Table of Contents
★ Overview
Sense's new Analytics is a robust Business Intelligence (BI) tool designed to provide comprehensive insights into your product usage and performance. It comes equipped with pre-built essential reports that enable you to analyze and understand the performance and Return on Investment (ROI) of individual modules within your product.
The platform empowers you to dive deep into your datasets through various data visualization modules, including aggregated numbers, charts, pivots, and Sankey charts. Furthermore, the new Analytics (BETA) offers a library of visualization charts and graphs for you to explore your data from different angles. It also provides versatile data export capabilities, advanced filtering options, and support for various export formats, including PDF, CSV, XLSX, and PNG for presentations.
★ Key Benefits
Sense Analytics offers comprehensive analytics features to help you gain deeper insights into your product's performance, with a focus on pre-built reports, versatile data visualization, and robust data export capabilities.
Here are a few key benefits of new Analytics (BETA):
- Comprehensive BI Capabilities: Sense Analytics offers advanced BI capabilities that enable you to gain deep insights into your product usage and performance. This is valuable for making informed decisions and optimizing your product strategies.
- Pre-Built Reports: The inclusion of pre-built reports by Sense simplifies the analysis process, allowing you to quickly assess individual module performance and ROI without the need for extensive customization.
- Data Visualization: The tool offers a wide range of data visualization options, including charts, pivots, Sankey charts, and more. This facilitates a better understanding of data by presenting it in a visually engaging format.
- Data Export: Analytics allows you to export data, even large datasets of up to 1 million rows, in multiple formats (PDF, CSV, XLSX).
- Presentation-Ready Charts: You can export charts and graphs in PNG format, making it easy to incorporate visual data into your presentations and reports.
- Advanced Filtering: The advanced filtering options enhance your data exploration and help you narrow down your analysis to focus on specific aspects of your product usage.
★ What's Covered
The main purpose of this article is to provide you with a comprehensive understanding of the various aspects and new features of the Analytics. The article emphasizes how you can leverage the new Analytics to gain a deeper understanding of the product's performance and usage.
This article covers the following topics:
- Standard Filtering Options
- Exporting the Data
- Advanced Customization - Charts
- Advanced Customization - Data Tables
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You can use this article to explore all the new analytics functionalities available for your organization. For this article, we will use Deliverability Analytics to assist you in comprehending the various factors associated with these new analytics.
To navigate to Journey Deliverability (Touchpoint Analytics):
- Log in to Sense.
- Go to the Analytics.
- Click on 'Analytics (BETA)' located in the upper left-side panel.
- On the Journey dashboard, navigate to the Deliverability section.
[A] Standard Filtering Options
You can utilize the standard filtering options to tailor the analytics to your specific requirements. These options allow you to filter the analytics page by Timeline, Business Goals, Lifecycle Goals, Journey Status, and Entity Types.
[B] Exporting Data
The new Analytics (BETA) allows you to export data, including large datasets of up to 1 million rows. You can export this data in multiple formats, such as PDF, CSV, PNG, and XLSX files.
➥ NOTE: The PNG export functionality is only available for charts and graphs data medium.
To export the data:
- Hover over any touchpoint metric, click on the three-dot option located on the right side of each metric, and then select 'Export.' Choose the format of your choice for exporting the data.
➥ For Charts;
➥ For Data Tables;
[C] Advanced Customization - Charts
The new Analytics (BETA) allows you to customize your analytics with advanced sorting options, providing the flexibility to narrow down your analysis and focus on specific aspects of product usage.
It offers a wide range of data visualization options, including charts, pivots, Sankey charts, and more. This makes it easy for you to slice and dice your analytics, facilitating a better understanding of data by presenting it in a visually engaging format.
To access the advanced sorting options,
- Hover over any touchpoint metric, click on the Maximize element option located on the right side of each metric.
- To minimize an element or return to the previous page, just click on the 'Minimize element' option located on the right side of the metric.
The maximized element of any metric displays advanced and customizable sorting options, enabling you to refine your analysis and concentrate on specific aspects of the metric.
The left panel presents the data elements and advanced sorting options, while the right panel displays the output metric in the selected visualization format.
The data elements are covered in two main sections,
- Properties: The Properties section highlights various visualization formats, X-Axis, Y-Axis, Tooltip, Trellis, and multiple data columns that enable you to categorize your data into various formats.
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Format: The Format section allows you to change the background color of your metrics, the colors of X & Y metrics, fonts for data labels, the title of metrics, and the line styles of your graphs, etc.
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[I] Properties
You can use the element properties panel to select a different visualization and configure source columns to define chart properties, including axis categories, metrics, colors, and tooltips.
▶︎ Visualization
Visualizations are graphical data elements that add visual context to your analysis. They allow you to create, explore, and view your data in a more focused and digestible format.
- You can select a different visualization for your metrics, such as a Bar chart, Line chart, KPI chart, Box chart, Sankey diagram, and more.
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▶︎ Axis Categories
The axis category consists of the X-axis and Y-axis types.
- X-Axis: The X-axis typically represents time-based categories (like dates, months, and years) that correspond with individual data points.
- Y-Axis: The y-axis represents a variable that measures a value (like sales, leads, expenses) for each category and determines the vertical placement of each data point.
For example, in the case of Touchpoint Sent metrics, the X-Axis shows the Days, and Y-Axis shows the Number of Touchpoint Sent.
➠ Adding more columns to any axis:
- Click the + icon (add calculation) on any axis and then select the required column from the list. The selected column will appear in the right side panel.
➥ Important: The availability of column menu items and corresponding options varies depending on the column’s data value type.
For example: If the Y-axis displays the total number of touchpoints sent, and you add another column like 'Journey Name,' the newly added column will adopt a numeric format, displaying the ‘Count of Journey Names’ instead of the individual Journey Names.
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▶︎ Marks
The Marks section showcases the Color, Tooltip, and Trellis.
➠ Configure Mark Colors:
Mark colors allow you to configure the different colors for your lines. You can either set a ‘Single color’ or set a color ‘by Category.’
- If you wish to change the single color of your graph, go to Marks > Color, then select the 'Single color' option from the drop-down menu, and use the color box to update it with your preferred color.
- If you wish to change the color by category, go to Marks > Color, then select the 'By category' option from the drop-down menu. Next, choose a source column to define color categories, and then use the color box to update it with your preferred color.
➠ Configure Mark Tooltip:
Chart mark tooltips appear when you hover over individual data points in a visualization. These tooltips allow you to view the most relevant metrics and data attributes when hovering over any data point in the chart.
For example; In the screenshot below, we are analyzing the ‘Touchpoint Sent’ metrics, and we have added columns for ‘Days’ and ‘Touchpoint Sent’ numbers for reference. If I enable the 'Tooltip' for both of these columns, then when I hover over any data point in the chart, it will display information related to the Days and Touchpoint Sent metrics.
➥ Important: Tooltips are featured in all visualization types but are not customizable in gauge charts and Sankey diagrams.
- To enable the ‘Tooltip’ for your added columns, click the down caret (▼) option on any column to open the column menu. Select ‘Show in tooltip’ to change the tooltip visibility.
- If the menu item displays a checkmark (✓), the corresponding tooltip field is currently shown. Click to hide the tooltip field.
- If the menu item displays no checkmark, the corresponding tooltip field is currently hidden. Click to show the tooltip field.
- To add extra tooltip field columns, navigate to Marks > Tooltip, then click the '+' icon (add calculations) and select the desired column.
➠ Configure Mark Trellis:
Trellis formatting, also known as small multiples or trellis charts, is a data visualization technique used to display multiple similar graphs or charts in a grid or matrix-like format. Each small chart, often referred to as a "trellis panel," shows a subset of the data based on a shared characteristic or category, making it easier to compare and analyze different facets of the same data simultaneously.
The main idea behind trellis formatting is to break down a complex dataset into manageable parts, typically organized into rows and columns, with each cell containing a graph or chart showing a specific segment of the data. This approach can be particularly useful when dealing with time series data, categorical data, or any dataset with multiple dimensions.
- To add trellis to a row or column, go to Marks > Trellis, and either drag and drop the desired columns into the row or column area OR click the '+' icon in either the row or column section and select the column for trellis.
For example;
- To remove the added trellis row or column, click the down caret (▼) option on the added column to open the column menu, then select 'Remove from Trellis column' to remove it.
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▶︎ Columns
The Columns section offers you various data elements that you can use to create different columns.
➠ Adding columns to your metrics:
- To add columns to your metrics, navigate to the Columns section, click the down caret (▼) option on any column to open the column menu, and then select 'Unhide column.'
➥ Important: The availability of column data varies depending on the current metrics and data value type. If the applicable data is not available for your added column, then the added column will not populate any data for it.
➠ Accessing the Column Menu:
- Click the down caret (▼) option on any column to open the column menu. The column menu offers you a wide range of options, such as functionality for changing the format of current data, transforming data into text/geography, freezing columns, adding descriptions to columns, renaming columns, duplicating columns, and more.
- Add new column: This function simply adds another column.
- Add column via lookup: This functionality enables you to add additional metric elements from your current analytics dashboard. For instance, if you are currently viewing the 'Touchpoint Sent' metric in the 'Touchpoint Analytics' section and want to view and compare it with other metrics like 'Touchpoints Opened' and 'Touchpoints Skipped' from the same 'Touchpoint Analytics' section, you can use this functionality to add these columns from the same analytics dashboard.
- Duplicate Column: This simply duplicates the existing column.
- Rename Column: Allows you to rename your selected column.
- Set Description: Allows you to add a description to the selected column.
- Freeze up to column: Allows you to lock specific rows or columns in place while scrolling through a large dataset. This feature is particularly useful when dealing with large spreadsheets where you want to keep certain headers or labels visible as you navigate through the data.
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Transform: This function allows you to convert a column into a selected data value type, such as Text or Geography.
➥ NOTE: The ability to transform values into other data value types depends on the current data type. If the transformation values do not match with each other, the system will not perform the transformation.
- Format: This feature enables you to present the same data in various formats. For instance, if you are working with a 'Day' column, it provides options to display the day in different formats, including ISO Date, Long Date, Month Year, and other customizable formats.
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[II] Format
The Format section allows you to change the background color of your metrics, the colors of X & Y metrics, fonts for data labels, the title of metrics, the line styles of your graphs, etc.
▶︎ Adding Background Color
- To update the background color of your chart, go to Format > Background, Select the checkbox for ‘Show background,’ and then select the preferred color from the color box.
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▶︎ Customizing the Metrics Title
This section allows you to customize the Title for your metrics as per your convenience.
To update the title;
- Go to Format > Title. You can update the title, font size, color, and style as per choice.
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▶︎ Axis Categories
You can enhance your chart by customizing the colors, formatting, and scale type and adding titles to both the X and Y axes. This feature makes your chart more visually engaging and helps you navigate and differentiate between various data types using different axis settings.
To update the formatting of X/Y axis;
- Go to Format > X Axis or Format > Y Axis. You can customize various aspects, such as displaying column titles, updating label colors, adjusting the scale type, and configuring grid lines.
➥ For example: Axis Title
➥ For example: Axis Labels
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▶︎ Legends
Chart legends showcase the chart mark colors, shapes, sizes, types, and other attributes with specific groups or values. This helps users interpret data when the chart metric is distributed into categories, such as regions or product types, or when a metric defines size or color scale.
For example;
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▶︎ Configuring the Line Style
You can use the Line Style feature to customize your chart lines as per your choice.
For example;
[D] Advanced Customization - Data Table
The new Analytics (BETA) offers a wide range of customization and sorting capabilities, allowing you to optimize and make the most of your data table.
To access the column menu;
- Click the down caret (▼) option on any column to open the column menu. The column menu provides functionalities for transforming data into various formats, freezing columns, renaming columns, accessing column details, and more.
- You can sort the columns in ascending or descending order or use the custom sort functionality.
- Use the Filter options to filter the columns with the required data.
- You can use the ‘Freeze up to column’ functionality to lock specific rows or columns in place while scrolling through a large dataset. This feature is particularly useful when dealing with large spreadsheets where you want to keep certain headers or labels visible as you navigate through the data.
- You can sort the columns in ascending or descending order or use the custom sort functionality.