Calculated metrics manager

Last update: 2024-01-26
  • Created for:
  • User
    Admin

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.

Calculated metrics window showing available filters.

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 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.

    Consider the following when viewing this column:

    • This information does not include usage from the API, Report Builder, or Data Warehouse.
    • The Used in column does not display by default. Configure columns to display it.
    • If there is no data in this column for a given component but it has a Last used date, the component might have been used in an analysis without being saved.
    • This information is available only to system administrators.

    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.

    Last used 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.

    Consider the following when viewing this column:

    • This information does not include usage from the API, Report Builder, or Data Warehouse.
    • For some components, this column might not contain data if the component was last used prior to September 2023.
    • This information is available only to system administrators.

    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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