Create a Metric from a Dataset View (Version 4.2 / 5.0.x)
Datasets offer a quick and highly automated way of building new Metrics. This article describes step-by-step process of creating a Metric out of the specific Dataset View.
Since Metrics always represent time series data, in order to create a Metric your Dataset View should contain a column of dates and a column of values.
1. Open a Public Dataset View
- Open the Dataset View that will serve as a data source of a future Metric.
- Make sure that your View includes a column of dates and a column of values.
- At the top right corner of the screen click the Actions menu
- Select the Build Metric option. If this Dataset View is Private, the system will offer you to automatically make it Public and accessible to other user. If at least one element (Report or Metric) has been built from this View, it can no longer be changed to private.
You are redirected to the Metric Editor.
2. [Info tab] Define the basics
- Name: is populated automatically with the name of the Dataset View. You can change it to a unique and descriptive name of your choice.
- Optional settings:
- Category: helps organizing tiles at the Homepage. You can grant access to elements through Categories.or more details refer to: Create a Category
- Certified: this setting serves to identify elements that have been approved as being valid and accurate. For more details refer to: Certifying an Element
- Topics: relate elements to each other. For more details refer to: Create a Topic
3. [Data tab] Check Data Collection Configuration
All the fields defining the data collection process are going to be populated automatically based on the selection made in Dataset View.
- Data Source: in this example a dataset serves as a Data Source so we check it from the drop-down list
- Data Collection Trigger: Set the trigger which is going to initiate updating information in a Metric
- Dataset & View: Select the combination of a Dataset and its View from the drop-down list
- Date / Value column: make sure that date and value columns are going to display the expected data
- Include: specify whether you want to fetch all data, or rows after a certain date.
3.1. Check for available data
- Click Check for data to see what records are available for collecting.
- The number of available records and the example of a first one is going to be displayed below.
- Click Collect data to fetch rows for the Metric.
Enable and Publish your Metric.