The following information instructs curators of Adobe Analytics data on how to configure and present mobile scorecards for executive users. To start with, you can view the Adobe Analytics dashboards Scorecard Builder video:
An Adobe Analytics scorecard displays key data visualizations for executive users in a tiled layout, as shown below:
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:
To create the Scorecard, you need to do the following:
You can access the Blank Mobile Scorecard template either by creating a new project, or from the Tools menu.
To implement the Scorecard template:
Under Properties (in the right-hand rail), specify a Project report suite from which you want to use data.
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.
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.
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 section of the detail slide-specific Properties. You can add multiple dimensions to each tile.
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.
Add and remove date range combinations that can be selected in your scorecard by selecting the date range drop down.
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.
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.
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.
If the date range you want hasn’t been created yet, you can create a new one by clicking the calendar icon.
This will take you to the date range builder where you can create and save a new date range component.
View a video on visualizations for mobile scorecards:
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.
Or, click the Visualizations icon in the left rail and drag and drop the right visualization onto the tile:
Use the Summary Number visualization to highlight a large number that is important in a project.
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:
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.
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.
If you want to remove Unspecified dimension items from your data, do the following:
Select the correct tile.
In the right rail, under Drill ins, select the right-arrow next to the dimension item whose Unspecified items you want to remove.
Click the icon next to Unspecified to remove unspecified data from your reporting. (You can also remove any other dimension item.)
When you click a tile in the Scorecard Builder, the right-hand rail displays the properties and characteristics associated with that tile and its detail slide. In this rail, you can provide a new Title for the tile and alternatively configure the tile by applying segments.
When you click on tiles, a dynamic pop-up window displays how the detail slide appears to the executive user in the app. You can add dimensions to break down your data for your specific needs. If a dimension hasn’t been applied, the breakdown dimension will be hour or days, depending on the default date range.
Breakdowns refine your analysis by breaking down metrics by dimension items such as the following:
Each dimension added to the detail slide will show up in a drop-down list in the view of the detail slide in the app. The executive user can then choose among the options listed in the drop-down list.
Custom detail slides allow you to be even more targeted about what information you share with your audience.
You can modify the layout for each detail slide and add text to better explain what the end user may see in the data. You can also change the chart type using the drop-down menu.
Change the slide layout to focus on the most important information. For example, you can change the layout to show just a chart or just a table. To change the slide layout, select one of the pre-designed formats.
You can also change the slide layout by dragging and dropping visualization components from the left-hand rail onto the canvas. Each detail slide may only accommodate two visualizations at a time.
You can add text to provide meaningful information about what is contained in the charts or nuances about the data.
To add text to a detail slide, select a layout that shows the
T symbol, or drag and drop the Text visualization component over from the left rail. The text editor will automatically open when adding a new text visualization or choosing a slide layout with text. The Text editor provides all standard options for formatting your text. You can apply text styles such as paragraph, headings, and subheadings, and apply bold and italicized font. You can justify text, add bulleted and numbered lists, and add links. When you’re finished editing, select the minimize button in the upper-right corner of the text editor to close it. To edit text you already added, select the pencil icon to open the text editor again.
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:
You can preview how the scorecard will look and function once it is published in the Analytics dashboards app.
Click Preview in the upper right hand corner of the screen.
To view what the scorecard will look like on different devices, select a device from the Device preview drop-down menu.
To interact with the preview, you can:
Left click to simulate tapping on the phone screen.
Use your computer’s scroll function to simulate scrolling the phone screen with your finger.
Click and hold to simulate pressing and holding your finger on the phone screen. This is useful for interacting with the visualizations in the detailed view.
To name the Scorecard, click the namespace in the upper-left of the screen and type the new name.
To share the Scorecard with an executive user:
Click the Share menu and select Share scorecard.
In the Share mobile scorecard form, complete the fields by:
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.