Calculated metrics workflow

Last update: 2022-01-31
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Learn about the steps to take for creating calculated metrics.

Workflow Task Description
Plan Calculated Metrics Especially for metrics that are going to be officially “approved”, it makes sense to outline which calculated metrics will be widely used and how they will be defined.
Build Calculated Metrics Build and edit calculated and advanced calculated metrics for use in Customer Journey Analytics components.
Tag Calculated Metrics Tag calculated metrics for ease of organization and sharing. See how to plan and assign tags for simple and advanced searches and organization.
Approve Calculated Metrics Approve calculated metrics to make them canonical.
Apply Calculated Metrics You can apply metrics directly from a report, from the Metric Selector (to access it, click Show Metrics).
Filter Calculated Metrics In the Metric Selector, click Advanced Selection and filter by tags, owners, and other filters (Show All, Mine, Shared With me, Favorites, and Approved.)
Mark Calculated Metrics as Favorites Marking metrics as favorites is another way to organize them for ease of use.
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