Creating Metrics (Studio)

Suite
Customer Experience
Product
Qualtrics
What's on this page

About Metrics

Studio metrics can be used in reporting widgets.  You can create your own metrics based on content providers you’re linked to.

Creating Metrics

The steps needed to create a metric vary based on the type of metric you choose to create. However, there are some steps that most metrics have in common, such as formatting.

Qtip: To do this, you need the Create Metric permission.
Click the Spaces menu.
metrics under the spaces menu
metrics under the spaces menu
Select Metrics.
Choose a project the metric should be based on.
Project selected and new metric button highlighted
Project selected and new metric button highlighted
Qtip: You may also need to choose an account and a content provider, depending on what you have access to.
Click New Metric.
Name your metric.
New window where you edit metric details
New window where you edit metric details
Qtip: Metric names must be unique to all the metrics for each project.
Choose a type of metric.
Define your metric. These steps vary based on the type of metric you selected.
Edit the metric’s properties (optional).
Properties section at bottom of window
Properties section at bottom of window
Go to the Format tab.
Format tab of metric editing window
Format tab of metric editing window
Set Numeric Formatting.
Qtip: Click the arrow next to the title to expand and collapse formatting options.
Set Conditional Formatting.
When you’re finished, click Save.
Qtip: You can also click Save And Share to immediately open the sharing window.

Types of Metrics

Then following is a list of metrics you can create, with instructions on the specific steps needed to define each metric.

Properties

In the Definition tab, under Properties, you’ll be able to view and adjust additional information for your metric.

Definition tab, then he properties section
Definition tab, then he properties section
  • Owner: The person who owns the metric and has full editing and sharing control over it.
  • Save to (optional): Select a folder to save your metric in.
  • Description: Add a description for your metric. (Optional)
  • Labels: See Labeling Metrics.

Numeric Formatting

In the Format tab, under Numeric Formatting, you can change how numeric data is presented for your metric. As you update the formatting, the Preview will change to reflect your settings.

options in numeric formatting tab
options in numeric formatting tab
  • Prefix: Add a symbol or phrase that should be added in front of the number. You can add up to 10 characters.
  • Thousands: Specify a thousands separator. You can leave this field empty.
    Example: Add a comma ( , ) to display 1000 as 1,000.
  • Decimal: Specify a decimal. You cannot leave this field empty.
  • Suffix: Add a symbol or phrase that should be added at the end of the number. You can add up to 10 characters. By default, the suffix is set to “%” for top and bottom box metrics.
  • Precision: Select the number of decimal places to display.
    Qtip: Rounding is performed on the original calculation’s value. For example, 3.46 rounded to 1 decimal place is 3.5. If rounded to the nearest whole number, it’s 4, since 3.46 -> 3.5 -> 4.
  • Conversion: Select a conversion.
    • 01: Divide the calculation by 100.
    • X1: Leave the calculation as is.
    • X100: Multiply the calculation by 100. This is the default for top and bottom box metrics.
  • Truncation: If you expect your report to contain large numbers, you can choose to abbreviate them so they’re easier to read. For example, if you select Thousands as K option, 555,000 will be displayed as 555K.

Conditional Formatting

Qtip: Conditional formatting is available for all types of metrics except value metrics.

In the Format tab, under Conditional Formatting, you can define the color bands that will be used when this metric is used in certain reporting.

To change the band ranges, adjust the numbers in the Threshold column on the slider.
threshold and name columns of bands
threshold and name columns of bands
Qtip: You can also adjust the numbers by clicking and editing the numbers on the band itself.
To rename a band, type in the Name column.
Qtip: Band names do not automatically update as you adjust thresholds.
To change the band’s color, click the icon under the Color column or click the band itself.
expanded color palette
expanded color palette
To add a new band below an existing one, click the plus sign ( + ).
Plus sign
Plus sign
Qtip: You can have a maximum of 5 bands. Most metrics have 2 by default, except satisfaction, which has 3 (detractors, neutrals, and promoters).
To remove a band, click the minus sign ( – ) next to it.
Qtip: When a metric is used as a calculation in a widget, widget-level formatting settings will override metric-level settings.

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