[Video] How to create a metric group

Learn how to organize metrics with metric groups.

Working with metric groups

 

True to their name, metric groups are used to create buckets of like-metrics, otherwise known as groups 😀

For example, you might reorganize a chart of accounts from an accounting integration or group the web visits from multiple web properties to add up to a holistic view of your web presence. 

Navigate to Grouping from the main account navigation to get started.

Add a section

Sections are the highest level of organizing groups. As a best practice, you can use sections to separate groupings from various integrations (although it's important to note you can also mix metrics from different integrations in the same group).

Select "+ Add Section" and give your section a name.

Select "+Add Grouping" and name your first group

Add metrics to this group by selecting the checkbox next to the group name. Upon selection, the metric browser will launch. Select metrics to add, then uncheck the add option to close the metric browser.

Creating sub groups

To create a sub group, first you must create the grouping. Follow the earlier steps and select "Add grouping" then check the option select next to your new grouping.

Now select "Move to group" and select your desired parent grouping. Notice your new group is now nested below its parent.

Organizing metrics within groups

You can organize underlying metrics within groups in two ways, by moving them to new groups or reordering them.

  • Move metric to group: select the check box option next to any number of metrics, the select "move to group" to place them in another group.
  • Order metrics or groups: each group and metrics has up/down arrows. Select either to move that object in the corresponding direction.

Working with groups

As you may have noticed, you can use any group in a calculation or block by selecting it from the metric browser during a board building process or from your custom metric editor.

Use cases for groupings

There are a few popular use cases to consider when thinking about groups, although they have nearly infinite application:

  • Quickly building complex custom metrics: for example, imagine calculating your customer acquisition cost. Every business has different marketing channels, so first you might want to group all your marketing expenses related to acquiring new customers *just through your website*. You would now use this new group in the custom metrics builder to quickly calculated the cost specific to each new lead to your website.
  • Nested visualizations in tables: when a group is added to a table (in table view), you will notice you can view just the parent metric, which will display as a sum of the child metrics, or drill down into the underlying child metrics. This can quickly clean up the look and feel of your boards
  • Simplifying the view of a large table: if you're adding all of your expenses to a table, it might make more sense to group by something relevant like: department, expense purpose, etc. The good news? You can group far past your chart of accounts without ever affecting the data in your accounting software.

These are just a few purposes for metric groups, we encourage you to think of your own. Have something new? Share it with the rest of the community by becoming a Malartu Partner.

In the next article: How to add a user to your account