Create calculated metrics
By default, only administrators can create calculated metrics. Users have rights to view calculated metrics, similar to how users view other components (such as segments, annotations, and more).
You can create a calculated metric in the following ways:
- A. In the main interface, select Components and select Calculated metrics. Select
- B. In a Workspace project, from the Components left panel, select
- C. In a Workspace project, from the context menu in metrics column header, select Create metric from selection. From the submenu, you can select a function, or select Open in calculated metric builder.
If you select a function, the calculated metric is defined as a project-only metric. When you later edit this metric, through the Component info popup, you see a notification in the Calculated metric builder. - D. In a Workspace project, select Components from the menu, and select Create metric.
- E. In a Workspace project, use the shortcut shift+cmd+c (macOS) or shift+ctrl+c (Windows).
To define the new calculated metric, you use the Calculated metric builder.
Workflow
Before you create calculated metrics, carefully consider the following workflow:
| 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 Analytics components. See examples of how to build calculated metrics. |
| 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. |
| Use calculated metrics | Use the calculated metrics in your projects. |
| Share calculated metrics | Share your calculated metrics with other individuals, groups, or organizations. |
| Filter calculated metrics | Filter calculated metrics 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. |
