Creating a Metric Report

Report creation

Initial setup > Create the report

1. To create the report, first click on the title at the top left 

2. Then click on ADD, at the top right of the box that appears

Initial setup > Title

3. Type the title of your report in the top bar

Initial setup > Filter settings

4. Check the filters you want (for example, if you want the filters to be open by default)

Initial setup > Shared with

You can share the report with certain users or groups.

It's best to always pick the group option, since it's easier to add a new Pawa user straight into a group instead of as a single user.

5. Click on the option you want in the dropdown menu, under the Type box

6. Pick the option that works for you in the second dropdown menu

7. Click on the + icon all the way to the right. You can repeat these last steps if you want to add more than one user or more than one group

8. Once you're happy with the setup, click CREATE in the bottom right

Report documentation

It's possible to write a quick summary description for the report.

1. Click the About This View button at the top left

2. Add your report description and click Save at the bottom right

Report Setup

Now let's look at the report setup options that pop up when you click the Design Editor button at the top of the screen.

View

 The left section has 3 main parts:

• Available dimensions: these are the dimensions available for the report. To put them in one of the other two boxes, click and hold on your chosen dimension and drag it to the section you want

• Visible dimensions: these are the dimensions that show up in the report

• Filtered dimensions: these are the filters in the report

Measure setup

1. To add a measure, first click the + button all the way on the right

2. Pick an option from the ones that pop up in the dropdown under the Type

When you select the metric, the dimensions will automatically filter in the section on the left of the screen.

3. Set up the other metric parameters (Metric, Timeframe, Name)

4. Then pick the visible dimensions you want (in the left section). For example; Banner

5. Move it into the box made for it

6. Click APPLY at the top right

7. That way you can check out the content connected to your selections (For example here, we can see January's sales by banner)

8. You can add several dimensions at once by repeating the same steps and clicking APPLY

9. You can then see the new dimensions by clicking the > to the left of the chosen category. For example here, by clicking the  > next to the Costco banner

10. You’ll see all the accounts linked to it show up

11. The selected dimensions will show at the top of the screen, in order

Save your sort

You can change the sorting order (biggest to smallest or the other way around) by clicking on the measure’s name. For example, here if you click on Jan

A little red dot will show up to the right of the title every time you make a change, reminding you that you’ve got unsaved changes.

To save, just click on the title and then hit the SAVE button

Adding filters

You can also add filters that aren’t visible in the dimensions at first glance. You’ll only see them if you click right on the filter.

For example, here’s how you’d check the Account external number for a certain dimension;

1. Go to the Design Editor and drag the filter you want into the Filtered Dimensions

2. Click the Apply button at the top right

3. Click on the filter (here, Account external number)

4. Pick the product you want from the dropdown and click Apply to see the filtered info

Adding multiple measures and managing the time frame

You can add more measures to the report by repeating the steps in the above section called Measure configuration

1. For example, here we want to see the same measure (Sale-Sell In Accounts), but this time for February. So, we'll add a new measure like explained before.

2. So, fill in the parameters and click apply at the top right

3. The sales totals for the 2 months will be displayed

All timeframe types (except Custom) are dynamic, which means they’re based on the reference date shown at the top left

So you can change the reference date just by clicking the calendar at the top left.

Computed

The Computed section lets you do calculations. For example, if you want to calculate the growth percentage between the first and second measurement.

1. Click the + at the top right

2. Fill in the settings

3. Name the column

4. Click apply to check

Column Options

This section lets you hide or show certain columns, just by clicking the eye icon on the right side of the category.

Periodic Form Options

This section lets you display 3 periodic options:

• Charts

• Tables

• Advanced tables

Charts

The line chart lets you see how the data changes over a certain measure.

1. To add a chart, first click on the + icon at the top right

2. Select the Add Graphic option from the dropdown menu

3. Click the down arrow at the end of the Default Graph name row

4. For example, if we want to see sales by a certain metric (Sell In Accounts), just start by filling in the parameters (Name, Type, Measure, Description, Color)

5. And click Apply, top right

6. To view the chart, click the chart icon that appears when you hover your mouse over the desired row.

7. So in this case, you can view your sales over time using the chart

Tables

The table lets you see how the data changes by a certain measure in table format.

1. To add a table, first click the + icon at the top right

2. Select the Add Table option in the dropdown menu

3. Fill in the settings (Name, Type, Measure, Description, Color)

4. Click Apply, at the top right

5. To view the chart, click the chart icon that shows up when you hover your mouse over the desired row.

6. So you’ll be able to see in the table how the numbers are growing (here, month by month) as well as a yearly total

Advanced tables

The advanced table lets you watch the data change as a table, and you can show several metrics at once

1. To add an advanced table, first click on the + icon at the top right

2. Choose the Add Advanced Table option from the drop-down menu

3. Name your table and click the + to add measures

4. Fill in the settings (Name, Type, Measure, Description, Color)

5. Click the + icon at the top right to add a new measure

6. Fill in the settings again

7. You can also make calculation columns by selecting the Computed Row option from the dropdown menu under the Type

8. Then pick the measures you want to calculate a ratio for

9. Click on Save

10. Click Apply, at the top right

11. So, you can see in the advanced table how the numbers change over time and, in this case, the ratio of the two selected measures

Showing periodicals at the bottom of the view

1. To make periodicals show up at the bottom of the screen when checking out the report, go to the Design editor and check both boxes at the top of the section Periodic Form Options (Open report on loading and Show report in footer)

2. Click next on apply at the top right

3. Here's what you should see when you view the report

4. Save the view by clicking on the title at the top left and on the SAVE button

Report Configuration

Reference Date

This tab allows you to change the reference date.

1. To change the date, select the Custom option under the Reference Date Configuration section.

2. Then, make the desired changes and click Apply in the top right corner. You’ll notice that the reference date will automatically update as you make modifications.

Filter Configuration

To enable or disable filters, flatten dimensions, or switch units, simply toggle the button located on the far right of the chosen action, then click Apply in the top right corner

Client Filtering

This option allows you to enable or disable client access.

To activate client filtering, toggle the button on the right of the option and select your preferred configuration. Don’t forget to click Apply.

Switch Unit/Dollars

This option allows you to view report units in dollars.

1. Choose the default behavior.

2. When you enable this feature, you can then select which metric you want to display in dollars. Note that the list of metrics applies both to the Measures section and to those in the Periodic Form. Don’t forget to click Apply in the top right corner.

3. A new option will then appear in the report’s filter section, allowing you to switch between units and dollars.

Time Ranges

It is possible to create custom time ranges.

Name your time range and configure it as desired, making sure to click Apply when finished.