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Office Hour Recordings

Owned by Rachel Kozloski (Deactivated)
Last updated: Apr 06, 2023 by Lindsey Huber
15 min read

These are links to the office hour recordings that are stored in Sharepoint.  If you have any trouble accessing the links or recordings, please submit a Jira ticket.

Office Hours April 6, 2023

  • Demo: New integration with GPT (coming to you in April as of now!) which will be facilitating an AI-powered, unified search experience right from the home page of ThoughtSpot.

  • Please add links to the answers or live boards you are referencing when you submit a ticket

  • Next clean up tag event - 4/27

  • TS new features in the last release

  • ISD grey screen - sense app in beta, data in TS

  • Upcoming D&A initiatives and reminders

    • Retention - hope to have a starter board by end of april

    • ROAS - hope to have POC same time that we can start to play/work with

    • Advantage upgrade is coming in June so, starting in May, from a development side we’ll be at capacity

Office Hours March 9, 2023

  • Thanks for everyone who attended Analytics Day! For those who couldn’t make it, the recordings and example boards are posted below. Please reach out if you want copies of any boards from our guest presenters.

  • Note: BI tag as been rebranded to “Recommended”

  • Auto Renew Rate (Beta) now available in the Active Subscriber worksheet in TS

  • Auto Renew Projections (Beta) now available in Qlik Sense

    • Input field for pay up %

    • Keep in mind that projections are less reliable the farther out you go

    • Bug with customers who were folded - their Renewal Rate is incorrect

      • This is being fixed now, but there is a workaround in the short term for anyone interested

    • Please use and give feedback so we can improve!

    • (This replaces the Infobase report, which will be sunset)

  • PII data available in TS for people who need it. The approval process is being finalized now and will be rolled out shortly

  • Liveboard custom sizes for objects - finally!!

  • In the coming weeks we’ll discuss how to deprecate compromised fields, like Opens in mailing data

Analytics Day Recordings (February 22, 2023):

Office Hours January 26, 2023

Office Hours January 12, 2023

  • Email address - will be available soon as needed (one trust assessment required)

  • Reviewed how nothing includes tax - but the revenue fields will be separated by includes freight or doesn’t (will say no freight)

  • Reviewed clean up tag: In an effort to keep our ThoughtSpot environment clean, a 'clean-up' tag has been applied to any answers and liveboards that have not been used in the past 6 months. On January 31st we will be deleting anything that still has the tag applied. Over the next two weeks please go into ThoughtSpot, select the 'clean-up' tag on the 'Answers' and 'Liveboards' tabs and review what's been flagged for deletion. If there is anything you would like to keep, simply hover over the tag for that answer/liveboard and hit the 'x'. This will remove the tag and we will not delete it. Thank you for your help. Data and Analytics

  • New experience - on for everyone by default - allows you to see and use new ThoughtSpot features

  • Reviewed CS Outcomes / CS Modification Events - All mod events pulled in

  • Analytics Day Feb 22 - save the date!

  • Webinar reminder - dashboard will be sunset this week, use ThoughtSpot!

  • Went over new apps now available in Qlik Sense: Historical File Size and Subscriber Cancel Curve

    • QlikView dashboards will be grey screened and sunset this quarter

  • Reviewed CPA Payout report - now in ThoughtSpot

  • Reviewed list Affiliate View in Sense - accessible via the ‘Community’ sheets in Sales and Revenue app

Office Hours December 15, 2022

  • New experience: heads up, planning to switch everyone over

  • Reviewed clean up tag

  • Reviewed CS Outcomes / CS Modification Events

  • Reviewed Payment Processing Events

  • Reviewed CC decline rates starter board

  • Reviewed addition to Active Sub Starter board - U flag chart

  • IRIS Stats worksheet POC - volunteers?

  • Analytics Day Feb 22 - save the date!

  • Integrated Planning - the D&A planning process and our Top 3 goals

Office Hours December 1, 2022

  • Signup & Unsubscribe in ThoughtSpot (beta version: Integrated signup dashboard is still available in QlikView

  • Make answer discoverable: new feature - when you share an answer or liveboard you have the option to make it discoverable. Checkbox

    • Users who are part of the same user group as you and have access to the data source on which this content is built will get access to this Liveboard.

    • Permissions - because of this new feature we have updated permissions so that you can only share with members of your user group. If you need to share outside of that you can submit a ticket.

  • MPD and LTV QlikView deprecation - 12/16

  • Webinar data is now production ready in ThoughtSpot: plan to sunset QlikView webinar dashboards in early January

  • Email will be added to TS sales and revenue - mainly for telesales team but just FYI

Office Hours November 17, 2022

  • “clean-up” tag in ThoughtSpot

    • We'll be instituting quarterly clean-ups for old (i.e. not used in the last 6 months) answers and liveboards. We'll flag these with a 'clean-up' tag. 

    • We'll send a status page announcement prior to any cleanups. If you would like to keep the answer or pinboard, simply remove the tag.

  • Review Retention dashboard changes

    • Summary has been moved to the back.

    • 1-year retained count/rate now titled '14 month retained count/rate'.

      • The information is still the same. We always reported 1-year retention at 14 months to account for the attrition that occurs with the auto-charge. We're just updating the field name so it's clearer.

    • Please remember when using this dashboard that everything ties back to the initial paid subscription - so all selections apply to the initial paid subscription and all retention rates are calculated using the initial paid subscriptions for the cohort as the denominator.

  • Fields added to Active Subscriber: Remaining liability, Final Issues to go, Term Length (#), Final Expiration Date

    • Note: Final Issues to go includes future terms. This is the same as issues to go in Qlikview, but we renamed it so it would be clearer and match refactored Blueshift instances.

  • Reminder: MPD and LTV are in Qlik Sense (standard stream)

    • Currently in beta but moving to production soon.

    • Any feedback? Positive or negative?

  • Deploying Lead Gen, MPD and LTV in data hub on Wednesday 11/30

    • Currently in beta but moving to production soon.

    • Any feedback? Positive or negative?

    • Deploying Lead Gen, MPD and LTV in data hub on Wednesday 11/30

      • Submitted signups will no longer be included in Lead Gen.

      • Sunsetting the Affiliate level lead gen

      • Otherwise, shouldn’t be noticeable aside from the refresh schedule will be every 2 hours now - which will be most impactful for lead gen.

Office Hours October 21, 2022

  • Roadmap update: migration from QlikView to Qlik Sense will pick up pace this quarter and next

    • Webinar dashboard migrated to TS (will be reaching out to review new report in TS)

    • RAD migrated to QS Sales & Revenue

    • MPD migrated to Sense - releasing as “beta” next week

    • LTV migrated to Sense - releasing as “beta” next week

  • Owning org update → Circbase will now be the source of owning orgs for items (instead of Advantage)

    • This change mainly affects Banyan, but keep in mind that if you update orgs in Circbase it will be reflected in reporting

  • Days to Refund board: https://thoughtspot.14west.us/?utm_source=answer-sharing&utm_medium=email#/pinboard/3fb79506-1c61-4ba2-924d-e7e0c46639bb

    • Similar to the “Subscriber Cancel Curve” board in QlikView, but that board looks at cancels, which don’t always result in a refund

    • This board only looks at refunds, and how long since the order date did the refund occur

Office Hours September 22, 2022

Office Hours September 8, 2022

  • Christine Justis demoed three liveboards that the OG has utilized. Two were mailing related and one was looking at some sales insights into the prior day’s sales. If there is interest in these boards, please reach out via a ticket and we will work to get something similar setup for your organization.

  • Reviewed a recent use case for mailing data where we were trying to see the engagement from users who were on a paid list were having on free lists.

  • We have turned off column summaries by default

    • Should be using the KPI Visualization if you need a KPI chart

    • If you need to see totals – create a straight table with no dimensions which will give you totals

  • File Size Adoption Updates

    • Be on the lookout for upcoming user sessions where we will be focusing on the file size adoption as well as deprecating the Active File Size Qlikview report.

  • Past Employee Updates to Liveboard/Answers

    • Please notify the BI team via a support ticket if there are any reports/dashboards from former employee’s that you would like to have transferred to your name.

    • We will be deleting/removing older boards from employees who are no longer with the company.

Office Hours August 11, 2022

  • New Answer Experience is live for all users and turned on by default. If you have any questions on how to navigate please submit a ticket to D&A

  • Here is a link to the answer where you can view LTV earlier than 30 days – it gives a 7 and 14 day LTV view

    • Copy and edit to adjust as needed for your own needs.

  • For any new users or anyone who is interested in learning the fundamentals of ThoughtSpot, please refer to the ThoughtSpot U resource which you can find by hitting the ? while you are in ThoughtSpot.

    • These courses have quizzes, exercises, and videos to help guide you through the fundamentals of how to use ThoughtSpot.

    • You just need to create a free account to get started.

  • We will be deprecating Active File Size dashboard in QlikView soon so be on the lookout for the gray screen in addition to scheduled sessions to teach users how to utilize this data set and starter board in ThoughtSpot.

  • There was mention of KPI boxes failing to render in ThoughtSpot (pictured below). A short term fix for this is to zoom out on your display and it should correct the issue. This has been raised to ThoughtSpot as a bug to see if they are able to fix in a future release.

Office hours July 28, 2022

  • New series will be sent out with Teams instead of Zoom. WesTech is no longer using Zoom.

  • We will be turning on the “New User Experience” by default for all users.

    • You can toggle on the new Liveboard Experience if you wish, please know that it is still in Beta and there are bugs with it so only use if for exploratory reasons.

  • The new Crossover Starter board is available for use

  • Review Qlik Sense Hub recategorization

    • Standard reports are available in the “Standard” stream in Qlik Sense

  • Rev Share Audit Sheet coming soon.

    • Please let us know if you have any questions or suggested changes for this new Rev Share analysis app.

  • Liveboard Sharing examples for future office hours

    • Please reach out to me if you have a standard board that you are using to help run/monitor campaign performance on a daily basis.

    • I will be reaching out to some other users to see if we can have someone share in a future office hours.

Office Hours June 30, 2022

  • Zambezi Updates and when you can expect to see the revised Zambezi in your inboxes

  • Back again – ISD updates, but this time finalized 😊

  • More enhancements to the Sales & Revenue Qlik Sense App

  • New fields added to ThoughtSpot Sales & Revenue

  • Crossover Reports to be gray screened – will be going away

Office Hours June 2, 2022

  • Discussed New Liveboard Experience (Updated: This has been disabled as ThoughtSpot informed us they were still in Beta - will be revisited later)

  • Walked through some more updates to the Qlik Sense Sales & Revenue app

    • Marketing refund rates

    • Date picker

    • Mentioned how new Map and Rev Share Audit page will be coming soon

  • Revisited the Qlik Sense Lead Gen Lead Level App as well for those who were unaware.

  • New KPI Charts are available to be pinned to your homepage. Conditional formatting can also be applied (Note: You must be in the New Answer Experience)

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Office Hours May 19, 2022

  • Covered updates on ISD now refreshing every 2 hours for both submitted signups and actual adds

  • Confirmed that all groups should now have access to both the Active Subscribers and Active Subscribers Crossover data sets in ThoughtSpot

  • Discussed changes coming to the Zambezi

    • No longer reporting from 5am to 5am, it is now going to report on a full day for yesterday’s orders.

    • Cross Sells are no longer going to be shown at this time because it was not doing what users had expected.

  • We will soon be reaching out to ThoughtSpot to enable the New Experience by default for all users.

    • For now, users will still be able to toggle on the Classic Experience

    • ThoughtSpot will eventually be decommissioning the Classic Experience entirely because all new features are being rolled out to the New Experience.

  • Touched on some new integrations coming to ThoughtSpot

    • Google Analytics

    • Export data directly to a Google Sheet connection

    • Slack integration

  • Touched on some new features for the new experience with straight tables

    • Truncate the rows via the settings (compact density) for cleaner charts

    • Zebra lines to make tables/data more legible

  • Impending changes coming to the Sales & Revenue app in Qlik Sense

    • Updated some of the charts and visualizations

    • Date picker is now available, was not available before

    • New Rev Share Audit sheet will be coming soon so that affiliates can evaluate rev share deals.

Office Hours May 5, 2022

Office Hours April 21, 2022

  • Reviewed the new “Starter Board” tags available. Can be used for new-hires or people who have questions on where to get started. I’ve highlighted below how you can find boards that have the Starter tag.

    •  

  • Reviewed the new eComm Mailing Analysis Starter Liveboard – use this as a starting point for those who are new to mailings and need something to work from.

  • Reviewed new upcoming product features from ThoughtSpot

  • Polled to see if anyone would be interested in a separate mailing office hours. If interested, please email me directly.

Office Hours April 7, 2022

  • Demoed a way to see a top item sold across a specific category (e.g. return the top item sold for each pub type last year for IL based on batch revenue)

  • Solicited feedback on the “New Experience” mode in ThoughtSpot.

    • No feedback given, but I did note I have noticed improved performance this week compared to how it was working since I last mentioned during office hours.

  • Demoed a sample report card liveboard – please reach out to me directly if interested

  • Demoed the new KPI Box visualization that is only available in the “New Experience” – sampled below in terms of various ways to show how far you are from a revenue goal

  • Bug Updates:

    • Stacked column line chart issue – bug with the visualization not loading. Ticket in with ThoughtSpot.

    • Source Code IRIS Testing Group temporarily removed from Lead Gen and eComm Mailing Detail worksheets

  • Reminder:

    • Please email me with any questions on how to build a specific board in ThoughtSpot. We would ideally like to feature these questions during office hours as live use case examples to show other users who may be struggling with the same questions.

Office Hours March 24, 2022

  • There is an option for users to apply a “new answer experience” to their ThoughtSpot profile.

  • We would ask users to try out this new feature of the next 2 weeks and come back with feedback on whether it would be nice to have this on by default

  • The Sales Export Utility in Qlikview is now deprecated

  • Regarding the changes we mentioned to ISD during office hours the other week, we would like to inform you that we have reverted ISD back to the original refresh schedule of 1 hour for submitted signups. We experienced delays with the move over to Data Hub which prompted us to revert this dataset back to the old refresh schedule. We apologize for any confusion this may have caused. Once we have a successful transition over to data hub we will be sure to notify users of the new refresh schedule for this particular data set.

Office Hours February 24, 2022

  • Deprecation of Sales Export Utility in QlikView

  • Reviewed a Daily KPI report which is available to all groups. If there is interest, please shoot me an email.

  • Reviewed a custom report where we looked at monthly revenue goals and how to incorporate that into a ThoughtSpot board to see how your business is tracking to monthly/yearly goals.

  • Asked users what we could do in reporting to hopefully make your jobs easier. If there are suggestions please do not hesitate to contact me.

Office Hours February 10, 2022

  • Reviewed the Cross Over Reporting Data in ThoughtSpot to give examples on what is possible

  • Refreshed MPD logic

    • What is a response vs an order

    • NTA differences when compared to LTV Data Set

    • How the data is analytically cohorted

  • Advised users to submit a ticket in the event any of their answers/pinboards were locked as a result of the last mailing terminology update we made.

Office Hours January 13, 2022

  • Mentioned the soft launch of active file size in TS starting January 21

  • Bringing new fields into Sales & Rev data set

  • QlikView Downtime

  • Updates to mailing terminology to more closely align with BSFT

  • Question came up about IRIS Conversion rate being added to reporting. We are hoping to solve for this in Qlik Sense but will consider adding an IRIS Worksheet in TS.

Office Hours December 16, 2021

Office Hours November 4, 2021

  • Sam Kramer from accounting shared an example of a royalties report he was able to simplify using ThoughtSpot

  • Brendan Smith from EPP shared his ThoughtSpot pinboard on credit card analysis

  • Provided an update on our Sales and Revenue adoption efforts

Office Hours October 7, 2021

  • Sales and Revenue Adoption - reviewed:

    • Overarching strategy

    • Adoption schedule

    • Legacy revenue report deprecation

  • ThoughtSpot One Migration - reviewed:

    • Important changes

Office Hours September 24, 2021

  • Reviewed upcoming changes with the ThoughtSpot One migration

Office Hours August 26, 2021

  • Amanda Haughwout from Deliverability reviews how to look at click rates using delivered in the calculation instead of opens, in light of the upcoming iOS changes to open stats

  • Reviewed changes to the Mailing Trends and KPI pinboard and a formula to help in our mailing reporting.

Office Hours August 12, 2021

Office Hours July 29, 2021

Office Hours June 3, 2021

  • Data terminology update

  • Blueshift link description (request for feedback on whether or not the field is needed)

  • A review of our Active File Size data hub initiative

  • Also, as promised, here is the link to the data terminology mapping for reference:

https://14west.atlassian.net/wiki/spaces/MISUP/pages/42750247051

Office Hours May 20, 2021

  • Light agenda:

    • Reminder – where office hours recordings are

    • Data terminology - changes coming next Friday 5/28

    • Heads up about an upcoming survey about our lead gen guided analytics app in Qlik Sense

    • Affiliate question/request: potentially grouping the raw domains into areas or categories that we could roll into a new field in ThoughtSpot. Would help when evaluating deliverability. Looped in Amanda H. to research and take forward.

Office Hours May 6, 2021

  • Reviewed new ThoughtSpot feature - customizing/disabling headlines

    • Headlines display summary information of a table result. Headlines contain summary information for each column of a table. They appear at the bottom of the table in individual boxes.

    • You can now decide whether or not to display headlines in your table results. To customize headlines, click the ellipsis icon and select Customize Summaries.

  • Refresher of guided analytics approach/initiatives

  • Reviewed work in progress Sales and Revenue application in Qlik Sense and asked for some feedback from the group.

Office Hours April 8, 2021

Office Hours March 25, 2021

Office Hours Mar 11, 2021

  • Reviewed upcoming lead gen (lead level) application in Qlik Sense. This serves as a preview of our new and improved guided analytics approach that we'll be rolling out for a variety of subject areas.

Office Hours Feb 25, 2021

  • Reviewed new ThoughtSpot features rolled out in the most recent release - should be available sometime in March!

    • Explore

      • New explore function for pinboards is much more flexible

    • Linked filters

      • Apply a filter to answers in your pinboard from different datasets by defining like filters

    • Pivot table

      • Pivot tables will now use a table aggregate calculation vs. a sum calculation

    • Nested top

      • Define what measure you want to see the top results for

    • Android

      • ThoughtSpot will be available on Android devices, not just iPhone

Office Hours Jan 28, 2021

  • New worksheet: eComm Analysis - Last Engaged, with starter pinboard Last Engaged at Time of Mailing

    • Shows subscriber engagment (last opened/ clicked on that list) at the time of the mailing, looking at mailings for the past 90 days

  • Cooper Creagan from Money Map presented Lifetime Value analysis pinboards and a KPI dashboard pinboard

Office Hours Dec 3, 2020

  • Lead Gen Starter Pinboards review

  • Lead Gen → use Source Code w/ Costs filter instead of Cost > 0 

  • New fields: 

    • Sales and Revenue - Days to Refund

    • Mailing worksheets - Mailing Tags, Blueshift Link Description

Office Hours Nov 12, 2020

Office Hours Oct 29, 2020

  • Review of "Last Reload Times" pinboard and Marketing Performance starter pinboard

Office Hours Oct 1, 2020

  • IF() statement overview

Office Hours Sep 3, 2020

  • Tony Groves presented IP warming; reviewed resources available in ThoughtSpot Community

Office Hours Aug 6, 2020

  • Stephen Stone presented Tom Kavanagh's Google click ID use case

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