Configure simple custom metrics

This functionality is soon to be replaced by Custom Metrics V2. No additional actions required, support team will contact you in advance


To create a new simple metric:

  1. Click Add New Dataset.
  2. Type new custom metric name and click Save.

       3. Click Fields.

       4. Fill in the pop-up window:

    1. Click Add New Field.
    2. Type new field name.
    3. Select the required data type for the field - text, date, or numeric.
      • If you plan to use the Data Table chart type for your dataset, you can add clickable hyperlinks to the table - choose Text data type and enter a link that should start with "https://", "http://", or "www."
    4. Click the cross on the right of the additional field to delete it if needed.

       5. Click Save in the pop-up window.

     

Note

You will not be able to change field names as soon as you save metric. You will be able to add new fields or delete all additional fields.

Field marked with Unique key as "Yes" should have a unique value in each row.


    

You can fill in data in two possible ways: using the Data button and using the Upload data button ().

       6. Click Data.

       7. Create as much pairs of X-Y values as you need by clicking Add New Entry.


Dates format

It is better to use dates in an expression in the following formats:

  • yyyy-mm-dd
  • mm/dd/yyyy
  • Month-yy
  • Month

Date is one of the formats above is sorted in an ascending/descending order properly on the axis X.

The dates in the following formats will likely be sorted improperly on the axis X:

  • m/d e.g. 3/14 meaning March 14.
  • Mmm-yy
  • D-Mmm e.g. 14-Mar
  • D-Mmm-yy e.g. 14-Mar-20
  • Month day, yyyy e.g. March 14, 2020
  • Any date format accompanied with time, e.g. 3/14/20 1:30 PM, 3/14/20 13:30.

The metric with one column of values and type "line" will look like the chart below:

The metric with a few columns of values and type "column" will look like this:  

Note

If you entered text filed for your Data Table view, please expect that text values might look awkward on all other chart types. So we recommend using text fields only when you plan to use them in the Data Table view.

  8. Click Save in the pop-up window.

  9. Click the Download data button () in case you need to download data from this metric in *.csv file.


OR

      Click the Upload data button (). Select in the pop-up window the required *.csv file and click Open.  PERF automatically pulls data to the metric.  You can edit data via the Data button.

Note

You need to remove unnecessary columns from *.csv file e.g. empty columns, columns with data in textual format, columns that are not used for building the chart.

       10. Click View:

    • Type a metric overview
    • Select the chart type from the drop-down, see Available Chart Types for PERF Custom Metrics
    • Type X and Y labels' names in the corresponding fields
    • Choose a legend style per Available Legend Styles for PERF Custom Metrics.
    • Change amount of days (or value points, to be more precise) to display if needed (by default there are 30 values)
    • If the Data Table chart type is selected,
      • You could manage what totals should be displayed instead of the default for "Rows and Columns" - for Rows or Columns only or show None totals at all.

      • Checkmark the rotate table setting - this will change the outline of the table - columns will be displayed in rows, and rows will be shown in columns.

       11. Click Save in the pop-up window. 


       12. Click Publish.  You new metric appears in Metric Catalog.

     


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