Welcome to Grow

Welcome to Grow! You now have access to organize your data and join multiple reports together to create powerful metrics and find new insights with your data. This article outlines a few steps to help you get the most out of Grow.

First, here's a general overview of the dashboard, how to access account-level settings, and manage your data.

Connect Your Data

Your first step is to connect your data sources to Grow. When we talk about data sources we are referring to the software and spreadsheets that you have connected to Grow, the original source of your data.

To connect your data sources, click on the Data tab at the top left, then Connect data source at the bottom. Each data source will have its own way to connect, from just logging into the other software to using an API key found in that software.


Organize Your Data

You can start building metrics (what we call the charts and graphs on the dashboard) right away, but we recommend you start by creating some Datasets.

Instead of pulling straight from a data source connection and having to configure the report each time you want a new metric, you can use datasets as clean, ready-to-chart reports that you can use across multiple metrics. A dataset can even include data from multiple data sources joined together into a master report.

For example, let's say you advertise on Google Ads and Facebook Ads, and you track the spend from some local advertising in a spreadsheet in Dropbox. You can pull in all three reports, add any transforms (like filtering out a campaign you do not want to include), join them together in a master report, and save that as a dataset. Now each time you want to use your advertising spend or performance in a metric, you can use that dataset along with other reports to create your new chart.

What's even better is that if you decide to make any adjustments or add additional data to that dataset, you can do that once in the dataset and it will apply to all of the metrics using that data.

You can read more about using Datasets, but to create one:

  1. Click on the Create button at the top right of the dashboard, and choose New Dataset.
  2. Select the data source and the reports you want to use
  3. Add any transforms to further define and clean your data (if needed)
  4. If you are using multiple reports joined together into a master report, you can choose to just use that one report as the primary report.
  5. Then save it as a dataset!

Visualize Your Data

Now that you have datasets ready, you are all set to make some metrics! Click on the Create button at the top right of the dashboard and choose New Metric.

Pull in Your Data

Here you will have the option to select a data source and pull in a new report, or select a dataset to use. Not every metric has to use a dataset, there may be times when you just need a one-off metric and it would not make sense to go through the process of creating a dataset first.

You can use multiple reports and datasets in a single metric and use the transforms and joined report options to bring them together.

Chart Your Data

In the Chart tab of the metric builder, select the data you want to use in your chart, then refine it to include the date range and grouping that you want to see.

Navigate Your Data

Now that you have several metrics up on your dashboard, the journey does not end there. Besides just watching your charts update each day, you can dig in for more insights on your performance through the dashboard filtering options.

You can filter your metrics based on different date ranges or group them by day, week, and more. Besides date filters you can create any custom filters to use for those metrics they apply to.

For more information, refer to Grow Training in Epicor University.

Was this article helpful?