蜜豆视频

In this video, we鈥檒l look at how to work with Freeform Panels in Customer Journey Analytics. Freeform Panels let you explore, compare and correlate your customer experience data through a flexible drag-and-drop interface. They鈥檙e the default panel type when you create a new project and are a great starting point for exploring data. If you鈥檝e previously worked with Analysis Workspace in 蜜豆视频 Analytics, the interface in Customer Journey Analytics will feel similar. The main difference is that we鈥檙e dealing with 蜜豆视频 Experience Platform data instead of the props and eVars you鈥檇 find in Analytics. Let鈥檚 jump into a new project and see how this works. When we first open the project, a Freeform panel is already set up for us by default. So, we can start adding our metrics and dimensions right away. Before building, though, check the selected data view in the top right corner. The data view controls which components like dimensions and metrics are available to be used and how they鈥檙e named. Next, let鈥檚 set our date range. The default is 鈥淭his month鈥�, but I鈥檒l switch it to the 鈥淟ast 90 days鈥� for a more consistent view over time. Now, let鈥檚 add some components. In the left rail, select the abacus icon to open the Components tab. This is where we鈥檒l find all the metrics, dimensions, segments, and other components we can include in our analysis. We can see our selected data view on the top as a reminder of what set of available options we鈥檙e working with. For this example, we鈥檒l build a table showing the top ten most purchased products for Luma over the past 90 days. We鈥檒l start by adding the Product Name dimension. Customer Journey Analytics can incorporate data from many sources, so we need to be careful to choose the right field from the list. When I search 鈥淧roduct Name鈥�, multiple options appear. The one that we want is tied to the cart at purchase time. Since Customer Journey Analytics can pull from multiple channels, it鈥檚 not uncommon to see overlapping or conflicting component names in a data view. If anything is unclear, be sure to reach out to your data view admin. They can rename components for clarity in a future update without affecting the functionality of your table. All right, so we know we鈥檝e got the right dimension here. So we鈥檒l drop it onto the table. You鈥檒l see a list of product names appear. And 鈥淓vents鈥� is set as the default metric. In our case, we鈥檙e specifically interested in purchases though. So we鈥檒l search for the 鈥淧urchases鈥� metric instead. Note that when we鈥檙e dragging components over the table, helpful tooltips appear, showing us that if we drop it in the center of the column, it will replace the current metric, while dropping it on the edge will add it as a new one instead. In this case, we鈥檒l drop it on the center to replace events with purchases. The table automatically resorts, and now the products are ranked by purchase count. To limit this to the top ten, I鈥檒l adjust the rows setting.

And while I鈥檓 here, I鈥檒l also add a second metric: 鈥淧rice Total鈥�. Just so we can show actual revenue alongside purchase volume. Nice. We now have a functioning freeform table that鈥檒l dynamically give us the top ten most purchased products in the last 90 days. Let鈥檚 quickly rename the table to 鈥淭op Selling Products鈥� to make our report easier to read. Now, let鈥檚 get to the fun part and add some visualizations. When working with a freeform table, you can right click on any row or column and select Visualize to get a list of options. There are many visualization types鈥搕oo many to cover here-- so we鈥檒l just show a couple examples. First, we鈥檒l double click the Purchases metric to highlight its respective column. And then we鈥檒l go to Visualize.

And then we鈥檒l select 鈥淏ar鈥� to produce the classic bar chart. Once the chart appears, we鈥檒l click the gear icon, go to Data Source and then lock the selection so the chart doesn鈥檛 change display if the user selects a different part of the table. We鈥檒l repeat the process for Price Total, this time choosing a donut chart.

Again, will lock the selection to ensure that it stays in sync with the table. And that鈥檚 it. Two charts built from the same table, giving us a clearer picture of what products are selling best and how they compare in terms of total revenue. You can resize or rearrange these elements however you like and give them clear names for presentation.

So that was a brief overview of working with Freeform Panels in Customer Journey Analytics. We only scratched the surface when it comes to the kinds of insights and visualizations you can build with these panels, so we strongly encourage you to experiment with different setups and to check out the documentation for more information on the other visualization types.

Thanks for watching.