Add summary visualizations to Analysis Workspace projects in Customer Journey Analytics

Transcript

Hey everybody, it’s Doug. In this video I’m going to show you how to add and configure the summary change and summary number visualizations. Now I’ve created this freeform table with a total number of people or visitors. You can kind of name that metric whatever you want when you configure your data view. In any case, it’s named people in here but I just put visitors up there because you might be used to that word instead. So anyway, we’ve got our visitors and we’ve got our revenue and we’ve just kind of got weekly numbers here for the last 30 days. Now we can see these numbers in here and we can look at weekly numbers or totals and this and that but sometimes it’s just really good to have a big giant number staring you in the face. And so that’s what we’re going to do with this summary number. So I’m going to grab a summary number visualization and drag it up here and drop it in there. Of course, as always, you can resize it and make it bigger or smaller. We first want to make sure it is pointing at the right table and it is visitors and revenue right there. So we’re good to go there and then we want to make sure that it’s pointing at the right number that we want to look at because we’ve got lots of numbers in here. We’ve got totals and we’ve got weekly numbers and if I click around you’ll see that number changes wherever I click as I click through those. So let’s say we want the total number of visitors for the time period which is last 30 days. So I’m going to click right on this main one here and it has that number. So now I’m going to go up to this dot and click on that and I’m going to lock that selection. So we’re good to go there. Let me add another one. In fact, what if I just click around you can see the number doesn’t change anymore because I locked it. So let’s grab another one again with the summary number and drop that in next to it and this time again it’s the right one. So now I’m going to grab the total revenue. Now before I move on I’m like well I don’t really like that giant number there. I don’t need it down to the dollar. So I’m going to go up to the gears, the settings here and I’m going to abbreviate the value. Now if I leave it on one decimal place you’ll be able to see where it is 210.0 and that’s pretty good. I kind of like that one. Again you can choose how many decimals you want. You can even choose zero so that it’ll round to the nearest million in this case. So whatever you want to show there is great. So that is the summary number and as always you probably want to name these a little bit better than just summary number one and two. So we can put last 30 days visitors or people and then we can click over here and do the same thing. Last 30 days revenue. I don’t know why I only capitalized some of that. That’s all right. So anyway those are the big numbers for the people and the revenue for the time period and maybe that’s all I need. But let’s say we want to see how things change over time. So now we want a summary change number up here as well. Drop that in. Now it gives me this error or really just a notification that you need to check the columns and rows and what are you comparing because what I really need in here are two numbers. And if I’m going to look at the change I want to look at how it has changed maybe over the last two time periods in this case maybe I do want to know week over week. So I’m going to go down to this when I click out of that I’m going to go down here I’m going to grab the first week and then the second week. So it does matter which order you click on them but I’m going to click on this and I’m going to drag up like that and you can automatically see that week over week I’m down 36 percent. I’m going to panic. Well I don’t have to panic yet because we can see if we click on this last 30 days that actually I’m recording this on a Thursday. So it’s comparing last full week with this partial week and you know maybe Fridays and Saturdays are our biggest sales days so maybe this isn’t the greatest. So I can actually go down here and maybe I go to like last four full weeks and then I’ll apply that. And now I have the last week and four full weeks. So it’s a fair comparison now I have one full week compared to another full week and now you see that I went up 21 and a half percent which is great and hopefully I can maintain that moving forward. Now another thing I want to do here then is to make sure that that is going to always give me these last two full weeks. So I’m going to go back up over here and I’m going to lock that selection and I’m going to make sure that it says selected positions. I don’t really want selected items because selected items would be those exact weeks and they would just you know move down and fall off the chart here. And so what I really want is a selected positions which is the last full week compared to the one before it. So that’s good selected positions lock that maybe I don’t even need the table anymore and now I can just see these numbers up here for the totals for visitors last 30 I would need to change that right because it’s actually last full four weeks or last four full weeks so maybe change that but you get it anyway. And up here with the summary change I’d put something more like revenue direction I don’t know whatever you want to put up there that tells you that it’s comparing these last two weeks. Anyway I hope you enjoy those summary visualizations and that they help you with your analysis. Good luck.