Variables and Values Page Overview
NOTE: Dynamic Views is in an Alpha Release stage. Please email firstname.lastname@example.org for any issues or feedback you might have.
To create a Dynamic View of a Metric, you must reference a Variable in the Filter statement. Variables and associated Values are managed in Account Settings under the Variables and Values page. Admin and Architects in Grow have permission to manage user’s Values on this page.
Variables are a grouping of Values, Values are attributes of users in Grow that map to the user’s Values in the data table that you want to Filter. For example, you could have a Variable called “Sales Team” and a user, Kevin Malone, could be associated with the “Enterprise” value.
There are 3 different ways to manage Variables and User Values:
- Variables and Values tab
- User Values tab
- Upload / Edit Variables & Values via CSV (COMING SOON!)
Variables and Values Tab
The Variables and Values Tab allows you to manage Values and Users at the Variable Level. If you need to make changes to Add Variables, Edit Variable Names, Add Values, or Edit Values, this is a great place to do so.
On the Variables and Values tab, click into a Variable and see all of the associated Values. Next, click into a Value and see all of the assigned Users.
Please note a User can only be assigned one Value per Variable. For example, Kevin cannot be assigned both the 'Enterprise' and 'Mid-Market' Value for the 'Sales Team' Variable.
To create a Variable in Grow, select “Add a variable” at the bottom of the table in the Variables column. You will be presented with a modal to name the Variable and add Values. You can type in Values manually or easily paste Values if you store them in a spreadsheet outside of Grow. To paste or type in more than one Value, you must use a comma to separate each Value in the text box for Grow to recognize the distinct Values.
The Variable Name must be unique, meaning you cannot have two Variables with the same name. Values must also be unique, meaning you cannot add two of the same Values. If you enter two Variables or Values with the same name, Grow will only add the Variable or Value once.
You can also add Values outside of creating a new Variable. You can do so by clicking “Add value” at the bottom of the Value column in the table. This will present you with a similar modal to creating a Variable where you can type or paste Value names. To paste or type in more than one Value, you must use a comma to separate each Value in the text box for Grow to recognize the distinct Values.
To assign a user to a Value, select the Value and then click “Assign users” at the bottom of the Users column in the table. This will present you with a modal of all of the users in your Grow account, here you can select which users you want to assign to a specific value.
Next to the user’s name, you can see if the user is already assigned a Value for the specific Variable you are managing. Please note a User can only be assigned one Value per Variable. For example, Sally cannot be assigned both the 'Enterprise' and 'Mid-Market' Value for the 'Sales Team' Variable. If I assign Sally to the 'Mid-Market' Value, she will be automatically removed from the 'Enterprise' Value.
Hover over a specific Variable and click the pencil icon to change the name. All Values and Users will continue to be associated with the Variable after you rename it.
Please note renaming a Variable will not break the Filter statements in Metrics referencing the Variable to create Dynamic Views. All Metrics will continue to reference the same Variable even after it is renamed.
Hover over a specific Value and click the pencil icon to change the name. All users will continue to be associated with the Value after you rename it.
Please note changing the name of a Value could potentially break a Metric’s View for a user. A view will break if the renamed Value does not exist in the data you are filtering. We recommend that you only change the name of a Value if the Value in the Column to Filter by selection changes.
Hover over a specific Variable and click the trashcan icon to delete the Variable.
Please note Dynamic Views for Metrics referencing the deleted Variable will break. Grow needs to reference a Variable in order to create the Dynamic Views for each user. If the Variable can no longer be found, the Metric Tile will display no data for users with 'View Only' Dashboard Access:
For users that can Manage or Format the Dashboard, the Metric Tile will display an error indicating the Dynamic View is broken:
Hover over a specific Value and click the trashcan icon to delete the Value.
Deleting a Value will break Dynamic Metric Views for any users that were associated with the deleted Value.
For example (referencing the screenshot above), if I delete the 'Enterprise' Value, Kevin and Pam will no longer have a View for Metrics referencing the Sales Team Variable (unless I reassign them to a different Value). If Kevin and Pam have View Only Dashboard Access, when they view the Metrics referencing Sales Team, Grow displays no data on the Metric Tile because they no longer belong to the Sales Team Variable.
However, for users that have Manage or Format Dashboard Access, when they toggle to Kevin’s or Angela’s view of the Dashboard, they will see that the metric is not setup for either of these users to view.
Remove User from Value
Click into the Value you want to remove a User from, hover over the User’s name and click the trashcan to remove the User from the Value.
Please note removing a User from a Value (and not reassigning a new Value) will break their Dynamic View of any Metric referencing the Variable. The Metric Tile will display the same error handling we surface when a Value is deleted (see Delete Value section above) to ensure we are not overexposing data to View Only users.
User Values Tab
The User Values Tab allows you to manage Values and Variables at the User Level. If you need to update (add, remove, or change) a specific user’s values, this is a great place to do so.
On the User Values tab, click into a user and view all of their Values for each Variable.
Assign Value to User
To assign a user a Value for a specific Variable, select the user from the Users column and then open the dropdown menu next to the Variable name.
You can either select an existing value to assign to the user, or “Add a new value” in the dropdown menu.
If you want to “Add a new value” to a user, name the Value in the modal, and click Save. The new Value will be automatically assigned to the user.
Lastly, you can remove a value from a user entirely by clicking “Remove value from user”.
Features Coming Soon!
- Manage Variables and Values in a CSV and upload to Grow to update user's Values.
- View the list of metrics in your account that are referencing a specific Variable