Overview: Metrics

The Metrics screen allows you to monitor all of the Metrics important to you in one screen and invite your teammates to do the same, so that can get aligned around the metrics that matter to your organization.

The Metrics screen and Metrics Library are commonly used to verify what metrics you can pull and visualize using Databox, continuously monitor your top Metrics in one screen at any time, pick metrics to use for goals, setup alerts for metrics and build Databoards you can share with stakeholders.

HOW TO

How to access the Metrics screen

The Metrics screen is a central location where you can align your team around the Metrics that matter, monitor your performance, set Goals, and more.

Navigate toMetricsto access theMetricsscreen.

How to use the Metrics screen

HOW TO

How to use the Metrics screen

The Metrics screen allows you and your colleagues to add any Metric to an infinitely scrolling list of Metrics and organize them using Tags.

一旦你添加你的度量,您可以快速扫描the screen to see which metrics have increased or decreased by looking for a green or red line at the bottom of each Metric block or the green or red arrow right below the metric.

The Metrics screen also shows the Metric value and a blue sparkline to represent daily fluctuation.

The Metrics screen shows all Metrics that were added by you at the top, and all Metrics that were added by other users in your Account at the bottom.

All Metrics that you have added to your Metrics screen will be accessible in theMy Metricstab in theDesigner

How to add Metrics to the Metrics screen

IN THIS SECTION

How to manually add Metrics to the Metrics screen

Navigate toMetricsand clickAdd Metric。This will take you to theMetrics Librarywhere you have full visibility into the Metrics that are available in Databox via ournative integrations

Using theSearchbar, you can search for a specific Metric or keyword, like “Sessions.” This will show you all of the “Sessions” Metrics that are available in Databox.

You can also use theData Sourcedrop-down to narrow your focus and only view Metrics for a specific Data Source.

Hover over the logo in the top right of each Metric block to view more information on the Metric itself. Add the Metrics that are significant to you to your Metrics screen by clickingAdd to my Metrics.

When adding Attributed Metrics to your Metrics screen, you will be prompted to select the Dimension that you would like to add. Learn more about Attributed Metricshere

What Metrics are automatically added to the Metrics screen?

Whenever you create a Goal, Alert, or Favorite a Metric, the Metric will be added to your Metrics screen.

Metrics that are used on Databoards and Scorecards in your Account are not automatically added to your Metrics screen.

Invite Colleagues to Add Metrics

To invite colleagues to select Metrics, they must be added as a user in your Account. Learn how to add users to your Accounthere

Pro Tip: It's recommended that you encourage team members to add Metrics to the Metrics screen before building performance dashboards. This allows each individual in your organization to select the Metrics that are important to them.

How to change the Date Range

You have the ability to change the Date Range for a single Metric or for all Metrics on the Metrics screen.

To change the Date Range for a single Metric, click the drop-down arrow next to the Date Range on the Metric block. This will open theDate Rangedrop-down list.

Select the Date Range that you'd like to view the Metric for.

To change the Date Range for all Metrics, click on theDate Rangedrop-down in the top right of the Metrics screen. Select the Date Range that you'd like to view all Metrics on the Metric screen for.

Learn more about Date Rangeshere

How to troubleshoot why "No Data is Available" for a Metric

You may see a message saying "No data available for this metric."

This message signals that Databox does not have data for the selected Date Range. If the Metric is built usingQuery Builder, try editing the Custom Metric to include the Date Range you’d like to view.

How to Tag Metrics to organize yourself and your team

From the Metrics screen, you have the ability to Tag single Metrics or groups of Metrics. You can filter by Tag at the top of the Metrics screen to view a specific group of Metrics.

To Tag a single Metric, click theTagicon in the bottom right of the Metric block. Click+ Create newto create a new Tag orManage tagsto edit any existing Tags.

Select the appropriate checkbox(es) to add Tags to the Metric.

To Tag multiple Metrics, click the checkbox in the top left of the block to select the Metric. Do this for any Metric you would like to Tag. This will expose a blueAdd to Databoardbutton in the top right of the screen.

Click the arrow next to theAdd to Databoardbutton. From the drop-down list, selectAdd Tags。这将使标签列表,这样你就可以标记the selected Metrics.

ClickApplyto apply the Tags to the selected Metrics.

Learn more about Tagshere

How to Favorite Metrics

From the Metrics screen, you have the ability to Favorite a single Metric or groups of Metrics.

To Favorite a single Metric, click the。..icon in the top right of the block to open theMetricdrop-down list. SelectAdd as Favoriteto Favorite the Metric and add it to your Home screen.

To Favorite multiple Metrics, click the checkbox in the top left of the block to select the Metric. Do this for any Metric you would like to Favorite. This will expose a blueAdd to Databoardbutton in the top right of the screen.

Click the arrow next to theAdd to Databoardbutton. From the drop-down list, selectAdd to Favorites。This will add the selected Metrics to your Home screen.

How to reorder your Metrics

You can rearrange Metrics on the Metrics screen by dragging and dropping the Metric block. This allows you to create the optimal view for you to quickly and efficiently monitor your key Metrics.

How to filter the Metrics screen to show a subset of your Metrics

Use the Show drop-down to filter the Metrics screen to show all Metrics, Metrics you added, Metrics added by other users in your Account, or your Favorite Metrics.

The Metrics screen can also be filtered based on Tag. Because of this, Tags should be used to organize your Metrics and create the views you need.

In order to view Metrics for a specific Data Source, use the Data Source drop-down.

How to remove Metrics from the Metrics screen

To remove a Metric from the Metrics screen, click the ... icon in the top right of the block to open the Metric drop-down list. Select Remove.

你只能删除指标dded to the Metrics screen. You will not be able to remove Metrics that other users in your Account added to the Metrics screen.

How to add Metrics to a Databoard from the Metrics screen

From the Metrics screen, you can add a single Metric or multiple Metrics to a Databoard.

To add a single Metric to a Databoard, click the。..icon in the top right of the block to open theMetricdrop-down list. SelectAdd to Databoard.

This will open theAdd Datablockwindow. From here, you will be prompted to select the Databoard where you would like to add the Datablock. You can also specify how you'd like to visualize the Metric at the bottom of the window. ClickAdd to Databoardto complete the process.

To add multiple Metrics to a Databoard, click the checkbox in the top left of the block to select the Metric. Do this for any Metric you would like to add to the Databoard. This will expose a blueAdd to Databoardbutton in the top right of the screen.

Click theAdd to Databoardbutton and select the Databoard where you would like to add the Datablocks. ClickSelect Databoardto complete the process.

How to set a Goal from the Metrics screen

To set a Goal, click the。..icon in the top right of the block to open theMetricdrop-down list. SelectSet Goal.

This will open theGoal Setupwindow. From here, you can set a Goal for the selected Metric.

Learn more about Goalshere

How to set an Alert from the Metrics screen

To set an Alert, click the。..icon in the top right of the block to open theMetricdrop-down list. SelectSet Alert

This will take you to theAlertspage where you can set an Alert for the selected Metric.

Learn more about Alertshere

How to access the Metrics Library

The Metrics Library gives full visibility into the Metrics that are available in Databox's native integrations, as well as any custom metric you create with Query Builder or Calculated metric you create with Data Calculations.

Navigate toMetrics > Metrics Libraryto access theMetrics Library。Use theSearchbar to search for a Metric, or select the Data Source whose Metrics you want to view from theData Sourcedrop-down list.

How to use the Metrics Library

HOW TO

How to add a Metric to the Metrics screen

Using theSearchbar, you can search for a specific Metric or keyword, like “Sessions.” This will show you all of the “Sessions” Metrics that available in Databox.

You can also use theData Sourcedrop-down to narrow your focus and only view Metrics for a specific Data Source.

Hover over the logo in the top right of each Metric block to view more information on the Metric itself. Add the Metrics that are significant to you to the Metrics screen by clickingAdd to my Metrics

How to add a Metric to a Databoard

To add a Metric to a Databoard, hover over the logo in the top right of the Metric block. SelectAdd to a Databoard.

This will open theAdd Datablockwindow. From here, you will be prompted to select the Databoard where you would like to add the Datablock. ClickAdd to Databoardto complete the process.

Pro Tip: From the Metrics screen, you can add multiple Metrics to a Databoard at once. When adding a single Metric to a Databoard from the Metrics screen, you also have the ability to select the visualization. Learn morehere

How to Favorite a Metric

To Favorite a Metric, hover over the logo in the top right of the Metric block. SelectAdd as Favorite。This will add the selected Metric to your Home screen and Metrics Screen.

Pro Tip: From the Metrics screen, you can Favorite multiple Metrics at once to add them to the Home screen. Learn morehere

How to set a Goal

To set a Goal, hover over the logo in the top right of the Metric block. SelectSetyourGoal

This will open theGoal Setupwindow. From here, you can set a Goal for the selected Metric. Learn more about Goalshere

When you create a Goal, the Metric will also be added to the Metrics Screen.

How to set an Alert

To set an Alert, hover over the logo in the top right of the Metric block. SelectAlert me when this Metric...

This will take you to theAlertspage where you can set an Alert for the selected Metric. Learn more about Alertshere

When you create an Alert, the Metric will also be added to the Metrics Screen.

How to remove a Metric from the Metrics screen

To remove a Metric from your Metrics screen, hover over the logo in the top right of the Metric block. SelectRemove from my Metrics

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