Presentation Overview

CoolaData enables you to query your data in multiple ways:

  • Reports: Analyze your data using custom built reports that generate powerful behavioral analytics.
  • Dashboards: Present reports inside your own dashboard that you can share with your colleagues.
  • PublicationsSend scheduled emails containing a set of reports to the recipients that your specify.
  • Embedded ReportsShow CoolaData reports in any of your webpage frameworks by embedding the provided snippet.
  • Query APIUse CoolaData’s API to retrieve your data as a JSON or CSV. This enables you to create your own dashboards or easily integrate data from CoolaData with other tools.
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Reports

What is a Report?

The CoolaData Administrator console enables you to define reports showing any slice of data or dates that you stored in CoolaData in a variety of report visualizations – Table, Single number visualization, Line chart, Area chart, Bar chart, Column chart, Pie chart, Geo chart or Pivot table. CoolaData provides a variety of report types, breakdowns and grouping options.

GSSC 1To read more about the CoolaData Behavioral Analytics.

CoolaData provides a variety of forms for presenting reports –

  • Dashboards Present reports inside your own dashboard that you can share with your colleagues.
  • Publications Send scheduled emails containing a set of reports to the recipients that your specify.
  • Embedded Reports Show CoolaData reports in any of your webpage frameworks by embedding the provided snippet.
  • Query API Use CoolaData’s API to retrieve your data as a JSON or CSV. This enables you to create your own dashboards or easily integrate data from CoolaData with other tools. This enables you to design your own visual display of the data.

Each report holds a CQL query that determines the data that is retrieved from CoolaData.

What Are Behavioral Analytics?

CoolaData is a complete behavioral analytics data analysis platform that connects all your event data from all your data points. It unifies data from a multitude of external and internal sources and inspects it as a single unit, thus facilitating time‑series behavior analysis that yields behavioral insights.

Behavioral analytics observe the user and the user’s behavior over time and show a sequence of events performed by users. This is also called a funnel of events – which is a sequence of specific events that occur in a specific order.

CoolaData provides various widgets that enable you to display behavioral analytics data without writing CQL, such as Cohort and Funnel reports.

How Does Behavioral Analytics Differ from Regular Analytics?

For comparison sake, note that basic analytics (such as in KPI reports) differ from behavioral analytics in that regular analytics typically display quantitative reports that count data. For example –

  • Count 1 – How many people were leads?
  • Count 2 – How many people received sales calls?
  • Count 3 – How many people made a purchase?

A KPI report displays discrete (distinct) values, meaning that the total quantity of Counts 1, 2 and 3 are displayed regardless of their relationship to each other. This means that Count 1 shows the total number of people who were leads, Count 2 shows the total number of people to which home sales calls were made and Count 3 shows the total number of people who made a purchase. Count 3 represents the total number of people who made a purchase, regardless of whether they were a lead and regardless of whether a sales call was made to them.

In a Behavioral Analytics report, Count 1 is the same as in the KPI report; however, Count 2 is a subset of Count 1, meaning that it represents the quantity of people who were leads and to whom sales calls were made. Count 3 is a subset of Count 2, meaning that it represents the people who were leads, to whom sales calls were made and who made a purchase.

Creating a KPI Report

CoolaData’s Key Performance Indicator (KPI) reports enable you to display discrete values, counting various events in your data. For example, how many users, sessions, events per country and so on. This data can be shown broken down per day, week, month and so on.

To create a new KPI report –

  1. In the CoolaData Administrator console, click Reports reports.

Click the + button to add a new report. A dropdown menu of report types is displayed. Select KPI.

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The following displays:

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  1. In the Enter Name field, type any name for the report.
  2. To change the name of this KPI in the visualizations, click edit.

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  1. In the Choose KPI field, select Custom or one of the preset options – different fields are displayed accordingly.

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GSSC 1For more details, click Custom or one of the preset options.

  1. In the Breakdown by field (optional), select the Time or the Property option to break down the display of the KPIs.

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    • Time – Select hour, day, week, month or year to break down the report. The following is an example of a report with a time breakdown and without –
    •  Property – Select a property by which to break down the report.

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Each property may be displayed with indicators that describe it.
For example, 6-9

Virtual Property – Leftmost Box
V – Virtual property.

Property Type – Middle Box
M – Measure – A quantifiable value, meaning a count or a sum.
D – Dimension – A property that has a limited number of discrete possible values, such as a list of countries, job positions or colors.
O – Other – Neither a Measure, nor a Dimension.

Data Type – Rightmost Box
N – Number (Float or Integer)
S – String
T – Timestamp

  1. Define the report’s date range and define the report’s filter if you would like it to be different than the dashboard in which it appears.
  2. In the Description field, fill in any description of the report.

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  1. Select one of the graphic representation icons. Then, set the visualization options and sliders that appear underneath according to your preference.

As you select various visualization options, the chart appears at the bottom of the window accordingly.

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    • Table
    • Single number visualization
    • Line chart
    • Area chart
    • Bar chart
    • Column chart
    • Pie chart
    • Geo chart
    • Pivot table
  1. Click Apply and then click the Compute button to display an example of the results of this query, as shown below –

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  1. To publish this report –
    • Click the three dots in the top-right corner of the page to display a toolbar.

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    • Select the Publish option.

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    • Fill out the window to specify the recipients to receive this report, the frequency and the time of day.

The new report now appears in the Dashboard and is sent to the specified recipients daily.

  1. Click Save.

Creating a Funnel Report

A Funnel report shows a specific sequence of events performed by a user (also called a funnel). It enables you to understand how many users progressed through different stages. A Funnel report enables you to understand how users behave over time and to find sequences of events that lead to a goal (for example, when a user either makes a purchase or drops out).

Funnel reports also enable you to slice events by various population segments and event properties and to compare them. For example, in order to perform A/B testing in which you compare the steps (events) performed by users from different countries before they purchase.

A Funnel report can describe up to five sequential events.

GSSC 1To read more about Behavioral Analytics.

To create a new Funnel report –

  1. In the CoolaData Administrator console, click Reports reports.

– OR –
In the Dashboard window, click the Add Reports 6-15 button.
A list of reports is then displayed.

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  1. Click the + button to add a new report. A dropdown menu of report types is displayed. Select Funnel.

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  1. In the Completed funnel by field, select the time range by which the funnel of events is to be completed.

User Lifetime and Single Session

    • Single Session – The entire funnel must start and complete within a single user session.
    • User Lifetime – The entire funnel must start and complete within the date range of the report, meaning that it may extend over multiple user sessions.

Both these options show all the events in the funnel regardless of whether the funnel completed within the time range of the report. This means that some of the data in the report reflects events belonging to funnels that were not completed, so that some events of the funnel might not have taken place at all or some events might not have taken place within the date range of the report.
These two options do not enable you to filter by the value of event properties.
Note – Only events that have the Include in Path option checked are included in the report.
Note – The User Lifetime and Single Session options retrieve data from the CoolaData’s aggregated Sessions Table.

GSSC 1For a description of a CoolaData session.

 1 Day, 2 Days – 60 Days

 The 1 Day, 2 Days – 60 Days options specify the amount of time in which the entire sequence of events (funnel) must occur. Each funnel is given the same amount of time to complete, meaning that the day(s) starts being counted from the first event.

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Only the sequence of events that starts and completes within this time range is included in the report. For example, if 1 Day is selected and the funnel consists of three events, it means that all three events must occur within any 24-hour period within the report’s time range. This means that if one of the events happened before the first event or more than 24 hours after the first event, then that entire funnel of events is not included in the report. All these events are also not included in the report, if any of them are outside the time range of the report.

 Tip – In order to ensure that only complete funnels are included in the report, use one of the Days options and not the User Lifetime and Single Session options.

Note – The 1 Day, 2 Days – 60 Days options retrieve data from the CoolaData Events Table, which provides information based on the value of event properties. These options may respond slightly slower to a request than using the User Lifetime and Single Session options, which only relate to the existence of events – and not to its properties.

  1. Now, define the first event of the funnel. In the Did field, in the Select Events field select one of the names of the events already sent to CoolaData. The most frequently occurring events appear at the top of the dropdown menu.

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In the As field, specify the label (display name) to appear for this event in the report.

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[Optional] – If one of the Day options is selected in the Complete funnel by field, then you can define the value of a property of an event to be included by selecting the arrow on the right >.

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A Where condition is then displayed, as shown below –

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From the Select the property dropdown field, select one of the properties of the events that were sent to CoolaData.

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From the Select an operator dropdown field, select an operator to be applied to this property and then select/enter a value.

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Note – The Where option does not appear for the User Lifetime and Single Session options.

  1. In the Followed by field, in the Select Events field, select an event name that occurs after the event selected in the Did field occurred.

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  1. To define additional events in the funnel sequence, add an additional Followed by field by clicking the + on the right.

Note – Multiple events can be defined in the Did field and in the Followed by field. You can define an AND relationship or and OR relationship between them.

  1. Type in the name of the report in the top-left corner of the page.
  2. [Optional] – To break down the display of events according to the value of a specific property, select a property in the Breakdown by field.

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Note – If any of the events match more than one of the criteria, then the total number of events represented in the report may be greater with a breakdown than without.

  1. Define the report’s date range and define the report’s filter if you would like it to be different than the dashboard in which it appears.
  2. In the Description field, fill in any description of the report.
  3. Click Apply and then click the Compute button to display an example of the results of this query, as shown below –

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A chart partition is shown for each event. Each part of the chart is broken down (and color-coded) according to the values of the properties in the report and displays a number representing the quantity of events in the report. For example, the view_doc event has 100 occurrences of N/A and 11 occurrences of 1, and the widget_sent_query event has 99 occurrences of N/A and 11 occurrences of 1.

The percentages displayed at the bottom of each chart indicate the proportion of each property value.

  1. By default, the report displays all values as one group, even when a breakdown has been defined. In order to display the breakdown, after you click the Compute button, select the Change Breakdown Selection 6-33 tool that appears under the Compute button. Then, select the values to be shown as a breakdown. Other values do not appear in the report.

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Select all the values by which you want the report to be broken down.

  1. Set the visualization options and sliders that appear underneath according to your preference.

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As you select various visualization options, the chart appears at the bottom of the window accordingly –

    • Present Funnel Date Range/Present Conversion Window – Shows or hides this information in the report.
    • Present Step Duration – Displays an indicator over which you can hover to see the amount of time it takes to complete the two events to the right and left of the indicator. Each color of the indicator represents a different property value.

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  1. To publish this report –

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    • Click the three dots in the top-right corner of the page to display a toolbar.
    • Select the Publish option.

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    • Fill out the window to specify the recipients to receive this report, the frequency and the time of day.

The new report now appears in the Dashboard and is sent to the specified recipients daily.

  1. Click Save.

GSSC 1To see how to export Funnel report data.

Creating a Cohort Report

A Cohort is typically defined as a group of people who share a common characteristic over a certain period of time.

A Cohort report breaks down user data into groups that share common characteristics or actions within a defined time frame. For example, to see how many users registered to your website in the last few weeks broken down by week and then see how many of them returned.

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This example report shows a row (cohort) for each week indicating users who were active (meaning performed any event) in the website. Each column represents a bucket of users –

  • The leftmost column named Users indicates the total number of users who were active during the first week.
  • Column 0 represents the number of users (of those that were active in the first week) that came back and were active in the second week. The second week starts from the date shown in the second row on the left (meaning 2016-05-19).
  • Column 1 represents the number of users that were active in the second week (as represented in Column 1) that came back and were active in the third week and so on. The second week starts from the date shown in the third row on the left (meaning 2016-05-26).

This report can also be displayed as percentages, by turning on the Percentage slider 6-35.

The example above shows that as time goes by, fewer and fewer users are coming to the website (to begin with), as shown in the lower rows of the Users column for each week. The report also shows that as time goes by, the chance of these users returning increases, as shown in the buckets (columns) of the lower rows.

GSSC 1 To read more about Behavioral Analytics.

Note: Any event can be included in a Cohort report. However, if you include an event for which the Include in Path option is not selected, then a Where condition must be defined for this event name with an exists operator; otherwise, empty results may be returned.

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To create a new Cohort report –

  1. In the CoolaData Administrator console, click Reports reports.

    – OR –

    In the Dashboard window, click the Add Reports 6-15 button. A list of reports is then displayed.

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  1. Click the + button to add a new report. A dropdown menu of report types is displayed. Select Cohort. The following displays –

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  1. In the Users who field, select the first thing to happen –
    • Did anything – Users who performed any event.
    • Did – Select a specific event from the dropdown menu.
  1. In the And then field, select the next thing to happen –
    • Did anything – Users who performed any event.
    • Did Select a specific event from the dropdown menu.
    • Did not do Select an event that the user did not do from the dropdown menu. This means that the user did nothing more or performed any event excluding this one.
    • Did nothing – No events occurred within the date range of the report.
  1. In the Group cohorts by field, select –
    • Time – Define the timeframe of the cohorts. For example, 2 Days.

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    • Limit – If Group cohorts by equals Time, then the Limit specifies the maximum number cohorts that are displayed, even if more can fit into the time range of the report. The timespan of each cohort is determined by the Cohort every field (described above).
    • Count Users –
        • In each cohort – Each user event is counted in each cohort that it appears.
        • Once – Each user event is counted once – in the first event in which it occurs within the filters and time range of the report.
    • Property – Select a property by which to group the report.

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  1. In the Measure field, select the thing to be counted and displayed in the report –
    • Select a function, such as COUNT, MIN, MAX, SUM, AVG and so on.

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    • Select the thing to be measured, such as Users or a property. When Users is selected, only the COUNT function is available.

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If you selected Users, then an additional field is displayed –

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In each bucket – Counts each user each time that user’s event appears in a bucket (for example each week or day).

Once – Counts each user once, the first time that user’s event appears in a bucket.

Recurring – Only counts users that were active in consecutive buckets, meaning if the user is not active in a specific bucket, then that user is not counted in that bucket and in subsequent buckets even if they are active.

For example, if a user performed an event in bucket week 0, 1 and 3, then –

      • If In each bucket is selected, then that user is counted in weeks 0, 1 and 3.
      • If Once is selected, then that user is counted in week 0.
      • If recurring is selected, then that user is counted in weeks 0 and 1.
  1. In the Bucket every field, define the timespan of each bucket. Limit – Specifies the maximum number buckets that are displayed, even if more can fit into the time range of the report.

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  1. Define the report’s date range and define the report’s filter if you would like it to be different than the dashboard in which it appears.
  2. In the Description field, fill in any description of the report.

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  1. Click Apply and then click the Compute button to display an example of the results of this query, as shown below – !!!!!!!!!!!!!!!!

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  1. Select one of the graphic representation icons. !!!!!!!!!!!!!!!

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As you select various visualization options, the chart appears at the bottom of the window accordingly.

    • Table
    • Single number visualization
    • Line chart
    • Area chart
    • Bar chart
    • Column chart
    • Pie chart
    • Geo chart
    • Pivot table

Set the visualization options and sliders that appear underneath according to your preference –

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    • Theme – Selects the color to be applied to the report.
    • Show Bucket 0 – Percentage –Hides the first (leftmost) column, which represents bucket 0.
    • Percentage – Displays percentages in the report instead of quantities.
    • Running Total – Displays a running total that accumulates the columns. This option is only relevant when the Once option is selected in the Measure field.
    • Captions – Enables you to configure various titles that appear in the report.
  1. To publish this report –
    • Click the three dots in the top-right corner of the page to display a toolbar.

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    • Select the Publish option.

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    • Fill out the window to specify the recipients to receive this report, the frequency and the time of day.The new report now appears in the Dashboard and is sent to the specified recipients daily.
  1. Click Save.

GSSC 1To see how to export Cohort report data.

Creating a CQL Report

Each Sheet of the Dashboard can contain one or more Reports.

To create a new report –

  1. Click 6-51.

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  1. Click the + button to display a dropdown menu of report types.
  2. Select the CQL (CoolaData Query Language) option.

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  1. Type in the name of the report in the top-left corner of the page.
  2. Enter a query written in CQL into the center of the page.
  3. Define the report’s date range and define the report’s filter if you would like it to be different than the dashboard in which it appears.
  4. Click the Compute button. For example, the following query counts the number of events received by CoolaData today.

    Events are available in the CoolaData database within an hour or two of being received. Before then, the following message may be displayed when you click Compute: No data in the selected date range.

    GSSC 1For more details about CoolaData Query Language (CQL).

    GSSC 1To edit a report in a dashboard.

  5. A valid query has no errors and will run in CoolaData. Verify whether the query is valid by looking to see the message Query is valid, as shown below –

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  1. To publish this report –
    • Click the three dots in the top-right corner of the page to display a toolbar.

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    • Select the Publish option.

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    • Fill out the window to specify the recipients to receive this report, the frequency and the time of day.

The new report now appears in the Dashboard and is sent to the specified recipients daily.

Exporting Report Data

Here’s how you can export the list of users from a report into a CSV file. For example, you can export the list of users and their email addresses.

To export report data –

  1. After you have computed a report by clicking the Compute button –
    • Click the Export 6-57 button to export all displayed report data.

– OR –

    • Click one or more of the chart partitions in the report and then click the Export 6-57 button.

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This option exports a drilldown of properties.

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Select one or more properties.

  1. Click Download as CSV.

KPI Report – Preset Option

To define a preset KPI report –

  1. In the Choose Kpi field, select one of the Preset options (such as Users, DAU, MAU or Recency). All these KPIs apply to the time range defined for the report/dashboard –

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    • Users – The number of users that performed an event.
    • DAU – Daily Active Users – The average number of users who were active (sent an event) per day during the selected time period.
    • MAU – Monthly Active Users – The average number of users who were active (sent an event) per month in the last year.
    • Recency – The average amount of time elapsed between user sessions, meaning the average amount of time that it takes for a user to perform another event after a session has been completed.
    • Sessions – The number of user sessions.
    • Sessions Per User – The average number of sessions per user.
    • Sessions Per Day – The average number of sessions per day (for all users).
    • Sessions Duration (sec) – The average duration of each session, in seconds.
    • Events Per User – The average number of events per user.
    • Events Per Day – The average number of events per day.
    • Events per Session – The average number of events per session.
  1. [Optional] To filter the property, select filter, which appears to the right of the Choose Kpi field. The following displays –

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From the Select a property dropdown field, select one of the properties of the events that were sent to CoolaData.

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In the Select an operator dropdown field, select an operator to be applied to this property and enter a value.

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  1. You can add an additional KPI by clicking + Add KPI, so that more than one KPI is shown in the report.

KPI Report – Custom Option

To define a custom KPI report –

  1. When defining your KPI report, selecting Custom lets you define a function on a property to appear in the report.

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  1. In the Select Function field, select one of the preset KPIs. All these KPIs apply to the time range defined for the report/dashboard –
  2. In the Select property field, select the property to which to apply the function.
  3. In the As field, specify the label (display name) to appear for this KPI in the report. You can add an additional KPI by clicking +, meaning that more than one KPI is shown in the report.

Defining a Report’s Date Range

The date range defined in the top right corner of a Dashboard applies to all the reports that appear in it, unless a different timeframe was defined for a specific report.

To define a special date range for a report –

  1. Turn on the Ignore Dashboard Date Range option.
  2. Define the date range of the report in its top right corner – daterange

Defining a Report’s Filter

The filter defined in a Dashboard applies to all the reports that appear in it, unless a different filter was defined for a specific report.

Note – If the Ignore Dashboard Filters option is not used, then the date range shown in this report when it appears in the dashboard will be different than when this report is shown on its own (meaning not in a dashboard).

To define a special filter for a report –

  1. Turn on the Ignore Dashboard Filters option.
  2. Define the filter of the report in its top right corner – 6-66

– OR –
Define a filter for all reports in a specific sheet.

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Dashboards

Here’s how to create a CoolaData dashboard.

Events show up in the Dashboard within an hour or two of being received by CoolaData.

GSSC 1 To see a short description of how to get up and running with CoolaData, including a quick way to create a dashboard.

See also –

Creating a New Dashboard

To create a new dashboard:

  1. Open your workspace in the CoolaData Administrator console and select Dashboards 5-3.

Note: A list of the dashboards to which you have permission is displayed. To open a dashboard, click on it in the list. Highlights Barbara Hayden so what usually comes more lead into the open letter to which ever OK and I what would be doing some the topics you need new topics you and I’ll talk to Ron also do some issues with WordPress great as he tried to take it

  1. To create a new dashboard, click the Add + button. The following displays:

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  1. Enter a name for the Dashboard and click Create. The new dashboard is displayed.

Managing Sheets

A new dashboard is automatically created with a sheet. You can add as many as you want.

Renaming a Sheet

To rename a sheet:

A Dashboard can contain multiple sheets. The first sheet is automatically added with the name Sheet 1. To change the dashboard’s name, simply type over it.

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Adding Sheets

To add additional sheets:

  1. Click on the Add + button to the right of the sheet tabs.

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  1. To rename the sheet, simply type over its tab’s name.

Navigating among Sheets

To navigate among sheets:

  • Click on the sheet’s tab.

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Duplicating or Deleting a Sheet

To edit/duplicate or delete a sheet:

  1. Click on the down arrow to the right of the sheet’s name to display a menu of options.

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  1. Select the Rename, Duplicate or Delete icon.

Defining the Dashboard Time Period

From the top right corner of the Dashboard, select a timeframe for the entire Dashboard . This timeframe applies to all the reports unless a different timeframe was defined for a specific report.

Users viewing this dashboard can modify the date range displayed in the Dashboard.

Sharing Your Dashboard

Here’s how to share your Dashboard with your colleagues. You can invite anyone who has permission to access your project.

To share your dashboard:

In the CoolaData Administrator console, select Dashboards GSSC 24 in the left pane, display your dashboard and then select Share GSSC 23 in the top right corner. The following displays:

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  1. In the Invite people field, select the people with whom to share this dashboard and assign View or Edit permissions. To invite users that do not appear in the list, award them access to your project.

These people will receive an email invitation containing a link to access your dashboard.

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    • View: These people can see the dashboard and change the filter and date range. This does not affect how others see the dashboard.
    • Edit: These people can change the Dashboard’s configuration and have the same permissions as you do. This means that they can modify how others see the dashboard.

The people that have already been invited to share this Dashboard are listed below along with their permissions (View or Edit).
The number of users allowed access to your dashboard is displayed at the top of the Dashboard.
Users who have Guest permissions to your project can be awarded either View or Edit permissions. These type of users see the same sheets/dashboards as other users, except that they do not get the dashboard filter icon and cannot redefine the type of sheet filter. However, they can change the value of a sheet filter. This means that they cannot, for example, change the sheet filter from Country to Color, but can select a different country or a different color from the filter displayed in the sheet.

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Displaying a Dashboard

To display a dashboard:

  1. Open your workspace in the CoolaData Administrator console and select Dashboards 5-3. A list of the dashboards to which you have permission is displayed.
  2. To open a dashboard, click on it in the list.

Filtering a Dashboard

A dashboard filter enables you to filter (slice) the data that it displays in all the reports that it contains (except for those that you choose to ignore).

This indicator appears at the top of the dashboard to indicate how many and which filters are applied:

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To edit these filters, simply click on the indicator to display the window below.

Note: Guest (View users) do not see these filter indicators.

The icon appears in each report that is affected by the filter.

GSSC 1 To see how to define that the dashboard filter does not apply to a specific report.

To add a filter that impacts all the reports in the dashboard:

  1. Click the Dashboard Filters 3-12button at the top right of the dashboard window.

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  1. Fill in the fields of this window.
    • Property: Select an event property from the Where dropdown field on the left.
    • Operator: Select an operator to act upon the selected property.
    • Value: Type in or select one or more values.

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  1. To add an additional filter, click the + button on the right. Specify whether there is an AND relationship (all filters define a match) or an OR relationship (any filter defines a match).
  2. Click the Apply button.

Filtering Reports in a Sheet

The following is another option for filtering reports. It enables you to select a specific group of reports in a specific dashboard sheet to be filtered. This option displays a filter field in the dashboard that lets users easily change the value of the filter. All filters that influence the report are displayed under the reports name.

For example, the following shows a filter according to a country’s IP.

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To change the value according to which the reports of a sheet are displayed:

  • Click on one of the filter fields (shown above) and select a value from the dropdown menu.

To filter reports in a sheet:

  1. Select Dashboards 5-3.
  2. Click the Add Reports 3-16 button in the top right of the window. The following displays:

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  1. Click the Add Filter 3-18-1 button. The following displays:

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  1. In the Affected reports field, select one or more reports in this dashboard sheet to which to apply this filter.
  2. In the Where field, select an event property and an operator.
  3. Select a value from the list of property values received by CoolaData.

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You can repeat this step for as many values as you like by clicking the + button. Specify whether there is an AND relationship (all filters define a match) or an OR relationship (any filter defines a match).

  1. Click the Apply button.

The icon will appear in each report of the dashboard to which this filter applies. By default, the filter is added to the top left corner of the sheet. However, you can drag it anywhere in the sheet.

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Editing a Report in a Dashboard

To edit a report in a dashboard:

Click the Edit button in the top right corner of the report.

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The following displays:

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GSSC 1 For a full description of the options for creating reports.

Building a Parametric Dashboard

What Is a Parametric Dashboard?

A parametric dashboard is comprised of multiple sheets, each containing the same reports. The data in each sheet is sliced according to the value of a specific event property.

For example, a parametric dashboard could show multiple sheets, each containing the same reports, where each sheet shows the data of a specific country. The same thing could apply to a dashboard that has a sheet for each branch, department, game provider or customer.

TIP You can add the same report(s) to a sheet multiple times, each with a different filter. Placing them side-by-side enables easy comparison.

Creating a Multi-Sheet Parametric Dashboard

To define a multi-sheet parametric dashboard:

  1. Open your workspace in the CoolaData Administrator console and select Dashboards 6-15. Create a regular dashboard, as described in Building a Dashboard. This dashboard should contain a single sheet containing all the reports that you would like to appear in each sheet of the parametric dashboard.
  2. Define a filter that slices the data in the reports of this sheet according to a specific event property, as described in Filtering Reports in a Sheet.
  3. Duplicate the sheet as many times as necessary, as described in Duplicating a Sheet.
  4. Rename it sheet, as described in Renaming a Sheet.
  5. To specify the value of the parametric filter based on which the reports of each sheet are displayed, click the Edit This Filter edit-1 button in the top right of the window.

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The following displays:

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  1. Select the value of the event property to be displayed in the reports of this sheet.

For example, you can select United States for one sheet (so that it only shows data from the United States) and Canada for another sheet (so that it only shows data from Canada).

  1. Navigate to each sheet (as described in Navigating among Sheets) and repeat steps 4 – 6 for each sheet.
  2. Click Apply.

Note: Reports for which the Ignore Dashboard Filters option was selected are not affected by the parametric dashboard filter or any other type of filter.

 

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Publications

Publications enable you to send an email containing a set of reports to a group of recipients (whether they are registered to CoolaData or not) according to the schedule you specify. The publication email graphically displays the report charts and provides an attached CSV file containing the raw data of the reports. Up to five publications can be defined per project.

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A user can publish a publication. Only project administrators can define new a scheduled publication.

Publishing a Publication

To publish a publication:

  1. Open your workspace in the CoolaData Administrator console and select Dashboards 5-3. A list of the dashboards to which you have permission is displayed.
  2. To open a dashboard, click on it in the list.
  3. Click 3-25 and select Publish 3-26.

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The following displays

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  1. Define your publication:
    • Title Give your publication a name.
    • Reports to Publish – Select one or more reports belong to the currently active project.
    • Recipients List – Select one or more registered CoolaData users to receive this publication email and/or enter the email address of anyone (even people who are not registered to CoolaData). We recommend adding yourself as a recipient so that you can see what the publication email looks like.
  1. Click Save. The publication is sent within a few minutes.

Defining a Scheduled Publication

This feature is only available for project administrators.

To define a new scheduled publication –

  1. In the CoolaData Administrator console, select Project projecticon and select Publications from the submenu to display a list of previously defined scheduled publications.

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  1. Select the Add + button in the top right corner of the window.

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  1. Define your publication:
    • Title Give your publication a name.
    • Reports to Publish – Select one or more reports belong to the currently active project.
    • Recipients List – Select one or more registered CoolaData users to receive this publication email and/or enter the email address of anyone (even people who are not registered to CoolaData). We recommend adding yourself as a recipient so that you can see what the publication email looks like.
    • Frequency – Specifies the schedule for sending this publication email – daily, weekly, monthly or according to a CRON expression (which is a common way to specify frequency).
      • Daily: Specifies the hour when the report should be sent (UTC).
      • Weekly: Specifies the day of the week and hour when the report should be sent (UTC).
      • Monthly: Specifies the day of the month and hour when the report should be sent (UTC).

Note: For example, you may refer to www.cronmaker.com for a description of CRON expression syntax.

  1. Click Save.
  2. To see the publication, wait to receive the publication email as a recipient or click 3-25 on the right of the publication’s row in the list and select Publish Now 3-34 from the menu (the publication is sent within a few minutes).

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The History 3-32 option shows the history of all sent email publications. Click on a publication to see when it was sent, how many reports it contains and the number of recipients.
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Embedded Reports

CoolaData enables you to embed your CoolaData reports in any web page framework, while enjoying the full benefit of CoolaData’s visualization options.

Step 1 – Create a Report in CoolaData

Create a report in the CoolaData administration console.

Step 2 – Get Your CoolaData User API Token

To get your CoolaData API token:

Open your workspace in the CoolaData Administrator console and click on the Profile profile icon in the top right of the window. Then, copy your user token from the API Token field.

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Step 3 – Get the Report’s Token

  • Get the ID of the Report to Be Embedded
  • Prepare the CoolaData Report Request – Mandatory
  • More Options for the CoolaData Report Request
  • Receive the Report Token

Get the ID of the Report to Be Embedded

To get the ID of the report to be embedded:

  1. In the CoolaData Administrator console, select Dashboards 5-3.
  2. Do one of the following to open the editing window of the report that you want to embed –
    • Select Reports reports button and click on a report to open it.

– OR –

    • In a dashboard, click the Edit edit-1 button in the top right corner of the report.

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  1. In the Report Editing window, copy the report ID which is the last part of its URL. !!!!!!!!!!!!!!!!!!!!!!!

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Prepare the CoolaData Report Request – Mandatory

The following are the mandatory parts of a request for embedding a CoolaData report script in your site.

Method – Post

Request URL – https://app.cooladata.com/1/embeddedReports

Content Type – application/json

Payload

Use the retrieved CoolaData User API Token (apiToken), as described in Step 2 – Get Your CoolaData User API Token.

Use the retrieved Report ID (reportId), as described above.

More Options for the CoolaData Report Request

Here are a few more options that you can include in your CoolaData report request in order to get back the visualization and data that you want.

  • Date Range
  • Filters
  • Dashboard (Document) ID
  • Here’s an example using all the options

Date Range

If the request does not include a specific date range, then the report’s date range is returned.

Adding a date range to the request takes precedence over the date range defined in the CoolaData console for this report and dashboard.

To specify a date range, use one of the following options:

Date Range Expression

– OR –
Custom Range

Use Epoch milliseconds.

Start date (actualFrom) is converted to the day’s beginning (YYYY-MM_DD 00:00:00).

End date (actualTo) is converted to the day’s end (YYYY-MM-DD 23:59:59).

To make it easy, you can send any millisecond in the Start date or End date and CoolaData converts it to the first second of that day or the last second accordingly.

Filters

If the request does not include a specific filter (as described below), then the report’s filters determine the data that is returned.

Adding filters to the request takes precedence over the filter defined in the CoolaData console for this report and dashboard. Multiple conditions can be entered in the slicer section of the request. All conditions can either be specified with an AND or an OR Boolean operator.

Specify the name of an event property, an operator and a value.

To see the names of event properties:

In the CoolaData Administrator console, select Dashboards 5-3 and then click the 5-7 button, which displays all the properties and events in your project.

Dashboard (Document) ID

Including a dashboard ID in the request returns the same view as is currently displayed in this dashboard of this user (the user is determined by the API token). This means that the report script represents the same date range and filters as in the dashboard.

To get the dashboard ID:

Display the dashboard and then copy the dashboard ID from the right of its URL.

Note: If the report has an active date range or filter override, then the report’s date range and filters are used. Otherwise, the dashboard’s date range and filters are used, as set by the user of this API token.

Here’s an example using all the options

Receive the Report Token

The response to the request above is a single report token according to the parameters of the request.

A token expires immediately after being used or within five minutes, if it is not used.

Step 4 – Fetch the CoolaData Report

Use the report token that you received (as described above) in the following API to fetch the report visualization (Method – GET). Then, embed it in any webpage framework.

For example,

This is an example of an embedded report –

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