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Prerequisites

Before you start customizing metrics, ensure you have:
  • Access to the Databrain App
  • A Workspace with at least one Dashboard
  • Metrics already added to the Dashboard

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Access the Dashboard

  • Log in to your Databrain Workspace.
  • Open the desired Dashboard containing the metric you want to customize.

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1. Switch X-Axis, Group By, Switch Y-Axis, and Drill Down

Watch the video below for a quick walkthrough.

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Switch X-Axis

  • Click on the “Settings” icon.
  • In the “Actions” menu, turn on the “Switch X Axis” toggle in the “Add Actions On Current Card” dropdown.
  • Select a different dimension (e.g., Date, Region, or Product).
  • The chart automatically updates to reflect your new X-Axis selection.

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Group By

  • Click on the “+” icon above the chart.
  • Within the Group By menu, choose the dimension by which you want to group data (e.g., Sales Rep, Category, Channel).
  • The chart reorganizes and aggregates the metric by your chosen group.

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Switch Y-Axis

  • Click on the “Settings” icon.
  • In the “Actions” menu, turn on the “Switch Y Axis” toggle in the “Add Actions On Current Card” dropdown.
  • Pick a different metric (e.g., Revenue, Orders, Profit Margin).
  • The visualization refreshes instantly, displaying the new measure along the Y-Axis.

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Drill Down

  • Click on the “Settings” icon.
  • In the “Actions” menu, turn on the “Drill down” toggle in the “Add Actions On Current Card” dropdown.
  • Add fields in hierarchical order — for example:
    • Level 1: Region
    • Level 2: Country
    • Level 3: City
  • Save the configuration.
  • Once defined, this hierarchy allows users to interactively explore lower levels of data.
  • The chart updates dynamically to show the drilled-down data.
References:
Switch X axis and Switch Y axis, Group By,Drill Down

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2. Chart Click Action

  • Click on the “Settings” icon.
  • In the “Actions” menu, turn on the “Chart Click Actions” toggle.
  • Choose what should happen when a user clicks a chart element:
    • Apply Filter: Automatically filter the dashboard based on the clicked value (e.g., region, category).
    • Open Dashboard: Redirect users to another linked dashboard or detailed report.
    • Open External Link: Navigate to an external URL (e.g., CRM page or analytics view).
  • Click Save to apply the configuration.
Watch the video below for a quick walkthrough. Reference:
Chart Click Action More references on chart actions:
Chart Click Action with metric, Card Click Action
You’ve successfully customized metrics in Databrain!
With these options, users can interactively adjust dimensions, measures, and interactions to create a more flexible, self-serve analytical experience within any dashboard.