what you’re looking for. Then click Save metric.

Here are a few notes about the settings listed under Properties:

  • Default aggregation: The default aggregation type is based on the measure you selected for the metric. For numeric columns, the default aggregation type is “sum”. For text columns, it's “count”. The default aggregation type will be used wherever there are no configuration options available. For example, on the Metric List page, metrics will display using a default aggregation type based on your selection here.

  • Show as cumulative (optional): Set your data to display cumulatively by default for all of the metric's view modes.

  • Favourable trend (optional): 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 cost to acquire customers, a lower (descending) number indicates a positive trend. Favourable trends are indicated by a green arrow.

  • Format: Select a data format. The choices include: Numeric, Currency, Percentage, or Duration.

If you selected Currency as the data format, the default currency symbol that will display is USD $. You can select an alternate Currency symbol from the drop-down list. Note: This is a display option only. Currency is not converted.

  • Segmentation: Select the columns by which you want to be able to segment and filter your metric value. You can select up to 5 columns. Each selection shows a unique view of your business, for example, you might choose to segment your sales data based on region, sales rep, or product type. The segments you select when creating a metric become filters in the finished metric. You can filter on the individual metric level or at the dashboard level (when you add your metric to a dashboard). You can also create a metric with no segmentations, by not selecting any dimensions.

Note: When choosing segmentation, you can only select columns that have a text format. If the associated data feed doesn’t include any text columns (or has only one text column) there will be no available categories by which to segment.

  • Data feed: If you click the area under Data feed, the associated data feed opens so you can view or edit it. (See below.) Learn about editing data feeds.

When you’re done making adjustments, click Save metric.

If you added the custom metric from the navigation sidebar or from your Metric List page, it’s added to your list of metrics. If you added the custom metric from an open dashboard, it’s added to that dashboard and to your list of metrics.

Now you're ready to interact with and learn from your metric data!

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