How do I use aggregated values when charting metrics?

When to use "Last Value"

When you are charting metrics that have a balance and then aggregate them to another time period (e.g. quarterly) you will want to use the Last Value of the period. Balance metrics might be:

  • Cash on Hand

  • Total Customers

  • Monthly Active Users

  • Total Customers

e.g. Cash on Hand monthly might look like:

  • December - $1,000,000
  • November - $1,000,000
  • October - $1,000,000

If you were to chart this Quarterly, you would want it to display as $1,000,000, not $3,000,000. To accomplish this, when you are editing a chart or table, select down on the metric and select "Last Value" under the aggregation option:

 

Please let us know if you have any additional questions!