Add metrics and dimensions
This Legacy Report Builder add-in version still works. You can convert your legacy workbooks to the new Report Builder.
Steps to add metrics and dimensions to a request.
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Use the Request Wizard: Step 1 form to Create the data request then click Next.
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In the Request Wizard: Step 2 form, double-click metrics, or drag them to the desired position.
When you add metrics, they are not removed from the Metrics tab, because you can display metrics multiple times within a request. For example, you can display the metric subtotal in addition to each value. However, the list of available metrics changes each time you add or remove a dimension.
You can add only metrics to the Metrics layout section. Metrics are added to the Column Label layout as a Metric Header. If you move a Metric Header from Column Layout to Row Layout, it is displayed there and is used as a metric as a breakdown.
Note that a Search bar is shown on the Metrics tab, just above the Metric list.
Guidelines
Consider the following guidelines when you add metrics and dimensions.
- When you enter a search term, the list automatically updates to display metrics that have labels matching the search term.
- The match is case insensitive and equivalent to a contains search.
- Full-word searches and other special search flags (starts with, ends with, AND, OR, etc.) are not supported.
The search term is cleared if you exit the Request Wizard when you click Finish or Cancel, or go back to Request Wizard Step 1, or change the Metric category.
The search term isn’t cleared:
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When you drag and drop (or double click) a metric item from the list so it gets added to the Pivot Layout/Custom Layout Metrics Panel.
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When you remove a metric item(s) from the Pivot Layout/Custom Layout Metric Panel.
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When you click the Dimension tab, then return to the Metric tab.
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When you invoke other sub forms (modal or modeless) that upon exit will return to the Request Wizard Step 2. Examples of these forms are
- Dimension Filter Forms
- Date Range Formatting Forms
- Format Options Form
- Prepend-Postpend Text Form
- Output Range Location Form
Sort a request by metric
You can optionally sort a request by metric.
To sort a request by metric
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Click the metric label.
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Add dimensions. Add dimensions the same way that you add metrics. See Steps 1 and 2 above.
On the Dimensions tab, the system displays dimensions that break down or are a classification of any base report you select on Request Wizard: Step 1, and on the configuration of the report suite. When you drop a dimension to the layout grids, it’s removed from the tree view and recalculates the list of remaining dimensions available.
The Date dimension is added automatically. Available date dimensions change depending on the selected granularity from the Request Wizard: Step 1. Valid values are:
- Hour
- Day
- Week
- Month
- Year
- Date range (when no granularity is specified)
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Modify metrics and dimensions by configuring format options and filters.
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Click Finish.
In the following example, dimensions relate to the Page metric. The Referring Domain dimension creates a breakdown report between Page and Referring Domain. The Dimension tab is updated with only dimensions that you can add to a breakdown report.