Learn about the steps to take for creating calculated metrics.
|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.