Calculated Metrics

Create metrics that automatically compute from other metrics

Last updated: December 20, 2024

Calculated Metrics

Calculated metrics automatically compute their values from other metrics.

When to Use Calculated Metrics

  • Ratios: Profit margin, conversion rate, utilization
  • Aggregations: Total revenue, average score
  • Comparisons: Year-over-year growth, variance
  • Derived KPIs: Metrics that combine multiple data points

Creating a Calculated Metric

  • Add a new metric
  • Set Source Type to Calculated
  • Click Build Formula
  • Select metrics to include
  • Add operators and functions
  • Preview the result
  • Save
  • Formula Builder

    The visual formula builder helps you:

    • Browse available metrics
    • Insert metrics with correct syntax
    • Add mathematical operators
    • Use built-in functions
    • Preview calculations

    Dependencies

    Calculated metrics depend on their source metrics:

    • Values update when sources update
    • Missing source values result in blank
    • Circular dependencies are prevented

    Best Practices

    • Name clearly to indicate it's calculated
    • Document the formula in the description
    • Test with known values
    • Consider update timing
    • Limit dependency chains (avoid A→B→C→D→E)

    Troubleshooting

    Blank result?

    • Check if all source metrics have values
    • Verify the formula syntax
    • Look for division by zero
    Wrong value?
    • Review the formula logic
    • Check operator precedence
    • Verify source metric values

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