Overview: Metric Builder for Microsoft SQL Server


How to access Custom Metrics and Metric Builder for Microsoft SQL

Navigate to Metrics > Custom Metrics. Click the green + New Custom Metric button and select your connected Microsoft SQL Data Source from the Data Source drop-down list.

    The ability to connect Microsoft SQL and access Metric Builder is available on the Professional and Performer plans. Request a free trial of Microsoft SQL by following these steps.

How to use the Metric Builder for Microsoft SQL

   Custom Metric Name: Enter a name for your Custom Metric. This Custom Metric name will be available in the Designer after saving. 
   SQL: Construct query strings to access data from your Database using Structured Query Language (SQL). 
Learn more about SQL here
   Data Type: Selecting the appropriate Data Type ensures that your Custom Metrics will be synced correctly in Databox. 
  • Daily Values: This Data Type should be selected when your Metric reflects the most up-to-date Daily Value for the Metric. In Databox, the latest daily entry will be displayed for the Custom Metric.
  • Total Values: This Data Type should be selected when your Metric reflects the current total Value for the Metric.  In Databox, the latest entry will be displayed for the Custom Metric.

    For longer Date Ranges, data will be not aggregated and the most recent Value will be displayed for the selected Date Range. This is the main difference between "Total Values" and "Daily Values." 
  • Event Values: This Data Type should be selected when your Metric Value selection reflects individual Value(s) for the Metric at the specified Date/ Timestamp. This Data Type is the default selection because it is appropriate for the majority of use cases. 

    For longer Date Ranges, individual Metric Values will be aggregated for the entire Date Range and the aggregated Value will be displayed for the Custom Metric. 
   Preview data: After clicking Preview data, a Data Preview of the Custom Metric will be displayed. 

How to create a Custom Microsoft SQL Metric [Example]

The Metric Builder for Microsoft SQL is designed, so you can directly enter SQL queries. For our example, we will create a Custom Metric that returns a list of Product Names and their associated Order Quantities. 

 Navigate to   Metrics > Custom Metrics     
 Click the green  + New Custom Metric button
 Select the appropriate Microsoft SQL Data Source
 In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric "Product Name by Order Quantity" 
  In the SQL field, we will enter the query below. A semicolon at the end of the query is not necessary
p.ModifiedDate AS date, 
p.Name, sd.OrderQty 
FROM Sales.SalesOrderDetail sd 
INNER JOIN Production.Product p 
ON sd.ProductID = p.ProductID 
 We will select Total Values as the Data Type. This selection is based on the way data is stored and updated in our Database
 Click Preview data to generate a Data Preview of the Custom Metric


If you don’t see any data, double-check your query and try it directly in your Database. If no results are displayed there, an error exists in your query. You should also check to confirm that the Microsoft SQL user has the necessary permissions to access the Database from Databox's public IP. 

 Once we confirm that these are the results we're looking for, we'll click Save to save the Custom Metric

How to add a Custom Microsoft SQL Metric to a Databoard

Learn how to add a Custom Metric to a Databoard here

Additional Information

  • Query results are limited to 10,000 rows. If you expect your query to return over 10,000 rows or if you're not sure how many rows will be returned, be sure to LIMIT the query. If you need more than 10,000 rows in order to successfully report on your Microsoft SQL data in Databox, feel free to submit your request on our Roadmap here.
  • The query must contain a column named "Date." If you need to, use AS in your SELECT statement to satisfy this requirement
  • One column should always contain the Metric Value
  • "Null" values will not be recognized. Use a COALESCE function when needed. Learn more here.
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