R and Python Reports

Cooladata enables you to run R and Python script reports. This opens up a wide range of analysis and visualizations for your reports and dashboards. Run any script, plot any visualization and use it just like any other report, in Dashboards, Publications, and Embedded Reports.

Note: this feature is in beta – your feedback will be much appreciated!

Creating a new R/Python Report

  1. Click the New Report button at the top to open the reports gallery.
  2. From Scripts choose the desired report type: R or Python.
    The following will be shown:
  3. In the top section, indicated by Data (CQL), enter any query.
    You can query any data source in your project, including all tables and linked data sources. This will serve as the input for your script. The results are saved to “CQLQuery”, and can be used in your script.
    You can include “filters (context)” or “date_range (context)” in the query to use the report and dashboard controls, as in any CQL report.
    Note that “select * from cooladata” isn’t supported in R or Python reports.
  4. In the bottom section, indicated by Script (R/Python), enter your script. We recommend running your script in a dedicated R or Python IDE (preferably on Unix) and debugging it there before using it in Cooladata.
    Some libraries are pre-installed in your project and can be used. You can also add other libraries to run in this specific script from the “Additional libraries” field below the script.
    The script is expected to create a plot, which is displayed as an image. You can use any plot function in the script.

    • For R, the last plot in your script is saved to jpg. You can also use the GGsave function in R. Mark the “Use ggsave visualization” toggle in the report settings to use GGsave.
  5. Click Run to execute the query and script.
    Once the script is finished, an image should be shown.
    If no image is shown, check the log files for errors in the script (link shown next to the Run button).
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Funnel

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.

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.

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.

 

The funnel report provides the ability to view a set of ordered actions and the numbers of users that progress through these actions towards a specified goal. The funnel will help you see how your users progress through the actions, where they are most likely to drop off, which options served the conversion goal better, and so on.

To setup the report you need to define a sequence of events; by default, the editor opens with placeholders for two events. You may use up to five events per funnel. The last event in the sequence is treated as the global conversion goal. Click ‘+‘ to add events to the funnel sequence.

For each step, select an event. You can customize the display by editing the event name alias. You can also define conditions which will apply only to the specific step by expanding the step filters from the “>” icon (these conditions work in unison with the report/dashboard filters).

Then define the time required to complete the funnel. This requires the user to perform the first event within the date range of the report and the last event within the specified conversion window. For example, if the first event occurred in the last day of the funnel date range, the user will only have one day to complete the funnel. Note: if you define the conversion window in days, users who have not had enough days to complete the funnel till the end of the report date range will not be counted as part of the funnel.

Last, you can choose to breakdown the results by any property. If, for example, you’ve set up an A/B test and sent the test ID as a property, breaking the results down by the test ID will show you which option converted better. After you compute the report, choose the groups to display from the icon at the top right of the preview area.

Signup Funnel

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Path

The new Path behavioral report enabled you to analyze your user’s top paths. Choose between path by collection of events (contains) or steps (starts with…), customize advanced settings, and display the results using the sunburst visualization or in a table.

Path analysis can be used in two ways – sequential path, or non-sequential path:

  • Sequential Path: Define a sequence of events you want each path to consist of.  Use any of the following options:
    • Starts with: The first event in the path. Use the “Any event” option to skip this step.
    • Followed by: Any events succeeding the first event. Additional events could have been between the first event and this one. You can add additional steps up to a total of 10.
    • Followed directly by: Any events succeeding the first event, with no events in between. You can add additional steps up to a total of 10.
    • Ends with: The last event in the path.
  • Non-Sequential Path: Any paths that included a list of events. Choose between path that contain any of the events in the list (OR logical operator) and all of the events in the list (AND logical operator) .

Show top n paths allows you to limit the result set to anything between 1 and 50 rows.

Advanced options allow you to use advanced functions of the Path Analysis:

  • Path completed in: 
    • Single session: Only show the events performed within the same session. I.e. if the session was broken before the user completed the defined path he will not be included in the analysis.
    • User lifetime (not yet available): Combine all of the user sessions to a continuous string of events. Would include users who completed the defined path even if it was done over multiple sessions within the report’s specified date range.
  • Events to show:
    • All events in path: The default option – will show the full list of events the users performed in the path.
    • First events in path (not yet available): Only show the first X events in the path.
    • Last events in path (not yet available): Only show the last X events in the path.
    • Only these events: Filter out any events not specified here – in case you are only interested in specific events and want to ignore the rest.
    • First sequence of these events: Only show the first occurrence of a specific sequence of events. Define the sequence by selecting the events in the order you expect them to appear in. Additional events that occurred in between these events will also be shown, but events preceding or succeeding it will not. If the sequence repeats itself more than once during a path, only the first occurrence will be shown.
  • Show recurring events:
    • Every time: The default option – will show the full list of events the users performed in the path.
    • Once: Identical events repeated consequentially (with no other events in between) will be filtered and only shown as one event. For example, the sequence: “click, click, click” will be shown once: “click”.

 

Sunburst Visualization

The SunBurst visualization is designed for and particularly useful for analyzing paths, though it also supports other distribution queries.

The required result for SunBurst visualization is two columns:

  • string / comma+space delimited list of strings
  • number

In the basic configuration (one string per row) the SunBurst visualization is a standard donut chart, showing the distribution of each item in the first column out of the total of the second column (like pie chart).

Example – Events Distribution (Donut)

Query:

events

 

However, it can do much more!

For path analysis, use the path_to_string() function. It returns the first column as a list of string, comma+space delimited. The SunBurst visualization treats every string in the list as the next step in the session’s path, and displays it as a following (outer) ring.

Use the path_count() function to limit the number of rings in the visualization (see example below).

Hovering or clicking (to pin the selection) over any part of the visualization will show the items in that section as a sequence below the chart (above the legend), and the share of that section out of the total as a percentage. Point to the center of the circle to show the text explanation of what is shown.

Example – Path Distribution

Query:

path

The legend can be turned on/off.

Exporting the results will provide the same output as the standard table view output (CSV).

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Cohort

Cohort

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.

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.

 

Cohort analysis breaks data down into groups which usually share common characteristics or actions within a defined time frame. Cohort analysis helps identify patterns in the life cycle of customers, adapt, and tailor the service to specific cohorts. A group of people who share a common characteristic or actions within a defined period form a cohort, represented by a row in the returned result set.

The date range selected in the report will specify at which date the first cohort begins.

Cohort

To define a cohort:

  1. Choose the start and end actions: these can be anything, nothing, or specific events.
  2. Add any conditions to the start and end actions: click the arrow icon to expand the step conditions.
  3. Group cohort by time or property: If grouping by time, users can be counted once or again in every cohort.
  4. Choose what to measure: Other than counting users, you can also measure the value of any other property over time for these users. If counting users they can be counted in one of 3 ways:
    • Once: only counts the user once on the first occurrence of the event throughout his life cycle
    • In each bucket: the user is counted each time he performed the event
    • Recurring: each cohort user is counted only if the user’s activity occurred consecutively in each bucket throughout the duration of the cohort.
  5. Choose the bucket duration: buckets are the collections of users by time when the second step was performed, measured from the time the first step was performed. You can choose to group by any time range.
  6. Define limits for cohorts and buckets: if cohorting by time you can choose how many cohorts to include. If cohorting by property, the cohort will show all available values for this property.

 

Reverse Cohort

It is also possible to analyze a sequence of two events in the reverse order, i.e. what happened prior to a certain event.

The same definitions apply, with the change of the first step happening after the second step.

Reverse Cohort

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Ranking

The Ranking report is used to identify the best or worst performing items within a dimension, such as: channels, regions, affiliates, products, and so on, based on any of the measurements that Cooladata records. For example: the top ten countries with the most users, or the five campaigns with the least total orders.

The ranking settings include the following options:

  • Ranking criteria: top or bottom X items
  • Dimension to be ranked: e.g., city, device, etc.
  • Function and measure to rank by: e.g., count distinct users, sum of purchases, etc.
  • Sort order: ascending or descending

You can select to display the ranking report using any of the visualizations.

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