Visualizations overview

Documentation Customer Journey Analytics Customer Journey Analytics Guide

Last update: Mon Dec 09 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Visualizations

CREATED FOR:

User

Workspace offers a number of visualizations that let you generate visual representations of your data. Such as bar charts, donut charts, histograms, line charts, maps, scatterplots, and others.

Types

The following visualization types are available in Analysis Workspace:

Icon

Name

Description

Area

An area graph visualization. Like a line graph, but with a colored area below the line. Use an area graph when you have multiple metrics and want to visualize the area expressed by the intersection of two or more metrics.

Bar

A bar graph visualization with vertical bars representing various values across one or more metrics.

Bar stacked

A stacked bar graph visualization with vertical bars representing various values across one or more metrics.

Bullet

A bullet graph visualization, which shows how a value you are interested in compares to or measures against other performance ranges (goals).

Cohort table

A cohort visualization is a group of people sharing common characteristics over a specified period. A cohort table is useful for retention, churn or latency analysis.

Combo

A combo chart enables you to build quickly a comparison visualization without having to build a table first.

Donut

Similar to a pie chart, a donut visualization shows data as parts or filters of a whole.

Fallout

A fallout visualization shows where persons left (fell out) and continued through (fell through) a predefined sequence of pages.

Flow

A flow visualization shows exact customer paths through your websites and apps.

Freeform table

A freeform table visualization is an interactive visualization. The freeform table visualization is the foundation for data analysis in Workspace.

Histogram

A histogram visualization buckets persons, visits or events into buckets based on a metric volume.

Horizontal bar

A horizontal bar visualization shows horizontal bars representing various values across one or more metrics.

Horizontal bar stacked

A stacked horizontal bar visualization shows horizontal bars representing various values across one or more metrics.

Journey canvas

A journey canvas visualization helps you to analyze and gain insights on the journeys that you provide to your users and customers.

Key metric summary

A Key metrics summary visualization combines the line, summary change, and summary number visualizations.

Line

A line visualization represents metrics using a line to show how values change over a period of time. A line chart uses time along the x-axis.

Scatter

A scatterplot visualization shows the relationship between dimension items and up to three metrics.

Section header

To identify and articulate sections within a panel.

Summary change

A summary change visualization shows the change between the selected cells as one large number or percentage.

Summary number

A summary number visualization shows the selected cell as one large number.

Text

A text visualization lets you add user-defined text to your Workspace. Helpful for adding additional context to your analysis and insights, in addition to leveraging panel/visualization descriptions

Treemap

A treemap visualization displays hierarchical (tree-structured) data as a set of nested rectangles.

Venn

A venn visualization uses circles to depict the metric overlap of up to 3 filters.

Add visualizations to a panel

Open the Workspace project where you want to add a visualization.
Use any of the following methods to add the visualization:
- In the left panel, select Visualizations, then drag a visualization to the panel where you want to add the visualization to.
- On the panel where you want to add the visualization, select , then choose the icon that represents the visualization that you want to add. Hover over the icon for each visualization to see the name.
- Add a blank panel, then select the visualization that you want to add.
- From the context menu of an existing visualization in your Analysis Workspace project, select Duplicate visualization or Copy visualization.
- Use the Workspace Insert menu to insert a visualization.
- From the context menu in a Freeform table, select Visualize. Then select the visualization from the submenu. Based on the current selection in the table, Workspace determines which visualization to offer and interprets the data to build the requested visualization.

Legend

A visualization legend helps you to relate date in a source table to plotted series in the visualization. The legend is interactive - you can select a legend item to show/hide a series in the visualization, which is helpful if you want to simplify the data being visualized.

Additionally, you can rename legend labels to help you make visuals more consumable. Note: legend editing does not apply to: Treemap, Bullet, Summary Change/Number, Text, Freeform, Histogram, Cohort or Flow visualizations.

To edit a legend label:

Right-click one of the legend labels.
Click Edit Label.
Enter the new label text.
Press Enter to save.

Settings

Each visualization has its own settings. To access visualization settings, select Settings in the visualization header to show a popup.

Depending on the visualization, you can configure

details for the source of data of the visualization through the Data source tab, and
settings for the visualization through the Settings tab.

Visualization Settings

Data source

You can control which data source and items or positions within that data source correspond to a visualization. See Manage data sources for more information.

Settings

Which visualization settings are available depends on the visualization. The table below summarizes the most common settings. Some visualizations do have specific settings. See the individual visualization documentation for more details.

Option

Description

Visualization type

Change the type of visualization used to visualize the data.

Granularity

Change the time granularity for trended visualizations. This change also applies to the data source table.

Percentages

Display values in percentages.

100% stacked

Turn the chart into a 100% stacked visualization. Only applicable for an area, bar and horizontal bar stacked visualization.

Legend visible

Show the legend text.

Limit max items

Limit the number of items that a visualization displays. When selected, define the number of max items.

Show annotations

Show the annotations made for this visualization.

Hide title

Hide the title of the visualization.

Anchor y-axis at zero

Force the bottom of the y-axis to zero. If all the values plotted on the chart are considerably above zero, the chart default makes the bottom of the y-axis non-zero. If you enable this option, the y-axis is forced to zero (and the chart is redrawn).

Display dual axis

Display left and right y-axes for two different metrics. This option only applies if you have two metrics. Dual axes are helpful when plotted metrics are of different magnitudes.

Show x-axis

Show the x-axis in the visualization.

Show y-axis

Show the y-axis in the visualization.

Show barbells on lines

Show barbells on the line visualization in a combo chart visualization.

Normalization

Force metrics to equal proportions. Equal proportions are helpful when plotted metrics are of different magnitudes.

Show anomalies

Enhance line graphs and freeform tables by displaying anomaly detection. Anomaly detection in line visualizations includes an expected value (dashed line) and an expected range (shaded band).

Show forecast

Enhance line graphs and freeform tables by displaying forecast values.

Show min

Show the minimal value in the visualization.

Show max

Show the maximal value in the visualization.

Show trendline

Show a trendline in the visualization. When selected, you can select the type of trendline from the dropdown menu.

You can customize the settings for all visualizations that you create. For more information, see User preferences.

Use the context menu (available through alternate select, for example, right-click when using a mouse) on a visualization header to access additional functionality for a visualization. Not all options are available for all visualizations.

Additional visualization settings with the right-click options displayed. Options are described in the next section.

Option

Description

Insert copied visualization

Paste (insert) a copied visualization to another place within the project, or into a completely different project.

Copy data to clipboard

Copy data from the visualization onto the clipboard.

Copy selection to clipboard

Copy the selection from the visualization onto the clipboard.

Download items as CSV (dimension name)

Download the dimension items (to a maximum of 50,000) of the visualization to your local device. A maximum of 50,000 dimension items for the selected dimension.

Copy visualization

Copy the visualization, so that you can insert the visualization to another place within the project, or into a completely different project.

Download data CSV

Download the displayed data of the visualization to your local device.

Export full table

Export the full table to a designated cloud locations. See Exports Customer Journey Analytics reports to the cloud

Duplicate visualization

Make an exact duplicate of the visualization.

Edit description

Add (or edit) a text description for the visualization. See Text.

Get visualization link

Copy and share a link directly to the visualization. A Share link dialog displays the link. Select Copy to copy the link to your clipboard.

Start over

Delete the configuration for the current visualization so you can re-configure it from scratch.

Configuration

Some visualizations (like Cohort table, Fallout, Flow, and others) have a configuration dialog to assist you in building the visualization. Use at the top of the visualization to access and change the configuration.

Configuration pane

Visualize

If you are not sure which visualization to pick, select Visualize in any freeform table row (available on hover). This selection is the fastest way to add a visualization. Analysis Workspace takes an educated guess at which visualization would best fit your data. For example, if you have one row selected, it creates a trended line graph. If you have three filter rows selected, it creates a venn diagram.