Example Metrics

Description

Data in dashboards can be augmented with metrics. Each dataset will contain a section for Metrics. Metrics can be written and modified with PostgreSQL-flavored SQL.

Navigating to a dataset

In order to view and edit metrics and calculated expressions, perform the following steps:

1. Sign into plaidcloud.com and navigate to dashboards
2. From within visualize.plaidcloud.com, navigate to Data > Datasets
3. Search for a dataset to view or modify
4. Modify the dataset by hovering over the edit button beneath Actions

Examples

Calculated columns are typically additional columns made by combining logic and existing columns.

Convert a Date to Text

to_char("week_ending_sol_del_req", 'YYYY-mm-dd')

Various SUM Examples

SUM(Value)

SUM(-1*"value_usd_mkp") / (0.0001+SUM(-1*"value_usd_base"))

(SUM("Value_USD_VAT")/SUM("Value_USD_HEADER"))*100

sum(delivery_cases) where Material_Type = Gloves

sum("total_cost") / sum("delivery_count")

Various Case Examples

CASE WHEN
SUM("distance_dc_xd") = 0 THEN 0
ELSE
sum("XD")/sum("distance_dc_xd")
END

sum(CASE
WHEN "FUNCTION" = 'OM' THEN "VALUE__FC"
ELSE 0.0
END)

Count

count(*)

First and Cast

public.first(cast("PRETAX_SEQ" AS NUMERIC))

Round

round(Sum("GROSS PROFIT"),0)

Concat

concat("GCOA","CC Code")