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 canvas of a dashboard or other view so that you don't need to create a metric set ahead of time as a separate step, and to easily work with multiple metric sets together. Dundas BI handles this by creating automatically generating a metric set.

These metric sets are part of the dashboard or view itself, so they can only be found under that view in the Explore window rather than the Metric Sets folder, and they share a revision history with the rest of the dashboard/view. You can promote a metric set to the Metric Sets folder to make it easier to share and reuse it.

If you drag data directly from a data connector rather than a data cube, Dundas BI automatically generates a data cube behind the metric set in a similar way. This way, you can always choose to take advantage of all of the options in the full Dundas BI data model later even if you start out by quickly dragging some data onto a dashboard or metric set.

2. Creating a metric set in a 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 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, locate your dashboard, and expand it. You should see an Auto-Generated Items folder appear under your dashboard which contains Metric Set 1.

Auto-Generated Items folder contains Metric Set 1
Auto-Generated Items folder contains Metric Set 1

3. Promote the metric set

This auto-generated metric set means you can always choose later to move it to the regular Metric Sets folder to make it easier for you or your team to find it, even if you started by quickly dragging some data onto the canvas.

To promote the metric set, right-click (long-tap) on it in the Auto-Generated Items folder under its dashboard or view. From the menu, choose 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 the submit button at the bottom of the dialog.

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 Metric Sets in the main menu, or expand the Metric Sets folder in the Explore window to see the promoted metric set, which is now easier to find and reuse. You can now check in this metric set to 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. Auto-generated data cubes

In the same way, when dragging data directly from a data connector from a table or another structure besides a cube, Dundas BI automatically generates a data cube.

For example, create a new metric set and drag or use data directly from a data connector or an Excel spreadsheet.

Using an existing Excel data connector in a new metric set
Using an existing Excel data connector in a new metric set

If you clicked Use an existing data structure, the Explore window now displays the auto-generated data cube based on your data source. All metric sets have a data cube like this one behind the scenes if you dragged data from a data connector without an existing cube.

Click the project icon in the Explore window toolbar to view the current project if it currently displays only your new cube.

Switch the Explore window back to the current project
Switch the Explore window back to the current project

Expand your metric set under the project's Metric Sets folder in the Explore window to find the data cube. You can right-click this cube to Promote it.

Promote the data cube
Promote the data cube

Follow steps just like when promoting a metric set to promote this data cube to the Data Cubes folder. This makes the data cube easier to share and reuse, or you can then edit the data cube to transform your data or use other data cube options.

When dragging data onto a metric set directly from multiple data connectors, Dundas BI automatically joins them within the auto-generated data cube based on relationships, and adds a Join transform to the cube. If you promote this data cube afterward, you can see and edit this join as shown in the article Add a relationship between tables.

5. See also

Dundas Data Visualization, Inc.
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Toronto, ON, Canada
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