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

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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

Share

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.

Solution

 

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