Line visualization in Customer Journey Analytics

Hey everybody, this is Doug. In this video I just want to show you how to add and configure a line visualization. So I have a table here of orders. You can see total orders and the different days and it’s last month. And I named that orders last month and we’re good to go. But I just kind of want to see what this looks like. You know, instead of just looking at all the numbers, I want to see a visualization for that. And of course line graphs are really great for trended data like this. So I’m going to go over to the left rail. I’m going to choose the visualizations right there, which I did. I’m going to grab line down here and drag it just on top of the table there. Drop it. And automatically pops up a line graph there for my data. Now by default you can see it’s total orders. By default it is going to take, you know, the main stuff. The total order is not a specific day. This also gives it a default name up here, line. So if you wanted to change that, you can just click into that and change that if you want to. Now if you want a different piece of the data instead of everything, you can actually just click on that data. If I want December 1st, I can just click on that and it will change to just that day. As you can see here, total orders for just that day. Now if you want it to stay that way and you still want to be able to click around, because if I click right now, it’s going to change the graph as well. But I really love this graph the way it is right here. So I’m going to go ahead and I’m going to click up here and lock that selection. So if I lock that, now it’s locked on the first and when I click on the second, it doesn’t change the graph, et cetera. So anyway, let’s go back up and unlock that again. And I’m going to go ahead and click on the total orders there. That’ll bring it back to what it was. And another way that you can really quickly grab just one item in a table instead of even dragging it over from the left rail. If you want one item, if I just wanted, you know, December 2nd, it’ll come up with this little icon right here. And I just click on that to visualize. That brings up another one for that day. And again, then I can do all those things like lock it and those kinds of things. I don’t really need that one, so I can also remove it. And there we go. And in addition to different items in that table, if you wanted to change this line graph to point at a different table, assuming I had different tables in there, which I don’t right now, but if I did, then you could go up here and just change it with this one here. You can see this one is pointing at orders last month. And if I had additional tables, you’d be able to select that and choose a different table as the source data. OK, that’s all that good stuff. Now, you’ve got some different settings here and you’ve got some things on the graph itself. For one thing, you can change the axis. I’m going to just kind of click on this right here so you can see that this stops down here at the bottom. And I don’t know, like 500 or maybe 540, something like that, whatever that bottom one is, kind of 547. But if you really want the bottom to be zero, which, you know, you might want or people might think that this is zero and that this one is close to zero. So if that’s too confusing, you can actually click on this little down arrow there and that will change it. So the bottom is zero. Of course, it moves all the numbers up to the top of the graph. So, again, if you want to see the whole graph and to be able to see the moves more easily, I’m just going to actually hit command Z and that’ll take it back. So anyway, so that is how it comes up by default. And again, you can change it if you want to. If you don’t like what this says, like day exists and all that, you can actually right click on this. You can edit the label and then you could just change that to whatever you want. Type in orders, whoops, orders, that kind of a thing, and then hit enter. And now it just says orders instead of what was there before. So you can change that as well. Let’s look at a couple more settings real quick. And these are under the gear over here. You can see that anomalies is already up there and it is showing by.

Unclick that one, you can see that that goes away, the shading there, and this will show you any anomalies. You can see the dotted line here, which is kind of, you know, the expected based on the past and those kinds of things. But the shading is everything within this band, which is shaded, which right now is kind of the whole thing there. But if I go back and see if I click on that again, that it’s a little bit different. You can see the shading goes away down here. So that band is kind of the accepted number of orders in this case, you know, so that it’s not outside of what would be expected. Some of the other things you can change up here, you can add min and max. So you can see it’ll show you where the highest number was. Let me click out of that. And here’s the lowest number. It’ll show you min and max on that. And you can see a trend line. And so now you can see if this is going up and down a lot and you want to see like, is this flat? Like it kind of looks here basically is overall. You might not know that if you see all these numbers and it’s going up and down. So, you know, you can add that to make sure that you can see like overall, am I going up? Am I going down? Is it staying the same? So now let’s take a look at what happens when I actually add another metric. So I have sessions over here. You might be used to those called visits. Same thing. So I’m going to grab sessions. I’m going to add it to the table. And now, of course, it’s not only in the table, but because this line graph is for the entire table, it adds that to the graph as well. So now I have sessions and I have orders. And of course, it makes sense that, you know, there’s not going to be an order on every single session. So the sessions are much higher than the orders for any specific day in this case. Now, another cool thing you can do here, because you can kind of see, you know, these kind of go up and down, mostly the same, but is it really following the same kind of a trend between total orders and sessions? It’s hard to tell right here, but one of the settings that you can choose here is to display dual axis. So if I click on that, you can see that this will now have the Y axis, different numbers for sessions. The sessions over here, you can see dark blue and then orders over here for this, I don’t know, teal color, I guess. I hope that’s right. I’m a little bit colorblind, but you know, who’s counting? But you can see how these kind of goes up and it follows the same kind of thing. And you’d be able to see if it’s really different. You know, this one’s a little bit different, but not too far off. So you’d be able to see those differences if there were any. So just a nice way to be able to see your data all in the same thing instead of just having one be really low and one being really high. You can also, by the way, if you just for a second anyway, you don’t want to see sessions. You want to go back to only orders and I can actually click on it up there and it hides it. Now I have only orders and I can bring it back by clicking again and I can actually remove orders by clicking on that as well. And now it’s only sessions. You can see the sessions are just about flat as well. Maybe going down a little bit. But anyway, that hopefully gives you a good idea of some of the things you can do with the line graph. Seems very simple, but there are some really great ways here that you can customize that data. To give you very actionable and interesting data. Have a great day.