Question 1

Integrating a New Data Source

Accepted Answer

An integration is a method by which you can import data from the software you use to run your business, like your sales, expenses, customers, marketing, etc into your project. This is the first step to being able to generate insights and make data-driven decisions, so if you have any issues with this guide, we'll be right here to help you via chat or one-on-one calls.

🚛 Integrate Data into Your Project

Q: Window and Calculate Node

<h3 id="description">Description</h3> <p>Use the <strong>Window and Calculate</strong> node to calculate a metric for each row, by looking at other rows in the chosen window. This node is great for calculating a 7-day moving average or cumulative sum in a certain metric.</p> <h3 id="option">Option</h3> <ul> <li><strong>Window</strong>: select column to select a certain range and determine the order (ascending or descending)</li> <li><strong>Aggregation method</strong>: the method to aggregate a value, e.g. SUM, COUNT, AVERAGE, RANK, etc</li> <li><strong>Value</strong>: the column to perform the aggregate method on</li> </ul> <h5 id="example17daymovingaverage">Example 1: 7 day moving average</h5> <p>Order the rows by date, and for each row, take the average of a 7 row window.</p> <h5 id="example2cumulativesumovertime">Example 2: Cumulative sum over time:</h5> <p>Order the rows by time, and for each row, take sum of all the preceding rows</p> <h5 id="example3bestrankingcollateralineachcampaign">Example 3: Best ranking collateral in each campaign:</h5> <p>Group by campaign, order by performance, generate the rank number for each one, then use a filter node to select rows with rank number = 1.</p> <p><a href="/en-us/category/workflows-kcbeuo/">↩️ Back to Workflow Settings</a></p>

Go Fig has a wide variety of ways to sync data into your project to start getting insights!

App Connectors with one-click setup to sync data from all the software you use to run your business
We also support a universal options to import data from Google Sheets & CSV uploads
[Mature and Scale tiers only] Database Connectors with one-click setup to sync data from your existing databases
[Mature and Scale tiers only] Custom integrations built by our team upon request

App Connectors

App Connectors are the best way to sync data into your project from the software you use to run your business. We strongly recommend syncing at least one Accounting app (e.g. Quickbooks Online), one Point of Sale app (e.g. Square, Toast, etc), one Marketing app (e.g. Adwords or Facebook Ads). Other App Connectors we support include Web Analytics (e.g. Employee Shift Management (7Shifts), Customer Relationship Management (e.g. Hubspot) and much more!

App Connectors are the best choice to integrate your data. Select the App Connector you want to integrate, and follow the steps to authori

Question 2

Build a Workflow to Transform Data

Accepted Answer

This guide will go over how to work with data to build new tables in your project using the Workflows feature. A Workflow is a visual editor to clean, transform, and analyze your data.

Think of workflows like spreadsheets, but better suited for data analytics. Instead of manually deleting rows or adding formulas, you define each transformation once and they'll be run automatically in future. Workflows are the nuts and bolts of your data analytics work. Use them to prepare data, build segments and calculate new metrics.

🏗 Building your workflow

To build a workflow, you drag-and-drop nodes onto the canvas and connect them together. Data flows from the right side (output) of a node into the left side (input) of the next node. Certain nodes (e.g. joins) have multiple inputs.

Every workflow must start with a Get Data node and must end with a Save Data node:

1) Get Data will import data from an integration or another workflow 2) Save Data will export data and make it available in other workflows or dashboards

To configure a node, click the edit button below it (or double click it). You edit the configuration, and preview the results before saving. We've written a guide for every node if you run into any issues. | For example, in the filter node, you'll need to choose the column ("city"), predicate ("equals") and value ("London").

At the moment, we have nodes for most common data transformations, including a formula

Question 3

Visualize Data with Reports

Accepted Answer

This guide will go over how to display data in charts, metrics and other widgets in your project using the Reports feature. A Report is a visual display of data metrics that is always up to date with latest data and can be shared.

If you've used another Report builder or Business Intelligence tool, our Report builder will feel intuitive. You get a freeform, configurable canvas and a variety of widgets to display results from your data.

🏗 How to Building a Report

You'll start with an empty canvas. You can change the dimensions to suit your needs (e.g. width of 360 pixels for mobile).

Add new widgets to the canvas and click edit to configure them. At a high level, there are four types of widget:

Text, Image and Embed widgets for captions, explanations and external content
Table widgets to display raw data
Chart widgets to visualize the relationship between columns in your data (typically with aggregations)
Controls to enable viewers to change the date range

For most widgets, you need to choose the source data ("Table") you want to use. For charts, you'll need to configure at least one dimension and metric:

Dimensions describe or categorize your data e.g. Product ID, Device, Date
Metrics measure your dimensions, and is the result of an aggregation e.g. total sales, average session duration

You can pre-filter the data and sort the results, and you can preview the widget before saving. We've written a guide for every widget

Question 4

Getting Started with Go Fig AI

Accepted Answer

Question 5

Window and Calculate Node

Accepted Answer

Description

Use the Window and Calculate node to calculate a metric for each row, by looking at other rows in the chosen window. This node is great for calculating a 7-day moving average or cumulative sum in a certain metric.

Option

Window: select column to select a certain range and determine the order (ascending or descending)
Aggregation method: the method to aggregate a value, e.g. SUM, COUNT, AVERAGE, RANK, etc
Value: the column to perform the aggregate method on

Example 1: 7 day moving average

Order the rows by date, and for each row, take the average of a 7 row window.

Example 2: Cumulative sum over time:

Order the rows by time, and for each row, take sum of all the preceding rows

Example 3: Best ranking collateral in each campaign:

Group by campaign, order by performance, generate the rank number for each one, then use a filter node to select rows with rank number = 1.

↩️ Back to Workflow Settings

Question 6

Widgets Reference Documentation

Accepted Answer

How to use each widget in dashboards.

Text

Use the text widget to write explanatory notes on your dashboard.

Table

Use the table widget to display raw data in a grid of rows and columns.

The dashboard user will be able to sort and paginate through the entire dataset, perform aggregation, and add formatting like currencies, percentage or positive and negative background colors.

Column

Use the column widget to display one or more metrics against one dimension.

The horizontal x-axis of the chart shows the Dimension, and on the vertical y-axis are the Metrics. You need to calculate at least one metric, but you can add as many as you want.

📚 Example: Display the CPC and CPM by acquisition channel.

Stacked Column

Use the stacked column widget to display one metric against two dimensions.

In a stacked column chart, each of the vertical bars from a column widget is segmented by a second Stack Dimension.

By default, the height of each segment in the bar is the value of the metric. If you choose to Stack 100 percent, the height of each segment is the _proportion _of the metric.

📚 Example: Display the CPC by acquisition channel and day of the week.

Bar

Use the bar widget to display a column widget in a horizontal direction.

Stacked Bar

Use the stacked bar widget to display a stacked column widget in a horizontal direction.

Line

Use the line widget to display one or more metri

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