Calculated metrics manager

The Calculated metric page offers many ways of curating metrics, such as sharing, filtering, tagging, approving, copying, deleting, and marking as favorites.

The Calculated metric manager shows you all the filters you own and that have been shared with you. Admin-level users can see all custom metrics in the organization. This overview presents the user interface and the capabilities of the Calculated metric manager.

Access the Calculated metrics manager

  1. In Customer Journey Analytics, select Components > Calculated metrics.

Available actions in the Calculated metrics manager

In the Calculated metrics manager, you can:

Configure columns

You can configure the information displayed for each calculated metric in the Calculated metrics manager by configuring the columns that are displayed.

To configure the visible columns in the Calculated metrics manager:

  1. In Customer Journey Analytics, select the Components tab, then select Calculated metrics.

  2. In the Calculated metrics manager, select the Customize columns icon Customize columns icon, then select the columns that you want to be displayed in the Calculated metrics manager.

    The following columns are available:

    Column title Description
    Favorites Displays star icons next to each calculated metric, allowing you to mark calculated metrics as favorites. For more information, see Mark calculated metrics as favorites.
    Title and description These values are provided in the Calculated metric builder. To edit the title and description, select the title link to open the Calculated metric builder.
    Report suite Indicates in which report suite the metric was last saved.
    Owner Indicates who owns the custom metric. As a non-admin, you can see only metrics you own or those that were shared with you.
    Tags Shows tags that were applied to the metric, either by you or by people who shared the calculated metric with you.
    Shared with Lists individuals or groups (admin only) or All (admin only) that you shared the calculated metric with.

    When a calculated metric is being shared, a share icon displays next to the calculated metric name.
    Date modified Indicates the date when the custom metric was last modified.
    Used in Note: This functionality is in the Limited Testing phase of release and might not be available yet in your environment. This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.

    Shows how many components the calculated metric is currently being used in.

    For example, if the calculated metric is being used in 40 projects and 2 alerts, then the value of this column shows as 42 components.

    Select the value in this column to see the breakdown of where the calculated metric is being used (for example, Projects (40), Alerts (2)).

    Calculated metrics can be used in any of the following component types:

    • Projects
    • Scheduled projects

    This information can help you determine whether a component is valuable to users in your organization, where it is used, and if it needs to be deleted or modified.

    This information does not include usage from the API, Report Builder, or Data Warehouse.

    You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization.

    The Used in column does not display by default. Configure columns to display it.
    Last used Note: This functionality is in the Limited Testing phase of release and might not be available yet in your environment. This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.

    Shows the date when the calculated metric was last used in any of the following component types:

    • Calculated metrics
    • Projects
    • Scheduled projects

    This information can help you determine whether a component is valuable to users in your organization, or whether it should be deleted.

    This information does not include usage from the API or Report Builder.

    You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization.

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