Build calculated metrics

Customer Journey Analytics provides a canvas to drag and drop dimensions, metrics, segments, and functions to create custom metrics based on container hierarchy logic, rules, and operators. This integrated development tool lets you build and save simple or complex calculated metrics.

Begin building a calculated metric

You can use the calculated metric builder to create or edit calculated metrics. When created in this way, calculated metrics are available in the component list and can then be used in projects throughout your organization. Alternatively, you can quickly create a calculated metric that is available only for the project where it was created, as described in Create calculated metrics for a single project in Metrics.

Access the calculated metric builder to begin creating a calculated metric that is available in the component list.

1. Access the calculated metric builder in any of the follows ways:

   • In Analysis Workspace, open a project, then select Components > Create metric.
   • In Analysis Workspace, open a project, then select the Plus icon next to the Metrics section in the left rail.
   • In Customer Journey Analytics, go to Components > Calculated metrics, then select + Add at the top of the Calculated metrics page.

2. Continue with Areas of the calculated metric builder.

Areas of the calculated metrics builder

The Calculated metric builder dialog is used to create new or edit existing calculated metrics. The dialog is titled New calculated metric or Edit calculated metric for metrics that you create or manage from the Calculated metrics manager.

1. Specify the following details ( is required):

   Element	Description
   Data view	You can select the data view for the calculated metric. The calculated metric you define is available in Workspace projects based on the selected data view.
   Project-only metric	An info box appears at the top of this dialog when you edit a calculated metric that was created for a single project, as described in Create calculated metrics for a single project. If you want to make this calculated metric available for all projects, select the option, Make this metric available to all your projects and add it to your component list.
   Title	Name the calculated metric, for example, Conversion Rate.
   External ID	The name of the calculated metric when using an external BI tool and the BI extension. The value is automatically defined as undefined_xxx unless you override the value.
   Description	Provide a description for the segment, for example, Calculated metric to define the conversion rate. There is no need to describe the formula for the calculated metric as the formula is already automatically available in Summary.
   Format	Select a format for the calculated metric: You can select between Decimal, Time, Percent, and Currency.
   Decimal places	Specify the number of decimal places for the format selected. Only enabled when the format selected is Decimal, Currency, and Percent.
   Show upward trend as	Specify whether an upward trend of the calculated metric displays as ▲ Good (Green) or as ▼ Bad (Red).
   Currency	Specify the currency of the calculated metric. Only enabled when format selected is Currency.
   Tags	Organize the calculated metric by creating or applying one or more tags. Start typing to find existing tags you can select. Or press ENTER to add a new tag. Select to remove a tag.
   Preview	The preview covers the last 90 days and is a way to gauge whether you have defined your metric correctly.
   Summary	Displays a summary of the definition of the calculated metric. For example: Total Orders Sessions.
   Definition	Define your segment using the Definition builder.

2. To verify whether your calculated metric definition is correct, use the constantly updated Preview of the results of the calculated metric. The Preview covers the last 90 days and evaluates the definition of your calculated metric continuously.

   The Product compatibility indicates whether the calculated metric can be used in experimentation. Possible values are:

   • Everywhere in Customer Journey Analytics: The calculated metric can be used throughout all of Customer Journey Analytics.
   • Everywhere in Customer Journey Analytics (excluding experimentation): The calculated metric can be used throughout all of Customer Journey Analytics, except in the Experimentation panel.

3. Select:

   • Save to save the calculated metric.
   • Save As to save a copy of the calculated metric.
   • Cancel to cancel any changes you made to the calculated metric or cancel the creation of a new calculated metric.

Definition builder

You use the Definition builder to drag and drop dimensions, metrics, segments, and functions to create custom metrics based on container hierarchy logic, rules, and operators. In that construction, you can use standard metrics, Adobe defined metrics, calculated metrics, segments, dimensions and functions. All these components are available from the component panel in the Calculated metric builder. Furthermore, you can use operators and containers in the definition.

Only metrics are defined as singular components in the Definition area. All other components are defined as a container, wrapping metrics or other containers. See Containers for more information.

Metrics

To add a metric:

• Drag and drop an Metrics component from the components panel onto Drag and drop metrics, dimensions, dimension items, segments, and/or functions here. You can use the in the components bar to search for specific components.

When you use a calculated metric as part of your definition, the calculated metric is expanded.

To modify a metric:

1. Select in a metric component in the Definition area.
2. In the popup dialog you can define the type of metric and an attribution model. See Metric type and Attribution.

To delete a metric:

• Select in the metric.

Operators

Operators let you specify the operator between components or containers. Operators appear automatically between

• two or more metrics in a container,
• two or more containers in a container,
• one or more metrics and one or more containers in a container.

You can select:

Symbol	Operator
	Divide (default)
	Multiply
	Subtract
	Add

Static number

You can add a static number to your calculated metric definition. To add a static number:

• Select Add from within a container.
• Select Static number. A static number container appears.
• Select Click to add a value and type a value.

Containers

You add dimensions, segments and functions as containers to a calculated metric definition. You can also add a generic container. Containers function like a math expression and determine the order of operations. Anything within a container gets processed before the next component or container.

Segment container

You use the concept of a segment container to create a segmented metric. You can construct a segment container using a segment, or using a segment you create from a dimension.

• To add a segment container from a dimension:

  1. Drag and drop a Dimensions component from the components panel onto Drag and drop metrics, dimensions, dimension items, segments, and/or functions here. You can use the in the components bar to search for specific components.
  2. In the Create Segment from Dimension popup, define the condition for the segment. Select from the list of operators and select a value or enter a value. For example, Month equals Sep 2024.
  3. Select Done. A segment container is added to the Definition.

• To add a segment container from a segment, you can use:

  • Drag and drop a Segments component from the components panel onto Drag and drop metrics, dimensions, dimension items, segments, and/or functions here. You can use the in the components bar to search for specific segments.
    Automatically a segment container is added to the Definition, using the name of the segment.

  • Drag and drop a Segment component from the components panel onto a generic container. The container is modified into a segment container.

  • Select Add from within a container:

    1. Select Segment. A segment container is added to the Definition.
    2. In the new segment container, select a segment from the Select… dropdown menu.
  TIP

  You can add more than one segment to a container.

  The segments in the container are named after the segment component. For example, Web sessions. Select to display a popup with details on the segment. In the popup, select to edit the segment definition.

To remove a segment from a container:

• Select next to the segment name.

See Segmented metrics for more details and examples.

Function container

To add a function container, you can use:

• Drag and drop:

  1. Drag and drop a Functions component from the components panel onto Drag and drop metrics, dimensions, dimension items, segments, and/or functions here. You can use the in the components bar to search for specific functions.
  2. Automatically a function container is added to the Definition using the name of the function.

• Select Add from within a container:

  1. Select Function.
  2. In the container, select a function from the Select… dropdown menu.

The function container is named after the function component. For example, SQUARE ROOT (metric). Select to display a popup with details on the function. Select Learn more for more information on the function.

See Use functions for details on how to use functions and what functions are available to create a calculated metric.

Generic container

To add a generic container:

• Select Add from within a container
• Select Container. A new empty generic container is added to the Definition. You can use a generic container to nest or create a hierarchy in the definition of your calculated metric.

Delete a container

To delete a container, select at the container level.