Presight
  • 👋INTRODUCTION
    • What is Presight?
    • Core Concepts
      • Metrics
      • Events
      • Segments
        • Source Columns
        • Custom Segments
    • The Presight Workspace
      • Workspace Overview
      • The Data Docs
      • Data Library (Datahub)
  • ➡️DATA IN
    • Connect
      • Data Warehouse
      • Data Connectors
        • API Connector
        • Google Sheets Connection
        • CSV Import
        • Dimensional Dates (Dimdates table)
        • QuickBooks Online
        • HubSpot Connector
    • Sync
    • Tables & Columns
      • Browse & Edit
      • Primary Key
    • Governance
  • ⚙️MODEL
    • Data Relationships
      • Table Relationships
      • Hierarchy
    • Metrics
      • Create Metrics
      • Ownership & Permission
      • Deletion
    • Events
      • Creating Events
    • Custom Tables
      • Table Builder
        • Filter a Dataset
        • Simple Data Enrichment
        • Advanced Enrichment - Segmentation
      • Custom SQL Query
    • Segments & Custom Segments
      • Dimensions from Data Sources
      • Create a New Dimension
    • Formulas
      • Metric Formulas
      • Data Transformation Formulas
  • 📊ANALYSIS
    • The Data Docs
      • Explorations
        • Docs Widgets
      • Reports
      • Dashboards
      • Layout & Beautify
      • Organize
      • Collaboration
    • Data Widgets
      • Charts
        • Query Syntax
        • Data in a Chart
        • Interacting with a Chart
          • Breakdown
          • Chart Filter
          • Time Change
          • Chart Menu
          • View Constituent Records
          • Version views in Chart
        • Chart Configuration
      • Metric Table
        • Creating a Table
        • Interact with a Table
          • Adding Metrics
          • Adding Sections and Organizing metric list
          • Table Filter
          • Table Summaries
          • Quick Chart Creation from Table
          • Timeline Navigation
        • Table Menu
        • Table Breakdown
        • Breakdown Options
        • Interact with Table Metrics
        • [Advanced] Automatic Variance Calculation
      • Records Table
        • Accessing Data Records on-demand
    • Breakdowns & Filters
      • [Advanced] Dimension Path
    • Event Analytics
      • Event Funnel
      • Cohort
      • Event Path
    • Segmentations
      • Metric Segments
      • Filtered Segments
    • Ask AI (Beta)
      • Ask Presight
      • Presight AI in your Chat Tools
  • 📈PLANNING
    • Creating Versions
    • Interacting with Versions
    • Interacting with Future Data
    • Forecasting a Metric
  • 🏛️GOVERNANCE
    • Overview
    • Table Restriction
    • Metric Permission & Sharing
    • Doc Sharing
  • ⬇️DATA OUT
    • Export Data
Powered by GitBook
On this page
  • Columns and Values
  • Columns
  • Values Within Columns
  • Combining Columns and Values with Metrics
  1. INTRODUCTION
  2. Core Concepts
  3. Segments

Source Columns

PreviousSegmentsNextCustom Segments

Last updated 5 months ago

Columns and Values

Columns originate from the attributes available in your raw data, usually in the form of categorical data fields such as Region, Segment, or Age Group. Each column serves as a category by which you can segment and analyze your data. The unique entries within a column are known as values.

For example, consider the column City. The values within this column could be New York, London, Tokyo, etc. These values represent the specific instances or categories within the City column.

Columns

Columns are essential for organizing data and providing structure to your datasets. They define the variables or attributes that describe each data entry, from which you can perform detailed analyses, identify patterns, and uncover relationships between different data attributes.

For example, in a sales dataset, columns might include:

  • Product Category: Electronics, Clothing, Home Goods

  • Region: North America, Europe, Asia

  • Sales Representative: Names of sales staff

  • Date of Sale: Specific dates of transactions

Each of these columns allows you to slice your data in different ways to gain various insights.

Values Within Columns

Values are the actual data entries within each column. They represent the specific details or categories under a column. In the Region column, values might be East Coast, West Coast, or Midwest. Analyzing metrics based on these values enables you to compare different segments of your data.

For instance, you might want to compare revenue across different regions or see how sales performance varies over time. By filtering and grouping data based on column values, you can generate reports and visualizations that highlight these differences.


Combining Columns and Values with Metrics

Making Metrics Meaningful

Metrics such as revenue, units sold, or customer satisfaction scores provide quantitative information. However, without context, these numbers lack actionable insights. By associating metrics with specific columns and their values, you can contextualize the data to make informed decisions.

For example:

  • Revenue by Product Category: Understand which categories generate the most revenue.

  • Units Sold by Region: Identify which regions have the highest sales volume.

  • Customer Satisfaction by Service Representative: Assess performance at an individual level.

Practical Example

When you query Revenue by City New York this year, you are essentially asking:

"Give me the sum of all values in the rev_amount column where the City column has the value 'New York' and the transaction date falls within this year."

In this case:

  • City is your column.

  • 'New York' is the specific value within that column.

By organizing data into columns and analyzing metrics within the context of specific values, you can derive more insightful and granular information. This approach allows for precise data analysis, enabling better decision-making based on detailed breakdowns of the data.

👋
Tables and their columns on Presight