Summary Formulas in Datasets

Introduction

Hi, my name is Stephen, and I’m the product manager for datasets at HubSpot. I put together a series of videos to demonstrate how our new summary functions work to complement the knowledgebase article.

Summary Functions

Summary functions enable the ability to aggregate data across multiple rows in a dataset. This new functionality enables the computation of valuable business metrics including most rates and ratios.

Explainer Videos

  1. Introduction to Dataset Summary Measures
  2. Introduction to Dataset Fixed Summaries
  3. Using Fixed Summaries to Power Up Conversion Rate Reporting
  4. Using Fixed Summaries to Power Up Commission Based Reporting

Who Gets It?

Operations Hub Enterprise Users

When can we expect this, I honestly cannot wait for this. So far I have been dumping csv files and then using python to contcat the dataframes

We released to a large group today and will be progressively rolling it out to all users. If you don’t see the new functions in your portal, please reach out to your account manager, and I can have you ungated!
Best,
SM

@smcmillian Is it possbile to use multiple IFs in a DISTINCT_COUNT?

@smcmillian Are those Looms still avaiable somewhere? :folded_hands: They seem to be deleted.

Best,
Lars

Unfortunately, this isn’t helpful as all of the explainer videos linked are showing as deleted.