You can create a new metric while you are viewing a Visual Insight analysis.
For example, you can subtract the values of one metric from the values
of another metric, such as Revenue Forecast - Revenue. You can assign
a number to each value of a metric, to rank its value from least to greatest,
or display metric values as percentages of an accumulated total.
Derived metrics are metrics that you can create
based on existing metrics in the analysis. A derived metric performs a
calculation on-the-fly with the data available on an analysis, without
re-executing the analysis against the data source. Derived metrics are
metrics that are saved and displayed only on the specific analysis on
which they are created.
You can only use metrics already displayed in
the analysis to create a derived metric. For background information on
derived metrics, see
About derived
metrics.
Steps are below to create each type of derived metric in an analysis.
|
Task |
Steps |
|
Create a new metric by changing the aggregation function used to calculate
values in the metric |
From the Drop
Zones panel, hover the cursor over the name of the metric you want
to use to create the derived metric, then click the arrow icon on the
right. A list of options is displayed. Point to Aggregation,
then select the aggregation function you want to use to calculate metric
values, as follows: |
|
Create a new metric by assigning a numeric rank to each value in a metric
You can choose to break the rankings by a specific attribute. For example,
a Grid visualization displays revenue data for each Call Center in a Region.
If you choose to break the data by Region, the metric values for each
Call Center will be assigned a number based on each value’s rank within
its region. If you choose to break the data by Country, the metric values
for each Call Center will be assigned a number based on its rank within
its country.
|
From the Drop
Zones panel, hover the cursor over the name of the metric you want
to use to create the derived metric, then click the arrow icon on the
right. A list of options is displayed. Point to Rank,
then select one of the following:
To display
the metric values by rank in ascending order, select Ascending.
To display
the metric values by rank in descending order, select Descending.
Under Break
By, select the attribute you want to use to break the ranking data. Click OK.
|
|
Create a new metric by displaying metric values as percentages of a
cumulative total |
Hover the cursor over the name of
the metric you want to use to create the derived metric, then click the
arrow icon on the right. A list of options is displayed. Point to Percent
to Total, then select one of the following:
To display
the metric values as percentages of an accumulated row total, select Over Rows. To display
the metric values as percentages of a grand total, select Grand
Total. To display
the metric values as percentages of a cumulative total for each element
of an attribute, select the name of the attribute.
Click OK.
|
|
Create a new metric by combining the values of two or more metrics. |
Press CTRL
and click the names of each metric you want to combine. Hover the cursor
over the name of the last metric you selected, then click the arrow icon
on the right. A list of options is displayed. Point to Insert
Metric, then select the function you want to use to combine the
metrics. The options are:
Note: Some of the options below are only available if you have
selected two metrics.
To add the
metrics together, select Add. To calculate
the average of the selected metrics, select Average. To calculate
the maximum across each of the selected metrics, select Greatest. To calculate
the minimum across each of the selected metrics, select Least. To calculate
the product of the selected metrics, select Multiply.
To divide
the first metric you selected by the second, select Metric1/Metric2. To divide
the second metric you selected by the first, select Metric2/Metric1. To subtract
the second metric you selected from the first, select Metric1-Metric2.
To subtract
the first metric you selected from the second, select Metric2-Metric1. To calculate
the difference between the metrics as a percentage of the second metric
you selected, select (Metric1-Metric2)/Metric2.
To calculate
the difference between the metrics as a percentage of the first metric
you selected, select (Metric2-Metric1)/Metric1.
|
|
Create a new metric based on an attribute |
Hover the cursor over the name of
the attribute you want to use to create the derived metric, then click
the arrow icon on the right. A list of options is displayed. Point to Insert
Metric, then select one of the following:
To perform
a count calculation on each element in the attribute, select Count. To calculate
the maximum for each element in the attribute, select Max. To calculate
the minimum for each element in the attribute, select Min. To calculate
the sum for each element in the attribute, select Sum. To calculate
the average for each element in the attribute, select Avg.
|