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Custom Metrics (CX)

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About Custom Metrics

Custom metrics are created within the Dashboard Data section of a dashboard’s settings. Custom metrics are equations which are created, by the user, using math symbols and the metrics of either a single data field or multiple data fields. This is important because you can create a single custom metric that can be used in a widget, which pulls in data from various data fields of the settings of a single dashboard.

Note that custom metrics are not project-wide; they will only be available in the dashboard where you created them and in copies of that dashboard.

Creating a Custom Metric

  1. Click on the Settings icon.
    Button that says Settings and has a gear icon
  2. Click on the Custom Metrics tab that is on the left side of the settings screen.
    Custom Metrics tab in Settings. Add Custom Metric button blue.
  3. Click Add Custom Metric.
  4. Click on the left text box to name your custom metric.
  5. Click on Construct Your Equation to begin to create the equation of your new custom metric.
  6. At this point you can begin to construct your equation. In most situations, you will want to begin with adding a metric. To do this, click on the blue button that says Add Metric.
    Add Metric option appears when you click the textbox
  7. By default, a count metric will automatically be added to your equation. If you wish to use a metric besides count, click on Count to bring up the metric editing menu.
    Count metric in equation text box
  8. In the metric editing menu, click on the Metric dropdown box to choose a different metric.
    Attention: Do not select Subset Ratio from the Metric dropdown when you create a Custom Metric. Instead, see the linked section in order to add a Subset Ratio Metric.
  9. If a metric is chosen that requires an additional field, be sure to choose the correct field that you want to be calculated in your new custom metric.
    Choose a field dropdown
  10. Continue to construct the custom metric by clicking on the different mathematical symbols and metrics that are needed to create your desired equation.
    Math operations options

    Qtip: If you see a red triangle with a “!” inside of it, this means that the equation is currently invalid. Check to make sure you do not have unnecessary mathematical symbols or two metrics next to each other that are not separated by a mathematical symbol. Both of these instances could cause the equation to be invalid.
  11. Click Save when your equation is complete.
    Save button

Adding a Custom Metric to a Widget

  1. Click the Edit Page button on the page where you want to add a custom metric to a widget.
    Edit Page button
  2. For a widget you want to add a custom metric to, enter the widget editing pane in one of the following manners: either create a new widget or click on the Edit button of a pre-existing widget.
  3. When you are in the widget editing pane, click the Add Metric button in the metrics section.
    Add Metric button in righthand editing pane
  4. By default, the metric will be count. Click on the Count metric.
  5. In the dropdown of the different metrics available, all custom metrics are located at the very bottom. Click on the custom metric you want to add to the widget.
    Count is the default metric
  6. In place of count, you will now see your custom metric. Custom metrics have a “CUSTOM” tag in front of their name in the widget editing pane.
    Custom Metric now displayed

Subset Ratio Metric

Qtip: This metric is available on the simple chart and simple table widgets in CX dashboards, and on the simple chart and simple table widgets in EX dashboards. Though this page specifically relates to CX, the directions for using the subset ratio metric are consistent across both CX and EX dashboards.

If you would like to display a proportion of values in the simple chart or table widget, we recommend that you use the subset ratio metric instead of the custom metric. This metric is especially useful in Brand Experience dashboards, and it can help reduce load times.

Keep in mind that when selecting the numerator and denominator for the ratio, each respective field will be independent. The numerator will represent one count metric, regardless of the denominator you choose (although they can be related), and vice versa. In other words, the subset ratio metric can be thought of as (Item 1 count) / (Item 2 count), where Item 2 does not automatically tie Item 1 to the proportion.

When reporting on imagery attributes in simple charts and tables, the base size needs to be set to the number of people who are aware of the brand. For example, you may want to create a custom metric that takes the number of people who selected a specific brand in an attribute question and divide by the number of respondents aware of the brand. The subset ratio metric makes it easy to calculate this proportion – it’s an out-of-the-box way to select the right numerator and denominator.

Adding a Subset Ratio Metric to a Widget

  1. Click the Edit Page button on the page where you want to add a subset ratio metric to a widget.Edit Page button is indicated in the top right corner on a dashboard
  2. Either add a new widget or click on the Edit button of a pre-existing widget.
    Qtip: The metric setup for the simple chart and simple table will be the same.
  3. When you are in the widget editing pane, click the Add Metric button in the Metrics section.Subset Ratio is selected in the Metric drop down menu while configuring a widget
  4. The default metric is count. Click on the Count metric.
  5. In the dropdown of the different metrics available, choose Subset Ratio.
  6. Select your Numerator Field.Selecting the Numerator and Denominator fields for the subset ratio metric
    Qtip: The numerator field should be the present values. In a Brand Experience project, this will be one of the imag questions.
  7. Choose your Numerator Values.
    Qtip: These values will help you visualize the number of people who selected a specific answer choice. In this example, we choose the specific brands we’d like to analyze, Gartells and Jones.
  8. Select the Denominator Field.
    Qtip: The denominator field should be the total values. In a Brand Experience project, this will be the aided question.
  9. Choose the Denominator Values.
    Qtip: These values will help you visualize the number of people who were aware of a specific answer choice. In this example, we choose the same brands as the numerator values, Gartells and Jones.
  10. Click Done.
    Attention: If you are applying the subset ratio metric to a simple table widget, make sure to adjust the Decimal Places in the Options menu when configuring your metric. This will ensure that you can properly view the subset ratio in your widget.Decimal places in the options menu is indicated; this allows the subset ratio to appear properly in the widget

Compatible Widgets

Below is a list of widgets that have a metrics field. If a widget has a metrics field, you can add your custom metric to it.

Qtip: Even though they allow you to select a metric, neither breakdown tables nor multiple source tables are compatible with custom metrics. Key drivers are also incompatible, as “Outcome Metrics” are not the same as the metrics included in other widgets.

Editing a Custom Metric on a Widget

  1. Enable editing on your dashboard by selecting Edit Page.
  2. Enter the widget editing pane where the custom metric you want to edit is located by selecting Edit on the widget.
  3. Click on the custom metric in the Metrics section of the widget editing pane.
    Specific Custom Metric button in righthand editing pane
  4. In the first tab named Source, the label of the metric can be renamed.
    Label text box in Source tab
  5. In the second tab named Options, you can change the format and the amount of decimal places used when the metric is displayed in the widget. The three formats are number, percent, and currency.
    Format a Decimal options in Options tab
  6. In the Filters tab you can add a filter.
    Qtip: Please note that custom metric filters, much like regular metric filters, will override both page level filters and widget filters.

    Add Filter button in Filters tab

  7. In the Legend Values section of the widget editing pane, you can choose if the metric is a bar or a line, if it is plotted on the primary or secondary axis, and change the label name.
    Legend Values section in righthand editing pane

FAQs