Template Structure​

The Retention template consists of six modules and they are as follows:

• Measures module
• Events module
• Segmentation module
• Filters module
• Visualization module

Let's see how each module is configured in the template.

Measures Module​

The Measure module in the Retention template contains a selector that lets you choose a retention measure to analyze based on the selected event pattern and actors segments.

Running a Retention analysis helps you measure the following:

Analyzing data that centers around actors, such as users, accounts, tickets, etc., is essential for studying retention and engagement. The Of selector enables you to select any dataset for actors.

Events Module​

Using the Events module in the Retention template, you can specify the preferred events to determine the result. Analytics calculates retention information based on these conditions.

If you want to use a Timestamp instead of an Event, you can click the Timestamp button in this section.

You can also set the Event Occurence in this section - you can specify whether you want to start the analysis before or after the first or last occurrence of the specified event. There are 3 options that you can choose from - for the first time in the time range, for the first time ever, or for the last time.

Analytics also allows users to choose JSON columns in this module. When you click on a JSON column, it expands to display all the keys that are available for that particular column. You can choose a key and click Apply. Once this is done, the end key that is selected will be chosen as the display name for that column.

Some advanced options including retention criteria, event type, event occurence, and cutoff can also be set in this section.

Segmentation Module​

The Segmentation module in the Retention template enables you to choose a cohort of actors, such as users, or one or more attributes to include in the analysis. It has two sub-sections: Performed by and Grouped by that allow users to add cohorts and attributes respectively. You can choose to create a cohort either by choosing an existing cohort from the drop-down or use the + New Cohort option to create a behavioural cohort block in one click.

Filters module​

Filters can be used to narrow down data in a visualization. Filters make it easier for the user to answer exploratory questions, for example if the user wants to see results for a specific region, they can define a region filter and see the narrowed down data.

Analytics also allows users to choose JSON columns in this module. When you click on a JSON column, it expands to display all the keys that are available for that particular column. You can choose a key and click Apply. Once this is done, the end key that is selected will be chosen as the display name for that column.

Visualization Module​

The Visualization module in the Retention template enables you to run and view the analysis in a chart. It also allows editing visualization, examining the underlying SQL query, and adding the chart to a dashboard.

The following features are available in this module:

Switching between numbers and percentage

These options allow users to switch the values on the Y-axis from absolute values to percentage and vice versa in one click. This feature is particularly useful when dealing with multiple segments, as using absolute values allows users to see a clearer breakdown of how many individuals are in each segment.

Top 'N' Segments

To choose the number of top segments you want to display in your retention analysis, you can click the Top N drop-down and enter the required number. You can also use the + and - symbols to enter your input. The 'top' attribute values are defined by total count of selected events. You can also set the number of Top 'N' segments when you create beelines.

Time Range and Time Grain section

• At the top of the Visualization window, users will be able to configure the time range and time grain for the analysis. Time Range refers to the complete period of time during which events will be taken into account for the analysis. Examples include the last 2 years or the time range between two specific dates. Time Grain refers to the granularity of analysis, such as Daily (1 day), Weekly (7 days), etc.
• You can set the time range using a simple drop-down or even choose from the quick options and quickly iterate through different choices of time range and time grain without leaving the chart. It is also possible to set a lag using the Ending option.

Sampling section

In the visualization module, you can configure sampling modes for your exploration by clicking on the lightning icon on top of the exploration. The drop-down that appears will display 2 sampling modes - Enabled Faster Response or Enabled Higher Precision.

Edit visualization section

Clicking the three dots next to the lightning icon displays a drop-down with 4 options - Inspect Query, Add to Dashboard, Edit visualization, and Download As.

• Inspect Query​ - When you click this option in the drop-down, a query inspector opens. It has three tabs - SQL, Warehouse SQL, and NetScript. You can make changes to the SQL and NetScript queries by clicking the Open as SQL Explore and Open as NetScript Explore buttons in the respective sections.
• Add to Dashboard​ - This option allows you to add the exploration that you have created to a dashboard. You can choose from two options - Pick a dashboard and New Dashboard.
• Edit visualization - ​This section houses all the chart settings. It has 2 sub-sections: Visualization and Sorting.
  • Under visualization, you can configure:
    • • Automatic refresh for your chart
      • Chart type
      • X-axis and Y-axis configuration
      • Tooltip
      • Size configuration
  • Under sorting, you can
    • • Enable the sorting option on the graph
      • Configure sorting rules and the limit
• Download As​ - This option will let you download your analysis in either CSV or EXCEL format. The column formatting will be preserved for the downloaded files as well.