By default, the percentage change value displayed on Datablocks is green when the Metric value has increased, and red when the Metric value has decreased.
IN THIS ARTICLE
- Why to invert the Percentage Change color for a Metric
- How to invert the Percentage Change color for a Metric
Why to invert the Percentage Change color for a Metric
There are some cases where an increase in the Metric value does not signify an improvement in performance and vice versa. In those cases, an increase in the Metric value should be displayed in red while a decrease in the Metric value should be displayed in green. Examples of these Metrics are CPC, Bounce Rate and Email Unsubscribers. All of these are performing better when the metric value decreases.
How to invert the Percentage Change color for a Metric
HOW TO
- Invert the Percentage Change color for Basic Metrics
- Invert the Percentage Change color for Calculated Metrics
- Invert the Percentage Change color for Custom Metrics
How to invert the Percentage Change color for Basic Metrics
For all Basic Metrics (i.e., those that are available by default from a native integration), the percentage change color is set by Databox developers and these inverted cases should be accounted for. However, there may be cases where your company's interpretation of a Metric is different than others.
For example, some companies view an increase in the Facebook Ads Metric "Amount Spent" as a positive change, since it signifies additional exposure, while other companies view an increase in "Amount Spent" as a negative change, since more money is being spent.
You can invert the percentage change color of Basic Metrics by following the steps below.
- Navigate to Metrics > Metric Library
- Find the Metric you want to invert, using the Search bar and Data Source filter if necessary.
- Click on the ... hyperlink at the bottom of the Metric block. Select Edit Metric Definition.
- In the Favourable trend section, select Trending down is positive
- Pro Tip: For Agencies, inverting the percentage change color for a Metric is retained when sending a Databoard to a Client Account.
You can invert the percentage change color of Calculated Metrics (i.e., those created using Data Calculations) by following the steps below.
- Navigate to Metrics > Metric Library
- Find the Metric you want to invert, using the Search bar and Data Source filter if necessary.
- Click on the ... hyperlink at the bottom of the Metric block. Select Edit Metric Definition.
- Pro Tip: You can also access Edit Metric Definiton by navigating to Metrics > Data Calculations and find the Metric you'd like to update the percentage change color for, using the Search bar if necessary. Next, click on the arrow by the Edit button to open the drop-down list and select Edit Metric Definition. Visual PreferencesFavourable trendTrending down is positive The percentage change color will now display red if there is an increase in the Metric value and green if there is a decrease in the Metric value in all of your Databox reports.
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Next, navigate to the Visual Preferences tab. In the Favourable trend section, select Trending down is positive.The percentage change color will now display red if there is an increase in the Metric value and green if there is a decrease in the Metric value in all of your Databox reports.
- Pro Tip: For Agencies, inverting the percentage change color for a Metric is retained when sending a Databoard to a Client Account.
How to invert the Percentage Change color for Custom Metrics
IN THIS SECTION
- Invert the Percentage Change color for Custom Metrics from native integrations
- Invert the Percentage Change color for Google Sheets, Excel and SQL Metrics
Invert the Percentage Change color for Custom Metrics
You can invert the percentage change color of Custom Metrics from native integrations (i.e., those created using Metric Builder for Google Analytics, HubSpot Marketing, Facebook Ads, etc.) by following the steps below.
- Navigate to Metrics > Metric Library
- Find the Metric you want to invert, using the Search bar and Data Source filter if necessary.
- Click on the ... hyperlink at the bottom of the Metric block. Select Edit Metric Definition.
- Pro Tip: You can also access Edit Metric Definiton by navigating to Metrics > Custom Metrics and find the Metric you'd like to update the percentage change color for, using the Search bar if necessary. Next, click on the arrow by the Edit button to open the drop-down list and select Edit Metric Definition.
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Next, navigate to the Visual Preferences tab. In the Favourable trend section, select Trending down is positive.
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Pro Tip: The percentage change color can be set directly within Metric Builder. This can be done by selecting the Invert metric checkbox when creating or editing the metric from the Metric Builder or from directly within the Designer.
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Pro Tip: For Agencies, inverting the percentage change color for a Metric is retained when sending a Databoard to a Client Account.
Invert the Percentage Change color for Google Sheets, Excel and SQL Metrics
You can invert the percentage change color for Google Sheets, Excel and SQL Custom Metrics by following the steps below.
- Navigate to Metrics > Metric Library
- Find the Metric you want to invert, using the Search bar and Data Source filter if necessary.
- Click on the ... hyperlink at the bottom of the Metric block. Select Edit Metric Definition.
- Metric Builder window opens. Navigate to Advanced metric definition.
Pro Tip: The percentage change color can be set directly within Metric Builder. This can be done by selecting the Invert metric checkbox when creating or editing the metric from the Metric Builder or from directly within the Designer.
Pro Tip: For Agencies, inverting the percentage change color for a Metric is retained when sending a Databoard to a Client Account.