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How to change the Percentage Change color for a Metric

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

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

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.

  1. Navigate to Metrics > Metric Library
  2. Find the Metric you want to invert, using the Search bar and Data Source filter if necessary. 
  3. Click on the  ... hyperlink at the bottom of the Metric block. Select  Edit Metric Definition.
  4. 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 Calculated Metrics

 

You can invert the percentage change color of Calculated Metrics (i.e., those created using Data Calculations) by following the steps below.

  1. Navigate to Metrics > Metric Library
  2. Find the Metric you want to invert, using the Search bar and Data Source filter if necessary. 
  3. Click on the  ... hyperlink at the bottom of the Metric block. Select  Edit Metric Definition.
    1. 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. 
  4. 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

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.

  1. Navigate to Metrics > Metric Library
  2. Find the Metric you want to invert, using the Search bar and Data Source filter if necessary. 
  3. Click on the  ... hyperlink at the bottom of the Metric block. Select  Edit Metric Definition
    1. 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.
  4. Next, navigate to the Visual Preferences tab. In the  Favourable trend section, select  Trending down is positive.
    1. 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. 

    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.

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.

  1. Navigate to Metrics > Metric Library
  2. Find the Metric you want to invert, using the Search bar and Data Source filter if necessary. 
  3. Click on the  ... hyperlink at the bottom of the Metric block. Select  Edit Metric Definition
  4. Metric Builder window opens. Navigate to Advanced metric definition.

5. In the Visual Preferences tab,  Favourable trend section, select  Trending down is positive.

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. 

 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.