Define core calculations with metrics

Data Modeling in Sigma

Ben Harris

Technical Instructional Designer at Sigma

Scenario setup

 

recraft: half: Reusable calculation or formula shared across workbooks

Data Modeling in Sigma

Scenario setup

Problem statement:

  • Analysts are seeing different results in summary calcuations

recraft: half: Analysts getting different results from same data

Data Modeling in Sigma

Scenario setup

 

flowchart: Different calculations, Mismatched results, Departments, Teams

Data Modeling in Sigma

What are metrics?

Solution

  • Metrics = reusable calculations

recraft: half: A single metric definition used in multiple workbooks

Data Modeling in Sigma

What are metrics?

  • Metrics keep calculations consistent
  • Prevent small mistakes when making manual calculations

recraft: half: Consistent calculation result shared across team

Data Modeling in Sigma

What are metrics?

Revenue example:

  • Company wide consistency

recraft: half: Revenue calculation with same definition company-wide

Data Modeling in Sigma

Demo

Data Modeling in Sigma

Demo

Data Modeling in Sigma

Demo

Data Modeling in Sigma

Demo

Data Modeling in Sigma

Demo

Data Modeling in Sigma

Demo

Data Modeling in Sigma

Demo

Data Modeling in Sigma

Metrics vs calculated columns

 

comparison: Metrics | Calculated columns and Table summaries

Data Modeling in Sigma

Metrics vs calculated columns

  • Metrics are calculated across the entire element
  • Update based on changes in the data source

recraft: half: Single metric value updating when data grows

Data Modeling in Sigma

Metrics vs calculated columns

  • Metrics use an aggregate function: SUM(), AVG(), COUNT(), etc
  • Metrics cannot use window functions

recraft: half: Single metric value updating when data grows

Data Modeling in Sigma

Metrics vs calculated columns

  • Use metrics for calculations across users
  • Use metrics for KPI consistency across users

recraft: half: Single metric value updating when data grows

Data Modeling in Sigma

Let's practice!

Data Modeling in Sigma

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