Kubit allows a lot of flexibility in what you create and how you can use and reuse it. When you build a Measure, Filter, or Event and then possibly want to access it multiple times this article is for you!
Subject
The unique identifier that will be analyzed or counted within your report. These are customized to your specific data model and can be updated or added to as needed.
Subjects are typically:
General Subjects | B2C Subjects | B2B Subjects |
User ID Session ID Visitor ID Device ID | Store ID Product ID Purchase ID | Organization ID Contract ID Product ID |
Examples in Kubit:
In a Query, you would count Unique User IDs that performed an event
In a Funnel, you would analyze the conversion of Visitor IDs through a funnel
In Retention, you would analyze the retention rate of Customer IDs
Measures
Measures are only available in Query and Data Tables. They include one Function (e.g. "Count Events" or "Unique Users") applied to at least one set of Events each can have its own Event Filters.
Create a Measure
You can build a new Measure as needed within each report type
Compound Measures
If you need to add or divide two measures, check out the Compound Measures section of our Query article to learn more about them.
Saving & Updating Measures
When Measures are complicated or defined business logic, it may be hard for everyone across multiple teams to remember all the details. Luckily, it only has to be defined once and can then be saved in Kubit.
Build the Measure you want to save and Execute the Report
In the Measure options beneath the report visualization click the vertical 3 dot menu that appears when you hover over it.
Click "Save Measure"
Complete all necessary inputs and apply any necessary formatting
Click Create or Update depending on what you intend to do
If you are unable to Save a Measure it may be due to your Access Level. Please contact your Admin to request those permissions.
Filters
Filters are the constraints applied during your analysis to limit the results. There are two kinds of filters:
Event filter - filters applied to the events
These filters will be to the right of each event you've selected. This means only that event will be filtered by the conditions you set.
Global filter - filters applied to the formula globally
These filters appear below all the measures or query definitions with "Global" to the left.
They will filter the results for the entire query and all events included.
They will be applied after the Event Filters.
Each filter contains three parts: Field, Operator, and Value
Field: a field of the data model. For example: 'App Version', 'Device Name', 'OS', 'User Type'.
'JSON' or 'BigQuery Struct' fields can expose their internal data for filtering or breakdown through Nested Properties.
Operators: the logic of when to include/exclude specific values
Operator | Type | Definition |
= | String or Numeric | Exactly equals |
!= | String or Numeric | Does not equal or is NULL |
< or <= | Numeric | Greater than Greater than or equal to |
> or >= | Numeric | Less than Less than or equal to |
exists | Boolean (True / False) | Check if the field contains data. If you want to check if the field is NULL you would select exists = False |
contains | String | Value in the filter is found within the field column |
not contains | String | Value in the filter is not found within the field column |
starts with | String | The starting text of the data matches the filter |
not starts with | String | The starting text of the data does not match the filter |
ends with | String | The ending text of the data matches the filter |
not ends with | String | The ending text of the data does not match the filter |
matches | String | The filter value exactly matches the field data and is case-sensitive. |
not matches | String | The filter value does not match the field data and is case-sensitive. |
Value(s): Depending on the Field data type and selected Operator, there can be multiple values to be selected from a list of lookup values, or manually entered.
Case Sensitive Filters
In Kubit we default to text filters being Case Sensitive, meaning if you filter to subscription_type = 'Premium' then the underlying data must have the capital 'P'. If you have instances where the cases are mixed within a column you can disable case sensitivity by clicking the "Aa" button.
If it's blue then it's enabled and grey is disabled.
Filter Against Other Fields
Occasionally it's not a specific value you want to filter by but rather if the value of Column A = the value of Column B. In Kubit you're able to do this by clicking the "V" button and selecting the column you want to compare in the filter logic.
Filter Groups
Both Event Filter and Global Filter support up to three Filter Groups which are connected with a logic operator 'AND'/'OR'. You can think of each Filter Group as a parenthesis.
Saving Filters
Similar to other items, if you find yourself creating the same filters or they are complex you can save them and give them a more meaningful name by clicking the vertical 3 dots that appear next to the filter. Once saved you can reuse this filter across all charts.
To delete a Named Filter you must go to the 'Dictionary' page and then to 'Filter' to find your filter and then delete it.
Breakdown
When you're analyzing data it's important to be able to slice it by various attributes of the User or Event. Breakdowns allow you to group the results by these fields and even Bin them into more meaningful groups in Query.
Breakdown by a Field: Select the field you want to break down by to see results grouped based on the values of that field. These can be things like "User Type" or "Subscription Mode".
Custom Binning
Breakdown with Binning
When you'd prefer to group values inside of the breakdown into groups or "bins" we've made that available in the Breakdown feature.
Select the field you want to break down by and click the context menu to expose "Add Binning"
You can bin items based on their values, Value Binning, or ranges of integers, Range Binning. Based on the data type you've selected you may see only one or both.
Saving Named Binning
Once you've created your bin you can save it for reuse by clicking the down arrow in the top right corner of the bin groups above the first bin.
Segments
Within each report type, you're able to add Segments of subjects to breakout the results by if a Subject is a member of a Segment. The best way to think of this is rather than breaking down by a value within a field, you're breaking down by the behavior of a group of subjects. Segments are a type of Cohort that you construct within the Report builder.
Here is a quick example:
You want to see the conversion rate of a checkout funnel but you need to see if the conversion rate is different for Users who have Enabled Notifications.
Enable Notification is an Event and not part of the checkout funnel...so how do you add this logic to your Funnel Report?
The answer: Segments
You will create a Segment of Users who performed the "Enable Notifications" event and then compare it to the Overall group. You're also able to create another Segment of Users who did NOT perform the "Enable Notifications" event and to ensure the groups are mutually exclusive.
How to Interpret Segment Results
Once you've created the Segments you want to break out by you'll see each Segment denoted in the Report with its color. If each Segment is using the same name or it's not very human-readable you're able to rename them by clicking on the action menu.
How to Rename Segments
To Rename a Segment you will click the 3 dots next to the Segment below the Report and then select "Rename".
Save Segment as a Cohort
If you've created a Segment you want to re-use the best thing to do is create a Saved Cohort from it. You're also able to Save a Cohort from a specific date range within your report to investigate further.
Virtual Events
Often events are enough, but if an event filtered by specific fields or a combination of multiple events means another event you can create those in Kubit via Virtual Events.
You must have permissions enabled for all Virtual Event functionality. If you're unable to do any of these actions request these permissions via your Kubit Admin.
How to Create Virtual Events
Build the new event you want to reuse by creating it inside any Kubit Report.
Be sure to include any applicable filters in your definition.
Adding multiple events within a Virtual Event behaves like an "OR" operator.
Click the vertical three dots that appear to the right of the event block and select "Save Virtual Event".
Once the save modal appears add a meaningful name, description, and any Tags you'd like to associate with this new Virtual Event.
Click Save and now it's available as an event you can select in your event list dropdown or quick access dictionary.
Virtual events don't allow additional filters once you've created them so be sure to include all required filters before you save them.
How to Edit Virtual Events
Once a Virtual Event has been created you may find that new logic or conditions should be applied to it. Modifying a Virtual event follows a similar path as creating one.
Add a Virtual Event to your report and click the "i" icon once it's been added.
Once the Virtual Event "i" icon has been clicked select the "Expand" option in the lower right corner.
Once you've expanded the Virtual Event you should see all parts of it populate the report builder. Now you're able to make any adjustments you need.
After all changes have been made click the vertical three dots that appear to the right of the event block and select "Save Virtual Event".
Once the save modal appears click the "Update Existing" radial button.
Select the Virtual Event you want to edit from the "Name" section dropdown list.
Click Save and now it's updated with your new logic!
How to Rename Virtual Events
Any Virtual Event can be renamed from the Dictionary section of Kubit. Navigate to the Dictionary section from the database icon in the upper right-hand navigation.
Locate the Virtual Event section within Dictionary and click the name of the Virtual Event to rename it.
Save Report Settings
After a report has been executed you're able to customize the visualization based on how you want the data represented.
These include:
Report visualization type (i.e. show it as a line, bar, metric, or pie)
Renaming your Measures
Hiding/Showing breakdown groups
Adding Measure Formatting (i.e. show the result as a percentage)
Once all modifications have been made you must Save your Report Settings. You can do this by:
Click on the vertical 3 dot menu at the top right of your report.
Look for the option at the bottom of the list named "Chart Settings"
Mouse over it and then click "Save"
Now all settings will be preserved on the report
Next Steps
The "Next Steps" section allows you to take all of your Report's settings and bring them over into another Report Type.
This section is beneath the results once you execute your report.
All measures, filters, breakdowns, segments, and date ranges from one report can be brought over to the next. Select the Report Type you want to transfer your settings to in the "Next Steps" menu.
➡️ Next Article: Learn about Query