2024 Week 5 | Sigma: Can you use dynamic text to report on KPIs?

Introduction

Welcome to Week Five 🖐🏼

This week’s challenge is all about crafting an impactful headline. Whether it’s for the top of a dashboard or a key component of a presentation, the goal is to effectively highlight KPI performance of email campaigns through Hubspot.

We’ll be utilizing Sigma’s dynamic text feature, drawing data directly from the summary section of a table element. This approach allows for seamless updates to KPI reporting, ensuring your data is both current and compelling.

Best of luck on this week’s challenge!
Adrian

Need access to Sigma?

Click here to Watch: How to Register & Get Started with Sigma WoW

Note: You will only have view access to WOW Workbooks, Folders, and Workspaces, not edit access. Please create your WOW Workbooks under “My Documents.” We suggest creating a folder to organize all your workbooks.

Requirements

Add a table element from HUBSPOT__EMAIL_CAMPAIGNS table
- Sigma Sample Database > Applications> Hubspot
Create Summary KPIs in table element
- In your table element, you’ll need to use the Summary portion at the bottom and add new summaries (i.e. calculations) for the following metrics:
  - Open Rate (%) – Total Unique Opens / Total Deliveries
  - Click to Open Rate (%) – Total Unique Clicks / Total Unique Opens
  - Clickthrough Rate (%) – Total Unique Clicks / Total Deliveries
  - Bounce Rate (%) – Total Number of Bounces / Total Deliveries
- Hint: you’ll need a way to handle NULL values in the denominator of your calculations
- Formatting Requirements:
  - Format all values to percentages (%)
  - Decrease decimal places to zero
- Bonus: Create a new column Bounce Rate Performance using the following logic
  - If the Bounce Rate is less than 2% = “Excellent”
  - If the Bounce Rate > 2% but <= 5% = “Good”
  - If the Bounce Rate > 5% but <= 10% = “Average”
  - If the Bounce Rate > 10% but <= 20%, = “Above Average”
  - If the Bounce Rate > 20% = “High”
Create Headline
- The headline will include the Email Campaign Name and Email Campaign Sub Type
- Filtering on Email Campaign Name should update Email Campaign Name, Email Campaign Sub Type, and all KPI values
- Formatting Requirements:
  - Medium Heading for Headline Title
  - Large Paragraph for Details and KPIs
  - For Email Campaign Name filter, only use Show clear button and Show search box

Dataset

Sigma Sample Database > Application > Hubspot > Hubspot Email Campaigns

After you finish your workout, share on LinkedIn, Sigma’s Community page, (or Twitter) using the hashtags #WOW2024 and #SigmaComputing, and tag Adrian Segura, Ashley Bennett, Eric Heidbreder, and Katrina Menne!

Also, make sure to fill out the Submission Tracker so that we can count you as a participant this week to track our participation throughout the year.