Create Metrics

This documentation focuses on how to create and use Presight metrics. Learn about Presight's metric concept here.

Metrics

How-to

Step 1. Start by adding a metric table to your doc. Find the plus icon on the table, click and select New Metric

Step 3. Give your metric a name. Hit Create.

Best Practices We recommend your metric naming convention be consistent in format and clear in meaning, so later on if you wish to share them to others, they can immediately grasp its meaning. You can always update these details later.

Step 4. Double click on the cell area for the formula editor to appear. From here you can start defining your metrics.

Steps to create a new metric

Define your Metrics

Option 1. Define using formulas

Metrics can be defined either by aggregate a column by a date, or simply by performing some arithmetic calculation on existing metrics.

Metric definitions on Presight

  • Type = for the formula guidance to appear as you write

  • Select the appropriate column to aggregate. It's OK if you make a mistake or choose the wrong column here. You can always go back and edit it anytime.

  • Hit Enter when done and you'll see the numbers lining up.

For a detailed documentation on formula syntax, check out the documentation below

Metric Formulas

Option 2. Ask AI to define it for you (Beta)

This feature is in Beta and piloted selectively. If you wish to try it, please reach out to our Customer Success at support@presight.io

Presight AI can help you create new metrics using your natural language request. This significantly reduces the things you have to learn. Just tell the AI what you want to track and wait for the magic to happen.

Ask AI to create metrics for you without the thinking

Save and Use

Saving your Metrics

To maximize your freedom to explore while maintaining the workspace comprehension, your metrics always exist as Draft in the doc first. This allows you to test, iterate and explore ways to define metrics without the fear of making the wrong choice.

  • Draft metrics appear when you enter their formulas for the first time

  • Draft metrics only exist within the doc you create them from, until you save them.

  • In the doc, you can flexibly used the draft metrics to create chart, segments. You can also edit and adjust the definition as many times as you want.

Draft metric in a doc

After you're satisfied with a metric, you can choose to save them into your workspace. The save metrics now can be used across docs and can be shared to others.

Saving your metrics

  • Navigate to your Data Browser in the doc

  • Select Save Metric

  • Make any adjustment you would like, then hit Save

Your metric now is ready to be analyze across docs and can be shared to others.

Use Metrics

Visualize Data

  • Metrics can be retrieved using the command line / then Chart

Querying a metric by /Chart

  • They can also be accessed in a metric table

Querying a metric by /Table

Advanced Metric Usage

Your metrics can also be used in advanced use-cases such as segmentation or during event analytics. Imagine you can segment your users based on their Revenue. This unlocks a whole new landscape for analyzing your data.

Metric Details

Metric information helps to provide following information:

  • Metric name

  • Metric formula

  • Raw table, from which metric was created

  • Date, based on which metric was calculated

  • Metric owner

  • Metric tag

Metric information will appear below the metric name when being queried or you can find the metric description by mouse overing the metric name in a table.

  • Metric description and tag will appear when being queried the metric via Chart or Table:

  • Full information of a metric will appear when mouse overing a metric in Table

Edit Metrics

Metrics Details

  • You can add, rename, change description or add tag to a metric via the left-side panel in Doc:

  • Or make edits in Data Hub for published metrics

Adding definition for a metric

  • Add / edit metric tags

    • Tagging helps your team organize and categorize all metrics in the company, then you find to use the right metrics quickly. You can tag a metric with Tags column, and Click to edit.

    • The tag with appear when you or your team members look for a metric and guide you to choose the correct metric.

Best Practices As your workspace grows in the number of metrics, the metric owners or workspace admin should add as much supplementary information as possible to help workspace users understand meaning and use them more accurately and efficiently.

Edit Metric Definition

You have the flexibility to update your formulas at any time, allowing for dynamic data analysis. Simply add the metric to the table, then double-clicking for the editor to appear again, then make the update.

Best Practices when Creating Metrics

  • Testing Formulas: After updating a formula, verify the results to ensure accuracy.

  • Documentation: Keep notes or comments within your formulas for clarity.

  • Don't hesitate to explore: Presight metrics are designed to be light-weight and error-tolerant, so don't worry about create the wrong metrics.

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