Configure Calculations for your Columns
Columns within your dataset are classified as one of either Date, String, or Number data type when imported into Auto Insights. The calculations enabled for each column determine what Measures and Segments are available for use elsewhere within Auto Insights.
Measures: Metrics you want to analyze for changes over the selected time period (for example, a time-series dataset).
Segments: Dimensions by which Auto Insights can compare your measures.
Configure Calculations on Each Column
Go to the Datasets page.
Select the 3-dot icon and then select Configure dataset for the dataset you want to edit.
The first time you enter the Configuration settings for a dataset, the Dataset Configuration window displays. Here, you can enable applicable calculations for each column in your dataset.
Default Date: Select the column Auto Insights uses as default in Missions, Reports, and Search.
Sum: Calculate an aggregated value of this numeric column over the selected time period.
Average: Calculate averages for this numeric column, which can consist of:
Simple Average: The total of this column divided by the number of rows, which can be calculated automatically.
Average Across Each Segment: For example, Average Revenue per Country or Average Revenue per Region.
Count: Calculate the number of distinct values in this column over the selected time period (for example, Number of Region or Number of Item).
Breakdown: Use the column as a dimension by which to compare your metrics.
Select Save Changes to apply any changes to your dataset.
You can return to the Dataset Configuration window at any time, go to the Configuration page and then select Configure Calculations.
Converting Columns to Measures and Segments
The calculations enabled for each column determine what Measures and Segments are available for use elsewhere within Auto Insights. Measures and Segments are created based on the column calculations, as follows:
Standard Measure: Created for each Number column enabled for Sum, for example: Revenue.
Count Measure: Created for each String column enabled for Count, for example: Number of Region.
Simple Average Measure: Created for each Number column enabled for Average, for example: Average Revenue.
Complex Average Measure: Created for each combination of (a) Number column enabled for Average, and (b) String column, for example: Average Revenue per Country or Average Revenue per Region.
Segment: Created from each String column.