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.

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Cooladata has a new look!

We’ve redesigned the platform to be more appealing and easier to use. We’ve kept all the previous design’s functionalities, and introduced some new ones.
Watch the following video to review the new design and see you exactly where everything is, or read the description below.

 

 

Responsive Design

Previous, non-responsive design New, responsive design

If you use Cooladata on low-resolution devices, it probably felt like things were a bit… cramped.
The new, responsive design fits any monitor and will help you communicate insights to your colleagues on any screen size.

 

Main navigation

We’ve moved the main navigation to the top, to give you more screen real estate to what matters most – your data. Dashboards and reports are now bigger and easier to use!

On the left you see the dashboards and reports lists, which will open the corresponding pages. On the right you see the system clock, user panel, project menu, and help menu:

  • Point to the system clock to see the current time in your project’s time zone.
  • Click the user panel to see your user token, for Query API purposes, or to log out.
  • Click the project menu to see all the project options, as before. The list of options depends on your permission – project admins will have more options than standard users.
  • Click the help menu to open the documentation, see what’s new, or restart the getting started tutorials.

 

Create

We added a quick access “Create” button, to create any report from anywhere in the app. The new “Create” button opens the new report gallery. The new report gallery offers all the same reports as before, and more:

  • In custom reports you’ll find all the report types you’re familiar with. Click a report type to open the default template, same as before.
  • Click any other category to see a list of predefined reports. Click a report from the list to open a new, predefined report of the analysis it describes.
  • Use the search above to find a specific analysis.

Note that reports created from the Create button aren’t added automatically to the dashboard – use the dashboard’s + button for that.

 

Dashboards

In the dashboard, everything remained in the same place:

  • Rename the dashboard by clicking the title
  • Navigate sheets by clicking the tabs
  • Change the dashboard filters
  • Change the dashboard date range
  • View the dashboard options
  • Share the dashboard (if you are an editor on the dashboard)
  • Add reports to the sheet (if you are an editor on the dashboard)

The filter report design has been updated too, to fit more conditions in a smaller size. Click the button on the top right to apply the new conditions to the sheet.

 

Reports

We’ve overhauled the design of reports to give a lot more screen real estate to your visualization. Update the report, or just view it and switch between visualization types, without giving up screen space!

In the top bar, you’ll notice most things are the same:

  • Report name: On the left you’ll see the report name. Click to edit it.
  • Report type: Below the report name you will see the report type.
  • Filters and date range: On the right you’ll find the report filters and date range, which work the same as before, but look the same as you’re used to in dashboard. Note that the option to ignore dashboard date range and filters have been moved to the Report Settings, under Options.
  • Project: We’ve added the report’s project to the top bar. This will only affect the open report.
  • Tags: We moved tags to the top bar. The new tags design shows you an indication of the number of tags used in the report. Click the button to add or edit tags. Point to the button to see the list of tags.
  • Save and Save as: We’ve added a Save as option to reports. Use it to save changes you’ve made to a new report, without affecting the original. This will not switch you to the new report – click the save confirmation message to open it.

The new report layout is built of two sections: the editor, and the preview area.

  • Editor: In new reports, the editor is open by default. Click on “Hide editor” will collapse it. Click on “Show editor” will expand it.
  • Preview: The preview section allows you select and configure the visualization. Hiding the editor extends the preview area to fit the whole screen.
    • Click a Preview type from the left to select it.
    • Click Description to show, add or edit the report description
    • Click Settings to change the selected visualization settings.

 

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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.

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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).

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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.

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