Presight
  • 👋INTRODUCTION
    • What is Presight?
    • Core Concepts
      • Metrics
      • Events
      • Segments
        • Source Columns
        • Custom Segments
    • The Presight Workspace
      • Workspace Overview
      • The Data Docs
      • Data Library (Datahub)
  • ➡️DATA IN
    • Connect
      • Data Warehouse
      • Data Connectors
        • API Connector
        • Google Sheets Connection
        • CSV Import
        • Dimensional Dates (Dimdates table)
        • QuickBooks Online
        • HubSpot Connector
    • Sync
    • Tables & Columns
      • Browse & Edit
      • Primary Key
    • Governance
  • ⚙️MODEL
    • Data Relationships
      • Table Relationships
      • Hierarchy
    • Metrics
      • Create Metrics
      • Ownership & Permission
      • Deletion
    • Events
      • Creating Events
    • Custom Tables
      • Table Builder
        • Filter a Dataset
        • Simple Data Enrichment
        • Advanced Enrichment - Segmentation
      • Custom SQL Query
    • Segments & Custom Segments
      • Dimensions from Data Sources
      • Create a New Dimension
    • Formulas
      • Metric Formulas
      • Data Transformation Formulas
  • 📊ANALYSIS
    • The Data Docs
      • Explorations
        • Docs Widgets
      • Reports
      • Dashboards
      • Layout & Beautify
      • Organize
      • Collaboration
    • Data Widgets
      • Charts
        • Query Syntax
        • Data in a Chart
        • Interacting with a Chart
          • Breakdown
          • Chart Filter
          • Time Change
          • Chart Menu
          • View Constituent Records
          • Version views in Chart
        • Chart Configuration
      • Metric Table
        • Creating a Table
        • Interact with a Table
          • Adding Metrics
          • Adding Sections and Organizing metric list
          • Table Filter
          • Table Summaries
          • Quick Chart Creation from Table
          • Timeline Navigation
        • Table Menu
        • Table Breakdown
        • Breakdown Options
        • Interact with Table Metrics
        • [Advanced] Automatic Variance Calculation
      • Records Table
        • Accessing Data Records on-demand
    • Breakdowns & Filters
      • [Advanced] Dimension Path
    • Event Analytics
      • Event Funnel
      • Cohort
      • Event Path
    • Segmentations
      • Metric Segments
      • Filtered Segments
    • Ask AI (Beta)
      • Ask Presight
      • Presight AI in your Chat Tools
  • 📈PLANNING
    • Creating Versions
    • Interacting with Versions
    • Interacting with Future Data
    • Forecasting a Metric
  • 🏛️GOVERNANCE
    • Overview
    • Table Restriction
    • Metric Permission & Sharing
    • Doc Sharing
  • ⬇️DATA OUT
    • Export Data
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On this page
  • Aggregation Formulas
  • Modeling Formulas
  • Segment Split
  • Clear Formula
  1. MODEL

Metrics

PreviousHierarchyNextCreate Metrics

Last updated 6 months ago

Aggregation Formulas

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.

Modeling Formulas

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

Segment Split

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.

Clear Formula

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:

⚙️
Metric Formulas
Create a new metric
Name the new metric
Aggregation Formulas
Find the correct Column from the data source
Modelling a formula