Grid Views

Metric Views enable you to analyze and compare data from a collection of metrics, and are useful for exploring a collection of related KPIsClosedAn acronym for Key Performance Indicator - a measurable value that demonstrates how effectively a company is achieving key business objectives..

You can open a metric view or create a new one from Performance Management → BI Explorer. When you open a metric view, you have a flexible set of data analysis tools to explore the data in 3 different grids. You can switch between the different grids without losing changes.

Search Grid View

The Search Grid is displayed by default. This view is a simple table and does not require additional configuration.

Analysis Grid View

The Analysis Grid presents the view metrics in a table format that you can sort, order, and filter. This grid is similar to a spreadsheet and useful for aggregating data in different ways for further analysis.

With this view, you can:

  • Rearrange the columns by drag-and-dropping
  • Export the grid to Excel, PDF, or CSV formats.
  • Save the layouts for later use.

To save the Analysis Grid for later use:

  1. Click the drop-down indicator next to the Analysis Grid icon and select Save this grid.
  2. Enter a Grid Name and a Description.
  3. Click Save.

Dimension Grid View

The Dimension Grid provides additional ways to organize data and present it in graphical formats, such as a chart or heatmap. You can export Dimension Grids to Excel format.

To configure a Dimension Grid:

  1. Select a Metric View.
  2. Click the Dimension Grid icon (indicated by a barcode icon).
  3. Click items in the Rows, Columns, Values, and Filters lists to configure the dimensions, metricsClosedCalculates a measure for the various intervals of time and various roll-up combinations. The formula to create a metric is: a measure plus the keys for “what” and “when.” used, and grid display. As you make your selections, the grid appears in the area below.
  4. If you want to, in the View list, select the checkbox(es) for Chart, Heatmap, or both to add these graphical elements to the grid display.
  5. Click the Explorer icon (signified by a pair of binoculars) in the left panel to open the left panel of settings. Configure the time period for the grid by selecting a pre-determined period from the drop-down list or by clicking the date selectors to choose a custom date range.
  6. If you want to, save the grid for future use. To do this:
    1. Click the drop-down indicator next to the Dimension Grid icon and select Save this grid.
    2. Enter a Grid Name and a Description.
    3. Click Save.