(v24) Access the Custom Metrics Editor from the Filters Sidebar

Access the Custom Metrics Editor from the Filters Sidebar

This applies to: Visual Data Discovery

Access the Custom Metrics Editor from the Filters sidebar of a visual or dashboard

1. Access the visual filter sidebar or the dashboard filter sidebar.

   • To access the visual filter sidebar, select the filter icon () on the visual or select on the sidebar menu. If the visual is in a dashboard, select Settings from the visual menu (), then select the filter icon on the sidebar menu.

   • To access the dashboard filter sidebar, select the dashboard filter icon () next to the dashboard title. The dashboard-level filter icon is available only when all the visuals are from the same data source.

   The Filters sidebar appears.

2. Select the add icon at the top of the Attribute, Number, or Time sections on the Row or Group tab. A menu opens with two options: Add Derived Field and Add Custom Metric.

3. Select Add Custom Metric to access the Custom Metrics Editor and create a custom metric.

You can also access the Custom Metrics Editor when you edit any custom metric listed on the Filters sidebar. See the following steps.

Edit a custom metric

1. Select the filter icon to access the Filters sidebar for a visual or dashboard.

2. Select Add Filter.

3. Locate a custom metric listed on the Filters sidebar and select the ellipsis () next to it. The following menu appears:

   

4. Select Edit on the menu to edit the custom metric. The Custom Metrics Editor appears.