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- 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.
- Enter a name and select which data set you will be using.
- Select Create in the bottom right of the pop-up window.
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- In the Dashboard Workbook Edit mode, select Add Metric on the bottom right hand side of the page.
- A table is the default option, and will be shown with your data, with the edit bar on the right hand side.
- There are three tabs in the Edit Bar:
- Presentation: Change how the metric looks. Options change depending on which chart type you select.
- Interactions: Add drill down levels on your metrics.
- Analysis: Measure or group your data, choose what type of chart you want, or select a time filter.
- 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.
- Grouping: Select which columns you would like the data grouped for visualization. For example, you could group by product type, store location, or date.
- Time: Apply predefined, trailing, or specific time filters.
- 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.