Unified Metrics

A unified metrics in Zoho Analytics is a centralized framework that standardizes and defines how a particular metric or key performance indicator should be computed organization wide. Having a unified metrics ensures consistency, accuracy, and reliability of the data analysis. This Metrics layer resides between the raw data and analysis layer, creating a clear differentiation between data processing and the data visualization layer. It also gives a broader picture of how the metrics are related to each other.

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Why do we need a Unified Metrics

Businesses conduct analysis on huge volumes of data, and metrics or KPIs are the prime factors for assessing the performance and growth. In large organizations, data is stored in multiple sources; each department uses different computation logic, and this leads to varied interpretations of the same data. Hence, a unified metrics layer can resolve this issue.

Advantages of a Unified Metrics 

Single Source of Truth: Implementing a metric helps align all the analytical efforts, ensuring that everyone in the organization understands and uses the same definition of the metrics. Unified metrics enables the unique identification of metrics, thereby promoting transparency and uniformity.

Increased Efficiency: Simplifies the process of maintaining and monitoring metrics as any change needs to be done in a single place. It also significantly reduces discrepancies.

Extensibility: It can seamlessly accommodate new business rule sets into the existing framework and can be used for training ML models, creating custom visuals, and integrating with other third- party applications.

Data Integrity: Having a centralized framework for managing metrics promotes data integrity and improves data quality.

Accessing the Unified Metrics in Zoho Analytics

Zoho Analytics catalogs all the Aggregate Formulas defined in the workspace. This includes calculation defined on all the data sources configured in that workspace. Users with read-only access can view the formulas, while users with administrator privileges and those with custom permissions to edit can modify and change them. It also lists the reports created over the particular formula.

To view the unified metrics tab,

  1. Click Data on the side navigation panel.
  2. Scroll to the bottom of the pane and choose Unified Metrics.
  3. All the Aggregate Formulas defined in that workspace will be listed along with meta information like descriptions or definitions for Admins and only the descriptions for Shared Users.
  4. Click the Edit icon to modify the formula, and the Delete icon to remove the formula.
  5. Click the Dependencies icon to know the views or reports associated with the formula.

     
  6. Click the Info icon to get the details about the user who created a specific metric in Zoho Analytics.