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How do I iFormBuilder create metrics?

Updated

Visualize, discover, and act on your form data by creating iFormBuilder data feed metrics.

This article includes:

Connecting PowerMetrics to your iFormBuilder data

Here are a few things to note about connecting PowerMetrics to your iFormBuilder data:

Your data is safe with us. The first time you connect your iFormBuilder data to PowerMetrics, you'll be prompted to enter your iFormBuilder login credentials and give permission to allow access to the data within your iFormBuilder account. We are serious about protecting your data privacy.

Managing your connections. By default, your connection name looks like this: yourname<date and time created>. You can rename connections from your list of connections (accessed by clicking the in the left navigation sidebar and selecting Connections) or within the application as you add metrics. Go here for more information on managing your account connections. You can use the same account connection every time you connect to iFormBuilder. If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, check out these troubleshooting tips.

To connect your iFormBuilder data to PowerMetrics, you'll need: Your iFormBuilder server name, and, in some cases, a profile ID or page ID.

Finding your server name, profile ID, and page ID

To find your server name, profile ID, and page ID:

  1. Log in to your iFormBuilder account.
  2. To find your Server Name (1),
    • Navigate to the address bar. Your Server Name is the first part of your URL (see the image below).
  3. To find your Profile ID (2),
    • At the top right, your Profile ID is in this format: Profile [your-profile-id].
  4. To find your Page ID (3),
    • Ensure that you are on the Data tab where there is a list of forms.
    • The column ID, contains the Page ID of each form.

Creating iFormBuilder data feed metrics

When you create iFormBuilder data feed metrics, you:

Connecting to your iFormBuilder account and adding a data feed

Every metric needs a data feed. As you create metrics, you’ll either create a new data feed or select one from your list of existing data feeds. Learn more about data feeds.

To create a new data feed for your metric:

  1. In the left navigation sidebar click the + button beside Metrics and select See all services.
  2. On the Where is your data? page, under Data Feed Services, select iFormBuilder.
  3. Click +New data feed > Select iFormBuilder data.
  4. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page or click +Create a custom iFormBuilder data source.
  5. Enter your Server Name and click Continue.
  6. If this is your first time connecting to iFormBuilder:
    • Click Connect an account. Enter your iFormBuilder login credentials and click Next. If prompted, click Allow Access to enable PowerMetrics to securely access your iFormBuilder data. Click Continue.
  7. If you have connected to iFormBuilder before:
    • Select an existing connection (token) from the drop-down list and click Continue.
  8. If you chose a pre-built data source for your data feed:
    • On the Configure data service page, if applicable, enter a profile ID.
    • If you want to modify the pre-built data request, click Switch to Custom settings.
      Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.
    • If you clicked Switch to Custom settings: Modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected earlier. Refer to the iFormBuilder API documentation for more information.
  9. If you chose a custom-built data source for your data feed:
    • Edit the Query URL to return the data you need and replace any generic placeholder text with your own. For example, replace <yourServerName> with your iFormBuilder server name.
    • Continue editing the Query URL to return the data you need. Refer to the iFormBuilder API documentation for more information.
  10. Click Get data.
  11. Ensure this is the data you’re looking for. Then, click Continue. Next step - refine the data in the data feed editor.

To use an existing data feed for your metric:

  1. In the left navigation sidebar, click Data Feeds.
  2. In your list of Data Feeds, select the one you want to use for your metric.
  3. Click the Metrics tab in the right-side pane.
  4. Click +Add metric and proceed to Configuring your metric.

Refining data in the data feed editor

You’ve arrived in the data feed editor where you can choose to either accept the automatic settings or make changes.

If you’re happy with the automatic settings:

If you want to make changes:

  • iFormBuilder returns data in a JSON format. The method for refining and editing JSON source data is slightly different than when dealing with source data that’s already in a tabular format. Learn how to refine and edit JSON source data feeds.
  • Some common adjustments include changing the data format or names for columns, updating the data feed name, and combining columns using formulas - there are many customization options available.
  • If you want to adjust the original query, click the tile under Data service.
  • When you’re finished editing the data feed, click Save data feed and proceed to Configuring your metric.

Note: After you’re finished creating a metric with this data feed, you can return to it and use it to make more data feed metrics. In the left navigation sidebar, click Data Feeds. Select the desired data feed from the list and click +Add metric.

Configuring your metric

When you configure a data feed metric, you select the measure and dimensions from the data feed to include in the metric and choose settings that determine how the data will be visualized. Go here for detailed instructions on configuring your metric.

Next steps – Interacting with your data

Now that you're connected and have some metrics, it's time to start learning from your data and tracking your progress.

Here are a few suggestions for interacting with your data:

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