Overview: Advanced Settings

The Advanced Settings window allows you to change the way data is displayed on the Datablock using advanced fields like Granularity, Format, and Scale.

HOW TO

How to access Advanced Settings

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How to access Advanced Settings from the Designer

1
 Navigate to the Designer and click on the Datablock you want to access Advanced Settings for. This will open the corresponding Datablock Settings panel on the righthand side of the Designer.
2
 At the bottom of the  Datablock Settings, click Advanced Metric Settings to open the Advanced Settings window.
If you are using a Pipeline, Funnel, Table, or Pie Chart visualization, you will need to click on a specific Row to reveal the corresponding  Advanced Metric Settings link for that Row.

How to access Advanced Settings for Data Calculations

To open Advanced Settings for a Metric in a Data Calculation, open the Data Calculation window and click on the appropriate Metric in the equation. Click on the Settings icon in the top right of the selection window to open the Advanced Settings for the Metric. 

How to use Auto-Update

For Chart visualizations, you will see Tabs indicating multiple Lines/ Bars and Numbers on your Datablock. 

For visualizations that support multiple Date Ranges, you have the ability to treat each Date Range separately and configure unique settings. 

By default, Auto-Update is enabled, meaning any changes you make to the first Tab or Date Range will update the settings for all other Tabs or Date Ranges as well. When Auto-Update is disabled, all Tabs and Date Ranges will be unique, so any changes you make to one Tab or Date Range will not be applied to other Tabs or Date Ranges. 

You can also change the name of Lines on a Line Chart, Column Headers on a Table, etc. by clicking on the Tab title and directly entering the new title in the text field. Learn more here

How to select the Data Source, Metric, and Date Range

The Data Source, Metric, and Date Range can be updated in the Advanced Settings window. In general, it is recommended that you use the Datablock Settings directly in the Designer to update these fields rather than the Advanced Settings window.

How to use the Until Field

Learn how to use the Until field here

How to set the Granularity

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What is Granularity?

Granularity refers to the level of detail present in a set of data. This affects the presentation of a Line/ Bar Chart, and which Goal values the Metric is measured against. 

Some Metrics support Hourly, Daily, Weekly, Monthly, and Yearly Granularity, while others have some limitations in terms of Granularity options. You can find more information on Granularity limitations in the Additional Information section of the appropriate Data Source Guide

Granularity may be updated by following these steps. However, this may affect the accuracy of the Metric value for longer Date Ranges. 

The Granularity that should be selected depends on the Date Range of the Datablock. In most cases, a Datablock with the Date Range of “This Year” or “Year to Date” is viewed with Monthly Granularity. This will result in a Line Chart that plots Monthly Metric Values. If Daily Granularity was selected, every individual day's Metric Value will be plotted on the Line Chart. 

When This Quarter or Quarter to Date are selected on the Datablock, typically Monthly or Weekly is selected as the Granularity. This selection depends on the level of detail you want to view on the Line Chart. If Monthly is selected, 1 Metric Value will be plotted for each month in the Quarter. This means there will be a maximum of 3 data points on the Line Chart because there are 3 months in a Quarter. If Weekly is selected, 1 Metric Value will be plotted for each week in the Quarter. This means there would be a maximum of 12 data points on the Line Chart to account for each week in the Quarter. 

Shorter Date Ranges like "This Month," "Month to Date," "This Week," "Week to Date," and "Last 30 Days" are typically viewed with Daily Granularity, so each day has a Metric Value plotted on the Chart. This allows you to closely analyze the data and easily identify emerging trends. 

If you are viewing a Line Chart with Monthly Granularity, you can only compare to a Monthly Goal that is set for the Metric. Similarly, if you are viewing a Line Chart with Daily Granularity, you can only compare to a Daily Goal that is set for the Metric. 

How to use Granularity [Examples]

In this example, we will look at the Sessions Metric from HubSpot Marketing on a Line Chart with Year to Date selected. 

If Granularity is set to Monthly, we will see the number of monthly Sessions for the year plotted on the Line Graph. 

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If  Granularity is set to Weekly, we will see the number of weekly Sessions for the year plotted on the Line Graph. 

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If  Granularity is set to Daily, we will see the number of daily Sessions for the year plotted on the Line Graph. When using Daily Granularity on a Chart with a longer Date Range, only some days will be visible on the x-axis. All daily values can be viewed by hovering over the line on the Datablock. 

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How to set the Aggregation and 2nd Aggregation

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What is Aggregation and 2nd Aggregation?

Aggregation settings help determine how the data is handled based on the selected Granularity and Date Range. 

The 1st Aggregation field is linked to the Granularity selection, while the 2nd Aggregation field is linked to the Granularity AND Date Range selection. 

Let's say we're looking at a Number Block that shows Sessions for the Year to Date. By default, Daily is set as the Granularity

Selecting SUM for the 1st Aggregation will add together all Session data tracked on January 1st to calculate the Daily Value for January 1st. This will be done for every day of the year that has already passed. Selecting SUM for the 2nd Aggregation will take all of those Daily Values and add them together to create the Year to Date Value to display on your Datablock. 

On the other hand, selecting  Latest for the 1st Aggregation will look at all of the Session data tracked on January 1st and will select the last (latest) Metric Value from January 1st to retain as the Daily Value. This will be done for every day of the year that has already passed. Selecting MIN for the 2nd Aggregation will take all of those Daily Values and display the lowest Daily Value on the Datablock. 

Aggregation options are dependent on the Metric and visualization type.

How to use Aggregation and 2nd Aggregation [Example]

In this example, we want to change the big number on the Sessions Line Chart to show the average number of Monthly Sessions tracked so far this year. Monthly is selected for the Granularity, and Year to Date is selected as the Date Range. 

For the 1st Aggregation, we need to think about how we want the monthly data handled. Individual data Values are stored in Databox. For January, we have Sessions data for January 1st, January 2nd, January 3rd, etc. The 1st Aggregation needs to be set to determine what to do with these individual Daily Values to produce the Monthly Values for Sessions. We want to know the total number of Sessions each month so we can calculate the Average. So, we need want to add together all Daily Session Values returned to produce the Monthly Sessions Value, so we'll select SUM as the 1st Aggregation

For the 2nd Aggregation, we need to think about how we want to combine the monthly data to produce a single number to represent the yearly performance so far. Since we want to show the average number of Sessions tracked, we'll select AVG as the 2nd Aggregation

We can see that the following Monthly Session Values are displayed on our Line Chart. These represent the SUM of Daily Session Values tracked each month: 

  • January: 80,662 Sessions
  • February: 74,820 Sessions
  • March: 81,894 Sessions
  • April: 75,371 Sessions
  • May: 42,420 Sessions 

The big number displayed at the top of the Line Chart is showing 71,034, which represents the AVG Monthly Sessions so far this year. We can validate this using the following equation: (80,662 + 74,820 + 81,894 + 75,371 + 42,420) / 5 = 71,034.4

This Value matches the big number displayed on the Line Chart, so we have successfully validated the data. 

How to set the Format

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What is Format?

All Basic Metrics have default Formats set in Databox. For a Metric like Deals Closed Won Amount from HubSpot CRM, Currency is set by default as the Format. For a Metric like CTR from Google Ads, Percentage is set by default as the Format

In some cases, you may want to change the Format of a Basic Metric or set the Format for a Custom or Calculated Metric. You can choose from the Format options available in the drop-down list, or directly type your desired Format in the Format field. 

This is especially valuable if you're dealing with Metrics that may have decimal Values returned. You can use the Format field to set how many significant digits you want included on the Datablock. If you choose a Format like 0.00, no matter the Value the Datablock will always display the Metric with 2 digits after the decimal place. So, if the Metric Value returned for Pages / Session is 2.678, then 2.68 will be displayed on the Datablock. If the Metric Value returned is 2.6, then 2.60 will be displayed on the Datablock. 

Entering # instead of 0, like #.##, may change what's displayed on your Datablock. In this case, 2 digits will only be displayed after the decimal place if the Metric Value needs it. So, if the Metric Value returned for Pages / Session is 2.678, then 2.68 will be displayed on the Datablock. If the Metric Value returned is 2.6, then 2.6 will be displayed on the Datablock. 

For time-tracking Metrics, like Avg Session Duration, you can choose a Format like [dd]:[hh]:[mm], where [dd] = days, [hh] = hours, and [mm] = minutes. No matter the Value, the Datablock will always display the Metric in terms of days, hours, and minutes. 

Entering P before a time Format, like P[dd]: P[hh]: [mm], may change what's displayed on your Datablock. In this case, days and hours will only be displayed on the Datablock if the Metric Value is large enough to reach these units. So, if your Avg Session Duration is 1 hour and 10 minutes, "days" won't be included on the Datablock. If your Avg Session Duration is 25 minutes, "days" and "hours" won't be included on the Datablock. 

How to use Format [Examples]

Let's say you want to report on Deals Closed Won Amount from HubSpot CRM, but you want to display the Euro symbol (€) rather than the Dollar sign ($). The Euro symbol is not a default Format option.

1
 Open the Format drop-down list
2
 Enter the Euro symbol (€) directly in the Format field
3
 Click on the corresponding € symbol in the Format drop-down list
4
 Click the green Save button
Learn more about changing the Format and converting currency here

How to set the Scale

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What is Scale?

The Scale determines the rounding that is applied to the Metric Value. By default,  Scale is set to Auto Scale, meaning as the Metric Value changes the Scale may change as well. This is done in an effort to display the Metric Value on the Datablock in the best way possible. 

Selecting None for the Scale will make it so no rounding is applied to the Metric Value. The other options- Thousand, Million and Billion- will round the Metric Value based on the specified Scale

How to use Scale [Examples]

In this example, we will look at the  Sessions Metric from HubSpot Marketing on a Line Chart with Year to Date selected. The number of Sessions returned for the current Year to Date is 1,774,880. 

If  Scale is set to Auto Scale, 1.77 M will be displayed on the Datablock. For this Metric Value, the Scale is automatically set to Million. If this Metric Value significantly increased, the Scale will automatically update to Billion

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If  Scale is set to None1,774,880 will be displayed on the Datablock.

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If  Scale is set to Thousand1,774.88k will be displayed on the Datablock.

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If  Scale is set to Million1.77M will be displayed on the Datablock.

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If  Scale is set to Billion, 0B will be displayed on the Datablock: 

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How to set the Compare With value

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What is Compare With?

The Compare With selection can be updated in the Advanced Settings window and in the Datablock Settings directly in the Designer. Using Advanced Settings, you have the ability to select None, Previous Period, Same Period Last Year, Other Metric, or Goal to measure your Metric against. The data for the selected Date Range, Metric, or Goal will be measured against your current performance and displayed on the Datablock. 

Not all visualizations support comparison data, so this section will not be visible in every Advanced Settings window. Learn more about which visualization types support comparison data here.

How to use Compare With [Examples]

Let's say we're looking at  Sessions for the current Month to Date

If Previous Period is selected as the Compare With value, the current month's performance will be compared to the previous month's performance at the same time. 

If Same Period Last Year is selected as the Compare With value, the current month's performance will be compared to the current month's performance from the previous year. 

If Other Metric is selected as the Compare With value, the current month's performance will be compared to the selected Metric. 

If Goal is selected as the Compare With value, the current month's performance will be compared to the Goal value set for the month. 

How to set the Change Function

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What is Change Function?

The Change Function refers to the way your current performance compared to the Compare With selection is displayed on the Datablock. 

By default, Percentage Change is selected as the Change Function. If Previous Period is selected as the Compare With Value, this means that the percentage change from the previous period will be displayed on the Datablock. This is calculated through the following equation: 

(Current Metric Value - Previous Period Metric Value) / (Previous Period Metric Value)

You can update the Change Function to show the Ratio or Absolute Change for the Metric. Selecting Ratio will change the comparison equation to the following: 

(Current Metric Value / Previous Period Metric Value) * 100

Finally, selecting Absolute Change will make it so the difference between the previous period's performance and the current performance will be displayed on the Datablock. This will change the comparison equation to the following: 

Current Metric Value - Previous Period Metric Value

How to use Change Function [Examples]

Let's say we're looking at  Sessions for the current Month to Date and comparing to the Same Period Last Year.  

So far this month, we have  42,510 Sessions tracked. Last year at this time, we had 29,998 tracked for the month. 

If Percentage Change is selected as the Change Function, the following calculation will be performed on the backend: 

(42,510 - 29,998) / (29,998) = 41.7

Therefore, 42% will be displayed on the Datablock. 

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If Ratio is selected as the Change Function, the following calculation will be performed on the backend: 

(42,510 / 29,998) * 100 = 141.7

Therefore, 142% will be displayed on the Datablock. 

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If Absolute Change is selected as the Change Function, the following calculation will be performed on the backed: 

42,510 - 29,998 = 12,512

Therefore, 12,512 will be displayed on the Datablock. 

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How to set the Change Format

The Change Format works the same as the Format field, but this specifies the way the comparison data will be displayed on the Datablock. This field automatically updates based on the Change Function selected. 

By default, the Change Function is set to Percentage and the Change Format is set to +0%.  If the Change Function is changed to Absolute Change, the Change Format will automatically update to +0

Learn more about Format options here

How to use the Data Preview

The Data Preview allows you to get a more granular view at the data included in the Datablock. This includes Dates, Metric Values, Comparison Period Values, and Comparison Change Values. 

If you are viewing Sessions for the current Year to Date with Monthly Granularity selected, the Data Preview will show data for each month of the current year, up until the current month. 

If you are viewing  Sessions for the current Year to Date with Daily Granularity selected, the Data Preview will show data for each day of the current year, up until the current day. 

As you make changes in the Advanced Settings window, the Data Preview will update to reflect your current selection. This allows you to verify your selections and ensure the Datablock is displaying data in an optimal way. 

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