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Documentation Index

Fetch the complete documentation index at: https://help.loopiq.com/llms.txt

Use this file to discover all available pages before exploring further.

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Create Metrics, Custom Charts, and Dashboards

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What this does

This guide explains how to create reusable analytics assets in LoopIQ:
  • metrics
  • saved charts
  • custom dashboards

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Create a metric

Use Metric Library when you want a reusable metric that can be shared across charts and dashboards.
  1. Open Analytics.
  2. Go to Metric Library.
  3. Click Create Metric.
  4. Enter a metric name and description.
  5. Build the SQL formula by:
    • writing SQL directly, or
    • using plain-English SQL generation
  6. Validate the SQL.
  7. Save the metric.

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Use schema guidance while writing SQL

When writing or editing a query, LoopIQ shows approved tables, views, and columns for the active analytics database. Use that schema guide to understand what fields are available before running a query. This is especially helpful when you are:
  • building an ad hoc chart
  • editing a default dashboard query
  • creating a new reusable metric

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Create a custom chart

Custom Charts supports several creation paths:
  • build from one saved metric
  • combine multiple saved metrics into one chart
  • write ad hoc SQL
  • generate SQL from plain English

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Typical flow

  1. Open Analytics → Custom Charts.
  2. Choose how you want to start.
  3. Build and run the query.
  4. Configure chart fields such as x-axis, values, and series mapping.
  5. Review the preview.
  6. Save the chart.
The Save Chart action stays visible in the page header. It remains disabled until the chart is in a valid save state, and the page explains what is still missing.

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Combine multiple metrics into one chart

LoopIQ supports multi-metric chart creation. You can:
  • select multiple saved metrics
  • choose which fields each metric maps to in the chart
  • rename each series
  • reorder metrics to control how they display
  • remove a metric and replace it with another
This is useful for comparison charts, side-by-side trend views, and combined operating signals.

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Create a custom dashboard

  1. Go to Analytics → Dashboards.
  2. Create a new dashboard.
  3. Add widgets using saved charts.
  4. Set widget titles and layout size.
  5. Reposition or remove widgets as needed.
  6. Save the dashboard.
Users can also edit existing dashboards to:
  • remove widgets
  • add new widgets
  • reposition widgets
  • swap a widget to a different saved chart

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Share dashboards

Custom dashboards can be shared within the same organization:
  • directly with specific users
  • with teams
  • as viewer
  • or as editor
Shared dashboards appear in the left navigation under Shared with me.