Process to align block structure

  • 20 January 2023
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Let's break down this process into small, digestible steps so you can repeat them for even your most complex planning needs.

 

  1. Plan the structure of your final Metric.

  • Know in advance what data you expect to see in the rows, columns and grid of your final Metric. Identify which dimensions you want to be able to filter the data by because those dimensions will become the block structure.

    For example, if you want to analyze products by country and by month, your Metric will be dimensioned by Products, Country and Month.

  1. Identify the dimensions of any blocks that you'll be using in your formula operation.
  • Make note of any differences between the dimensions in the existing blocks that you'll use in the formula operation.

  1. Make note of any differences between the dimensions in the existing blocks that you'll use in the formula operation.
  • Dimensions are the most powerful list property because you can chain them together in formulas separated by a dot. For example, if you want to map a Region property of the Country dimension, you type Country.Region in the formula bar.

  1. Test and validate your formula operations using the Formula Playground.
  • Use the Formula Playground to break down and explore the results of each block in your formula operation. Open the block settings from the Formula Playground to see the block's structure

  1. Validate the values in your formula operations with the Pivot feature.
  • Use the Pivot feature to rearrange dimensions and look at the data differently in a block. Validate the data against any assumptions to ensure that values appear as expected in any new metrics.

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