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Documentation Index

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Create a cohort analysis to understand how specific groups of users behave over time. By comparing different cohorts, you can identify patterns in retention, engagement, or purchasing behavior.
1

Create the cohort grid

To build your initial cohort, follow these steps:
  1. Choose a fixed dimension, such as the date a user was created. This date acts as your cohort identifier and should be placed on the X-axis. Cohort date field selected in the Omni query builder
  2. Choose the date representing the behavior or activity you want to track.
  3. Pivot the activity date to see how activity changes over subsequent periods. Activity date pivoted in the Omni query builder
  4. Choose a measure that reflects the behavior you are analyzing, such as a Count or Count Distinct of a specific action. Selected fields in the Omni query builder
  5. Review the results. Omni automatically generates the “cohort triangle” visualization based on these selections. Cohort triangle results in Omni
2

Visualize with conditional formatting

You can make your analysis more readable by applying a color scale to the table:
  1. In the Visualizations tab, select the Table visualization.
  2. Click the Conditional Formatting tab in the Chart Options panel.
  3. For Rule type, select Color Scale.
  4. In Apply to, select the measure to apply the scale against. This visually highlights how each cohort is performing relative to others. Table visualization with color scale applied to cohort data
Use a sequential color scale (e.g., light to dark) to quickly identify where retention or engagement drops off across different time periods.

Video walkthrough

Next steps