Metrics are how you measure your data and are used to assess the performance of your marketing or business activity.
- To create a new metric, click on the ellipsis (three dots) to the right of any folder under the metrics tab and select, 'Create Metric'
- Name your new metric and click the 'Enter' key
This is where we can define how your metric will be calculated using either 'Definitions from template' which is predetermine SQL queries for easy use (i.e. SUM, COUNT, AVERAGE, etc.) or 'Custom Definition' for basic custom SQL queries.
- To begin, select which type of definition you want to use +
As an example, I'll create a 'Clicks' metric for SA360
'Definition from template'
Your calculation will most likely refer to specific fields in your data source which can be selected from the data table dropdown.
- Navigate the fields, select the one you are looking for and select 'Save Changes'
- Once you have clicked 'Save Changes' you'll be navigated to the new definition you have just created
- Within 'Settings' you can alter the 'Prefix', 'Suffix', 'Round', 'Bias', 'Icon Class' & 'Colour' for your new metric
- Click 'Review and Save'
- Save those changes!
Custom definition allows you to input basic SQL queries directly into the new definition template i.e. SUM(IF(query))
- Selecting the '+' will allow you to add either fields to the query or metrics to create a composite metric
- You can create varying queries with differing calculations before following the same save procedure outlined in the 'Definition from template' breakdown
Adding more than one definition
You can add more than one metric definition into the report engine for your metric. This is often done when you have two data sources with the same data but at a more granular level. If you have more than one metric definition, the order of the metric definitions is important.
The report engine will automatically take the first metric definition unless the report contains an incompatible dimension so that it cannot use the first definition. In this instance the second definition specified will be used.
For more information on alternative metric definitions please follow the link.
How do I know which data sources are compatible with my metric?
Once you have created your metric a list of compatible data source Ids and names will appear under your metric definition. This will help help you identify which data sources are compatible with your metric.