February 2018 Release Notes

Connect

We are constantly adding more ways to connect your data with Cooladata, to provide you with a single point of management for your data. We aim to make new connections available to any user, with just a few clicks, so you can configure them yourself and not need R&D to get insights quickly.

Data Sources Page (Admins only)

The new Data Sources Page provides you with an overview of the multitude of ways you can connect with Cooladata, both for sending data and querying it. To access the page, from the project menu, select Data Sources. Here, browse through the different categories: Event sources, Integrations, Linked data sources and BI Tools, and click an item to learn more about it.

​​

​Integrations (Admins only)

Salesforce

Salesforce develops CRM solutions that help customers increase sales, improve customer service, collaborate with their team, and develop customized applications on the Salesforce platform.

Integrating Salesforce into your Cooladata account will and allow you to enrich the behavioral data tracked by Cooladata with your CRM data.

Setting up the Salesforce integration will fetch the following Salesforce objects: Leads, Opportunities, Accounts, Contacts, Price books, Products, Campaigns, Events.

All the above objects’ fields, standard and custom, are fetched. See each object’s standard fields list here.
Data is updated daily. To configure a specific update hour please contact us at support@cooladata.com.

Intercom

Intercom is a powerful set of tools for better managing your company’s customer support system. It includes a help center with a feedback system, which you can use to focus future articles on the growing needs of your customers, and it also provides a robust conversation system that allows you to assign support teams to customers based on specific criteria (about the customer or discussion topic), rather than just based on availability. Intercom is designed to create a more effective customer support network by specifically tracking and targeting your customers’ needs.

Cooladata’s integration with Intercom empowers marketers and customer management teams to understand the entire user journey, and the impact of Intercom on their users’ lifetime and value.

The integration runs daily, updating the previous day’s end of day data in each table: intercom_conversations, intercom_users.

To integrate Intercom to your Cooladata project please contact your customer success manager or email us at support@cooladata.com.

Google Search Console

Google Search console (GSC) is a collection of Google SEO tools and reporting. It offers data and configuration control for your website as well as a variety of visitor metrics.

As an online marketer, the GSC “search analytics” section is probably the most useful report for you. GSC “search analytics” delivers insights into how your website is performing in regards to the overall organic search traffic from Google. You can see the most popular queries, pages, countries and devices. Additionally, for better understanding of your website’s performance in Google’s search results, you can use different filters to segment traffic even further. See what keyword searches on Google led to the site being listed in the SERPs, and the click through rates of such listings.

Google Sheets

The Google Sheets integration enables you to use your Google Spreadsheets as tables in your Cooladata project, and query them directly from your Cooladata project.

Connected spreadsheets are always updated and reflect the exact data your sheet contains.

The new table will be added to your project Schema, under Integration Tables, in the Table Name you selected. Query it by using the following syntax:

FROM < table name >

Firebase

Firebase is Google’s mobile platform that helps you quickly develop high-quality apps and grow your business.

You can now integrate Firebase with Cooladata so that all the events generated by Analytics for Firebase will be sent as any other event to your Cooladata project.

To do so, you will need to link your Firebase app to BigQuery. Linking your Firebase app to BigQuery allows you to access your raw, unsampled event data along with all of your parameters and user properties.

Once you’ve linked your Firebase app to a BigQuery project, we will connect it to your Cooladata project. This will stream all your event data directly into your Cooladata project, where you can query, export or join your data with data from other platforms and data sources in your project, to perform custom analysis.

To set up a new Firebase integration, contact your Customer Success Manager or email us at support@cooladata.com.

Process

Aggregation Tables – Run Multiple Tasks Per Table (Admins only)

You can now create multiple tasks per table. Each item in the Aggregation Tables page is now a task, which runs on a table. This enabled you to run several ETL processes for the same table, for example: extracting data from you Linked Database, adding column to include specific data, and running aggregations on that data. When creating a task you can select to run on an existing tables, or create a new table. Task name can be anything you want.

 

​URL Parameter Virtual Properties (Admins only)

This new virtual property lets you create a separate property from any parameter sent in your webpage URL. Use this to extract any lead information passed from marketing campaigns, forms, etc. To create a new virtual property, from the project menu select Properties, click the + icon, and choose URL Parameter. All virtual properties are calculated on the fly, and can be modified at any time.


Expressions in Virtual Properties (Admins only)

Previously you could use two types of calculations in virtual properties: Virtual Dimension and Virtual Measure. To simplify the process, we have combined both capabilities to one, easy to use type. In this new virtual property type, you can enter any CQL expression you want to calculate, be it a function, CASE, or calculation based on other properties. Existing Virtual Dimensions have been automatically converted to the equivalent CASE expression. Unlike Virtual Dimension, where you could only use strings as the results of the CASE expression, with Expression you can select any value, includes calculations on the data.


Insights

R and Python Reports

In the modern world of analytics, SQL queries can only go so far. Powerful insights rely on advanced machine learning and AI algorithms. Now, you can incorporate any such scripts in Cooladata.

As a first step, we enable you to run R and Python scripts in your reports. Run any script and plot any visualization to be shown in a report, embedded reports, dashboards or publications.

To create a new R or Python Report, from the New Report gallery go to Scripts and choose the report type. Enter the CQL query in the top section to draw the data, and run the script below. To use a library, see list of pre-installed libraries in the script, or add new ones in “Additional Libraries”.

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


Alerts Builder (Admins only)

Getting notified on business events is critical to managing your business. To help you with this, Cooladata enables email alerts to be sent on a scheduled basis, whenever a condition applies in your data. Now you can set advanced behavioral triggers yourself, without writing the CQL query. Get alerted on changes in users activity, events and property values, compared to preceding period or parallel historical periods. To create a new alert, from the project menu select Alerts, click the + icon and select Builder. Set your trigger condition and schedule, and add any pertinent info and reports to the email body.


PIVOT CQL Function

Data is constantly changing, and requires us to change with it. When dissecting data across various dimensions, we often need to update our analysis as the dimensions changes. To help you automate this process, we have added support to the useful PIVOT function in our CQL (Cooladata SQL) language. Like in the pivot visualization, the PIVOT function lets use convert row values of a specific dimension to multiple columns, allowing you to treat each as a measure and compare them side by side in a single chart. See the PIVOT documentation for the exact syntax and options in the function.

In the following example we converted country values to columns, showing them together in a bar chart.


Share

Mobile Support

You can now view reports and dashboards on your mobile device. Specifically designed to let you access reports sent to your email, the mobile support also fits complete dashboards in the palm of your hand, to let you access them anywhere, anytime. Open Cooladata on a mobile Chrome browser to access it.


White Label Publications

Share reports with your clients via email directly from Cooladata. You can now request to set all your publications to be sent with your branding. If you use Cooladata as a whitelabel site, all links can be updated to direct to that site. If not, they can be removed. Contact your CSM or email us at support@cooladata.com to set up.

Print Friendly, PDF & Email

October 2017 Release Notes

Help and support

New help menu

The new menu includes a variety of support channels, to help you make the most of your experience on Cooladata. Click the  button at the top right corner from anywhere in the app to open it.
The new help menu includes:

  • Live chat: contact our live support via on-screen online chat. Live chat is available Sunday-Thursday on Israel working hours, or leave a message at any other time and we will get back to you as soon as we resume operations!
  • Cooladata Docs: link to the documentation – docs.cooladata.com
  • FAQ: link to the FAQ page – docs.cooladata.com/faq/
  • Query Bank: link to the Behavioral Analytics Query Bank – cooladata.com/querybank/
  • What’s new: link to the release notes page – docs.cooladata.com/releasenotes/
  • Getting Started: show the “new user tutorials”: “Explore the Dashboard”, “Create and add reports”, and “Create your first project” – you can restart them, or try them out if you haven’t had a chance to yet. Note that the first tutorial must be started when in a dashboard.

 

 

Data Management

Events and properties relation in Schema

In response to multiple requests, we’ve added a new feature to the project Schema panel – properties to events relation. Now, to see all the properties sent with a specific event, simply expand that event in the schema, and to see all the events a certain property is sent with, expand that event in the schema. This should make it easier to query all the data relevant to your events, without missing any important properties.

Properties sent with each event Events each property is sent with

 

Linked Data Sources in Schema

The project Schema now also provides you direct access to your Linked Data Sources metadata. If you have any Linked Data Sources set up, open the Linked Data Sources section to show the connections you’ve set up. Expand a connection to query all the tables it contains (this can take a moment). Expand a table to query all the data columns in contains (this can take a moment).

 

To query a Linked Data Sources, from CQL reports, use:

For example:

 

Full property list discovery

We’ve been working hard to give you more transparency on the data schema in your projects. As an additional feature to the Schema panel, CQL reports now support the use of

This will display:

  1. All the project’s active properties, not including virtual properties.
  2. Limited to top 1,000 rows (query must include “LIMIT” of up to 1,000).

 

“First value” properties

Properties (non-virtual) no support saving the first received value. When on, saves the first value received for each user/session (according to the property scope) after the property was created.
Note, does not apply to event scope, as will always save the data sent. “First value” cannot be modified after the property was created (on edit), only on new properties. This also allows you to create multiple properties from the same data source – up to 5 different scopes and first/last configurations (see table below).

For example, these are the result you will get when querying first value properties*, as opposed to their default, last value, counterparts:

Session Event (default) User first User last (default) Session first Session last (default)
1st a a f a c
1st b a f a c
1st c a f a c
2nd d a f d f
2nd e a f d f
2nd f a f d f

* The last session and user data values above are only applicable to queries on session/user level properties. Event level queries will display the last value that was sent up to that specific event. For more information see the FAQ, or contact us at support@cooladata.com.

In addition, all the following properties have been added as default common properties to all projects:

Name Scope Source
user_first_utm_source User utm_source
user_first_utm_campaign User utm_campaign
user_first_utm_content User utm_content
user_first_utm_medium User utm_medium
user_first_utm_term User utm_term
user_first_referring_domain User referring_domain
user_first_referring_url User referring_url
session_first_referring_domain Session referring_domain
session_first_referring_url Session referring_url

 

Segment and Amazon Kinesis support

Cooladata now supports two new event sources – Segment and Amazon Kinesis. This expands the variety of channels for you to send data to Cooladata, thus aggregating even more data to a single platform. See the individual documentation pages, or the Data Sources page in the app for more information

 

 

Analysis and Data Visualization

Report “Save as”

Quickly create copies or variations of an existing report. From the save button, hit the arrow next to it a select “Save as”, to save your latest changes to a separate report. You can name the new report anyway you’d like. Note that the app will not navigate to the newly created report – to quickly go to it click the link in the confirmation message.

 

Configure decimal points in table view

The table view settings now allow you to configure the decimals points for number. The default is 3, you can select up to 9.

Print Friendly, PDF & Email

July 2017 Release Notes

Jobs

Jobs allow you to schedule a sequence of tasks that will run consecutively, one after the other, once the previous task has been completed. This enables you to create more advanced processes on your data, without manual intervention, such as running aggregations over other aggregations, and conditioning alerts to only run once an integration has been updated.

 

Segments are open to non-admin users

Non-admin users can now create new and update their own segments. Segments are accessible from the Project menu, where they can be created or edited, or can be created from Funnel and Cohort reports – Explore users.

 

Updated integrations page

The integrations page has been revised to be easier to use.
The list shows the integration type, name, table names for querying, last update and current status.
Each integration shows run history (from the row options).

Supported integration types:

  • Google Cloud Storage: fully customizable
  • Gmail: fully customizable
  • Google AdWords: default integration, updated daily
  • Facebook Ads: default integration, updated daily
  • MailChimp: custom integration – contact your CSM to implement

 

Query integration tables using KPI report

The KPI report now supports querying integration tables. To do so:

  1. Open a new KPI report
  2. From the top right of the form area, click the data source button (“Cooldata” by default).
  3. From the tables list, select the integration table you would like to query.
  4. If the table contains a timestamp column, select it. This will allow you to use the date picker and time breakdowns.

 

Mobile friendly publications email

The publications email has been updated to fit any device, including mobile devices. Attached images can be expanded to full size (method depends on the device OS).

 

Default Real Time dashboard

Projects enabled for Real Time reports will include a preset dashboard with common reports. This allows you to monitor your data in real time, as you would in other tools. Contact your CSM to enable Real Time reports in your project.

Print Friendly, PDF & Email

June 2017 Release Notes

Analysis and Data Visualization

Run KPI report on Aggregation Tables and Integrations: use the KPI report to create queries on any table in the project, without having to write CQL.
The KPI report now supports using various data sources instead of Cooladata. This allows you to create custom aggregations and breakdown reports without having to write CQLs.
To switch the report’s data source:

  1. Open a KPI report
  2. From the top right corner of the form, click the hamburger icon – by default would say “Cooladata”.
  3. In the popup that opens, choose any table you want the report to run on.
  4. If your table contains a timestamp column, select it. This would allow you to use the date picker (both in the report and dashboards), and to use time breakdowns (minute, hour, day, etc.).
  5. Click apply to update the report.

Once a table other than Cooladata has been selected, the following will apply:

  • Only custom KPI can be used: presets do not apply to tables, so you will only have the functionality of a custom KPI.
  • Only table properties will be available: the measure, breakdown and filter property list will show the list of columns available in the table.
  • If no date column was selected: date picker will be disabled, and time breakdown will not be available. You can still selected timestamp columns in any section, like any property.
  • If you change the data source (between tables, or to/from Cooladata), properties used in the report that are not available in the target table will be removed.

 

 

Run Aggregation Tables over Linked Data Sources: create Aggregation Tables over any Linked Data Sources table.
Aggregation Tables now support using any linked data source in the “FROM” clause of the query, just like in CQL reports. This allows you to run scheduled aggregate directly on your database and save, and save them in Cooladata, for faster querying. All Aggregation Tables functions apply to linked data sources.

 

Drillthrough Reports: deep dive into your data from the visualization by connecting reports.
Cooladata’s charts now support connecting multiple reports to enable viewers to drill through data points and deep dive into the data.

To define drillthrough reports:

  1. Use either combined chart or pie chart – supported in KPI, CQL, Ranking and Fusion reports. This feature is not available yet for other visualizations, nor in Real Time reports.
  2. From the report options (top right ellipses button), choose Drillthrough reports (beta).
  3. In the popup that opens, select any reports from the project. You can connect to any report except for Real Time, using any visualization.
  4. Click apply to update the report.

To use the drillthrough function:

  1. In a combined or pie chart, click any data point on the chart
  2. If only one report was selected, it will replace the report visualization
  3. If more than one report was selected, a list will open for you to select from
  4. To go back to the original report, back button in the report title.
  5. In report page, Compute will also reset to the original chart.

How it works:

  • Once drillthrough has been set up, a click on any point in the chart will open the connected report filtered to the property used in the x axis and the value selected.
  • The x axis property must be available in the target report. All the project properties can be used, including virtual properties. However, when using an alias for this property, the target report must use the same alias for drillthrough to work.
  • There is no limit on drillthrough levels – connect multiple reports to go through any number of levels and find the exact data you need.

 

 

Lookups on external tables: filters queries from external tables easily by selecting values from a list of lookups.
To use table lookups:

  1. Set a filter condition for a property from any table (other than “Cooladata”)
  2. Use either “is in list” or “not in list” operators
  3. On the first run, a list of values will be fetched from the table, to select from.
  4. If a list is already available, you can click Refresh lookups to update the list (using the current data in your table).
  5. Select any values and click Apply to update the report/dashboard

 

Drag&drop reports: organize your dashboard quickly by moving reports between sheets using drag&drop.
To move a report between sheets, simply drag it from the drag handle (same as for moving it) and point to another sheet. The report will be removed from the current sheet and added to the target sheet (at the default available position).

Print Friendly, PDF & Email

May 2017 Release Notes

Analysis and Data Visualization

Alerts: stay informed of important measures, changes and trends in your user’s activity by email notifications.
Alerts can be triggered by any query! For example, use the behavioral funnel to measure shopping cart drop-off, and send an alert when the user count is greater than the threshold you define.
Click “Check condition” to test the query and see whether the current data would trigger the alert.
Alert emails can contain custom text and reports (like in publications), and can be addressed to any email.
Alerts are available from the project menu, accessible by project admins.
Click “Run now” to compute the condition, and if triggered, send the alert email.

Report Tags: find reports quickly on the reports list by adding tags (especially useful for reports with the same name).
To add or edit the report’s tags:

  1. Edit or create a new report
  2. Click the “Tags” section – below the report date range and filters

Any text can be added as a tag – even emojis! 🙂
Previously used tags are available from the list of tags.
When duplicate a dashboard with reports, a tag will automatically be added to the duplicated reports, to help you distinguish them from the original ones.

Pivot chart drill down: expand multiple levels of breakdowns in a single chart using the pivot visualization.
When you configure a report with multiple breakdowns, for example, using KPI report, the pivot chart allows you to expand each category and isolate it, to see a more detailed view of that data.
Turn “Expand drills down in charts” off in the chart’s settings to disable this and enable to expand multiple categories instead.

Filter external tables: use filters on reports from external tables in the report page and dashboard, as you do for reports from Cooladata.
To filter table properties: in the filter window, either type in any table column name directly in the property field, or select the specific table from the top right dropdown to show only properties from that table in the properties list.
Both Aggregation Tables and Integration tables are available in the tables list, if used in the project.
All operators and functions apply to these properties, just like for Cooladata properties.

Linked Data Source aliases: specify the connection type in the query FROM clause.
When querying Linked Data Sources, either use the standard format – “external.dataBaseName.tableName”, or specific the exact connection type instead – “mysql.dataBaseName.tableName”. Available connection types are:

  • mysql
  • mssql
  • bigquery
  • redshift
  • postgres

Data Management

Edit Aggregation Tables: edit the query of saved Aggregation Tables, without replacing them with new ones.
Note that, to avoid table schema conflicts, this is only allowed when using “Replace” strategy.
To edit an Aggregation Table in “Append” strategy, follow these steps:

  1. Change strategy to “Replace” and save
  2. Edit the query
  3. Run it
  4. Change strategy to “Append” and save

Create segments from funnels: create powerful user segments by isolating specific actions in funnel reports.
To create a segment from a funnel:

  1. Create a funnel report (note – not available when using funnel visualization on CQL reports)
  2. Click the visualization section/s you want to isolate – for example, all the users who dropped off on the second step.
  3. Click “Explore users” at the top right of the chart, and choose “Create Segment”.
  4. Name your segment – use a unique name, without spaces or special characters, and save it.
  5. To further edit the segment you created, either click the link in the save confirmation message at the top of the page, or go to the Segments list from the Project menu and click the name of the segment.

Updated project menu: orientate better in the many project settings Cooladata offers using the updated project menu.
The menu is divided into three sections:

  • Data Sources: all the methods of adding data to your project: tracking, uploading, streaming, integrating and linking to external databases.
  • Build: everything you can create in your project: segments, Aggregation Tables, Alerts and Publications.
  • Manage: control and configure your project: monitor events, edit meta-data, project settings and user permissions.

Updated Schema: easily find out what tables your project contains from the Schema, accessible from the top right of the workspace.
Empty categories will be hidden.
Browse each section or search to find specific items:

  • Cooladata: events and properties
  • Segments
  • Aggregation Tables
  • Integrations
  • Linked Data Sources

Tracking

Added page_url_params to JavaScript SDK:
Store any params sent it the URL using the default page_url_params property, sent on every page_load event.

Black/white list countries for project: block data from specific countries (by IP), or enable only specific countries.
Contact your Customer Success Manager for additional information.

Print Friendly, PDF & Email