This feature is currently in beta.
If you are participating in the beta and come across any issues, please email firstname.lastname@example.org.
What is the Enhanced Metric Builder?
The Enhanced Metric Builder is a powerful new way to build metrics. It allows you to quickly get insights, navigate your data, and use Dashboard Filters to slice and dice your metrics at the same time from the dashboard.
You can see if you are using the Enhanced Metric Builder by editing an existing metric or start creating a new one and clicking on the Chart tab in the top middle and then clicking on the Chart Builder settings at the bottom left. If the “Use Basic Builder” box is unchecked, then you are using the new Enhanced Metric Builder.
What is the benefit from using the Enhanced Metric Builder?
The Enhanced Metric Builder makes it possible to build a dynamic metric where you can slice and filter the data to look at it in different ways to gain insights.
Some dashboards work well as a static display where you can see your progress towards a goal, but the more powerful insights come when you can dig into a chart and find what’s working well and how you are trending compared to other time periods. That is hard to do, for example, when you are only looking at total daily sales month to date. With the Enhanced Metric Builder, you can change the date range to go further back and group it by month. You can even filter to show the sales for a specific sales region, rep, or product.
To use the dashboard-level filters, you will need to build metrics using the new Enhanced Metric Builder. Learn more about using the dashboard filters.
Using the Enhanced Metric Builder
Metrics that were built with the previous If you have metrics built using the Basic Builder, here is a walkthrough for converting your metrics to use the Enhanced Metric Builder (and also the dashboard filters).
If you are building new metrics, here is an overview of the process using the Enhanced Metric Builder.
BETA: Known Issues
Not all chart types are supported
Dashboard-level filtering and the enhanced metric builder will only work with the following series-based chart types:
A few issues on Key Values
We've noticed some rounding error or comparison values.
In certain cases when you are changing the definition of the key value or comparison key value it doesn't clear the previous selection.
Filterable Columns issue
Newly created Tag Transform columns are not added to the list of 'Filterable Columns'. Fix coming soon!
Features Coming Soon
- You can use "count" as an aggregation strategy, but COUNTIF is coming soon!
- You can use calculated columns transform to aggregate values for each row, but calculated values that respect the grouping for the chart will be coming soon.
- Dashboard Filtering options for Is One Of and Is Not One Of, coming soon.
- ort and rename slices, Coming Soon