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Aggregate Metric Builder

Aggregate metrics allow you to perform calculations on your entire data model by aggregating measures. These metrics can work standalone or used as building blocks in Formula metrics. The Aggregate Metric Builder requires the following inputs:

Getting started​

  • Name - The unique and descriptive name for the metric.

  • Entity - The entity for which the metric is being calculated.

  • Filters (optional) - A set of criteria or logical conditions applied on the entity, allowing to select the subset of data used in the metric. You can add multiple filters for the same metric. For example: $is_won = true. Learn more about Filters.

  • Measure - A single row's contribution to the metric, for each entity that meets the metric criteria (filters). For example: $amount_in_usd. Learn more about Measure.

  • Operation - The mathematical operation the metric performs on the data - SUM, COUNT, AVG (average), MAX (maximum), or MIN (minimum). Learn more about Operation.

  • Period (optional) - Determines how entities are anchored to the time series X-axis, controlling when they contribute to the metric. For example: $macros.PERIOD_IN($close_date). Learn more about Period.

Advanced mode​

For users comfortable with technical syntax, the Advanced mode allows you to create and edit metrics directly in SQL using our Metric Layer syntax. Toggle the "Advanced" option to enable this feature. This mode is beneficial for those who prefer working in a pure SQL environment and provides additional flexibility.

For more information on editing Aggregate metrics using SQL, check out the Aggregate Metrics documentation.