how to do cohort analysis in incorta?

How to do cohort analysis in Incorta? Cohort analysis is the grouping of customers into cohorts, based on their acquisition date. This helps compare sales contributions over time across different cohorts. It helps answer questions like “What % of current year’s sales can be attributed to customers acquired this year vs. prior years?” This kind of analysis can be done in Incorta using a combination of features recently introduced in the Incorta analytics platform; level based measures and Incorta table. This write-up explains how these two features can be used in conjunction to do cohort analysis. Step 1: Create an Incorta table. The Incorta table allows you to materialize an aggregated query as a new table in the physical schema. Generating an Incorta table is similar to building an insight in the Analyzer UI. The only difference is that this aggregate query is materialized in-memory and can be refreshed every time the parent tables in the same schema are refreshed.

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Page 1: How to do cohort analysis in Incorta?

HowtodocohortanalysisinIncorta?Cohortanalysisisthegroupingofcustomersintocohorts,basedontheiracquisitiondate.Thishelpscomparesalescontributionsovertimeacrossdifferentcohorts.Ithelpsanswerquestionslike“What%ofcurrentyear’ssalescanbeattributedtocustomersacquiredthisyearvs.prioryears?”ThiskindofanalysiscanbedoneinIncortausingacombinationoffeaturesrecentlyintroducedintheIncortaanalyticsplatform;levelbasedmeasuresandIncortatable.Thiswrite-upexplainshowthesetwofeaturescanbeusedinconjunctiontodocohortanalysis.Step1:CreateanIncortatable.TheIncortatableallowsyoutomaterializeanaggregatedqueryasanewtableinthephysicalschema.GeneratinganIncortatableissimilartobuildinganinsightintheAnalyzerUI.Theonlydifferenceisthatthisaggregatequeryismaterializedin-memoryandcanberefreshedeverytimetheparenttablesinthesameschemaarerefreshed.

Page 2: How to do cohort analysis in Incorta?

Step2:Next,withintheIncortatable,calculatethecustomeracquisitionyeartodeterminecohort.Thisrequirescalculatingthefirstpurchasedateforagivencustomerbyregionandcountryandaddingthiscalculatedvalueforeverysalestransactionforthatgivencustomer.Thiscanbeachievedusinglevelbasedmeasuresformula.TheexampleshownbelowisbasedonthesampleSALESschemathatisavailableaspartoftheIncortainstallation.

Usingthisformulainanaggregatedquery,youcandeterminerevenuebycustomerbyyearandalsobyyearofcustomeracquisition.

Page 3: How to do cohort analysis in Incorta?

ClickDoneandsavetheIncortatable.Youwillseethatanewtableiscreatedwithallthematerializedcolumns.Let’scallthistableCohortAnalysis.Step3:Next,loadtheIncortatable.Thiscanbedoneeitherbyloadingtheindividualtableorbyinitiatingafullorincrementalloadontheschema.SeescreenshotbelowforschemaloadjobdetailsandhowtheIncortatableisrefreshedastheverylaststepintheloadprocess,afteralltheothertableshavebeenrefreshed.

Page 4: How to do cohort analysis in Incorta?

Note:TheIncortatableneedstobeinthesameschemaastheparenttablesfortheIncortatablerefreshtobesynchronizedwiththeparenttableloads.Step4:NowthatwehavematerializedtheaggregatequeryusinganIncortatable,wearereadytobuildthecohortanalysisonthedashboard.ThecustomeracquisitionyearthatwehadcreatedintheIncortatableasalevelbasedmeasureisnowusedinthisinsightasacoloringdimensiontoshowcasewhatpercentageofcustomerrevenueineachyearcanbeattributedtothedifferentcohorts.Inthisexamplebelow,almost30%ofthesalesin2010canbeattributedtocustomerswhomadetheirfirstpurchasein2005.

IncortatableandlevelbasedmeasuresarepowerfulanalyticfeaturesintheIncortaplatform.Theycanbeusedinconjunctiontocreatepowerfulaggregateinsights.AnothernicefeatureoftheIncortatableistheabilitytocreatejoinswithothertablesinthephysicalschemalayer.

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