Measures¶

A Measure is a saved, named calculation on a card — like "Total Revenue" (Sum of Amount) or "Open Deals" (Count) — that you define once and then reuse across every Chart, Map, and Calendar widget built from that card.

Without a Measure, each widget would need its own copy of "sum this field" configured from scratch, and giving that number a proper display format (currency, percent, and so on) would mean redoing the same formatting everywhere it appears. A Measure is defined once per card and referenced by every widget that uses it, so renaming it, changing its formatting, or fixing which field it aggregates updates everywhere it's used.

Create a measure¶

There are two ways to create one:

• From a card: open the card, click the ⋮ (More actions) menu, and choose 📐 Measures. This opens the Measures dialog, which lists every measure already defined on the card. Click + Add measure.
• From a widget editor: when configuring a Chart, Map, or Calendar widget, any measure picker has a + Create new measure… option at the bottom of its dropdown, so you never have to leave the widget editor to define one.

Either way, you'll set:

• Name — how the measure appears everywhere it's picked, e.g. "Total Revenue"
• Aggregate function — Count, Sum, Average, Min, or Max
• Field — the number field to aggregate. Not needed for Count, since it just counts records.
• Format (optional) — see below

A live preview shows what a sample value looks like with your chosen format as you type.

Formatting a measure¶

By default, a measure's value is shown as a plain number. Click + Formatting options to give it a specific display format instead — useful for currency amounts, percentages, or anything that shouldn't just look like a bare number.

Three quick presets cover the common cases:

• Number — thousands separators, no decimals (e.g. 1,234)
• Currency — two decimal places with a currency symbol (e.g. $1,234.50)
• Percent — one decimal place with a % sign, multiplying the underlying value by 100 (e.g. 0.125 displays as 12.5%)

If none of the presets fit, you can type a format code by hand. Format codes use the same pattern language as Excel and Google Sheets number formats, so if you've customized a number format in a spreadsheet before, the same codes work here:

• 0 is a required digit; # is an optional digit that's dropped if there's nothing to show there
• , inserted between digit placeholders adds thousands separators
• . marks where the decimal point goes, followed by as many 0s as decimal places you want
• A trailing % multiplies the value by 100 and appends a percent sign
• Any other character (like a currency symbol) is inserted literally

For example, $#,##0.00 means "a dollar sign, thousands separators, and always exactly two decimal places" — 1234.5 becomes $1,234.50. 0.0% means "one decimal place, then a percent sign" — 0.125 becomes 12.5%.

If a format code is invalid (or you're still mid-edit), affected widgets just fall back to plain number formatting rather than showing an error.

Where measures are used¶

• Chart widgets — each measure row in a chart's configuration picks a saved measure (see Chart widgets). A chart can use several measures at once, each shown as its own mini chart or column by default.
• Map widgets — a measure optionally drives pin size (see Map widgets). Pins that share a location are grouped together, and the group's aggregated value (via the measure's aggregate function) determines how large the pin is drawn.
• Calendar widgets — a measure optionally drives day coloring (see Calendar widgets). Each day is aggregated across the events on it, and shaded on a color scale from low to high.

A measure's formatting applies everywhere its value is shown — a chart's hero number, its tooltip, a map pin's popup, or a calendar day's tooltip.

Editing and deleting a measure¶

Open the card's ⋮ menu → 📐 Measures to manage existing measures. Editing a measure (its name, aggregate function, field, or format) updates every widget that references it. Before deleting one, the dialog shows how many widgets currently use it — e.g. "Used in 2 widget(s): Sales Overview → Revenue by Month" — so you can check nothing important depends on it first.