Overview: Advanced Settings

The Advanced Settings window allows you to change the way data is displayed on the Datablock using advanced fields like Granularity, Format, and Scale.

How to access Advanced Settings

How to access Advanced Settings from the Designer

How to access Advanced Settings for Data Calculations

To open Advanced Settings for a Metric in a Data Calculation, open theData Calculationwindow and click on the appropriate Metric in the equation. Click on theSettingsicon in the top right of the selection window to open theAdvanced Settingsfor the Metric.

How to use Advanced Settings

如何set the Granularity

What is Granularity?

Granularity refers to the level of detail present in a set of data. This affects the presentation of a Line/ Bar Chart, and which Goal values the Metric is measured against.

Some Metrics support Hourly, Daily, Weekly, Monthly, and Yearly Granularity, while others have some limitations in terms of Granularity options. You can find more information on Granularity limitations in the Additional Information section of the appropriateData Source Guide.

The Granularity that should be selected depends on the Date Range of the Datablock. In most cases, a Datablock with the Date Range of “This Year” or “Year to Date” is viewed with Monthly Granularity. This will result in a Line Chart that plots Monthly Metric Values. If Daily Granularity was selected, every individual day's Metric Value will be plotted on the Line Chart.

When This Quarter or Quarter to Date are selected on the Datablock, typically Monthly or Weekly is selected as the Granularity. This selection depends on the level of detail you want to view on the Line Chart. If Monthly is selected, 1 Metric Value will be plotted for each month in the Quarter. This means there will be a maximum of 3 data points on the Line Chart because there are 3 months in a Quarter. If Weekly is selected, 1 Metric Value will be plotted for each week in the Quarter. This means there would be a maximum of 12 data points on the Line Chart to account for each week in the Quarter.

Shorter Date Ranges like "This Month," "Month to Date," "This Week," "Week to Date," and "Last 30 Days" are typically viewed with Daily Granularity, so each day has a Metric Value plotted on the Chart. This allows you to closely analyze the data and easily identify emerging trends.

If you are viewing a Line Chart with Monthly Granularity, you can only compare to a Monthly Goal that is set for the Metric. Similarly, if you are viewing a Line Chart with Daily Granularity, you can only compare to a Daily Goal that is set for the Metric.

How to use Granularity [Examples]

In this example, we will look at the Sessions Metric from HubSpot Marketing on a Line Chart with Year to Date selected.

If Granularity is set to Monthly, we will see the number of monthly Sessions for the year plotted on the Line Graph.

If Granularity is set to Weekly, we will see the number of weekly Sessions for the year plotted on the Line Graph.

If Granularity is set to Daily, we will see the number of daily Sessions for the year plotted on the Line Graph. When using Daily Granularity on a Chart with a longer Date Range, only some days will be visible on the x-axis. All daily values can be viewed by hovering over the line on the Datablock.

如何set the Format

What is Format?

TheFormatallows you to choose how you’d like to display Metric values.

You can choose between predefined, default Formats, or set up your own custom Format.

Basic Metrics have default Formats set in Databox. Here are some examples:

• $ Currency:“Recurring Revenue (Monthly)” (ProfitWell)
• Postfixed %:"Bounce Rate" (Google Analytics)
• Duration:“Avg. Time on Page” (Google Analytics)

In some cases, you may want to change the Format of a Basic Metric or set the Format for Custom or Calculated Metrics. You can do this by choosing one of the default Formats from the drop-down list, or by creating a custom Format by choosing+ New Custom Formatin the drop-down list.

This is especially valuable if you're dealing with Metrics that may have decimal values returned. You can use the+ New Custom Formatoption to set how many significant digits you want to be included on the Datablock.

• If you set theFormatto ''0.00'', the Metric value on the Datablock will always be displayed with 2 digits after the decimal place, regardless of the Metric value.
  For example, if the Metric value returned for "Pages / Session" is2.678, then2.68will be displayed on the Datablock. If the Metric value returned is2.6, then2.60will be displayed on the Datablock.
• Entering#instead of0, like''#.##'', may change the Format of Metric value displayed on your Datablock. With this Custom Format, 2 digits will be displayed only after the decimal place if the Metric value owns it.
  For example, if the Metric value returned for "Pages / Session" is2.678, then2.68will be displayed on the Datablock. If the Metric value returned is2.6, then2.6will be displayed on the Datablock.

Learn more about Default Format options and how to add a Custom Formathere.

How to use Format [Example]

Let's say you want to report onMRRfrom Stripe, but you want to display the Euro sign (€) rather than the Dollar sign ($). Along with that, you'd like to display Metric value digits, only if the Metric value owns it.

如何set the Scale

What is Scale?

The Scale determines the rounding that is applied to the Metric Value. By default,Scaleis set toAuto Scale, meaning as the Metric Value changes theScalemay change as well. This is done in an effort to display the Metric Value on the Datablock in the best way possible.

SelectingNonefor theScalewill make it so no rounding is applied to the Metric Value. The other options-Thousand, MillionandBillion- will round the Metric Value based on the specifiedScale.

如何使用规模(例子)

In this example, we will look at theSessionsMetric from HubSpot Marketing on a Line Chart withYear to Dateselected. The number ofSessionsreturned for the current Year to Date is 1,774,880.

IfScaleis set toAuto Scale,1.77 Mwill be displayed on the Datablock. For this Metric Value, theScaleis automatically set toMillion. If this Metric Value significantly increased, theScalewill automatically update toBillion.

IfScaleis set toNone,1,774,880will be displayed on the Datablock.

IfScaleis set toThousand,1,774.88kwill be displayed on the Datablock.

IfScaleis set toMillion,1.77Mwill be displayed on the Datablock.

IfScaleis set toBillion,0Bwill be displayed on the Datablock:

如何set the Compare With value

What is Compare With?

The Compare With selection can be updated in the Advanced Settings window and in the Datablock Settings directly in the Designer. Using Advanced Settings, you have the ability to selectNone,Previous Period,Same Period Last Year,Custom Range, Other Metric,orGoalto measure your Metric against. The data for the selected Date Range, Metric, or Goal will be measured against your current performance and displayed on the Datablock.

Not all visualizations support comparison data, so this section will not be visible in every Advanced Settings window. Learn more about which visualization types support comparison datahere.

How to use Compare With [Examples]

Let's say we're looking atSessionsfor the currentMonth to Date.

IfPrevious Periodis selected as theCompare Withvalue, the current month's performance will be compared to the previous month's performance at the same time.

IfSame Period Last Yearis selected as theCompare Withvalue, the current month's performance will be compared to the current month's performance from the previous year.

IfCustom Rangeis selected as the Compare With value, the current month's performance will be compared to the selected Custom Range period.

IfOther Metricis selected as theCompare Withvalue, the current month's performance will be compared to the selected Metric.

IfGoalis selected as theCompare Withvalue, the current month's performance will be compared to the Goal value set for the month.

如何set the Change Function

What is Change Function?

改变函数是指当前的方式performance compared to theCompare With选择显示在Datablock。

By default,Percentage Changeis selected as theChange Function.IfPrevious Periodis selected as theCompare WithValue, this means that the percentage change from the previous period will be displayed on the Datablock. This is calculated through the following equation:

(Current Metric Value - Previous Period Metric Value) / (Previous Period Metric Value)

You can update theChange Functionto show theRatioorAbsolute Changefor the Metric. SelectingRatiowill change the comparison equation to the following:

(Current Metric Value / Previous Period Metric Value) * 100

Finally, selectingAbsolute Changewill make it so the difference between the previous period's performance and the current performance will be displayed on the Datablock. This will change the comparison equation to the following:

Current Metric Value - Previous Period Metric Value

How to use Change Function [Examples]

Let's say we're looking atSessionsfor the currentMonth to Dateand comparing to theSame Period Last Year.

So far this month, we have42,510 Sessionstracked. Last year at this time, we had29,998tracked for the month.

IfPercentage Changeis selected as theChange Function, the following calculation will be performed on the backend:

(42,510 - 29,998) / (29,998) = 41.7

Therefore,42%will be displayed on the Datablock.

IfRatiois selected as theChange Function, the following calculation will be performed on the backend:

(42,510 / 29,998) * 100 = 141.7

Therefore,142%will be displayed on the Datablock.

IfAbsolute Changeis selected as theChange Function, the following calculation will be performed on the backed:

42,510 - 29,998 = 12,512

Therefore,12,512will be displayed on the Datablock.

如何set the Change Format

The Change Format works the same as the Format field, but this specifies the way the comparison data will be displayed on the Datablock. This field automatically updates based on theChange Functionselected.

By default, theChange Functionis set toPercentageand theChange Formatis set to+0%. If theChange Functionis changed toAbsolute Change, theChange Formatwill automatically update to+0.

Learn more about Format optionshere.

How to use Auto-Update

For Chart visualizations, you will see Tabs indicating multiple Lines/ Bars and Numbers on your Datablock.

For visualizations that support multiple Date Ranges, you have the ability to treat each Date Range separately and configure unique settings.

By default,Auto-Updateisenabled, meaning any changes you make to the first Tab or Date Range will update the settings for all other Tabs or Date Ranges as well. WhenAuto-Updateisdisabled, all Tabs and Date Ranges will be unique, so any changes you make to one Tab or Date Range will not be applied to other Tabs or Date Ranges.

You can also change the name of Lines on a Line Chart, Column Headers on a Table, etc. by clicking on the Tab title and directly entering the new title in the text field. Learn morehere.

How to use the Data Preview

The Data Preview allows you to get a more granular view at the data included in the Datablock. This includes Dates, Metric Values, Comparison Period Values, and Comparison Change Values.

If you are viewingSessionsfor the currentYear to DatewithMonthly Granularityselected, the Data Preview will show data for each month of the current year, up until the current month.

If you are viewingSessionsfor the currentYear to DatewithDaily Granularityselected, the Data Preview will show data for each day of the current year, up until the current day.

As you make changes in theAdvanced Settingswindow, theData Previewwill update to reflect your current selection. This allows you to verify your selections and ensure the Datablock is displaying data in an optimal way.