Creating an Insights Report for X Profile Property and Y Feature Completion
How can I make an insights report to show: What percentage of organizations with X profile property have completed Y feature trended by month?
How can I make an insights report to show: What percentage of organizations with X profile property have completed Y feature trended by month?
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To create an Insights report in Mixpanel that shows the percentage of organizations (groups) with a specific profile property (X) that have completed a particular feature (event Y), trended by month, follow these steps: 1. Switch to Group Analytics:
In your report, change the aggregation from users to your organization identifier (e.g., "Account ID" or "Company ID") using the "Users" dropdown within the metric. This ensures your analysis is at the organization level, not the individual user level Group Analytics: Group users together as an aggregated unit of measurement.2. Define Your Metric:
- Select the event representing feature Y (e.g., "Completed Feature Y").
- Set the measurement to "Unique Groups" (i.e., unique organizations that performed the event) Insights: Visualize trends and compositions within your data.3. Apply a Filter for Profile Property X:
- Add a filter where the group profile property (e.g., "Industry" or "Plan Type") equals your desired value (X). This limits the analysis to organizations with that property Compare behavior across accounts and segment by Group Properties.4. Trend by Month:
- Set the time bucket to "Month" in the date picker or time unit selector.5. Calculate the Percentage:
- Add a second metric: count of all organizations (unique groups) with profile property X, regardless of whether they completed feature Y.
- Use the Formula feature to divide the first metric (organizations with X that completed Y) by the second metric (all organizations with X), and multiply by 100 to get a percentage. For example, if A = completed Y, and B = total with X, the formula is (A/B)**100 Formulas.6. Visualize the Trend:
- Choose a line chart to see the percentage trend by month.Summary of Steps in Mixpanel UI:
- Set aggregation to organization/group.
- Metric 1: Unique organizations with X that did Y.
- Metric 2: Unique organizations with X.
- Formula: (Metric 1 / Metric 2) ** 100.
- Trend by month.This approach will give you a monthly trend of the percentage of organizations with the specified profile property that have completed the desired feature.If you need to segment further (e.g., by different values of X), use the Breakdown feature on the group property Breakdowns.> Note: Group Analytics and Formulas require a Growth or Enterprise plan Group Analytics.
Let me know if you need step-by-step UI guidance or have a specific property/event in mind!
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kapa.ai is there a way to automatically calculate the percentage for each profile property breakdown, or do i need to make an individual graph for EACH profile property? i have 20 events and 5 different values for the profile property, so it's not feasible to make 100 different visualizations for this. I want only 20.
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Yes, you can automatically calculate the percentage for each profile property breakdown in a single Insights report—there is no need to create a separate visualization for each value of the profile property.Here’s how you can do it: - Use the Breakdown feature in Insights to break down your metric (e.g., "Completed Y event") by the group profile property (e.g., "Plan Type" or "Industry"). This will show the results for all values of the property in one chart Breakdowns. - When you use the Compare → Overall option, Mixpanel will show the percentage that each segment (property value) makes up of the total. This works for all measurements, including totals and unique counts Value Comparisons. - You can apply this breakdown to each of your 20 events, so you only need 20 visualizations—one per event—with all 5 property values shown as segments in each chart.Summary: You do not need to create 100 visualizations. By using the Breakdown feature on your profile property, Mixpanel will automatically display the percentage (or count) for each property value within a single report for each event.If you want to see the percentage of organizations with each property value that completed the event, use the Compare → Overall option after breaking down by the property.> Note: The knowledge sources do not mention a way to show the percentage of each property value out of only those with that property (i.e., a true conversion rate per segment) in a single chart, but the Breakdown and Compare features will get you very close to this without manual work.If you need further customization (like a true per-segment conversion rate), you may need to use Formulas, but the Breakdown feature will cover most use cases Breakdowns Value Comparisons.
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