Configure a Cohort Analysis report

Create a cohort and run a Cohort Analysis report in Analysis Workspace.

  1. In Analysis Workspace, click the Visualizations icon in the left rail and drag a Cohort Table to the canvas.

    An example Cohort Table showing the Inclusion Criteria and Return Criteria.

  2. Define the Inclusion Criteria, Return Criteria, Cohort Type, and Settings as defined in the table below.

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2
    Element Description
    Inclusion Criteria You can apply up to 10 inclusion filters and up to 3 inclusion metrics. The metric specifies what places a user in a cohort. For example, if the inclusion metric is Orders, only users who placed an order during the time range of the cohort analysis will be included in the initial cohort.
    The default operator between metrics is AND, but you can change it to OR. In addition, you can add numeric filtering to these metrics. For example: “Visits >= 1”.
    Return Criteria You can apply up to 10 return filters and up to 3 return metrics. The metric indicates whether the user has been retained (retention) or not (churn). For example, if the return metric is Video Views, only users who viewed videos during subsequent time periods (after the period in which they were added to a cohort) will be represented as retained. Another metric that quantifies retention is Visits.
    Granularity The time granularity of Day, Week, Month, Quarter, or Year.
    Type Retention(default): A retention cohort measures how well your person cohorts return to your property over time. This is the standard cohort that we have always had and indicates return and repeat user behavior. A Retention Cohort is indicated by the color green in the table.
    Churn: A churn (also known as “attrition” or “fallout”) cohort measures how your person cohorts fall out of your property over time. Churn = 1 - Retention. Churn is a good measure of stickiness as well as opportunity by showing you how frequently customers do not come back. You can use churn to analyze and identify areas of focus: which cohort filters could use some attention. A Churn Cohort is indicated by the color red in the table (similar to fallout in our Flow visualization).
    Settings Rolling Calculation: Calculate retention or churn based on the previous column, rather than the Included column (default). Rolling Calculation changes the calculation method for your “return” periods. The normal calculation independently finds users who meet “return” criteria and were part of the inclusion period, regardless of whether or not they were in the cohort for the previous period. Instead, Rolling Calculation finds users who meet “return” criteria and were part of the previous period. Therefore, Rolling Calculation filters and funnels the users who continually meet the “return” criteria period over period. Return criteria are applied to each of the periods leading up to the selected period.

    Latency Table: A Latency table measures the time that has elapsed before and after the inclusion event occurred. Latency is great to use for pre/post analysis. For example, if you have an upcoming product or campaign launch and you want to track behavior before as well as see how it performs after, the Latency table will display the pre and post behavior side by side to see the direct impact. The pre-inclusion cells in the Latency Table are calculated by users who meet the Inclusion criteria on the inclusion period and then meet the Return criteria in the periods before the inclusion period. Note that Latency tables and Custom Dimension Cohort cannot be used together.

    Custom Dimension Cohort: Create cohorts based on the selected dimension, rather than time-based cohorts (default). Many customers want to analyze their cohorts by something other than time and the new Custom Dimension Cohort feature provides you with the flexibility to build cohorts based on dimensions of their choosing. Use dimensions such as marketing channel, campaign, product, page, region, or any other dimension in Customer Journey Analytics to show how retention changes based on the different values of these dimensions. The Custom Dimension Cohort filter definition applies the dimension item only as part of the inclusion period, not as part of the return definition.

    After choosing the Custom Dimension Cohort option, you can drag and drop whichever dimension you want into the drop zone. This allows you to compare similar dimension items across the same time period. For example, you can compare performance of cities side by side, products, campaigns, etc. It will return your top 14 dimension items. However, you can use a filter (access it by hovering on the right of the dimension that was dragged on) to display only desired dimension items. A Custom Dimension Cohort cannot be used with the Latency Table feature.
  3. Adjust the Cohort Table Settings by clicking the gear icon.

    | Setting | Description |
    | Only show percent | Removes the number value and only shows the percentage. |
    | Round percent to nearest whole | Rounds the percent value to the nearest whole instead of showing the decimal value. |
    | Show Average Percent Row | Inserts a new row at the top of the table and then adds the average for the values within each column. |

Build the Cohort Analysis report

  1. Click Build.

    Cohort Table view showing selected Inclusion Criteria and Return Critera. Click Build.

    The report shows persons who placed an order ( Included column), and who returned to your site in subsequent visits. The reduction in visits over time enables you to spot problems and take action.

  2. (Optional) Create a filter from a selection.

    Select cells (contiguous or noncontiguous), then right-click > Create Filter From Selection.

  3. In the Filter Builder, further edit the filter, then click Save.

    The saved filter is available for use in the Filter panel in Analysis Workspace.

  4. Name and save your cohort project.

  5. (Optional) Curate and share the project components.

    note note
    You must save your project before curation is available.

Download a cohort visualization

Like other visualizations in Analysis Workspace, you can download a cohort visualization as a CSV or PDF file. For more information, see Download project data.