Add donut visualizations to Analysis Workspace projects in Customer Journey Analytics

Hey everybody, it’s Doug. In this video I just want to spend a couple minutes talking to you about the donut visualization, which you might not think you know about, but you do because it’s actually just a newer version of the pie chart. And, you know, maybe my favorite thing is that if you had to move from a pie to a donut chart, at least you stayed with a delicious pastry. So that’s the good news. And there’s more good news, and that is that we can add it to our project. So, in order to do that, you’re going to add it, you know, potentially right above a data table, also known as a freeform table here, because donut visualizations, like many other ones, do get their data from a freeform table. So, we’ll just go to the left side and click on visualizations, and then we’ll come down and we’ll grab the donut visualization, and grab that and pop it in here and drop it on top of products.

And so we can see that it did do that, and we can actually verify that it is connected to the right table up here as this comes up automatically and shows products, yes, that’s the one we want. But, you know, looking at it, you might also notice that for us, if you leave it like this, it’s really not that helpful because we have so many products. So, a lot of times a donut chart is best for only a few products, and it actually focuses on the metrics itself. So, you can see that I have total orders and total revenue here, and that’s what this one is, total orders and total revenue. Very nice that it’s inside that little donut there. But, you know, we have so many products that leaving it like this is really not that helpful potentially. Even we have here this other batch, which is like everything else that didn’t fit on these other little ones, added together to make, you know, 46% there, and that’s just other. So, maybe that doesn’t help us. But, what we can do instead is go, you know, what I really want to know is, say, my top five products. So, I’m going to just go down to the table down here, and I’m going to highlight the top five products. Now, this looks more like something that I can really look at and that I can gather data from. And you can see if you mouse over the different products up here, I can actually click on those and remove those if I just want, you know, the three remaining ones or click on them to bring them back. So, you can see that, for example, this pink sequin crop top has, what, 20% of the orders, but it has 32% of the revenue. So, we may want to try to highlight that in, you know, some of our ads, etc., to get more revenue off of that. So, whatever you want to decide to do with this information. Now, if you’re going to do something like this, though, it’s probably important that you let people know. So, I’m going to go up here and say top five products.

And so, now, I can actually go into this dot right here. I can lock this selection. And since I said top five products, I am going to go down here and say selected positions and not just the items because if they fall out of the top five, I don’t want these specific items to show up in here. So, I’m going to go down here and say top five products. So, I’ll have that selected positions up there like that and that’s locked. I can also, if I don’t really want the products all listed here, then I can also remove that data source. And now, it only has this donut visualization and people don’t get hung up on looking at the rest of the products if I want them to focus on the top five products. So, anyway, just some basics there of your donut visualization. Hope that was helpful. Have a great day.