Admin - This is a user permission. Admins can view, edit, or delete any workbook or dataset in their organization. They are the only role that can add users to the organization. See User Permissions

Aggregation Method (Workbooks) – When building a metric, you can choose how the measure is calculated. Options such as total, min, approximate unique count, and formulas are considered aggregation methods. The result of the aggregation method is called the measure.

Aggregation (Datasets) – When you are joining tables together, you may find that you need to choose aggregation methods. This option appears when you are trying to match one row of data to many rows of data (one to many join for those who know SQL). For example, if you are creating an orders dataset and need some information from the line item table, you will need to combine all the rows of line item data for a specific order into one row so that it matches with the one row in the orders table. You may want to list out all the items that were purchased in that order or create an order total based off the line item price. You can choose aggregation methods like total, max, row count, or list the items.

Analyst - This is a user permission. In addition to the permissions of business users, analysts can edit source tables they have permission to or add new tables. Analysts are responsible for the integrity of the organization's data. See User Permissions

API - Numetric's API, or Application Program Interface, is a very flexible way to create tables, add users, or automate data processing with code. The API is generally used when we can't connect directly to a data source and data needs to be pushed to Numetric at a regular interval. The API documentation can be found here.

Approximate Unique Count – This is the number of different values in a column. This is generally used for text fields. If you have a lot of user ID's, you can select approximate unique count as an aggregation method to show how many users you have. As filters are applied, the unique count will update. We are very accurate with our estimates, but this is an approximation because we cannot guarantee 100% accuracy for fields with extremely high cardinality while still maintaining the speed that is expected with Numetric.

Business User - This is a user permission. Business users can create workbooks or datasets, but they do not have access to warehouse. They are only able to build datasets from the source tables that are already inside of Numetric. See User Permissions

Category - Categories allow the user to tag workbooks or datasets to group them together for easy viewing on the navigation screen. If there are several workbooks built off a Salesforce dataset, you could put all of them in the "Salesforce" category.

Connector – Connectors are used to pull data from common data sources into Numetric. We have several ready to use connectors, such as remote SQL, that will allow the user to input their information and connect their data source. The data would then be updated automatically. Our list of connectors is constantly growing, and you can see them by clicking on Add Sources inside of warehouse.

CSV – CSV is a common file format that can be uploaded to Numetric to create a dataset. The first line of the file should contain column headers. The CSV should not be formatted to have row headers.

Data Type – When data is sent to Numetric, we process and index the data in a specific way that optimizes workbook performance. When you choose a data type inside of warehouse, you are telling Numetric how to process the data. Choosing the correct data type is important to be able to get the most out of Numetric reporting. See Data Types

Datasets - These are analysis ready tables. Each metric gets its data from a dataset. Datasets can be created directly from source tables, or they can be joined from several source tables. Datasets are updated each time a related source table is updated. For those who are familiar with SQL, this is like a view. Business users, analysts, and admins can create datasets from warehouse tables that they have permission to share.

Dictionary – Dictionary is where analysts define relationships between tables that allow everyone else to perform joins without thinking about primary and foreign keys. Each dictionary term needs to have a primary key. Each primary key can only be used for one term. See Term.

Doc Count – This is used in visualizations to refer to the number of rows of data. Doc Count, Records, and Row Count all count the number of rows. Doc Count will be replaced with Row Count moving forward.

Drill Downs – In metrics, you can select a dedicated drill path on a chart. When you click a filter on a metric with a dedicated drill path, it will filter the results by the bar that you selected, and it will drill down to a new chart with the next field in the drill down path.

Editor - This is a permission level on a workbook or dataset. Editors have the same permissions as owners do. They can make changes, share with other users, or delete.

Entity Searchable (deprecated) – In datasets there is an option to set a field as entity searchable. This is an outdated setting and can be set to false. This will be removed with future updates. 

Favorite – You can tag a workbook or dataset as a favorite, and it will always show up under your favorites list on the navigation screen. This allows quick access to your most important workbooks and datasets.

Fields – Columns in a dataset or table are also referred to as fields. 

Filters - Filters can be applied to limit the data that shows up in a metric. When you click on a bar chart, it will filter the data for the whole workbook to only include the data that is in that bar. You can also add filters on the sidebar, or you can type in the search bar on the top.

Grouping – This is how to segment your data for a metric. It is often used for the X-axis in charts. 

Groups – A group is a list of users that enables easy sharing of workbooks and datasets. Instead of making sure each member of your team has access to every workbook and dataset, you can add a group for your team in settings, and simply share the workbook and dataset with your team. See User Permissions

Guest - This is a user permission. Guest users are not able to create workbooks or datasets, and can only view workbooks that are shared with them. They do not have access to warehouse or datasets. See User Permissions.

Index – Data is processed and indexed before being used for workbooks, which allows for optimal speed and accuracy. Datasets need to be indexed after transformations are added and after data is uploaded. When you click "Index", the dataset will be added to the indexing queue and will finish indexing within a few minutes. A status bar will indicate progress. Metrics and workbooks can still be used while datasets are indexing, but they will refer to the dataset at the time it was last indexed. Note: It generally takes 5-10 minutes for a dataset with 1 million rows and 15 columns to finish indexing. This can vary depending on the amount of data and transformations in the dataset. 

Join – This is a method used to combine two warehouse tables. Depending on the relationships that are defined in dictionary terms, joins can be performed by a business user when a dataset is created. The user is given flexibility to choose which fields they want to keep from each table.

KPI – A KPI, or key performance indicator, is a measure that can be used to indicate how your company is performing in a given area. This could be displayed as a number, a comparison between goals and actual performance, or a trend line over time. KPI's can be created by selecting one measure and no groupings.

Measure – A measure is a number that is often used for the Y-axis or KPI. The default measure is row count. See Aggregation Method.

Metric - This is a chart, table, kpi, or anything that you put on a workbook. Metrics work together on a workbook to allow you to filter and explore your data.

NRL - NRL, Numetric Reporting Language, is a coding language used by Numetric to create workbooks and metrics. When we run into limitations of the self-serve product, the client success team at Numetric can create custom workbooks using NRL at an additional cost.

Organization - Organizations are how we separate data and workbooks from one company to another. Each organization has its own list of users. Generally, each user will be a part of only one organization, but it is possible to be a part of multiple organizations.

Partition (Treemap) –  Partition charts, also referred to as treemaps, are used with one grouping and one measure to create a square chart. Each partition inside of the square is sized based on the measure.

 Primary Key – Based on an industry term, the primary key is a unique value that identifies a row in a table or dataset. Each row of data is assigned a primary key. Analysts use primary keys to set up dictionary terms, which allows for business users to join tables together.Developers can update, append, or delete based on primary keys. 

Primary Table – When you create a dataset in the "Datasets" tab, it will ask you what your primary table will be. This is the table that you will use for workbooks, and you can join other tables to this table if there are available dictionary terms for this table. 

Publish – Publishing a table or dataset is how you can save any changes since the last time it was published. When it's finished publishing, the newer version of the tables and datasets will replace the previous version. In Datasets, data will be indexed in lightning storage for quick reporting.

Revert – This is how to cancel any changes made to a table or dataset.

Searchable (See Text Searchable)

Search Bar - The search bar can be used to filter the workbook to a specific category. To search for something in the search bar, you need to ensure that the column is "Text Searchable" in the Datasets tab.

Share – Workbooks and datasets are only able to be viewed or edited by admins or users who have permission. The share tab will allow more users in your organization to have access to your workbooks and datasets. 

Source Tables – Source tables are raw tables that are stored in warehouse. These are not used directly for reporting. If you want to analyze something from source tables, you will need to create a dataset using the Datasets tab, and it will then be processed and indexed for reporting.

Tables - A table is raw data that is stored inside of Numetric, but is not directly used for analysis. Tables are used to create datasets. See Source Tables

Term (Dictionary) – Analysts can specify relationships between tables using terms in dictionary. Each term contains at least one primary key. For a "Customer" term, an analyst could add the column "id" from the customer table, and then add "customer_id" from the sales order table and "cust_id" from a third table. Column names do not need to match. Creating a term allows a business user the ability to create a dataset without knowing about primary and foreign keys or the database structure. See Dictionary

Text Searchable – In Datasets, you can set a column to be text searchable. This allows anyone to use the search bar to type and filter the workbook by a specific value. This is best used for text fields that a user might think to type in, such as employee name, region, or category.

Tooltips – This is the information that is available when you hover over a chart.

Transformation – Users have flexibility to add rules and formulas to change their data and make it more useful for reporting. After transformations are applied, the data will need to be published.

Value Map – This is a type of transformation where you can change the values in a column from one value to another. If you add a map from 1 to Contacted, each time 1 appears in the data, it will be rewritten as Contacted. This is good for situations where you can type in all the values.

View - A views is a tab on a workbook. You can have several views on a workbook.

Viewer - This is a permission level on a workbook or dataset. Viewers can see workbooks and datasets that are shared with them, but they cannot make any changes. See Permissions

Visualization - Visualizations are the older, not as easy to use version of metrics. There are still a few features that are available in visualizations that aren't in metrics yet. Once these features are moved to metrics, visualizations will go away.

Workbook - A workbook is a container for metrics and visualizations, and using filters, a workbook can be used to interactively explore your data however you want. One workbook can contain multiple metrics, filters and tabs. These are often referred to as dashboards. Generally, a workbook is connected to one dataset.

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