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ARCHIVED: Create Metric Loaders

Metric loaders map columns in the staging table to Dashboards metrics and dimen­sions. Metric loaders let you map to an existing metric and dimensions already defined in Dashboards or create a new metric or dimensions. You can also create a hierarchy with multiple levels of dimensions as part of the process of creating and editing metric loaders.

To create a new metric loader:

  1. Access the Data Designer by going to Integration > Data Designer.

  2. In the Loaders folder in the Component Library on the right side of the screen, click Create New Loader.
    The Create New dialog box appears.

  3. Select Dashboards Metric Loader as the loader type and enter a name for the loader.

  4. Click Create.
    The center area of the screen displays your new loader’s settings and other infor­mation:

    Create Metric Loader
  5. Enter the metric loader’s information:

  • Source Table: Select the source table from the drop-down list. The source tables in the list are all the tables in the data sources for this login.
  • Period Source: Select a period source from the drop-down list.
  • Submit against the day at which the Load is performed: Select this option to load the data into Dashboards using the system date on which the load is per­formed.
  • Select a Column as the Period source: Select this option to select the date from the column in the staging table. The data loaded into Dashboards has a date value based on the column you choose. (The column must be either of type date or type datetime.)

Make sure that the planning calendar has been configured in the Time Administration to handle your date ranges before your import. If your planning calendar does not contain the full date range your metric loader uses, your metric loader will fail with an error message stating, "One or more period columns contain a date that is outside your calendar bounds." A description of how to specifically configure your calendar for a successful import appears at the end of the message.

  • If you select Select a Column as the Period source, the Period Column field appears. Select the column to use for determining the period from the drop-down.
  • Record Period Type: Select the period from the drop-down.
  • Version: Select the version, either Actual or Budget, from the drop-down.
  • Log level: Select a log level from the drop-down list to specify the detail for the logging for this data source. Your options are:
    • Error: Only logs serious errors.
    • Info: Logs all basic information, such as when the data source was updated.
    • Verbose: Provides very detailed information about all phases and actions. This level is used primarily for debugging or auditing, as it may produce more log information than is practical for typical use.
  • Distinct Rows: Check this box to filter out duplicate rows from the source before loading them.

6. To add a SQL filter, click the text box under Filter Settings. The Edit SQL Filter dia­log box appears (as shown below).


7. Click Save on the Actions menu.

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