One November 10, 2022, Stephen McMillian of HubSpot’s product team gave us a deep dive into Datasets. Below, you can see the recording, as well as Stephen’s answers to all the Q&A questions we didn’t have time to get to.
https://play.vidyard.com/1kVhavjkLMMbAT6CstgC1r.html?
QUESTIONS:
1. Is there a way to extend row count on report details?
I’m guessing this is referring to the drill-down table, and this might be a discoverability issue, since they can adjust the row limit:
2. Can you split by delimiter in datasets with calculated column?
Not sure what specifically the customer needed, but they can use the WIDTH_BUCKET() function to group data into nth tiles based on data distribution. We don’t have text based delimiters yet.
3. When should you decide to use a dataset vs one of those default reports that would get you the same data? This might be more of a question to the Report side of HubSpot.
They should use default reports whenever there’s one that answers their question, but use datasets or custom reporting when they need more flexibility to drill down or filter that data.
4. Would we be able to do Amount * Deal Probability property to achieve the weighted forecast as well?
Yes!
5. To clarify, so if we go back into this dataset and change the calculations within , for example, Stage Weighted, that property will update (twice a day) to reflect those changes?
Yes, exactly.
6. Another question following Logan’s, will it go refresh all the existing accounts with the correct calculation outcome too?
Yes, the refresh of accurate calculation results occurs twice a day.