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Custom Measures

Sometimes, we require a specific measure to be set up on the fly, which is a combination of measures from the dataset. With Custom Measures, we can now create new measures that were not part of the existing data.

Currently, available calculation is:

  • Division of 2 measures (sum)

Division of 2 Measures (sum)

One example is to calculate the Loan-to-ratio value, where we take the total loan amount divided by the value.

Another example is to calculate the average price per item, where we take the total sales amount divided by the total sales quantity.

Another example would be to calculate the average price per item, where we take the total sales amount divided by the total sales quantity.

You can edit or delete the Custom Measure at any point in time.

Can I compare Custom Measures with different time periods?

Yes, Custom Measures work like a standard key measure, where you are able to identify trends over time and set specific comparison periods.

Who can create custom measures?

Only Dataset Admins are allowed to create custom measures.

How do I create a Custom Measure?

  1. On the Datasets page, select the 3-dot menu next to your dataset, and select Configure dataset.

    Configure_Dataset.png
  2. Select Custom Measures.

  3. Select Create custom measure.

    Click on 'Create custom Measure' button at the top right to start.
  4. Name your Custom Measure and select the corresponding numerator and denominator.

    Name your Custom Measure and select the corresponding numerator and denominator.

Where will Custom Measures appear?

Custom Measures display in Search and Missions, where you can curate the analysis further by adding filters and comparing across segments.

Set Up Averages and Ratios

Averages

Examples: Average sales per order, average quantity per customer, average cost per product.

To create averages, you need:

  1. At least 1 measure (sales, quantity, cost, etc.)

  2. At least 1 segment (customer id, department, office location, etc.)

Auto Insights will calculate all possible combinations of averages (for example, Average Sales by Department, Average Quantity by Office Location).

Set Measures and Segments

This can be set up in the data ingestion part.

Set a column to be a segment

Averages are calculated automatically by Auto Insights and available on Missions and Search.

Custom_Measures_-_Averages.png

Ratio

Examples: Price (Sales over Quantity), Lending vs. Revenue ratio

To create a ratio:

  • You need a minimum of 2 measures.

  • Have admin access to the dataset.

Create a Ratio

To set up a ratio, go to Missions or Datasets > Edit Settings > Custom Measures.

Custom_Measure_-_Create.gif

Make it Visible

Once you create a ratio, make sure it is set to visible. To do so, go to Set key measures for this dataset. Drag from the Hidden measures column to the Key measures column.

Custom_Measure_-_Show.gif