Sometimes you will need to quickly switch from a high-level analytical view of business trends, to a micro-level view of a sub-set of events or of the customers behind those trends. This granularity helps you to understand your business on a more granular level, while making it easier to do ad-hoc analysis.
Drill-down tables are available in ChurnIQ to help you see the details behind these data points. In this article we will show you how a drill-down table works, and how you can use them to segment the data within a chart for your specific needs.
Quick guide to the drill-down window
In this instance we have drilled down on the main chart in the Transactions dashboard. Each drill-down will have the following components:
- A 'download results' button (top right)
- A syntax panel of the underlying data model elements (grey rectangular panel)
- A row limit warning if there are more than 500 rows in the drill-down data
- A data table showing the data points behind the chart, one-by-one
How do I download results?
No mystery here. Clicking the 'Download Results' button allows you to download the data in the drill-down table you have opened. There are a few options to be aware of when downloading data from these tables.
File Format
You can choose to download your data in any of the following formats:
- TXT (tab-separated values
- Excel Spreadsheet (Excel 2007 or later)
- CSV
- JSON
- HTML
- MARKDOWN
Results
Here you can choose whether you want visualization settings applied to your data download or not.If you choose 'with visualization options applied', ChurnIQ may apply some simple visualization settings to your download, causing your download to appear similar to a table chart.
If you choose 'as displayed in the data table', visualization options will not be applied, and the download will appear like the data table in your drill-down.
Values
For the Values section, select how you want the downloaded data to appear.
If you choose Unformatted, ChurnIQ does not apply any special formatting to your query results, such as rounding long numbers or adding special characters. This is often preferred when data is being fed into another tool for processing.
If you choose Formatted the data will appear more similar to the drill-down table you are viewing.
Limits
Limits is probably the most important download setting to be aware of. You can choose how much data you want to download with the following options:
- Results in table: Number of rows specified by the row limit of your drill-down
- All Results: All results returned by the query. Before selecting this option, see the All Results section below.
- Custom: A custom number of rows that you may define
All Results
If the All Results option is available, you should still use caution when downloading all results in a drill-down, as some queries contain thousands or even millions of rows.
What is the syntax panel?
Most drill-downs will display a light grey panel at top of the window with a series of labels reflecting the data segment you are viewing. The labels in this panel refer to three elements:
- The model which is generating the drill-down (eg. Transactions)
- Adjustable filters that change the data you view
- Hidden filters that are used to generate the analytics on that page
As the syntax is drawn directly from the underlying modelling layer, it will sometimes use unfamiliar terminology. Primarily this panel is present to allow the ChurnIQ team to verify that the data model, dimensions, and measures that are generating the data table are the correct ones.
Using drill-downs to explore segments
Drill-downs can be used to quickly create segments of events or customers as you require them for your analysis.
On your transactions page, for example, you might want to focus on users who purchased your annual offer, using an Android device on the last day of the previous month. To view these users, adjust your filters to the relevant settings, run your query, then click on the relevant chart data point to see every transaction that matches these conditions.
