Create a scorecard

The following information instructs curators of Adobe Analytics data on how to configure and present dashboards for executive users. To start with, you can view the Adobe Analytics dashboards Scorecard Builder video:

NOTE

Scorecard screen shots for this page were taken from the Adobe Analytics UI, not from CJA. The UIs are almost identical.

An Adobe Analytics scorecard displays key data visualizations for executive users in a tiled layout, as shown below:

Example scorecard

As a curator of this scorecard, you can use the Scorecard Builder to configure which tiles appear on the scorecard for your executive consumer. You also configure how the detailed views, or the breakdowns, can be adjusted once the tiles are tapped. The Scorecard Builder interface is shown below:

Scorecard Builder

To create the Scorecard, you need to do the following:

  1. Access the Blank Mobile Scorecard template.
  2. Configure the scorecard with data and save it.

Access the Blank Mobile Scorecard template

You can access the Blank Mobile Scorecard template either by creating a new project, or from the Tools menu.

Create a new project

  1. Open Adobe Analytics and click the Workspace tab.
  2. Click Create project and select the Blank mobile scorecard project template.
  3. Click Create.

Scorecard template

Tools menu

  1. From the Tools menu, select Analytics dashboards (Mobile App).
  2. On the subsequent screen, click Create new scorecard.

Configure the scorecard with data and save it

To implement the Scorecard template:

  1. Under Properties (in the right-hand rail), specify a Project report suite from which you want to use data.

    Report suite selection

  2. To add a new tile to your Scorecard, drag a metric from the left panel and drop it into the Drag and Drop Metrics Here zone. You can also insert a metric between two tiles using a similar workflow.

    Add tiles

  3. From each tile, you can access a detailed view that displays additional information about the metric, such as top items for a list of related dimensions.

Add dimensions or metrics

To add a related dimension to a metric, drag a dimension from the left panel and drop it onto a tile.

For example, you can add appropriate dimensions (like Marketing Channel, in this example) to the Unique Visitors metric by dragging and dropping it onto the tile. Dimensions breakdowns appear under the Drill Ins (breakdown) section of the tile-specific Properties. You can add multiple dimensions to each tile.

Add dimensions

Apply segments

To apply segments to individual tiles, drag a segment from the left panel and drop it directly on top of the tile.

If you want to apply the segment to all the tiles in the Scorecard, drop the tile on top of the scorecard. Or, you can also apply segments by selecting segments in the filter menu beneath the date ranges. You configure and apply filters for your Scorecards the same way you would in Adobe Analytics Workspace.

Build segments for filter

Add date ranges

Add and remove date range combinations that can be selected in your scorecard by selecting the date range drop down.

New score card

Each new scorecard starts with 6 date range combinations focusing on the data from today and yesterday. You can remove unnecessary date ranges by clicking on the x, or you can edit each date range combination by clicking the pencil.

New score card2

To create or change a primary date, use the drop down to select from available date ranges or drag and drop a date component from the right rail into the drop zone.

New score card3

To create a comparison date, you can select from convenient pre-sets for common time comparisons in the drop-down menu. You can also drag and drop a date component from the right rail.

New score card4

If the date range you want hasn’t been created yet, you can create a new one by clicking the calendar icon.

New score card5

This will take you to the date range builder where you can create and save a new date range component.

Apply visualizations

Analytics dashboards offer four visualizations that give you great insight into dimension items and metrics. Change to a different visualization by changing the chart type of a tile’s Properties. Just select the right tile and then change the chart type.

Tile properties

Or, click the Visualizations icon in the left rail and drag and drop the right visualization onto the tile:

Visualizations

Summary Number

Use the Summary Number visualization to highlight a large number that is important in a project.

Summary number

Donut

Similar to a pie chart, this visualization shows data as parts or segments of a whole. Use a donut graph when comparing percentages of a total. For example, let’s say you want to see which ad platform contributed to the total number of unique visitors:

Donut visualization

Line

The Line visualization represents metrics using a line in order to show how values change over a period of time. A line chart shows dimensions over time but works with any visualization. You are visualizing the product category dimension in this example.

Line visualization

Horizontal Bar

This visualization shows horizontal bars representing various values across one or more metrics. For example, to easily see what your top products are, use Horizontal Bar for your preferred visualization.

horizontal bar

Remove Unspecified dimension item

If you want to remove Unspecified dimension items from your data, do the following:

  1. Select the correct tile.

  2. In the right rail, under Drill ins, select the right-arrow next to the dimension item whose Unspecified items you want to remove.

    unspecified

  3. Click the icon next to Unspecified to remove unspecified data from your reporting. (You can also remove any other dimension item.)

View and configure tile properties

When you click a tile in the Scorecard Builder, the right-hand rail displays the properties and characteristics associated with that tile. In this rail, you can provide a new Title for the tile and alternatively configure the tile by specifying components instead of dragging and dropping them from the left-hand rail.

Properties tile

View Drill ins (breakdowns)

When you click on tiles, a dynamic pop up displays how the Drill ins (Breakdown) view appears to the executive user in the app. You can break down dimensions and dimension items to break down your data for your specific needs. If no dimension has been applied to the tile, the breakdown dimension will be hour or days, depending on the default date range.

Breakdowns refine your analysis by literally breaking down dimensions by other metrics and dimensions, such as in this retail example:

  • Unique Visitors metric broken down by Ad Platform (AMO ID)
  • Visits broken down by Product Category (Retail)
  • Total Revenue broken down by Product Name

Breakdown_view

Each dimension added to the tile will show up in a drop-down list in the detailed view of the app. The executive user can then choose among the options listed in the drop-down list.

Remove components

Similarly, to remove a component that is applied to the entire Scorecard, click anywhere on the Scorecard outside of the tiles and then remove it by clicking the x that appears when you hover over the component, as shown below for the First Time Visits segment:

Remove_components

Name a scorecard

To name the Scorecard, click the namespace in the upper-left of the screen and type the new name.

Naming_Scorecards

Share a scorecard

To share the Scorecard with an executive user:

  1. Click the Share menu and select Share scorecard.

  2. In the Share mobile scorecard form, complete the fields by:

    • Providing the name of the scorecard
    • Providing a description of the scorecard
    • Adding relevant tags
    • Specifying the recipients for the scorecard
  3. Click Share.

Share_Scorecards

After you have shared a scorecard, your recipients can access it on their Analytics dashboards. If you make subsequent changes to the scorecard in the Scorecard Builder, they will be automatically updated in the shared scorecard. Executive users will then see the changes after refreshing the Scorecard on their app.

If you update the scorecard by adding new components, you may want to share the scorecard again (and check the Share embedded components option) in order to make sure that your executive users have access to these changes.

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