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, and edit it together with other metric sets and the rest of the view. 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 dashboard/view and not in the Metric Sets folder, and they share a revision history with the rest of the dashboard/view so that there is no way to undo changes in them without undoing changes to the entire view. You can promote a metric set to the Metric Sets folder to make it easier to share and collaborate on it.

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

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. See also

 

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