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 New Metric Builder?
The New Metric Builder is a powerful new way to build metrics. It allows you to quickly get insights, navigate your data. Then if you have Dashboard Filters to slice and dice your metrics at the same time from the dashboard.
You can see if you are using the New 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 looking at the New Metric Beta section at the bottom left. If the “Use New Metric Builder” box is checked, then you are using the New Metric Builder.
What is the benefit from using the New Metric Builder?
The New 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 New 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 or the filters in the metric expanded view, you will need to build metrics using the New Metric Builder. Learn more about using the dashboard filters.
Using the New 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 New Metric Builder (and also the dashboard filters).
If you are building new metrics, here is an overview of the process using the New Metric Builder.
In March 2020 we held a webinar to help introduce creating metrics with the new Metric Builder and converting metrics from the old builder. Watch it below:
BETA: Known Issues
Not all chart types are currently supported
Dashboard-level filtering and the New Metric Builder will only work with the following series-based chart types, AND table charts, pie charts, and single value metrics:
Features Coming Soon
- More Chart Types
- 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.
- ort and rename slices, Coming Soon