How to use manual metrics with CSV
Build a metric from your own data when it isn't in a connected tool, by CSV upload, paste, or hand-typed values.
Manual is the source to reach for when your data isn't in a connected tool. It needs no integration setup, supports all three metric types, and lets you bring data in by CSV upload, by pasting from a spreadsheet, or by typing values directly. In the Source dropdown it's labelled Manual (includes CSV upload).
Add a manual metric
The full builder flow (both entry points, the preview, and the card options) is covered in How to create and configure a metric. The steps below focus on what's specific to the Manual source: choosing it and getting your data in.
Open the metric builder and enter a Name
Start a new metric and give it a Name. The Name unlocks the Source field. See How to create and configure a metric for the two ways to open the builder.
Pick Source = Manual (includes CSV upload)
In the Source dropdown, select Manual (includes CSV upload). It's the first option and the only source that needs no connection.
Pick a Type
Choose Series, Number, or Comparison. The type decides how you enter the data: Series uses a table you can fill by CSV, paste, or by hand; Number and Comparison take values you type inline. For help deciding, see How to choose a metric type.
Enter your data
Fill in the data for the type you picked. See Enter your data below for the per-type detail.
Click Show Preview
Click Show Preview to render the chart and reveal the full options panel.
Adjust the options and Save
Set the chart heading, decimals, and any other display options, then click Save. The metric appears in the workspace Metrics list.
Enter your data
How you enter data depends on the metric type.
For a Series metric, the Series data section gives you three interchangeable ways to fill the Label / Value table. Use whichever fits the data you have.
Upload CSV - Click Upload CSV and choose your file. The CSV has two columns, Label and Value (for example,
Jan,120). The download example link in the helper text gives you a template to fill in.Paste from a spreadsheet - Copy a two-column range from Excel or Google Sheets, click into the table, and paste. The rows fill in automatically.
Type rows by hand - Enter a Label and Value, then click + Add row for each data point. Drag the handle to reorder rows, or use the per-row delete to remove one.
Tip: Paste straight from a spreadsheet
Copy a two-column range from Excel or Google Sheets, select a cell in the table, and paste. There's no need to format the data first or save it as a file.
Important: The CSV needs exactly two columns
Use one column for the Label and one for the Value (Jan,120). The same two-column shape applies whether you upload a file or paste from a spreadsheet.
For a Number or Comparison metric, there's no table or CSV. You type the values directly into the builder:
Number - Enter a Prefix, Value, and Suffix (for example,
$1,200or85%).Comparison - Enter a Prefix, Current value, Previous value, and Suffix. The metric renders the two values with the percentage change between them.
Preview and save
Once your data is in, click Show Preview to render the card and open the display options. For a Series metric, the preview shows the chart you've built.
After you click Save, the metric appears in the workspace Metrics list with its source shown as Manual, ready to add to a journey map.
To put the metric on a journey map, see How to use metric cards.
Troubleshooting
CSV won't import - File shape issue
The file needs exactly two columns, Label and Value, with one data point per row (Jan,120). If your export has extra columns, header rows the builder doesn't expect, or merged cells, trim it down to two columns first. Use the download example link as a reference for the expected shape.
Values aren't charting - Missing Label or Value
A Series chart needs a Label and a Value in each row. Rows with one cell filled and the other blank won't plot. Check that every row has both, then click Show Preview again to re-render.
Save is greyed out - Preview not generated yet
Save stays disabled until you click Show Preview. Generating the preview renders the chart and unlocks the rest of the options, including Save.
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