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· One min read

✨ New ✨

Query - No Dimensions in UI

Details

Previously when querying metrics in the Query interface, we required a dimension to be present and we would not allow you to remove time.

In many cases, it is useful to (1) aggregate a metric over time without explicitly grouping by time and (2) Query metrics with only categorical dimensions. The Query interface now allows you to do this.

By default, we'll select and query with time for a dimension, but you can unselect that using the toggle. You can query one or multiple metrics without dimensions, or only categorical dimensions (no time).

· One min read

✨ New ✨

Query metrics in the CLI without dimensions

Details

Previously when querying metrics in Transform's Command Line, we required a dimension argument. In many cases, it is useful to aggregate a metric over time without explicitly grouping by a dimension, and the CLI interface now allows you to do this.

For example, you can run:

mql query --metrics revenue

This query will aggregate revenue over all time. You can optionally pass in a time constraint which will aggregate over just the time period you specified.

Export Board as a PDF report

Details

You can now download a PDF report of your Board or Filtered View to share with others by clicking the download icon in the top right-hand corner of your Board or Filtered View page.

· 2 min read

✨ New ✨

Query v2

Details

We’re excited to announce the next generation of Transform’s Query UI - Query v2!

Transform’s Query product allows technical and non-technical users alike to answer data questions around their metrics easily. It allows them to build charts and save content to be shared with the organization, all with the guarantee of correct metrics from MetricFlow.

Query V2 is the next version of our query UI (after Query v1). It has an entirely new look and feel. It includes a single page that displays the chart, table of data, generated SQL, and a user-friendly menu on the right hand side that your teams can use to build queries. Most importantly and different from the first version of this product, it also includes the ability to query multiple metrics and dimensions together and allows you to plot two metrics on a single chart.

Access Query through this url: https://app.transformdata.io/metrics/queries/create

Google Sheets Integration Updates (Dynamic Date Presets & No Dimension Metrics)

Details

We released two updates to our Google Sheets integration:

1) You can now query your metrics without a dimension. Previously, we required at least one dimension. To query your metrics without dimensions, simply remove all dimensions from the selection list. Note: For certain cumulative metrics, we require Time, so you will see an error if you try to remove Time.

2) We now support dynamic date presets for time constraints. Under the “Time Constraint” option after you select metric time, scroll to the bottom of the list where you see “Metric Time is (Date Presets)”. Choose an existing preset or a custom one. Note that these presets are dynamic, so if you select “Last 7 days” and save the query and revisit it, the last 7 days will increment based on the current date.

· 3 min read

✨ New ✨

Boards Beta v2.3

Details

We’re excited to announce Boards v2.3. It contains the following features:

  • Default Filters — if you're a Board owner, you can now set default filters that get pinned to the global filter bar and become the default state of your Live Dashboard.
  • Filtered Views — if you have access to view a Board, you can now create custom views of the Board with the set of filters you prefer. You can save and share these views for easy access and faster team collaboration.
  • Favoriting Filtered Views — you can favorite a Filtered View by clicking the star icon at the top of the Filtered View page. Once you favorite a Filtered View, it will show up in the Favorite Views section of the Boards homepage.
  • Updated Global Filter Logic — previously, the "Add Filters" modal on Boards only surfaced filter dimensions that were common across all of the charts on the Board. We've updated the logic to be less restrictive (i.e. from intersection to union), so now the "Add Filters" modal surfaces every dimension that is available to each chart on the Board. Therefore, some charts may display an error if the filter dimension or values are not applicable.

Learn more in the documentation here.

Metric Tags

Details

You can now add tags to your metrics in both YAML as locked metadata or in the Transform app under the metric metadata menu. Tags will help you further organize your metrics. You can filter with tags in metric search to narrow down to only relevant metrics, as well as see associated tags next to the metric on the search page and other locations in the app.

Read more on how to use tags here.

Google Sheets Save Query Across Editors of Sheets

Details

You can now save queries that are accessible to every editor of the Google Sheet.

Previously, you could save a query in Google Sheets and only you would have permission to view it. Now, we allow you to save a query so that all Editors of the sheet will also have access to it. When you save queries, you will now have the option to save it as a public versus private query. Public queries will be able to be viewed by any Editors of the Google Sheet. Furthermore, if your query is set to refresh on load, all Editors can benefit from this.

With this change, your saved query tab is now split into Public Vs. Private queries. You can also toggle the privacy of queries any time if you are the creator.

Note: Query creators are the only ones that can edit or delete the query.

🐛 Bug Fixes 🐛

Big Query Filter Boolean

Details

We resolved a bug that caused errors when filtering on booleans when using BigQuery as your data warehouse.

· 2 min read

✨ New ✨

Private Metrics as Locked Metadata

Details

We now support the ability to denote whether a metric is private in the YAML configurations under locked metadata. Previously, we only supported this in the Transform App as a configuration option.

See the example below on how to set this option. If you don't want the metric to be private, you can simply omit this option.

  metric:
name: revenue_mtd
description: revenue mtd
owners:
- support@transformdata.io
type: cumulative
locked_metadata:
value_format: "$$,.2f"
private: true

🐛 Bug Fixes 🐛

Total Tooltip bug

Details

We fixed a bug where the total value of the metric was not showing up in the chart tooltip (from hover) when a grouping was applied. The "Total" should be present when looking at additive metrics.

Transform Connector For Sheets - Time Dimension bugs

Details

We fixed some bugs that relate to Transform's metric time in Google Sheets:

  • Metric Time was not showing up as an option to slice your metric by
  • We fixed inconsistencies in the date for dates not in the MM/DD/YYYY format when using time constraint.
  • When using the "between" clause, the time constraint was not showing up in the resulting custom function

· 3 min read

✨ New ✨

dbt Integration v2 (transform-tools)

Details

The new transform-tools version 1.1.0 comes with a big new feature: support for dbt configs.

To begin using dbt configs as your model for Transform, you'll need to do the following:

1. Add a profiles.yml to your dbt project repository if you haven't already, and check it in

Note: any profile values which are sensitive will need to be replaced with loading from environment variables. Here is an example of our profiles.yml for our internal testing:

transform_dbt:
target: dev
outputs:
dev:
type: snowflake
account: "{{ env_var('SNOWFLAKE_ACCOUNT') }}"

# User/password auth
user: "{{ env_var('DBT_DEV_USER') }}"
password: "{{ env_var('DBT_DEV_USER_PASSWORD') }}"

role: SYSADMIN
database: TRANSFORM_ANALYTICS_DB
warehouse: TEST
schema: "{{ env_var('DBT_DEV_SCHEMA') }}"
threads: 1
client_session_keep_alive: False
prod:
type: snowflake
account: "{{ env_var('SNOWFLAKE_ACCOUNT') }}"

# User/password auth
user: "{{ env_var('DBT_PROD_USER') }}"
password: "{{ env_var('DBT_PROD_USER_PASSWORD') }}"

role: SYSADMIN
database: TRANSFORM_ANALYTICS_DB
warehouse: TEST
schema: prod_dbt
threads: 1
client_session_keep_alive: False

2. Add a GitHub workflow (or equivalent) like the following:

name: Commit Configs
on:
push:
branches: [master,main]
jobs:
build:
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@v2
- uses: actions/setup-python@v2
with:
python-version: '3.8.5' # arbitrarily chosen
architecture: 'x64' # optional x64 or x86. Defaults to x64 if not specified
- name: Install dependencies
run: |
python -m pip install --upgrade pip
pip install "transform_tools[dbt-snowflake]"
dbt deps
- name: Run commit script
run: python -m transform_tools.validate commit
env:
REPO: ${{ github.repository }}
TRANSFORM_API_KEY: ${{ secrets.TRANSFORM_API_KEY }}
IS_DBT_PROJECT: "true"
TFD_DBT_TARGET: prod
SNOWFLAKE_ACCOUNT: ${{ secrets.SNOWFLAKE_ACCOUNT }}
DBT_PROD_USER: ${{ secrets.DBT_PROD_USER }}
DBT_PROD_USER_PASSWORD: ${{ secrets.DBT_PROD_USER_PASSWORD }}

Some notes:

  • We’re installing a dbt adapter because it is required. Here, we’re installing dbt-snowflake.
    • Currently, we support dbt-snowflake, dbt-postgres, dbt-redshift, and dbt-bigquery.
  • We’re loading our sensitive environment variable information from GitHub secrets.
  • We’re overriding the dbt target with TFD_DBT_TARGET to prod because the default target for our profile is dev.

3. Add sensitive information to GitHub secrets (or equivalent)

4. Push the changes from steps 1 & 2 to your repository

Private Metrics

Details

There are likely certain metrics in your organization that should only be visible to particular individuals or teams. Private metrics give metric owners the ability to manage the visibility permissions of metrics for users in your organization.

This is currently an opt-in feature, meaning that we are only turning it on for customers who request it. If you would like us to enable the private metrics feature for your organization, please let us know.

For more information about private metrics, see the documentation here

Boards Section on Metric Page

Details

Discovering relevant Boards just got even easier. Under each metric page, you will now see a section that displays a list of Boards that contain that metric. Clicking into a Board card will open the Board page.

For more information, see the documentation here

· 3 min read

✨ New ✨

Boards V2.2

Details

We’re excited to announce Boards v2.2. It contains the following features:

  • Favorites — you can now favorite a Board by clicking the star icon at the top of the Board page.
  • New homepage sections — there are now even more sections to make discovering Boards easier: Favorites, Recently Viewed, and Popular Boards.
  • Multiple Board Owners — you can now add other individuals and teams to help own and manage the Board.
  • Visibility — you can now set your Board's visibility to either (1) Board Owners only or (2) Organization.
  • Time Granularity — you can now apply a time granularity to the charts on your Board via the Time Granularity button on the global filter bar.
  • Text Tiles — you can now drag-and-drop text tiles onto your Board to add any relevant context (under the More Content tab in the edit mode sidebar).
  • Explore in Query — if you click on the three dots of any chart, you'll see an option called "Explore in Query". Any changes you apply while on the Board page—applying filters from the global filter bar or changing the chart type—will get carried over into the Query editor.
  • Favorite Boards Section on Transform App Homepage — you'll now see a new section at the top of your Homepage for easy access to your favorite Boards.

Semi-Additive Measures

Details

We added the ability in MetricFlow to specific dimensions that are non additive in a measure, otherwise known as a semi-additive measure. This is used when we can aggregate a measure on certain dimensions, but not on other dimensions.

Please refer to the MetricFlow pull request and changelog for more details.

Single Value Chart Aesthetic Updates

Details

We modified the look and feel of our single value charts by centering the value and adding arrows to flip through values associated with a grouping.

🐛 Bug Fixes 🐛

Y-Axis starting point

Details

We fixed a bug where the y-axis did not start at 0 when only negative values exist for a given metric.

Persist chart type from Metric page to Query page.

Details

We made an improvement around persisting the chart type that was applied on the metric page to the query page when you click “Create Query” from a metric.

Filter and Group By Typing Values Bug

Details

We fixed a bug where typing dimension names in the filter and segment by menus was not working.

· 3 min read

✨ New ✨

Transform Connector for Sheets Updates

Details

We’ve made a few updates to Google Sheets connector!

1) We now have the concept of Saved Queries in Google Sheets. This allows users to save queries they issue with the custom menu, edit them, and refresh on load of the connector. Note currently Saved Queries in the Transform App are independent from Saved Queries in Google Sheets.

2) We’ve added the ability to retrieve the custom function command from the custom menu selections.

3) Instead of users needing to select granularity before Time over Time, we default to the most granular option available for the metric (for most most metrics this is daily).

4) We now automatically select metric time when users make selections.

5) When adding WHERE constraints, we now automatically format the input to fit with accepted parameters.

6) We added validation into the limit field so we now do not allow you to input text in the limit field.

Read more documentation about these features here.

Constraints on input measures for a metric

Details

Users can now define constraints on input measures for a metric. For example, to define a ratio metric for fraction of frequent purchasers, in the past you’d have to define a separate measure using a custom expr like SUM(IF(…)), or possibly even split one measure into a separate data source with a data source level constraint. Now, users may choose to apply the constraint directly to the measure, like so:

  metric:
name: frequent_purchaser_ratio
description: Fraction of active users who qualify as frequent purchasers
owners:
- support@transformdata.io
type: ratio
locked_metadata:
value_format: ".2%"
type_params:
numerator:
name: distinct_purchasers
constraint: is_frequent_purchaser
alias: frequent_purchasers
denominator:
name: distinct_purchasers

Note the new constraint and alias parameters for the measure referenced in the numerator. The constraint parameter defines the constraint the user wishes to apply. That constraint filter will be applied to the measure it is attached to, and no others.

The alias parameter is only necessary if the same measure is used more than once in the metric but with different constraints, as shown above. This is necessary to avoid column name collisions in the rendered SQL queries. If all input measures are already distinct, the alias parameter may be omitted.

This may be used with any metric type. In expr type metrics the expr should always refer to the alias, if it is set, as below:

 metric:
name: purchase_rate_90
description: Fraction of purchases with < 90 pct chance of being returned
owners:
- support@transformdata.io
type: expr
locked_metadata:
value_format: ".2%"
type_params:
expr: "(total_purchases - predicted_returns_90_pct) / NULLIF(total_purchases, 0)"
measures:
- name: total_purchases
- name: predicted_returned_items
constraint: prediction_score > 0.9
alias: predicted_returns_90_pct # alias not required, but you may always include one for clarity

🐛 Bug Fixes 🐛

Null and non-string dimension value filter bug

Details

We fixed a bug where you could not filter on any non-string dimension values when querying a metric. This includes null, booleans like true, false, and any undefined fields like nan.

Update query metadata without making a change

Details

We fixed a bug where Saved Query creators couldn’t make changes to the metadata of the query (name, description, etc) unless they made a change to the query parameters themselves.

· 2 min read

✨ New ✨

Table View

Details

We're excited to announce table view as a chart type in Transform. You can toggle to the table view using the menu at the top-right hand corner of every chart in Transform.

The table feature includes the ability to order the data in the columns in your view, autofit the columns, and copy data out (using keyboard shortcuts) into spreadsheeets.

P.S - we're even more excited about this because introducing table view sets the foundation for us to allow users to query things that cannot be plotted - like multiple dimensions and metrics at once. Stay tuned for these updates!

Boards Beta (v2.1)

Details

We're excited to release v2.1 of Boards!

This release includes:

  • The ability to set a board as a "Favorite" using the star icon on the Board page next to the Board name.
  • The Boards landing page now includes a few more sections to help you find Boards you’re looking for: (1) Favorites, (2) Boards you’ve recently viewed, and (3) Popular Boards in your organization.
  • All saved query charts on Boards now have an "Explore in Query" button which takes you to the Query page with the parameters of the query you were looking at on the Board. So, if you’ve applied global filters on your Board, those filters will get carried over to the Query page.

🐛 Bug Fixes 🐛

Server Log Results Tab

Details

We resolved an error where results tab on the MQL server log page wasn't rendering properly.

Metric Page Custom Time Range Error

Details

We resolved an error where changing the time range to a custom selection would not let you update the chart after selecting.

· 2 min read

✨ New ✨

Boards Beta (v0.4)

Details

More Detail

We're excited to announce v0.4 of Boards! This release includes a global filter bar at the top of each Board page. The filter bar allows you to:

  • Filter by a date range
  • Filter by any dimensions and values shared across the metrics and saved queries on the Board
  • Reset all of your filters

Any filter you create will get applied to all of the charts on the Board.

Note: Filters will persist if you refresh the Board page but will get reset if you navigate to another page and come back to the Board page. If you want to share a view of the Board with your filters applied, you can click the clipboard icon to the right of "Edit Dashboard" and share that link with others.

For more information, see the documentation here: https://docs.transform.co/docs/transform-app/boards/boards-filter

Share of Bar Charts, Area Charts, and Single Value Charts

Details

More Detail

We've released more new chart types! This includes Share of Bar Charts, Regular and Share of Area Charts, and Single Value Charts.

Find the chart toggle on the top right hand corner of every chart.

MetricFlow VS Code Extension

Details

More Detail

We've released our first version of the MetricFlow VS Code extension. This extension provides basic schema checking when editing MetricFlow YAML files.

Install the extension and learn more about it on the VS Code marketplace page here: https://marketplace.visualstudio.com/items?itemName=Transform.metricflow&ssr=false#overview

Dev Mode

Details

More Detail

Our new Dev Mode feature lets you view a development model in the Transform application, allowing you to see changes to your metrics, Boards, and saved queries before promoting them to production.

For more information, see the documentation here: https://docs.transform.co/docs/metricflow/guides/dev-workflow#testing-with-the-transform-app