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Question

Creating my first metric

  • May 18, 2026
  • 2 replies
  • 18 views
G
New Here

Hi,

Another simple one.

I have a Transaction list with monthly data for revenues for customers, product types and dates.

I want to create a metric that adds up the revenue based on the dimensions selected for the metric.

The dimensions selected are present in the Transaction list.

In the formula I type the column I’m looking to aggregate from the transaction list but I cannot see the aggregation differentiate between Business Segments at all.

What am I doing wrong?

 

Thanks,

G 

 

2 replies

Min Li
Master Helper
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  • Min LiMaster Helper
  • Master Helper
  • May 18, 2026

You may want to add the aggregate logic in to the formula as
‘IWSR - NRR Data’.’Amt LCY’[BY:‘IWSR - NRR Data’.’Business Segment’, ‘IWSR - NRR Data’.Month]

Depends on which dimensions you want to structure the data. Here I included only Business Segment and Month, you may also want to as customer, or subsidiary et al.

Min Li
    Julie Guérin
    Employee
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    To add to what ​@Min Li mentioned, I’d recommend using the Formula Playground to create your metrics, as it automatically adds the relevant dimensions to the structure, making the process much easier.

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