Metrics

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Create a metric

A metric is one summary of a table, such as a sum or a count. It can be grouped by a date column, such as month, and by nothing else.

1. Go to Metrics and click New metric.
2. Pick the table the metric summarizes.
3. Under Summarize, pick one summary. For a formula, choose Custom Expression.
4. Optional: group it by a date column.
5. Click Save.
6. Enter a name and, optionally, a description, then click Save.

The metric shows in the Metrics list. If it has more than one summary or another grouping, Enhanza saves it as an insight instead and tells you what to remove.

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Use a metric in an insight

1. In Build, click New insight.
2. Pick the table the metric summarizes.
3. Under Summarize, pick your metric from the Metrics section.

Measures, in the same list, are the definitions Enhanza provides. You can also use a metric by name in a Custom Expression.

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Edit a metric

1. In Metrics, click the metric’s name.
2. Change the summary, filters or grouping.
3. Click Save.
4. In the dialog, click Save. The metric keeps its name unless you type a new one.

Insights and reports that use the metric pick up the change.

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Delete a metric

1. In Metrics, open the metric’s ⋮ menu and click Delete Metric.
2. Click Delete.

The metric moves to the trash. You can’t delete a metric while an insight or report uses it. The message names them, so remove the metric from those first.

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Use metrics from your AI tool

Your AI tool, connected through the MCP server, finds and runs your metrics. As an Admin or Owner, you can also ask it to save or delete a metric, which works without a Builder seat.