User Guide

Login

Access Kubit through the provided URL for your organization (typically https://<company>.kubit.ai). Click on Login.

  • Start typing in your company email address. If your organization has OAuth Single Sign On configured for Kubit, the password field will disappear once the full email is entered. Click on "LOG IN" and use your company G-Suite credential to login.  
  • Otherwise, type in the provided password credential to login.

User Guide 1

           

Navigation

The Dashboard homepage shows the default dashboard with multiple charts. Here are several key components:

  • Navigation Menu: on the left side of the screen. Each icon takes you to the key components: Dashboard, Formula, KPI, Workspace, Event, Setting and Help.
  • Sidebar: it shows the features and content of a component. The sidebar can be collapsed or expanded using the arrow on the lower-left corner of the screen.
  • Support Chat: here you can chat with Kubit support team to ask questions. They are mostly online between 9am-6pm US Pacific Time. For best support, please directly email support@kubit.ai.
  • Info Popup: every chart has an "i" icon, when mouse-over, it will display the definition of the chart.
  • Context Menu: every chart or component has many menu items when you click on the Context Menu icon on the top-right corner.

User Guide 2

 

Chart

Chart is the most basic component to visualize an analysis for users to understand the data, get insights from and operate upon.  

Common Operations

User Guide 3

  • Time Buckets: show the time bucket used for this chart: Day, Week, Month or Year. In order to change the time bucket, you must re-execute the Formula.
  • Chart Types: switch between Line, Bar, Stacked Bar and Percentage Area charts
  • Measure Display: control the displayed lines from Measure, Measure + MA7 or MA7 (7-Day Moving Average)
  • Date Popup: show the values of each line at the selected date.
  • Measure Selector: control which measure should be displayed. For a compound measure (eg a division), you can select up to two measures to shown on the chart using the Y-axes on left and right.
    • For example, if Result = Revenue / DAU. You can choose 2 out of three measures to be displayed.
  • Group Selector: in case of a breakdown or cohort analysis, the top 25 groups are returned and maximum 8 can be displayed on one chart. Each group has its own chart and symbol.
    • You can click on the symbol to hide/show that group on the chart
    • You can also use the drop down selector to choose to display other group using this color/symbol
  • Hide/Show All Groups: show or hide all groups with one click
  • Show Events: show or hide event markers (eg holidays, incidents, releases) on the chart. Events are managed in the Event component.
  • Context Menu: extra chart operations
    • Truncate the y-axis: default enabled, which means Y-Axis doesn't start with 0. If disabled, Y-Axis will always start with 0. 
    • Events: control which event markers to be shown.
    • Create New Schedule: create a schedule to execute the analysis
    • Copy SQL: copy the SQL code to the clipboard.
    • Copy Chart Link: copy the chart's URL to the clipboard.
    • Export to CSV: download the chart data in a CSV file.
    • Export to Jupyter: launch a new Jupyter Notebook with the chart data imported. It requires Jupyter Integration to be configured.
    • Rename Chart ...: give the chart/analysis a name and description.
    • Add to Dashboard ...: add this chart to an existing or new dashboard.
    • Create a New KPI ...: create a new KPI based on this chart/analysis.

User Guide 4

 

Dashboard

You can create multiple dashboards which contain different charts. All the charts are interactive.

  • Show in Formula: hover on the info icon of a chart will show you the Info Popup. You can click on "Show in Formula" to load the chart in Formula view and conduct further analyses.
  • Live Mode: include the live data (partial data for today).
  • Create New Schedule: create a repeated schedule to execute the dashboard and email the results.
  • Copy Dashboard Link: copy the URL to this dashboard.
  • Edit Dashboard: use drag-n-drop to rearrange the charts. Make sure you click "Publish" when you are done.
  • Clone Current Dashboard: clone this dashboard into another one.
  • Delete Dashboard 

User Guide 5

 

Formula

Formula is the core part of the Self-Service Analytics. There are several key features here built specifically to under user behavior and monitor key product and marketing metrics.  

Here are some common widget for Formula:

  • Schema: select which schema to analyze. 
  • Measure: give the measure a name, or select from a list of pre-define measures. Each measure is defined as a Function over some Events with Event Filters.
    • Function: applicable to the Events selected. Some functions (with *) require you to specify the Event Property to be applied to.
      • Counting: Count Events, Unique Users, Unique Value*
      • Aggregation*: Sum, Average, Min, Max 
    • Event(s): multiple events can be selected. You can also click on the selected event to remove it.
    • Event Filter: specify filter condition on the Properties of the event. After adding one Event Filter, you can add a second one and specify the relationship between them: AND / OR
  • Operator: add another Event to the Function or Measure to the Formula. Currently only division and addition is supported between Measures.
  • Global Filter: the filter conditions applicable to all Measures. After adding one Global Filter, you can add a second one with AND/OR relationship.
  • Group By: how the Measures should be grouped by
    • Breakdown:  select 1-2 Properties to group by
    • Cohort: select multiple Cohorts to group by
  • Date Range: select Start Date and End Date for the analysis.
  • Time Bucket:  select how the results should be bucketed in Day, Week, Month or Year
  • Date Type Selector: specify which date should be used, Event Date or Install Date.

User Guide 6

 

KPI

Query and Funnel can be promoted to a KPI (Context Menu: Create a New KPI ...) and displayed in the KPI list.

  • All the KPIs are listed in the Sidebar. The ones with a dot next to it indicating they have some Anomalies.
  • Every KPI chart has a Diagnose button which lets you to run diagnostics for that KPI

User Guide 7

 

Diagnostics

The Diagnostics view shows all the breakdown charts for a KPI (slice-n-dice). Every breakdown Property is displayed on the Sidebar. The dot indicates some anomalies. 

User Guide 8

 

Workspace

Query and Funnel can be "Add to Workspace" to be included in a discussion. In the popup window, you can create a new workspace or choose an existing one to add to.

User Guide 9

Workspace is used to discuss the findings from different charts. 

  • Chart: you can use "Edit Workspace" and arrange the charts through drag-n-drop.
  • Screenshot / Annotate: click on the camera icon, then select an area on the screen to annotate on. You can use circle, line with different colors to highlight the insights.
  • Channel: the default is the Public Channel where everyone can see. You can also click on a team member's profile icon to talk in Private Channel.
  • Message: you can change fonts and attach images to your message.
    • When you @ someone, they will receive an email notification.
  • Add Workspace to Slack: from the Context Menu on top-right corner, you can connect this workspace to a Slack channel so notifications can be sent there.

User Guide 10

 

Event

Event markers can be displayed on any chart to show the relationship between certain marketing, operations or release events and metrics. There are many kinds of events and you can control their visibilities on every chart.

User Guide 11

 

Managing Events

You can click on any point on a chart and use the "Create an Event" icon to create a new events for the organization. Or you can go to Event on the sidebar and manage events there.

User Guide 12

User Guide 13

 

Schedule

A schedule is a repeated job that will execute the analysis and send you an email. You can create a schedule with the from the Context Menu of each chart, KPI or dashboard.

User Guide 14

 

You can manage the existing schedules and see the execution history from the under Setting

User Guide 15 

Next Steps

Check out Fundamentals for basic operations and concepts.