Managing data dimensions

NOTE

Requires Admin permissions.

A dimension is a field in the same table as a metric that can be used to filter or segment charts based on that metric. For example, a revenue metric may contain city, state, country, order status, coupon code and other types of dimensions.

Add dimensions to multiple metrics

To add one or more dimensions to multiple Metrics at once:

  1. On the main navigation bar, go to Manage Data > Metrics.

  2. At the top of the page, click Add Dimensions To Metric(s).

  3. Choose the table that contains the dimensions.

  4. In the Choose Metric(s) to Add Dimensions column, select the metrics you want to add dimensions to. Once selected, the Choose Dimensions to Add column will appear on the right. Check the dimensions you want to add to the selected metric.

  5. If you would like to segment or group by any of the data dimensions on reports, make sure to indicate they are Groupable.

  6. Click Add.

Delete dimensions from multiple metrics

To delete one or more dimensions from multiple metrics:

  1. On the main navigation bar, go to Data > Metrics.

  2. At the top of the page, click Remove Dimensions From Metric(s).

  3. Choose the table that contains the dimensions.

  4. Select the metrics you would like to remove the dimensions from on the left, and the dimensions you wish to remove on the right.

  5. Click Remove.

  6. If the dimensions are in use on reports, you will be shown a warning and a list of charts that are using the dimensions. Click Delete to delete the checked dimensions and all of their dependents, including reports.

Manage dimensions in metrics

To add dimension(s) in a metric:

  1. On the main navigation bar, go to Data > Metrics.

  2. Click Edit on the metric you want a new dimension.

  3. Under the Dimensions section, use the Add a dimension dropdown to select a dimension to add.

NOTE

Any dimension that you want to filter or group by must already be tracked in MBI. If you do not find the desired dimension, we may need to start tracking a new data column in your database via the Data Warehouse page.

To delete dimension(s) from a metric:

  1. On the main navigation bar, go to Manage Data > Metrics.

  2. Click Edit on the metric you want a new dimension.

  3. Under the Dimensions section, select the checkbox in the delete column next to the dimension(s) you wish to remove.

NOTE

Even after deleting a dimension, it still exists as a column on your table in our data warehouse. You can add it back to any metric, and build new metrics using these dimensions. To remove the data column a dimension corresponds to from MBI, simply untrack the data column via the Data Warehouse page.

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