Numetric provides powerful methods of data summarization, visualization, and exploration. After you've pulled your data into a Numetric dataset, you're ready to start exploring using a Workbook. In Numetric, a Workbook is a collection of metrics that summarize data from one or more datasets. Shall we build one?
Create a Workbook
To create your first Workbook, navigate to your "Workbooks" screen and click the "New Workbook" button in the upper right of the screen.
You can then give your Workbook a name and category, if desired.
The skeleton of your new Workbook is now created! But it's pretty boring at this point because we haven't yet added any metrics. Let's do that next.
Add a Metric (or Three)
Metrics are the building blocks of your Workbooks. Each Metric is like a different window into your data, and when several metrics are added to a single Workbook, the result is a powerful exploration tool. You can add as many metrics to a Workbook as you'd like, but let's just start with one.
To add a metric to your new Workbook, click on either the "Add a Metric" box in the main area or (if there are already metrics on the Workbook) use the "Add Metric" button along the bottom of the screen.
In the metric editing screen there are a number of customization options we'll explore together. Let's start at the top of the screen. On the left, you'll see the dataset icon, where you can select the dataset that you'll be representing in the current metric. You probably have just one dataset at this point, but soon you'll have many valuable datasets to choose from, and you'll find that pulling data from a variety of datasets within the same Workbook will help you answer many important questions.
In the middle along the top of the page, you can also give a descriptive name to the metric you're editing. This is helpful when you want a quick reference about the content of the metric from the Workbook view.
By default, a metric starts as a simple table of the data from the selected dataset. You'll see a preview of the metric in the main area of the screen, and this preview will update as you modify the settings for the metric.
At this point, because we haven't added any measures or grouping variables, the metric is simply a table of data. But let's explore some of the other kinds of metrics you can build.
Measures are quantitative or numerical fields that can be summarized and visualized in a variety of ways. Typical examples of this type of data include price, cost, order total, quantity, etc. To add a measure to your metric, simply click "Add Measure" in the sidebar on the right.
Note that even categorical fields can often be usefully summarized as measures, usually by counting unique values. In the example below, I've added a categorical field (named, quite helpfully, "category"), and numetric is calculating and displaying a count of the unique values found in that field. In the dataset I'm using, there are 6 different categories, so this value is displayed as the result.
Adding Grouping Variables
As shown above, when you first add a measure to a metric (without any grouping), you will have created what we call a KPI, which is simply a summary statistic (total count, average, etc.) of the measure you've selected. This is sometimes all that is desired, but often a metric becomes more useful when the data are instead summarized over a set of categories or over time.
Add a Group By variable but clicking "Add Group By" in the sidebar on the right.
After adding both a measure and a grouping variable, your metric will start to take form. By default, Numetric will usually display a bar chart summarizing the measure across the categories found in the grouping variable, as in the example below.
You can also change the type of chart being used to visualize your data by scrolling to the bottom of the sidebar and choosing from the list of available chart types. Your choices will be limited to those choices that make sense, given the measure(s) and grouping variable(s) you've selected.
Play around with the different chart types until you've found one that displays the data in a useful way.
And that's it! You can click "Done Editing" in the top right to save your metric and return to your Workbook. You can add additional metrics or simply click "Done" to save your Workbook. Now you can stand back and admire your work.