:Metric Insight

Key features

• Supports multi-step attribution analysis.

• Supports multiple attribution methods, such as dimensional attribution and metric attribution.

Use cases

1. Analyze business fluctuations

   For example: "Why did yesterday's sales drop by 30%?"

2. Attribute changes between different periods

   For example, compare two periods to understand why a metric changed.

Prerequisites

• You have permission to use the dataset.

• You have permission to create or edit Metric Insights.

Access Metric Insight

Follow the steps in the figure below to navigate to the Insight Attribution > Metric Insight page.

The Metric Insight page lets you create and manage Metric Insights.

Create Metric Insight

You can create multiple Metric Insights to analyze frequently used metrics. A single Metric Insight can be used with multiple Business Insights.

1. Click Create Metric Insight, select a dataset and a Metric, and then click OK.

2. In the Attribution Metric section, you can configure the metric's aggregation method, metric unit, insight dimension, filter method, and filter conditions.

   

   • The aggregation method can be set to Sum, Average, Count, or distinct count.

   • You can set a custom metric unit, such as "10K".

   • Select an insight dimension.

     • If the insight dimension is a date field, the filter method supports Single Date Comparison and Date Range Comparison. You can set a baseline group and a comparison group.

       • When the filter method is Single Date Comparison, you can set a baseline group and a comparison group for a single date.

         

       • When the filter method is Date Range Comparison, you can set a baseline group and a comparison group for a date range.

         

     • If the insight dimension is a text field, you can set and rename the baseline group and the comparison group.

       

   • You can set filter conditions for the metric.

     

3. After configuring the attribution metric, you can configure the attribution analysis settings. These include dimensional attribution (Single-Dimension Analysis and Dimension Intersection) and metric attribution (Metric Correlation Attribution and Metric Factor Attribution).

   

   • Single-Dimension Analysis

     Analyzes how a single dimension, such as region, affects the metric.

     

   • Dimension Intersection

     Analyzes the combined impact of two to three dimensions, such as "Region + Channel".

     

   • Metric Correlation Attribution

     Analyzes the correlation weight between metrics that do not have a direct arithmetic relationship (for example, the correlation between customer satisfaction and GMV).

     

   • Metric Factor Attribution

     Calculates the impact of multiple metrics that have an arithmetic relationship, such as Number of Users × Average Revenue Per User.

     

Manage Metric Insight

On the Metric Insight configuration page, you can perform the following actions:

Save

Click Save, enter a custom Name for the Metric Insight, select a Location, and then click OK.

Test

Click Test to generate an attribution analysis report.

You can click Stop Test while the report is being generated.

After the test is complete, you can view the output.

Publish

Click Publish to publish the Metric Insight.

Republish

After updating a published Metric Insight, click Republish to apply the changes.

Save as

1. In the upper-right corner, click the icon and select Save as.

2. Enter a new Name for the Metric Insight, select a Location, and then click OK.

Collaboration authorization

1. In the upper-right corner, click the icon and select collaboration authorization.

2. On the collaboration authorization page, grant view or edit permissions to specific users.

   Note

   • In the Private state, only the resource owner and the workspace administrator have edit permissions. To grant edit permissions to specific members, you must first switch to the Specific Members state.

   • You can grant Edit permission only to users in the current workspace who also have the Create/Edit Metric Insight permission.

   

Unpublish

In the upper-right corner, click the icon and select Unpublish. After a Metric Insight is unpublished, it is no longer visible to users.

Switch themes

You can set the theme to Light Mode, Dark Mode, or Follow Organization Settings.

For more information about the system theme applied by Follow Organization Settings, see System Theme Customization.

List page operations

Follow the steps in the figure below to navigate to the Insight Attribution > Metric Insight list page.

On the Metric Insight list page, you can perform the following actions:

Edit

Click the name of a Metric Insight or click the icon in the Actions column to open the edit page.

View in new window

Click the icon in the Actions column to open the Metric Insight in a new window.

Collaboration authorization

1. Click the icon and select collaboration authorization.

2. On the collaboration authorization page, grant view or edit permissions to specific users.

   Note

   • In the Private state, only the resource owner and the workspace administrator have edit permissions. To grant edit permissions to specific members, you must first switch to the Specific Members state.

   • You can grant Edit permission only to users in the current workspace who also have the Create/Edit Metric Insight permission.

   

Properties

1. In the Actions column, click the icon and select Properties.

2. On the Properties page, you can modify the Name, transfer the Owner, and add a Description for the Metric Insight.

   

3. Click OK to save the properties.

Move to

1. In the Actions column, click the icon and select Move to.

2. Select a destination folder for the resource.

   

3. Click OK to complete the move.

Unpublish

In the Actions column, click the icon and select Unpublish. After a Metric Insight is unpublished, it is no longer visible to users.

Delete

1. In the Actions column, click the icon and select Delete.

   Note

   You can only delete Metric Insights that are unpublished.

   

2. In the confirmation dialog box, click OK.

   

Next steps

After setting up a Metric Insight, you can configure a Business Insight.