Metrics
Last updated
Last updated
You can create new metrics from your data source by writing a Aggregation Formula to calculate a Column in the data source.
Use Table to create, name and calculate a new metric:
Click + to create a new metric
Type the new metric name and click Create metric:
Ctrl+Double-click and type = to use Aggregation Formulas
Choose a Formula and type the correct column name to find the column from the raw data table (data source)
If there are many similar column names from many tables appearing in the list and you cannot find the correct column name, you can type table name next to it. This will help to shortlist the column name.
Then, define the Date that you want the metric to be calculated based on.
If you forget to add the date dimension, the system will help to choose the first date column in your table.
Hit Enter, and the formula will be applied to the metric for all time.
You can also create new metrics by calculating from existing metrics in a Table by Double-clicking at the empty cell and type the existing metrics name
Some metrics can be defined differently in certain periods. For example: last year VAT was 8% on top of total sales, this year, VAT has been update to 10% on top of total sales.
Spitting segment in Presight helps to defines one metric differently at some specific periods. You can right-click on any cell of the metric, and choose Split Segment Here.
So, from 2023-12, new segment will begin. You can double click at the cell at 2024-01 and start changing the formula.
Once you finish editing formula and hit enter, the new formula will be applied from 2024-01 and forwards.
As right-clicking on the cell, you can also clear the formula to start inputting again. Clear Formula is useful when your current formula is too long and too complicated, deleting it manually can be inconvinient.
more about Formulas in the documentation below:
