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 without having to build a table themselves.
When you first start using this Analysis Workspace, you might wonder what visualizations would be most useful, which dimensions and metrics might facilitate insights, where to drag and drop items, where to create a filter, etc.
To help with this, and based on your own company’s usage of data components in Analysis Workspace, Quick Insights leverages an algorithm that will present you with the most popular dimensions, metrics, filters, and date ranges your company uses. In fact, you will see dimensions, metrics, and filters tagged as Popular in the drop-down list, as shown here:
Quick Insights helps you
Following are some of the basic terms you need to be familiar with. Each data table consists of 2 or more building blocks (components) that you utilize to tell your data story.
|Building block (Component)
|Dimensions are descriptions or characteristics of metric data that can be viewed, broken down, and compared in a project. They are non-numeric values and dates that break down into dimension items. For example, “browser”, or “page” are dimensions.
|Dimension items are individual values for a dimension. For example, dimension items for the browser dimension would be “Chrome”, “Firefox”, “Edge”, etc.
|Metrics are quantitative information about person activity, such as views, click-throughs, reloads, average time spent, units, orders, revenue, and so on.
|Workspace offers a number of visualizations to build visual representations of your data, such as bar charts, donut charts, histograms, line charts, maps, scatterplots, and others.
|A dimension breakdown is a way to literally break down a dimension by other dimensions. In our example, you could break down US States by Mobile Devices to get the mobile device visits per state, or you could break Mobile Devices down by Mobile Device types, by Regions, by Internal Campaigns, etc…
|filters let you identify subsets of persons based on characteristics or website interactions. For example, you can build Visitor filters based on attributes: browser type, device, number of visits, country, gender, or based on interactions: campaigns, keyword search, search engine, or based on exits and entries: persons from Facebook, a defined landing page, referring domain, or based on custom variables: form field, defined categories, customer ID.
Log in to Customer Journey Analytics using the credentials you have been provided with.
Go to Workspace and click Create New Project and then click Quick Insights. (You can also access this panel from the Panel menu in the left rail.)
When you first start out, go through the short tutorial that teaches you some of the Quick Insights panel basics. Or, click to Skip Tutorial.
Select your building blocks (also known as components): dimensions (orange), metrics (green), filters (blue), or date ranges (purple) You have to select at least one dimension and one metric for a table to be built automatically.
You have three ways of selecting the building blocks:
When you have added at least one dimension and one metric, the following will be created for you:
(Optional) Drill down on dimensions and see dimension items by clicking the > right-arrow next to the dimension.
Try adding some more refinements as described below under “More tips.”
Save your project by clicking Project > Save.
Other useful hints will pop up in the Quick Insights Builder, some of them depending on your last action.
First, complete the More tips tutorial: Access it via the Help (?) icon next to the Quick Insights title. This tutorial shows up 24 hours after you have created a project with at least one dimension and one metric.
Breakdown by: You can use up to 3 levels of breakdowns on dimensions to drill down to the data you really need.
Add more metrics: You can add up to 2 more metrics by using the AND operator to add them the table.
Add more filters: You can add up to 2 more filters by using the AND or OR operators to add them the table. Look at what happens to the table when you add Mobile Users OR Loyal Visitors. They are next to each other, above the metrics. If you added Mobile Users AND Loyal Visitors, you would see results from both filters together, and they would be stacked on top of each other in the table.
If you try to edit directly within the table, it will cause the Quick Insights panel to become out of sync. You can restore it to the previous Quick Insights settings by clicking Resync Builder at the top right of the panel.
You will get a warning before adding anything directly to the table:
Otherwise, building directly will cause the table to now behave as a traditional Freeform table, without the helpful features for new users.