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· One min read

✨ New ✨

Query Beta (v0.2)

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We're excited to announce v0.2 of Query! You now have the ability to save a query you've created to a Board. This release also allows you to make a query personal or published, so you don't need to worry about testing queries out/exposing them across your organization when they aren't ready to be viewed yet.

Boards Beta (v0.2)

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We're excited to announce v0.2 of Boards! You now have the ability to add both metrics and saved queries to your Board. You can add saved queries to your Board directly from the drag-and-drop sidebar on the Board page or you can add a query to your Board from the Query page.

· 2 min read

✨ New ✨

Metric Time

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**More Detail**

We're excited to be introducing the ability to assign non-primary time dimensions to measures in MetricFlow, preventing duplicate data source configs. If you want the measure to use a time dimension other than the primary time dimension, you will be able to specify an agg_time_dimension. The agg_time_dimension can be any time dimension defined in the dimension section.

  measures:
- name: users_deleted
expr: 1
agg: sum
agg_time_dimension: deleted_at

This change will also remove the requirement to consistently name the primary time dimension across your model. However, there will still need to be a primary time dimension defined in a data source with measures.

In order to minimize breaking changes in the API and CLI, the engineering team built in a fix that will resolve your existing primary time to metric_time, so you will observe the output change when making a query, so all existing queries and materializations will continue to work.

Trim Data Toggle Updates

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We updated our "Trim" data toggle to be more clear. It is now an ON/OFF toggle that indicates whether trimming is on or off. When the toggle is on, data is trimmed for incomplete time periods. When the toggle is OFF, all data is returned. Visit the Query page or Metric Page under Granularity to see the new toggle.

🐛 Bug Fixes 🐛:

Annotation Creation on Chart

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The ability to click on a chart to create an annotation could cause accidental actions to create annotatoins. We updated this functionality so that annotations can now only be created when a user clicks + drags together. Visit any chart module to confirm.

· 6 min read

✨ New ✨

Query Beta (v0.1)

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We’re excited to announce the v0.1 Beta release of Query which allows you to flexibly and safely build queries in the Transform application. You can start from scratch or jump off from an existing query to build your own.

This first version of the beta is mostly foundational (give or take a few features), and sets the stage for this powerful new page. It currently matches parity to the functionality you can perform on the metric page, which includes slicing and dicing a single metric in various ways. You’ll also notice that our chart widgets are new, and you now have the ability to create an annotation with a drag and drop (this applies to charts application-wide).

Stay tuned for updates to this page in the coming weeks, which include:

  • More chart types - get ready for bar charts, area charts, tables, and single value charts!
  • The ability to query multiple metrics at once
  • The ability to add your queries to Boards

One thing to note:

  • You can now only create Saved Queries on this new beta page, so you can no longer create them on the metric page. You will still be able to access all your saved queries on the metric page which can be found in a new section under the metric chart.

To Access Query: Click the Query icon page on the left navigation in the Transform application to visit this page, You can also access it through the metric page via the “Build Queries” button, or under the Saved Queries section on the metric page.

Boards Beta (v0.1)

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We’re excited to announce the v0.1 Beta release of Boards which is now live in the Transform application. Boards allow you to watch and manage collections of metrics you care about for yourself, your team, and your company. This first beta release achieves parity with our previous Collections page and sets the stage for a revamp of the entire experience so you can easily create and maintain dashboards in a way that is safer and more approachable for everyone in your company.

Keep an eye out for even more functionality in the coming weeks, including:

  • The ability to add saved queries to your Boards
  • More chart types for the metrics and saved queries on your Boards (e.g. bar charts, area charts, single value charts, and tables)
  • The ability to apply global filters to all of the metrics and saved queries on your Board

One update to note:

With this release of Boards, you might also notice that the Teams button is no longer on the left navigation of the Transform application. We want to take more time to build a better experience for Teams, and identity more broadly in Transform. In the meantime, you will still be able to create teams and access your existing team pages. However, we have removed the Team Collections and Team Queries tabs on team pages, so you will only see team metrics. To access Teams:

  • Click the settings icon on the left navigation
  • Click “Manage Teams” under the Team Settings section

To Access Boards: Click the Boards icon on the left navigation of the Transform application.

Start & End Times in CLI

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On the CLI, we can now pass time-constraint with --start-time and --end-time to the query.

Similarly, on the python interface, we can pass start_time and end_time to the query.

Verification Steps

Verify that the time constraints on the query results are correct when passing --start-time and --end-time to the query.

New Notification Settings Page

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This updates the Notification Settings Page to allow for bulk updates. Previously all settings were on a per-metric basis, but this didn’t make sense for more general notifications — and it prevented folks from, e.g. subscribing to or unsubscribing from all “new annotation” notifications at once.

The new page breaks things into four logical categories:

  1. “Methods” — the ability to subscribe to or unsubscribe from notifications on a per-channel basis (currently “in app” and “email”).
  2. “General” — the ability to subscribe to or unsubscribe from “subscribed to metric,” question, and reply notifications on a per-channel basis.
  3. “Subscription Content” — the ability to subscribe to or unsubscribe from annotation & new subscriber notifications on a per-channel basis, either in bulk or for any specific metric.
  4. “Alerts” — the ability to subscribe to or unsubscribe from metric-specific alerts on a per-channel basis, in bulk, for any specific metric, or any specific metric alert.

Reuse Model in CLI if config-dir Directory Unchanged

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Before, when resolving the model key when passing --config-dir we would always re-run commit-configs on the passed directory.

Now, we stash the model id when we commit a local model, and then check when we pass config-dir if we’re using the same directory and that the directory hasn’t been changed. If it hasn’t be changed, we re-use the stashed model id instead of commiting the model again.

This should substantially speed-up sequential commands using the --config-dir option

✔ 🌱 Successfully parsed local configs
✔ Query initialized: 1656095076961_0000023
✔ Success 🦄 - query completed after 10.25 seconds
[results]
1d1h ◒
▶ mql query --metrics wau_rolling_7 --dimensions ds --config-dir .
Using local model id 54985, created 20 seconds ago
✔ Query initialized: 1656095076961_0000023
✔ Success 🦄 - query completed after 0.50 seconds
[results]

Verification Steps

  1. Query with --config-dir , confirm new model created
  2. Query again with --config-dir , confirm that model is reused
  3. Change any yaml file in config-dir
  4. Query again with --config-dir , confirm new model created

Only Check CLI Updates After 24 Hours Since Last Check

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Before, we checked for an update on every CLI run. If one existed, we would surface it to the user with a prompt to upgrade.

Now, we stash the timestamp when we check for an update. When we run a CLI command, we check the timestamp before checking for an update and only do so if 24 hours have passed.

· 2 min read

✨ New ✨

Google Sheets UX Improvements

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We’ve added a number of usability improvements to the Transform Connector for Sheets.

  • We now use metric display names in the metric selection menu
  • We “prettify” dimension names and separated out dimensions by their identifiers
  • We removed the free-form text from the time constraint selection and now provide a fixed menu with operators
  • We partially removed the free form text from the where constraint selection and now provide a prompted menu that allows you to filter with AND/OR operators as well as various equalities. The dimension value input is still a free-form text field.
  • We now specify what dimensions are time dimensions and provide custom filterability with a calendar.
  • We now enter a note into the cell where a selection was made to indicate what the selection was
  • We won’t overwrite data without providing a warning

Verification Steps

Access the Google Sheets Connector by downloading it from the Google Add-Ons store - or if already installed- through the Extensions menu

🐛 Bug Fixes 🐛

Currency Format Example Bug

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The currency format on the metric metadata settings incorrectly implied that it divides the number by 1000, but it does not.

Verification Steps

Confirm the currency format example displays a number like 12345 as $12,345.00

· One min read

We have nothing new this week! Check back in two weeks.

· One min read

✨ New ✨

Excel Integration

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You can now get access to your metrics and dimensions in Excel desktop through the Transform Excel Add-In! The add-in is a custom menu which allows you to select metrics you want, slice by dimensions, filter, and other actions that our core APIs support.

Verification Steps

Find the instructions on Excel by accessing our integration page

Read the documentation here!

· One min read

✨ New ✨

dbt Integration

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Bring data transformations into your metric store with Transform's first integration with dbt. This integration gives you the power to define Transform data sources using dbt models. Transform then surfaces useful metadata from your dbt models—like the time of the last successful run—and links to model documentation directly in the Transform UI.

Verification Steps

Read the documentation here!

· 3 min read

✨ New ✨

Alerts

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Transform’s new Alerts feature helps us as data owners to proactively get alerted when a metric value goes down or up, providing time to investigate, author an annotation, and then publish that annotation to all subscribers of that metric. We believe this is a much stronger, push-based workflow for keeping track of value changes for the metrics we own.

Verification Steps

To access the new Alerts feature, visit any metric that you own and click the settings icon near the upper-right side of the page. From here, you'll see the "Owner Alerts" area where you can create new alerts that will be set for all technical and business owners of the metric. Here, you also have the ability to select how you'll receive those alerts, via Transform in-app notifications or via email, with Slack alerts coming soon.

Read the documentation here

Slack Integration

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Our Slack integration allows users to share metric charts from Transform to a user or channel in Slack.

When enabled using our integrations page, every chart will have a "Share to Slack" button that can be found in the top right corner (menu with three dots).

Verification Steps

Enable Slack by visiting the integrations page

Read docs on how the integration works here.

New Search Filters

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We upgraded our search filters to include the ability to filter metrics based on whether you are subscribed to them, who owns them, as well as the metric created date.

Verification Steps

Click on the "Metrics" button on the left navigation or search anything in the search bar at the top of the page to interact with these new filters.

Onboarding Cards

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New users who log in to the Transform application will now see onboarding cards with links to content that will help them get up and running with Transform.

This includes links for creating your metrics, features of the metrics catalog, and exploring sample metrics.

The cards can be dismissed by the user and they’ll be able to access them anytime from our install page

Verification Steps

Visit the homepage or the installation page to see the onboarding cards.

Details

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On the left navigation, we've introduced a new button that allows you to go directly to a list of all your Transform metrics with the ability to search and filter them down.

Verification Steps

Click on the "Metrics" link in the left navigation.

Annotation Form updates

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We restyled the form used to create an annotation with the goal of improving ease of use. It is now a separate modal with all of the same inputs.

Verification Steps

Create a new annotation!

· 2 min read

✨ New✨

MetricFlow

Details

Product Component

Metrics Framework

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We're proud to announce that MetricFlow (Transform’s metric creation framework) is now open source and available to all!

Starting today, you can download MetricFlow (pip install metricflow) and explore or contribute to the project on GitHub. We’re also starting the MetricFlow Slack community for collaborations, contributors, and general discussion on metric layers.

Learn more about MetricFlow here!

New Integration Page

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Product Component

Metrics Catalog

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Our new Integration page in the settings panel allows you to view and learn about all integrations. Administrators can also use this page to set these integrations up.

Verification Steps

Go to Settings → Integrations in the Transform Catalog

Tableau Integrations

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Product Component

Integrations

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Send your metrics from Transform to Tableau with this first-class integration. You can now visualize, analyze, and share/publish data sources and dashboards with the confidence that your data is accurate and coming from the source of truth. We have two integration paths:

  1. Send your Transform materialized metrics to Tableau as a destination in your materialization config.

  2. Make ad-hoc selections from your Transform metrics and dimensions via the Tableau Web Data Connector.

Verification Steps

Read the documentation here!

· 3 min read

✨ New✨

Transform Connector for Google Sheets

Details

Product Component

Integrations

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Transform now has a Google Sheets integration, which allows you to make requests out of Transform directly in your Google Sheet. The integration comes both with a custom menu and custom function that allows you to make requests for metrics and dimensions just like you can through our UI or other APIs for easy data set building and sharing.

Verification Steps

Find the Transform Connector for Sheets in the Add on Menu

Install and Authenticate with a Transform API key

Start querying your metrics!

Notifications Panel

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Product Component

Metrics Catalog

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The notifications pane gives you the ability to see all metrics you are subscribed to and make adjustments to what types of Content Notifications you'll receive for those metrics. You have the ability to toggle on and toggle off whether you want Notifications to arrive in Transform or via email.

Verification Steps

To access this new page, click the settings icon on the bottom, left-hand side of any page. Then, under "User Settings" click "Notifications".

Alternatively, you can simply click this link: https://app.transformdata.io/settings/notifications

Okta SCIM functions

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Product Component

Security

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Transform already supports Okta SSO, and we’ve built upon the integration to also add functionality around various SCIM features (System for Cross-domain Identity Management)

We added support for the following actions to make your identity management even easier in Transform:

  • Push New Users: New users created through Okta will also be created in the third-party application.
  • Push Profile Updates: Updates made to the user's profile through Okta will be pushed to the third-party application.
  • Push User Deactivation: Deactivating the user or disabling the user's access to the application through Okta will deactivate the user in the third-party application.
    • Note: For this application, deactivating a user means removing access to login, but maintaining the user's Transform information as an inactive user.
  • Reactivate Users: User accounts can be reactivated in the application.
  • Import Users: Users can be imported from Transform into Okta.

Verification Steps

Enable provisioning using these steps

Details

Product Component

Documentation

More Detail

Our documentation site now has a search. Find it in the top right-hand corner of our documentation site to search all the Transform content you’ve been looking for.

Verification Steps

Access docs.transform.co and find the search bar in the top right-hand corner