Part 2: In-tool strategies
This article describes the key challenges that analytics teams face today, and our recommendations to overcome them using in-tool strategies. Go here for part one.
Effective self-service is often an exercise in removing perceived barriers and boosting confidence. Here are some recommendations:
Master the right-click.
The Analysis Workspace performance help page shows the network, browser and project factors that impact project performance. Drive adoption by creating faster dashboards. It also links to tips for optimization and can be accessed in the Workspace menu under Help > Performance.
Use panel linking to improve Workspace performance. Use collapsed panels to break up large reports while not burdening users with having to understand and swap between multiple Workspace projects.
The Analysis Workspace training tutorial walks users through common terminology and steps for building their first analysis project in Workspace. This template is available as a standard template in the New Project modal, and allows you to create your own tutorials, tailoring them to your organization’s unique use cases and data structure (eVars, custom events, etc.). This is a form of scalable, automated enablement.
Quick insights provides guidance for non-analysts and new users of Analysis Workspace to learn how to answer business questions quickly and easily. It is also a great tool for advanced users who want to answer a simple question quickly and easily without having to build a table themselves.
Use the Description field in variables to communicate with users and help them pull data as it was intended to be pulled. Context is available in Analysis Workspace without having to flip between docs or ping the core team for help.
Drive adoption of templates and improve self sufficiency with templates using Annotations. Foster usage of annotations to enhance the story telling aspect of sharing analysis.
Curation lets you limit the components (dimensions, metrics, segments, date ranges) before sharing a project. When a recipient opens the project, they will see a limited set of components that you have curated for them. Curation is an optional but recommended step before sharing a project.
When curating Virtual Report Suites, you can create friendly dimension, metric, and segment labels. Create customized, easier-to-consume labels for subsets of users. Keep in mind, labels do not change the master record (name).
Use annotations to create in-product solution documentation references. Having in-product workspaces in addition to templates can help centralize knowledge and provide invaluable context. Use inter/intra-workspace linking to create easy to scale, and easy to navigate resources.
|Democratization of Data||Faster time to action||Concise insights||Ease of use|
|Non-analyst business users can easily self-serve data||Make data-informed decisions in the moments that matter||Access relevant insights and drill down as needed on-the-go||Frictionless experience via intuitive mobile interface|
Leverage the reporting API to move standard reports from Workspace to scheduled reports and dashboards. Additionally, take advantage of Analysis Workspace to build API requests.
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