Ingest and use data from ÃÛ¶¹ÊÓƵ Analytics
This quick start guide explains how you can use the data collected by ÃÛ¶¹ÊÓƵ Analytics in Customer Journey Analytics.
To accomplish this, you need to:
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Set up an ÃÛ¶¹ÊÓƵ Analytics source connector in ÃÛ¶¹ÊÓƵ Experience Platform. The source connector takes care of ingesting your current ÃÛ¶¹ÊÓƵ Analytics data into a dataset in ÃÛ¶¹ÊÓƵ Experience Platform.
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Set up a connection in Customer Journey Analytics. The connection should (at least) include your ÃÛ¶¹ÊÓƵ Experience Platform dataset.
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Set up a data view in Customer Journey Analytics to define metrics and dimension that you want to use in Analysis Workspace.
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Set up a project in Customer Journey Analytics to build your reports and visualizations.
Set up an ÃÛ¶¹ÊÓƵ Analytics source connector
The ÃÛ¶¹ÊÓƵ Analytics source connector allows you to bring ÃÛ¶¹ÊÓƵ Analytics report suite data into ÃÛ¶¹ÊÓƵ Experience Platform.
To create an ÃÛ¶¹ÊÓƵ Analytics source connector:
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In the Platform UI, select Sources, from the left rail.
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Select ÃÛ¶¹ÊÓƵ applications from the list of CATEGORIES.
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Select Set up or Add data in the ÃÛ¶¹ÊÓƵ Analytics tile.
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Select Report suite. From the list of report suites, select the one you want to use.
Select Next.
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Select Default schema as the Target schema. ÃÛ¶¹ÊÓƵ Experience Platform automatically creates the schema and the corresponding dataset to map all standard fields from the selected ÃÛ¶¹ÊÓƵ Analytics report suite.
Select Next.
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Name the data flow and (optionally) provide a description.
Select Next.
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Review the connection and select Finish.
Once the connection is created, the dataflow is automatically created to populate a dataset with the ÃÛ¶¹ÊÓƵ Analytics data from your report suite. The dataflow ingests up to 13 months of historical data for production sandboxes. The backfill in non-production sandboxes is limited to three months.
When the initial ingestion completes, your ÃÛ¶¹ÊÓƵ Analytics report suite data is ready to be used by Customer Journey Analytics.
See Create an ÃÛ¶¹ÊÓƵ Analytics source connection in the UI for a much more comprehensive tutorial.
Set up a connection
To use the ÃÛ¶¹ÊÓƵ Experience Platform data in Customer Journey Analytics, you create a connection that includes the data resulting from setting up your schema, dataset, and workflow.
A connection lets you integrate datasets from ÃÛ¶¹ÊÓƵ Experience Platform into Workspace. To report on these datasets, you first have to establish a connection between datasets in ÃÛ¶¹ÊÓƵ Experience Platform and Workspace.
To create your connection:
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In the Customer Journey Analytics UI, select Connections in the top navigation.
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Select Create new connection.
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In the Untitled connection screen:
Name and describe your connection in Connection Settings.
Select the correct sandbox from the Sandbox list in Data settings and select the number of daily events from the Average number of daily events list.
Select Add datasets.
In the Select datasets step in Add datasets:
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Select the dataset automatically created by the ÃÛ¶¹ÊÓƵ Analytics source connector and any other dataset that you want to include in your connection.
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Select Next.
In the Datasets settings step in Add datasets:
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For each dataset:
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Select a Person ID from the available identities defined in the dataset schemas in ÃÛ¶¹ÊÓƵ Experience Platform.
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Select the correct data source from the Data source type list. If you specify Other, then add a description for your data source.
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Set Import all new data and Dataset backfill existing data according to your preferences.
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Select Add datasets.
Select Save.
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See Connections overview for more information on how to create and manage a connection and how to select and combine datasets.
Set up a data view
A data view is a container specific to Customer Journey Analytics that lets you determine how to interpret data from a connection. It specifies all dimensions and metrics available in Analysis Workspace and which columns those dimensions and metrics obtain their data from. Data views are defined in preparation for reporting in Analysis Workspace.
To create your data view:
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In the Customer Journey Analytics UI, select Data views in the top navigation.
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Select Create new data view.
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In the Configure step:
Select your connection from the Connection list.
Name and (optionally) describe your connection.
Select Save and continue.
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In the Components step:
Add any schema field and/or standard component that you want to include to the METRICS or DIMENSIONS component boxes.
Select Save and continue.
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In the Settings step:
Leave the settings as they are and select Save and finish.
See Data views overview for more information on how to create and edit a data view, what components are available for you to use in your data view and how to use filter and sessions settings.
Set up a project
Analysis Workspace is a flexible browser tool that allows you to quickly build analyses and share insights based on your data. You use Workspace projects to combine data components, tables, and visualizations to craft your analysis and share with anyone in your organization.
To create your project:
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In the Customer Journey Analytics UI, select Projects in the top navigation.
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Select Projects in the left navigation.
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Select Create project.
Select Blank project.
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Select your data view from the list.
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To create your first report, start dragging and dropping dimensions and metrics on the Freeform table in the Panel . As an example, drag
Program Points BalanceandPage Viewas metrics andemailas dimension to get a quick overview of profiles that have visited your website and are part of the loyalty program collecting loyalty points.
See Analysis Workspace overview for more information on how to create projects and build your analysis using components, visualizations, and panels.