HubSpot CRM: Query Builder

In this article, we will explain elements and functionality of the Query Builder for HubSpot CRM through an example. Our goal is to filter the number of open contacts by owner, where the amount is greater than 50.

IN THIS ARTICLE

1. Basic Options

A
  Custom Query Name: Write a name for your custom query in this field. You will find this name/title as a metric option in the designer after saving the query.
We chose "Open Contacts Amount > 50" for our query name.
B
  Metric (required) : Select a metric from your connected HubSpot CRM data source (the aggregated statistics for deals), such as number of contacts and, new users, clicks or pageviews. A metric can be used in combination with other dimensions or metrics, but only where valid combinations apply for that metric. 
C
  Metric operation(required) : Select a metric operation for your data. A metric operations give you an option to SUM or Count the data.
D
  Dimension (optional) : The dimension parameter breaks down metrics by common criteria, such as by Deal name, Deal stage or HubSpot Owner (like in our example). When dimensions are requested, values are segmented by dimension value. If a query has no dimensions parameter, the returned metrics will provide aggregate values for the requested date range, such as overall pageviews or total bounces.
E
  Dimension value (optional) : The dimension value parameter breaks down dimension by inputed value. If dimension value is inputed, then this value will become default metric dimension value . If a query has no dimension value parameter, the returned metrics will provide data for all dimension in requested date range.
G
  Date range (required) : To display your data the way you like, you will need to choose a date range. Just click on the "Date range" field. Selected intervals will be enabled for a new metric.
H
  Compare With (optional) : Select a date range to compare your previously selected interval to. This date range will be used for "previous line" on line and bar charts, and for calculating change %. Options are: None and Previous period.

2. Advanced Options

C
  Filters (optional) : You can filter results by dimension or by metric. Filters can be combined using  OR and  AND boolean logic. Filtered queries restrict the rows that do (or do not) get included in the result. Each row in the result is tested against the filter; if the filter matches, the row is retained, and if it doesn't match, the row is dropped.

Filter Operators

Dimension Filters:

  • Contains substring: Aggregate metrics where the country contains Closed Won
  • Does not contain substring: Aggregate metrics where the country does not contain Closed Won

Metric Filters:

  • Equals: Return results where the amount is exactly 50
  • Does not equal: Return results where the amount is not 50
  • Greater than: Return results where the amount is strictly greater than 50
  • Less than: Return results where the amount is strictly less than 50
In our example, we set filters to get data only for open deals with amount strictly greater than 50.
When everything mentioned above is set, click "Run query" to show Data preview.

3. Data preview

In Data Preview you will see all values for selected metrics and date ranges. At the bottom you can check total values. Just click on tabs for switching date range.

If you want to sort values by date/time just click on the arrow next to "Date"

When your query is ready, click "Save query." Now a new metric has been created, with the metric name the same as the custom query name.

By default, a metric will be added in the datasource where data is pulled. It is possible to change the target datasource by clicking on "Change target data source" on the top right.

Transformations

Rename Dimension:

It is possible to rename dimensions (best practice is to rename them before saving the query) by clicking  "..." next to "Dimension" and then selecting "Rename dimension".

Skip Dimension:

This function is useful when you want to exclude one or more dimensions. (For example if you want to show data for all Countries except one). Click on  "..." next to "Dimension" and select "Skip dimension".

Round values:

Click on  "..." next to "Value" and select "Round values." Enter the number of decimal places to be rounded to into field in popup, and values will be rounded accordingly.

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