This page provides information about building Looks for the following scenario:
- Campaign marketers want to build a quick Look to analyze Fiscal Year 2021 and compare it with the previous year's transaction analysis, including the corresponding buyer count. This Look explains the trends and performance metrics for our campaigns over the past year.
Creating a Look
- Sign in to your CDP user interface.
- Click Analytics > Metrics.
Click New > New Look.
Customer Data Platform (CDP) displays the Explore page:
Understanding Looks
The Explore page contains the following information:
- The left panel contains the following components:
- Standard Models: CDP lists the standard models on the left panel. It contains the entity table names that include the dimensions and measures that you can include in your Look.
- Dimensions: Dimensions group or categorize the data that you are exploring. For example, dates, customer segments, product categories, or states. The UI displays dimensions in gray. For more information, see Standard dimensions.
- Measures: Measures represent numerical data that you want to analyze. For example, total revenue, order count, or buyer count. The UI displays measures in orange. For more information, see Standard measures.
- All Fields: The All Fields tab contains all entity tables. To view the available attributes and dimensions in an entity table, you can click the arrow besides the entity table name. Alternatively, if you know the name of the field, you can search it in the search bar.
The right panel contains the following components where you can start adding dimensions and measures to build your Look.
- Filters: Filters refine the data set to help you interpret large data sets, identify trends, and make informed decisions by focusing on the most relevant information.
- Visualization: A visualization is a reporting tool that converts numerical data into an easy-to-understand graphic format using visual objects. These include bar graphs, line charts, scatter plots, pie charts, and numerical indicators, chosen based on the nature of the data and the insights to be communicated.
- Data: A data is the exploratory visual table that organizes your selected dimensions and measures in columns. Do not confuse the table in the Data section with the table in the Visualization section, which determines the presentation of data.
By default, CDP displays the Data section and the results table. After the results are calculated, the Visualization section builds the charts using the results. If filters are used when creating the report, they are listed and can be modified from the Filters section.
Creating a Look report
To create a Look report, you must first select dimensions and then select measures that you want to include in your report.
Selecting dimensions
Go to Transaction > Transaction Fiscal Date > Transaction Fiscal Year.
- Click Transaction Fiscal Year to add it to the data tables.
To focus on a specific year, click the filter icon next to Transaction Fiscal Year to add it to the filter list.
To add multiple years:
- Set the filter operator to
contains. - Click
any valueto view all possible values within the filter. - Select
FY2021,FY2022, andFY2023.
- Set the filter operator to
- To add more filters:
- Click + Filter to combine filters with an AND statement.
- Click + New group for an OR statement, letting either filter apply.
- (Optional) To remove a filter, click the X icon next to the field name in the Filters section.
- (Optional) To delete a column from the data results, click the gear icon on the column.
Selecting measures
Go to Transaction > Buyer Count.
- Click Buyer Count to add it to the data tables.
Click Run to generate values in the report.
Click the gear icon and click Save.
The following are the options to save the report or transfer it to a dashboard.
- As a new Dashboard: Creates and saves the Look report into a new dashboard.
- To an existing Dashboard: Transfers and adds the Look to an existing dashboard that contains other Look reports.
- As a Look: Saves as a standalone report, independent of any dashboard view.
Components of the Looks user interface
The following are the components of the Looks user interface:
Number | Name | Description |
|---|---|---|
1 | Gear icon | Contains the following action buttons:
|
2 | Advanced Filtering | Allows you to apply the following filters:
|
3 | Visualization | Converts numerical data into easy-to-understand graphics by using visual objects. |
4 | SQL | Displays the SQL query used in the report. You can copy this query for ad-hoc analysis in IQ. This feature is view only. You cannot edit the SQL query. |
5 | Add Calculations | Allows you to add calculations. |
6 | Row and Column Limits | Displays the row and column limits. |
7 | Toggling Totals on or off for columns and/or rows | Allows you to add row or column totals. After toggling the button, you must rerun the report. Totals may be deduped based on the measures in the report. |
Filter operators
The following table lists the filter operators:
| Operator | Description |
|---|---|
Is | Checks if a value exactly matches the specified condition. |
Contains | Checks if a field contains the specified substring or value. |
Start with | Checks if a field starts with the specified substring or value. |
End with | Checks if a field ends with the specified substring or value. |
Is blank | Checks if a field does not have any value. |
Is not | Ensures that a field value does not match the specified condition. |
Doesn’t contain | Checks if a field does not contain the specified substring or value. |
Doesn’t end with | Checks if a field does not end with the specified substring or value. |
Doesn’t start with | Checks if a field does not start with the specified substring or value. |
Is not blank | Checks if a field has any value. |
Is not null | Ensures that a field value is not null (exists). |
Match a user attribute | Matches the specified user attribute with a field value. |
Is in the last | Checks if a date falls within a specified time period relative to the current date. |
Is on or after | Checks if a date is on or after the specified date. |
Is in the year | Checks if a date falls within the specified calendar year. |
Is in the month | Checks if a date falls within the specified calendar month. |
Is this | Matches the current period or time frame. For example, current week, current quarter. |
Is next | Matches the next period or time frame relative to the current period. |
Is previous | Matches the previous period or time frame relative to the current period. |
Is null | Checks if a field value is null (does not exist). |
Is any time | Matches any time or date, typically used as a wildcard for time-specific filters. |
| matches (advanced) | Uses complex pattern matching operations for greater flexibility compared to standard equality or inclusion filters. These filters include String, Date, and Number expressions. For example, When applying the Transaction Date filter for a range such as 13 to 24 months ago, you can enter 24 months ago for 12 months in the matches (advanced) field for precise results. |
Sorting results
To sort the result by a column in an ascending or descending order, click the column header.
In the following example, the results are sorted by Transaction Transaction Month dimension in an ascending order. To change the sorting order, click the same column. To sort by multiple columns, hold the Shift key and click the column headers in the order you want to sort.
Adding multiple dimensions and measures
You can add multiple dimensions and measures. For example, adding the dimension for Customer Gender splits, Transaction Total Revenue, and Transaction Buyer Counts between male, female and neutral genders.
Pivoting dimensions
Multiple dimensions are often easier to look at when you pivot one of the dimensions horizontally. Each value in the pivoted dimension becomes a column in the results table. This makes the information easier-to-consume visually, and reduces the number of rows in the results.
To pivot a dimension:
- Hover over the dimension’s name and click the pivot icon next to the dimension’s name.
- To sort the pivoted dimensions, click the title of the dimension.
You can pivot additional dimensions as desired.
Displaying totals
To add column totals to a report:
- Select the Totals checkbox.
Click Run.
- To add row totals when you have a pivot to the table:
- Click the Row Totals checkbox.
Click Run.
Limiting data
You can limit the results to a subset of the complete results by setting a row limit, column limit, or both. CDP supports a row limit of up to 5,000.
When you set a row limit, CDP displays the results only up to the number of rows you have set. CDP displays a warning if you hide data by setting a row limit that is too low. In the case of ordering, CDP first applies the sort, and then the limit.
Visualizations
You can add visualization and gain insights by using the results of your report.
Click the Visualization tab to start configuring visualization options. You can select the type by using the chart buttons. Chart types include table, column, bar, scatterplot, line, area, pie, map, single value, donut, funnel, timeline, waterfall, boxplot and many more.
To download the Look in many formats such as Excel, CSV, TXT, JSON, HTML, or PNG, click Download in the gear icon and select the file format.
Editing a Look
The Look is displayed with the saved name in the specified folder under the Looks column.
Click the name of the Look that you want to edit.
The gear icon at the top right of the page lists all the options.
- Click Edit and make changes to the Look.
Click Save.
With the Explore from Here option in the gear icon menu, you can copy the Look as a starting point for further analysis, where you can save your changes as a new Look.