Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from space PD and version 7.3_Cooper

...

  1. To create a Metric, select the Dashboards 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.

...

Anchor
edit_a_metric
edit_a_metric
Edit a Metric

  1. In the Dashboard 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.