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Determines the metric that is used when calculating the percentage and number values on each node in the journey.

Note: The scope of the data included in each percentage and number value is determined by the metric that you choose in the Journey canvas container field. For example, if Person is set as the container, then the statistics shown in the journey span multiple sessions for a given person. If Session is set as the container, then the statistics shown in the journey are constrained to a single defined session for a given person.

Consider the following examples:

• If People is the primary metric and Person is the container, then only those people who have an event that matches the criteria of each successive node in the journey move throughout the journey. Fallout occurs on a node when a person never arrived at any of the immediate next nodes in the journey. They might have performed other actions on the site, but they did not meet the criteria defined by any of the nodes that immediately follow.
• If People is the primary metric and Session is the container, then only those people who have an event that matches the criteria of each node in the journey within a single session move throughout the journey. Fallout occurs on a node when a person never arrived at any of the immediate next nodes in the journey within a single session. They might have performed other actions on the site within the session, but they did not meet the criteria defined by any of the nodes that immediately follow.

The primary metric affects the following aspects of the Journey canvas visualization:

• The total number shown on each node.

  For example, if Events is the primary metric, each node shows the number of people who had an event that matches the criteria of that node (and each previous node leading up to it in the journey).

• The percentage shown on each node. (After the visualization is built, you can use the Percentage value drop-down menu to choose to show either the percentage of the total, the percentage of the previous node, or the percentage of the starting node.)

• For example, if Events is the primary metric, each node shows the percentage of people who had an event that matches the criteria of that node (and each previous node leading up to it in the journey).

  When a dimension is added to the visualization, the top 3 nodes of the visualization are added, based on the primary metric.

Determines the secondary metric that is used when calculating the percentage and number values on each node in the journey. The secondary metric is optional.

Note: The scope of the data included in each percentage and number value is determined by the metric that you choose in the Journey canvas container field. For example, if Person is set as the container, then the statistics shown in the journey span multiple sessions for a given person. If Session is set as the container, then the statistics shown in the journey are constrained to a single defined session for a given person.

When a secondary metric is selected, it affects the following aspects of the Journey canvas visualization:

• The total number shown on each node below the primary metric.

  For example, if Accounts is the secondary metric, the number of accounts is shown on the node for all people who reached that node in the journey.

• The percentage shown on each node below the primary metric. (After the visualization is built, you can choose to show either the percentage of the total or of the starting node.)

  For example, if Sessions is the secondary metric, each node shows the percentage of sessions that reached that node in the journey (either the percentage of the total or of the starting node).

Select the Journey Optimizer journey that you want to use as the basis for your analysis in Journey canvas. Journeys with any of the following statuses are available: Live, Stopped, or Finished

Alternatively, you can leave this option blank if you want a blank canvas from which to build your analysis within Analysis Workspace.

When you analyze a Journey Optimizer journey in Journey canvas, the journey is displayed with the same order, sequence, and structure as it has in Journey Optimizer. For more information, see Analyze Journey Optimizer journeys in Journey canvas overview.

Note: This option displays only when Journey Optimizer data is detected in the same data view that is selected in the Analysis Workspace panel where you are adding the visualization. For information about changing the data view on a panel in Analysis Workspace, see Analysis Workspace overview.

Choose the container that you want to focus on throughout the journey. The container that you choose determines the scope of the data captured in the journey. This affects the statistics that are displayed in the visualization. (If your container names differ from the default names shown below, they were customized in your data view.)

• Session: Constrains the statistics of the visualization to fall within a single defined session for a given person. This means that the numbers and percentages that appear on each node (that are based on the primary and secondary metrics) must occur within a single session for each person. In other words, one person can be represented multiple times in a single journey.

  This container uses the Sessions metric.

• Person: (Default) Allows the statistics of the visualization to span multiple sessions for a given person. This means that the numbers and percentages that appear on each node (that are based on the primary and secondary metrics) can occur across any number of sessions, as long as the sessions belong to the same person. In other words, one person can be represented only one time in a single journey.

  This container uses the People metric.

The percentage value shown on each node in the journey.

Consider the following when configuring the percentage values shown on nodes in the journey:

• A percentage is shown on each node for the primary metric. A percentage is also shown for the secondary metric if one is configured. (For more information about the primary and secondary metric settings, see Begin building a Journey canvas visualization.)
• Percentages include all people or sessions that are included in the data view within the panel’s date range. Whether people or sessions is used depends on the container setting. (For more information about the container setting, see Begin building a Journey canvas visualization.)

Choose from the following options:

• Percent of start node: Calculates the percentages shown on each node in relation to the start node. Percentages are based on the primary and secondary metric that you selected.

  A start node is a node that has no connected nodes preceding it.

  A journey can contain multiple start nodes. However, Percent of total is used if the journey contains 2 or more start nodes that lead to a common node. If you want to use Percent of start node, update the journey so that each node in the journey can be traced back to a single start node.

• Percent of previous node: Calculates the percentages shown on each node in relation to the previous node. Percentages are based on the primary and secondary metric that you selected.

• Percent of total: Calculates the percentages shown on each node in relation to all data in the data view. Percentages are based on the primary and secondary metric that you selected.

The arrows that appear between nodes in Journey canvas can be configured to show custom labels and values.

Labels are custom names that appear on arrows. Only a single label is shown on a given arrow. Labels can be any of the following, and are shown in this order of preference:

1. A custom name added from Journey canvas (as described in Add or update a label on an arrow)
2. A Journey Optimizer label
3. A Journey Optimizer condition

Values are the numbers and percentages that appear on arrows, and they indicate the people or sessions who moved from one node to the next node in the journey. (In other words, those who did not fall out of the journey at a given step.)

The following options are available for journeys that did not originate from Journey Optimizer and for Journey Optimizer journeys that have not been significantly modified in Journey canvas: (Significant modifications include adding or removing nodes, adding or removing arrows, or changing the components of a node.)

• No labels: No labels are shown on arrows in the journey.
  This option is available only if the journey has been modified in
• Labels only: Labels are shown on arrows in the journey.

The following options are available for Journey Optimizer journeys that have been significantly modified in Journey canvas: (Significant modifications include adding or removing nodes, adding or removing arrows, or changing the components of a node.)(Note: These options display only when Journey Optimizer data is detected in the same data view that is selected in the Analysis Workspace panel where you are adding the visualization. For information about changing the data view on a panel in Analysis Workspace, see Analysis Workspace overview.)

• No labels or values: No labels or values are shown on arrows in the journey.
• Labels only: Only labels are shown on arrows in the journey. Values are not shown.
• Values only: Only values are shown on arrows in the journey. Labels are not shown.
• Values and labels: Both labels and values are shown on arrows in the journey.

Fallout data shows a percentage and number falling out of each node of the journey. Fallout data is based on the metric associated with the journey’s container settings; it is not based on the primary or secondary metric.

By default, the container is Person, so the metric used for fallout data is People. If the container is changed to Session, the metric used for fallout data is Sessions, and so on.

For example, with Person as the container setting, fallout shows the percentage and number of people on each node of the journey who never arrived at any of the immediate next nodes. They might have performed other actions on the site, but they did not meet the criteria defined by any of the nodes that immediately follow.

For more information about the Journey canvas container setting, see Begin building a Journey canvas visualization.

The following zoom controls are available in the upper-right corner of the canvas:

• Zoom in : Enlarges specific areas of the visualization.

  You can also use mouse controls, such as pinching on a trackpad.

• Zoom out : Shrinks the visualization to allow more room on the canvas.

  You can also use mouse controls, such as pinching on a trackpad.

• Fit screen : Adjusts current zoom and pan settings to fill the screen with the full visualization.

To pan across the canvas after zooming in or out, click your mouse and drag to the desired location.

3 nodes are created for the top 3 dimension items where the component was dropped, unconnected with any existing nodes. (Note: If only 1 or 2 nodes display, it means that data is available for only 1 or 2 of the dimension items. If no nodes display, it means that data is not available for any of the dimension items. In this case, try adding it to a different point of the journey, adjust the visualization’s date range, or choose a different dimension.)

Hold the Shift key when you drop the dimension onto the canvas to add it as a single node with 3 dimension items.

A breakdown is automatically applied to the node with the top 5 dimension items displayed.

To view the breakdown in a new freeform table visualization, select the Open in a freeform table link on the node.

3 nodes are created for the top 3 dimension items that follow the first event after the first node (of people/sessions who eventually reach the second node). The nodes display between the two existing nodes where the component was dropped and each node is connected to both existing nodes. (Note: If only 1 or 2 nodes display, it means that data is available for only 1 or 2 of the dimension items. If no nodes display, it means that data is not available for any of the dimension items. In this case, try adding it to a different point of the journey, adjust the visualization’s date range, or choose a different dimension.)

Hold the Shift key when you drop the dimension onto the canvas to add it as a single node with 3 dimension items. (See Connect nodes for more information.)

The node displays where the component was dropped unconnected with any other nodes.

The number and percentage that appear on the node include the total of the primary metric, filtered by the filter you selected.

For example, if People is selected as the primary metric for the journey, then adding a filter of Today to a blank area of the canvas shows all the people who had an event today.

The node displays between the two existing nodes where the component was dropped and is connected to both existing nodes. (See Connect nodes for more information.)

Applies the filter to the point on the path where the component was dropped.

The node displays where the component was dropped, unconnected with any other nodes.

The number and percentage that appear on the node include the total of the primary metric, filtered by the date range you selected.

For example, if People is selected as the primary metric for the journey, then adding a date range of This month to a blank area of the canvas shows all the people who had an event during the current month.

The node displays between the two existing nodes where the component was dropped and is connected to both existing nodes. (See Connect nodes for more information.)

Applies the date range to the point on the path where the component was dropped.

If none of the components are dimensions:

Each component displays as a separate node where the components were dropped, unconnected with any existing nodes.

Hold the Shift key when you drop the components onto the canvas to add them as one combined node.

If any of the components you are adding are dimensions:

Each component displays as a separate node where the components were dropped, unconnected with any existing nodes.

Only one dimension can be added at a time. When the dimension is added, 3 nodes are created for the top 3 dimension items where the component was dropped.

Hold the Shift key when you drop the components onto the canvas to add them as one combined node. The top 3 dimension items are combined with each node. (See Combine nodes for more information.)

All components are combined with the existing node.

If any of the components you are adding are dimensions, then the top 3 dimension items are combined with the node.

Only one dimension can be added at a time.

If none of the components are dimensions:

Each component displays as a separate node where the components were dropped and each node is connected to both existing nodes. (See Connect nodes for more information.)

Hold the Shift key when you drop the components onto the canvas to add them as one combined node. (Components must be of the same type to be combined into a single node.) (See Combine nodes for more information.)

If any of the components you are adding are dimensions:

Each component displays as a separate node where the components were dropped and each node is connected to both existing nodes.

Only one dimension can be added at a time. When the dimension is added, 3 nodes are created for the dimension’s top 3 items that follow the first event after the first node (of people or sessions who eventually reach the second node). Each node is connected to both existing nodes. (See Connect nodes for more information.)

Hold the Shift key when you drop the components onto the canvas to add them as one combined node. The top 3 dimension items are combined with each node, and each node is connected to both existing nodes. (See Combine nodes for more information.)