Create and Edit a Metric

A metric is a specific data point that you want to track and display in a Workbook.

1. To create a Metric, select the Workbooks tab in the top left of your screen. Then, select the blue New tab and select Metric.
2. Enter a name and select which data set you will be using.
3. Select Create in the bottom right of the pop-up window.

Now that the Metric has been created, the sidebar has features that help you configure the metric so it shows exactly what you need. The default view is a table until you create Measures or Groupings on your data. 

Edit a Metric

1. In the Workbook Edit mode, select Add Metric on the bottom right hand side of the page.
2. A table is the default option, and will be shown with your data, with the edit bar on the right hand side.
3. There are three tabs in the Edit Bar:
   1. Presentation: Change how the metric looks. Options change depending on which chart type you select.
   2. Interactions: Add drill down levels on your metrics.
   3. Analysis: Measure or group your data, choose what type of chart you want, or select a time filter.
      1. Measure: Select how you would like to measure certain aspects of your data. Examples include record count, average, total, approximate unique count, maximum, minimum, and others.
      2. Grouping: Select which columns you would like the data grouped for visualization. For example, you could group by product type, store location, or date.
      3. Time: Apply predefined, trailing, or specific time filters.
      4. Chart Type: Select the type of chart you would like to display. Bar, pie, partition, line, or table are a few of the available choices.