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Measures in Auto Insights

Now that you've uploaded your dataset and customized the calculations applied to each column, these additional configurations will make your dataset ready for business use.

  1. On the Datasets page, select the three-dot menu next to your dataset, then select Configure dataset.

    Configure_Dataset.png
  2. Select Configuration to access the Measures settings.

    aac_dataset_config_number.png

Units

You can select from Currency, Number, or Percentage units for your measure, and whether this is shown as a prefix or suffix.

The Percentage option defaults to a suffix, and Currency defaults to a prefix. You can change both if needed. The preview displays how your measure will look with the Units configuration applied.

aac_dataset_measure_units.png

Relevant Dates

Within your use case, there might be a few different dates in the dataset relevant to only specific measures (for example, Incidents Opened wouldn't have a Closed Date).

In the Measures settings, you can turn off irrelevant dates. This helps reduce confusion when users select dates for analysis.

aac_dataset_measure_dates.png

Relevant Segments

In your use case, it may be appropriate to restrict certain segments so that only the most relevant ones can be used as dimensions for comparing metrics, while disabling those that do not add analytical value. Columns that are disabled from Relevant Segments/Breakdowns are also not shown in the 'What Caused This?' analysis for that measure. For more information, go to Relevant Segments and Breakdowns

aac_dataset_measure_segments.png

Sentiment

You can define whether an increase in a measure is positive or negative (for example, higher sales are good, but higher costs are not). This is called Sentiment and affects how charts and data stories appear in Search, Missions, and Reports. If a measure is neither positive nor negative, it can be configured as Neutral and will be displayed accordingly.

Select the appropriate radio button to adjust the sentiment.

aac_dataset_measure_sentiment.png