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Transcript

In this video, I’ll show you how to create a basic project in Analysis Workspace for Customer Journey Analytics. I’m logged into Experian’s platform and I’m on the Customer Journey Analytics landing page. I’ll create a new project to begin with using the blank project template. This opens a new project with an empty freeform table, which is similar to a pivot table. The first thing to set is the data view you’ll want to use. I’ll select mine quickly now. This determines the components, which are dimensions, metrics, and filters, available for your project. You drag these components from the left to the table. Dimensions go right here and metrics go there. To start, I’ll click and drag the page title dimension to my table. It automatically generates a default metric for that dimension and it shows the first 50 values. If I want to use a different metric, I can select it from the metrics section. It shows the first five metrics. You can show all to see more. In this case, I want to use sessions. Now, as I drag this over to the table, I can either replace this metric with the existing one or I can add it. I’ll replace it. Another thing I want to show you near metrics is this plus sign. Clicking it opens a modal where you can create a calculated metric, which is a way to combine metrics together to create a new metric. Now that I have a table with a dimension and metrics set up, I can make some changes, like changing the number of rows that are displayed, filtering for specific values here to bring back those that I want. Notice this first row with no value. I want to get rid of that so I can exclude it right here. I can also do breakdowns of values in my table. Let’s say I want to understand a breakdown of the day for the home page. I’ll drag another dimension on top of home to drill down deeper. Now I can see how many sessions I have for that page on a daily basis for this given month. If I’m interested in seeing the data for a specific set of users, I can use a filter from the left. Again, it only shows the first five and you can create a new one by clicking the plus sign. But I already see what I need, so I’ll go ahead and drag that over to my table and just drop it on the drop zone at the top. What I see now is how many people between the ages of 34 to 44 who visited the home page during this month, as well as other pages in aggregate. Once the table reflects the data I want to see, I can add some visualizations because it’s much more interesting than looking at only numbers. Visualizations are located here in the left rail and there’s also shortcuts, which we’ll look at later. Right now we’re looking at components, which is the third icon. Given the table I’m using as the source, I’d want to choose a visualization that makes sense, like the line or stacked. But I’m going to use the line, so I’ll drag and drop that right above the data table. Notice how it automatically connects to the data. Another thing I can do is select the specific data I want to use for the line graph. So if I only want to see the full days of the month for the home page breakdown, I can do that by selecting the range in my table. Now my visualization is updated to reflect that. Also within this panel you can choose the date range. You can choose any start and end date, or you can select a preset at the bottom here. So far I’m using a single panel for my project. I could add more though. Back over in the left rail, the first icon opens the panel’s view. The blank panel is what we used to start with, but there are other options that offer more sophisticated analysis and visualizations. Quick Insights is a nice beginner’s panel to use. It’s easily added to the project by dragging and dropping it below the last panel or wherever you want it to show up in your project. It guides you through setting up the dimensions, metrics, filters, and date range. It builds a nice data table and bar graph side by side after choosing the inputs. Again, I could filter out the value of no value. You can expand and collapse the panels as needed to make it easier to work with specific areas of your project. And you’ll want to name your panels so that when you share your projects out with other people, they know what they’re looking at. Other things that are good to know is that each section has settings you can view and update as needed. We’ll look at those available for a visualization and a table. Also, on a data table, there are many right-click options available. When you click on any value or range of values, you get a list of things that you can do to analyze your data further. Last, let’s make sure you save your projects so that you don’t lose your work. I hope this video has been helpful for getting you up and running with the basics to create a new project and analysis workspace for customer journey analytics. Thanks and good luck!