Create a mobile scorecard

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

An 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:

Access the Blank Mobile Scorecard template template

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

Create a new project create

Tools menu

Configure the scorecard with data and save it configure

To implement the scorecard template:

Add dimensions or metrics dimsmetrics

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.

Apply filters filters

To apply filters to individual tiles, drag a filter (segments are filters in Customer Journey Analytics) from the left panel and drop it directly on top of the tile.

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

Add date ranges dates

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.

Show or Hide comparison date ranges show-comparison-dates

To include comparison date ranges, toggle the Include comparison dates setting.

The setting is on by default. Toggle it to off if you don’t want to view comparison dates.

Apply visualizations viz

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:

Summary Number

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

Donut

Similar to a pie chart, this visualization shows data as parts 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 persons:

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.

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.

Name scorecards name

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

Remove Unspecified dimension item remove-dims

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

View and configure tile properties tiles

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 filters. Segments are filters in Customer Journey Analytics.

View detail slides view-detail-slides

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 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.

Customize detail slides customize-detail-slide

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

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.

Add descriptive text to a slide

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.

Remove components remove

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:

Create data stories create-data-story

A data story is a collection of supporting data points, business context, and related metrics built around a central theme or metric.

For example, if you focus on web traffic, your most important metric may be visits, but you may also be interested in new persons, unique persons, and you may want to see data broken down by web page or by what device type the traffic is coming from. Data stories in mobile scorecard projects let you put your most important metrics front and center while telling the whole story behind the metrics with multiple detail slides.

Watch the video to learn more about creating data stories in mobile scorecard projects in Analysis Workspace.

To create a data story

Build your data story by adding multiple detail slides to a tile.

Customize a data story customize-data-story

Data stories allow you to customize everything so you can share information that you want to share and exclude everything that you don’t need. You can customize tiles and individual slides to add filters, show breakdowns, change the layout, and change the visualizations.

To customize tiles

To customize individual slides

You can change the visualization for individual slides in a data story. For example, you can change a horizontal bar to a doughnut graph for a specific slide. You can also change the layout. See Customize detail slides.

Preview a data story preview-data-story

After you create a data story, use the Preview button to view and interact with a data story as if you were an app user. For information about previewing your data story, see Preview a scorecard

Navigate between tiles and slides navigate-tiles-slides

The navigation bar displays icons that represent what’s on each slide. The navigation bar makes it easy to navigate to a specific slide if you have a lot of slides.

To move between the tile and slides, tap the navigation bar.

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You can also navigate back and forth by using the arrows on your keyboard or by selecting a component and holding it to the left or right of your screen to scroll.

Preview scorecards preview

You can preview how the scorecard will look and function once it is published in the Adobe Analytics dashboards app.

Share scorecards share

To share the scorecard with an executive user:

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.

Share scorecards using a shareable link

Using a shareable link makes it easy to share a scorecard in an email, document, or text message app. The shareable link lets recipients open the scorecard on their desktop or on the dashboards mobile app. Shareable deep linking makes it even easier to share projects and boost engagement with your stakeholders.

To share a scorecard using a shareable link