Create custom detail views for dashboards

Transcript

Hi, this is Jennifer Workmeister, Senior Product Manager for Adobe Analytics. Today I’m going to show you how you can create a scorecard with custom detail views. With custom detail views, you can alter the layout of the details associated with each scorecard tile and even add text to better explain what the end user may be seeing in the data. Here I have a scorecard that I’ve made before, and let me show you how I can customize my detail views to show only the information I want and add more descriptive detail to help my end user understand.

This first tile shows me my total visits, and I know that typically that’s all my end user needs to see, so a summary number and a sparkline for the main tile makes sense. However, if there is a big spike, they may want to click into it with some more questions. When I click on the tile, I get the default detail view. This is what is automatically generated when you create a tile. It’s a zoomed in, more interactive version of the chart that is on the tile with a data table below. Here I’ve already added in a dimension, giving me more information on individual dimension items in the table. But what if I want to make it easier to visually understand the relationship between different dimension items and their changes over time? I can now switch this to a horizontal bar chart, which does a better job of visually representing those relationships and changes.

The tile is still a summary number, but now I have the choice to customize my detail view to show another visualization. Now let’s say I want to change the layout to show just the chart or just the table. You’ll see here in the right rail, I have several options for how to configure the layout. By choosing just the chart, I can focus attention on just the top five items so that my user doesn’t get lost in the details of a marketing channel that doesn’t contribute much to our overall visits. Now you can see that I still have room to drop another visualization component here. So I can change this by either changing the layout here or by going over to my visualizations and dropping in another component. You’ll notice that there are several layouts here with a T, and that means that these layouts allow text. Text is great for giving a little bit more information about what is contained in the charts or nuances about the data. For example, my users may not understand the difference between the different marketing channels I have displayed here, and I may frequently get questions about what is and isn’t included in each one. I can choose the text layout, but actually I’m going to take text and I’m going to drag it here into the bottom. This springs open the text editor. I’m going to go ahead and copy and paste in text that I’ve prepared with different marketing channel definitions. I have a lot of formatting options in the text.

I can create a heading. I can create a subheading. And I can use the paragraph for the bulk of what I want to say. I also have the option to make it either bold or italicized.

I can also change the justification, add bullet points, numbers, and even add links. Now that I’m done editing the text, I’m going to close this window, and I can see it now here below my chart. Let’s take a look at how this will look to my end user in the app. I can do this by hitting the preview button. Now I can click on my tile and see how visits is broken down by marketing channel, along with an explanation of what each marketing channel contains. Custom detail views allow you to be even more targeted about what information you share with your audience, letting them focus on what is most important. I hope you found this useful, and thanks for watching.