Configuring dimension and measurement fields
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Prerequisite
- Access to a view created from a query, a view created from a portal, or a view created from an analytics dashboard.
Presentation
When configuring an analysis in the view editor, you need to include the dimension and measurement fields that will form the view.
These fields can come from the query configured in the analysis record, for views created from an analysis dashboard; or from the available fields in the query, for views created from system menu queries.
Fields can be included at different points in the analysis, such as in columns for table views, or on axes for chart views, and can also be included in legend, measurement, and filter settings. However, they have significant differences between them:
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Dimensions : These are descriptive or categorical fields and generally correspond to non-numeric information, such as dates and text.
No aggregation function is automatically applied to them. For example, if the user adds the dimension "Process Identifier," the system will only list the existing identifiers, without summing, counting, or calculating anything about them. - Measurements : These are typically numeric fields to which the system automatically applies an aggregation function, such as sum, count, average, maximum, etc. For example, if the user adds the measurement "Cost," the system will display the sum of all values in that field by default.
There are situations where it's necessary to use a field normally treated as a dimension within the measurement area to apply a specific function. Here are some examples:
- To get the most recent date, simply drag a date field to Measurements and apply the Maximum function .
- To find out how many records exist per process type, if the "Total records" measurement is not present, you can drag the "Process identifier" field to Measurements and apply the Count function . The system will then calculate how many records exist for each value in that dimension.
See how to configure the fields:
Configure dimensions
After selecting a dimension field in the corresponding area of the analysis (Columns, Rows, X-axis, Y-axis, Axis, and Slice Label), it is possible to apply specific settings to it.
To do this, in the desired field, click on More options and select Edit .
At this point, a panel will be displayed that may contain the following fields:
- Name : This option allows you to change the name of the field displayed in the view.
- Function : This field allows you to define how the field values are aggregated: year, quarter, month, month/year, week, week of the month, day, hour, minute, or second.
- Formatting : Click this field to define the format in which the field values will be displayed. On the screen that opens, select the desired option and make any additional settings, if applicable.
| None | The value does not have a specific format. |
| Number |
The field values will be numerical. In the fields that will be displayed, select the regional option to be applied, enter the number of decimal digits, the prefix or suffix, and select the unit for displaying the values. When selecting a display unit, the suffix will be defined according to the selected option. |
| Coin |
The field values will be monetary. In the fields that will be displayed, select the regional option to be applied and enter the number of decimal places. The prefix will be filled with the currency of the selected regional option. The suffix will be filled by the system if a display unit is selected. |
| Data |
The field values will be dates. In the fields that will be displayed, select the regional option to be applied. The Mask field will be filled according to the selected regional option; however, it is possible to edit it. See examples of formats that can be used by clicking on the Template field . |
| Time |
The field values will be hours. In the fields that will be displayed, select the regional option to be applied. The Mask field will be filled according to the selected regional option; however, it is possible to edit it. See examples of formats that can be used by clicking on the Template field . |
| Date and time |
The field values will be date + time. In the fields that will be displayed, select the regional option to be applied. The Mask field will be filled according to the selected regional option; however, it is possible to edit it. See examples of formats that can be used by clicking on the Template field . |
| Duration | This option is only available for numeric values converted to milliseconds. |
- Hyperlink : This field allows you to include links that can direct users to data screens, external applications, or other portals within the system. See the article Including links in views for more details.
- Visualization : Check the Hide option so that the column is not displayed in the table. This allows you, for example, to sort the table by a hidden field, apply conditional formatting using a hidden column, among other options.
The Function setting is only available for date type fields.
Configure measurements
After selecting a measurement field in the corresponding area of the analysis, it is possible to apply specific settings to it.
To do this, in the desired field, click on More options and select Edit .
At this point, a panel will be displayed that may contain the following fields:
- Aggregation function : This option converts the measurement values to another value using a function. The following functions can be used:
| Soma | This function displays the sum of the measurement values. |
| Maximum | This function displays the highest value of the measurement. |
| Minimum | This function displays the lowest value of the measurement. |
| Average | This function displays the average of the measurement values. |
| Count | This function displays the number of values that exist for the measurement. |
| Distinct count | This function displays the number of unique values that exist for the measurement, that is, values that are not repeated. |
- Name : Use this option to change the name of the field displayed in the view.
- Formatting : This option allows you to format how the field values will be displayed in the view.
| None | It keeps the values exactly as they are, without applying formatting. |
| Number | Format numeric values, allowing you to define the number of decimal places, add prefixes or suffixes, and choose the display unit (which automatically sets the suffix, such as thousand, million, etc.). |
| Coin | Formats monetary values, allowing you to define the number of decimal places, choose the regional setting (which defines the currency symbol as a prefix), and select the display unit, which defines the suffix of the values. |
| Data | Formats date values, allowing you to define the mask (presentation pattern) that will be used in the view. |
| Time | Formats time-type values, allowing you to define the mask that will be used for display in the view. |
| Date and time | Formats values that combine date and time, allowing you to define the presentation mask for display in the view. |
| Duration | Available for numerical values converted to milliseconds. |
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Value : In this field, you can define how the measurement values will be displayed.
• Percentage : Shows each value as a percentage of the total.
• Cumulative : Shows the progressive sum of values across the dimensions. - Visualization : Check the Hide option so that the measurement is not displayed in the view.
The Average function is not available for PivotTable analyses .
When editing a measurement in a chart with series (Column, Bar, Line, Pie, Radar, and Area) , the More options… button will appear , which takes the user directly to the Series section of the Customize tab .
This section allows you to make fine adjustments to the charts, such as modifying the color, formatting, label, etc.
Conclusion
Done! Now you know how to configure dimension and measurement fields in views generated from queries, dashboards, and portals.