Promoting an auto-generated metric set

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1. Overview

Dundas BI lets you perform basic data analysis by dragging columns from data connectors or data cubes directly onto the dashboard canvas. This is very convenient because you don't have to do a lot of data preparation or other intermediate tasks just to get to the stage where you can view your data. Dundas BI handles this by creating transient or auto-generated metric sets as needed.

Auto-generated metric sets have limitations though in terms of reuse and collaboration. Such metric sets are always checked out to yourself and they can't be modified by other users. These metric sets also have no revision history, and there is no way to undo changes in them with an undo checkout operation. 

Basically, auto-generated metric sets are suitable for quickly doing analysis for yourself, or creating a dashboard where other users don’t need to do extensive analysis. In other cases, you should be working with standard metric sets.

2. Create a new dashboard

As an example, first create a new dashboard from the main menu. Then perform some basic analysis as follows.

Go to the Explore window and drag a measure column from a data cube (or data connector) to the canvas. A table visualization appears which shows a single aggregated measure value.

Drag a dimension column from the data cube to the table visualization. The table is reconfigured to show the measure value for each row.

This table visualization is powered by an underlying, auto-generated metric set.

Drag columns to set up a table visualization
Drag columns to set up a table visualization

Next, go to the Explore window and locate your dashboard. Right click on it and select Refresh from the menu. You should see an Auto-Generated Items folder appear under your dashboard which contains MetricSet1.

Auto-Generated Items folder contains MetricSet1
Auto-Generated Items folder contains MetricSet1

3. Promote the metric set

Right click on the metric set in the Auto-Generated Items folder. From the menu, click Promote.

Click Promote
Click Promote

In the Save File dialog, optionally edit the file name for the promoted metric set, and select the location where it should be placed. Then click Submit.

Enter a name for the promoted metric set
Enter a name for the promoted metric set

You'll see a message indicating the metric set has been promoted (and moved).

Message indicating metric set was promoted
Message indicating metric set was promoted

Go to the Explore window and expand the Metric Sets folder to see the promoted metric set. You can now check in this metric set and give others access to it as well. Also note that the dashboard in this example no longer has an Auto-Generated Items folder.

Promoted metric set appears in the Metric Sets folder
Promoted metric set appears in the Metric Sets folder

4. See also

 

Dundas Data Visualization, Inc.
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