Metrics and Drill Downs
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      How to Add Metrics and Drill Downs in Analyse

      Learn how to add and customise metrics and drill downs in Analyse to enhance your dashboards and gain deeper insights.

      Metrics and drill downs in Analyse help you visualise data trends and explore insights without changing your core filters. Metrics display key data points, while drill downs allow you to break down data further (e.g., by brand, sentiment, or time period).

      How to Add a Metric to Your Dashboard

      1. Log in to Analyse at https://analyse.dataeq.com.
      2. Open a dashboard where you want to add a new metric.
      3. Scroll to the bottom of the dashboard and click Add Metric.

        Add a metric-1
      4. Browse available metric categories (e.g., overview, priority conversations, customer experience, risk factors, themes, etc).

        Metric Menu
      5. Click on the metric you want to add.
      6. (Optional) Click the edit icon to customize the metric’s filters, time range, or data sources.
        Edit metric-1
      7. Click Save to apply the changes.

      Tip: You can add multiple metrics to a section to compare different data points in one place.

      How to Add a Drill Down to a Dashboard Section

      Drill-downs allow you to filter a dashboard section dynamically without permanently changing the dashboard’s core settings.

      1. Open the dashboard where you want to add a drill down.
      2. Scroll to the bottom of a section and click Add Drill Down.

        Add a drill down
      3. Choose a drill down type (e.g., brand, sentiment, date, author, topic).

        Select a drill down
      4. Click Save to add the drill down.
      5. Click on the drill-down dropdown menu in the section to switch between data segments.

        Sentiment drill down

      Example: If you add a Sentiment Drill Down, you can toggle between positive, neutral, and negative mentions without adjusting the main dashboard filters.

      Best Practices for Using Metrics & Drill Downs

      • Use metrics to track trends such as mention volume, sentiment shifts, and customer interactions.
      • Add drill-downs to quickly compare brands, periods, or topics without modifying dashboard settings.
      • Keep your dashboards clean and structured by organising related metrics into the same section.
      • Test different visualization types (e.g., bar charts, line graphs, tables) to find the best format for your insights.

      Troubleshooting Metric & Drill Down Issues

      1. Issue: "I don’t see my metric after adding it."
        1. Refresh the page and check if the metric appears in the dashboard.
        2. Ensure you have selected and saved a valid metric type.
      2. Issue: "My drill down isn’t changing the data."
        1. Confirm that the drill down type is compatible with the dashboard filters.
        2. Try selecting a different drill down category (e.g., if a brand drill down isn’t working, try a sentiment drill down).