Quick Tracking:Visualization Dashboard

Function overview

In actual business operations, different business roles have different requirements for viewing data, such as:

• Management needs to regularly view core business data such as cumulative user volume, daily product activity, and transaction payments.

• After a new product version is released, the product personnel need to check the daily life, retention, function clicks, and other data of the product.

• The activity operator needs to check the effect data of the operation activities in the regular station to adjust the rhythm;

• The dashboard field is divided into preset dashboard and my dashboard. In order to facilitate you to directly view key product data, the system presets core dashboard of some products so that you can monitor the core metrics. My dashboard can be customized and added and can be shared with other accounts.

Therefore, in addition to the preset dashboard, the system also provides analysis models such as events, funnels, and sessions. Users can customize metrics, create reports, and add reports to the corresponding self-made dashboard.

Actions guide

1. Page composition

"Visualization dashboard" is mainly composed of the following parts:

1. Filter box: in the filter box, you can filter and switch between dashboard boards of different applications or different organizations under the same organization;

2. Menu bar: the menu bar can be switched between different dashboard, and new dashboard and grouping can be created;

3. Function area in the upper right corner: the function area in the upper right corner includes time filtering, platform switching, global filtering, adding dashboard components, and dashboard editing and management;

4. Data display area: displays all kinds of report data added to the dashboard.

2. Actions guide

「2.1 Create visualization dashboard」

• Click the 「New」 button in the menu bar and choose new dashboard. The new dashboard pop-up window appears. To create a dashboard, you need to fill in the following information.

  

1. Dashboard name: the name of the dashboard is required; it can be customized according to the actual business;

2. Dashboard type: There are two types of dashboard: system built-in dashboard and custom dashboard; system built-in dashboard must be selected, but custom dashboard cannot be selected. After a custom dashboard is created, it is an empty dashboard. You can customize and add different types of dashboard.

3. Field: On the menu bar, click new dashboard in the preset dashboard section. The field is the preset dashboard. On the my dashboard page, click new dashboard in the my dashboard section. The field is my dashboard.

4. Group: specifies the group to which the created dashboard belongs in the menu bar. If no group is available, you can create a new group in the 「New Group」 section. You can customize the group name based on your business requirements.

5. Time picker: The time picker is turned on by default. After it is turned on, the time picker is displayed in the upper-right corner of the dashboard. You can select and filter the time range of the current dashboard. After it is turned off, the time picker is not displayed in the upper-right corner of the dashboard.

6. Dashboard description: optional. You can customize this parameter based on your business requirements.

7. Sharing settings: When you create a dashboard in the my dashboard field, you can select a specific account in the sharing settings to share the dashboard.

• After completing the above information, click the confirm button to create a blank dashboard.

「2.2 Add associated chart」

• Create blank dashboard click 「Add Chart」 button, you can select 「Chart Component」, 「Text Component」, 「Model component」

• Select 「Chart Component」 pop-up chart setting pop-up window, you need to select and fill in the information to complete the creation;

「Create chart component」

1. Associated report: you can select the reports that have been created and saved in behavior analysis-Analysis. If the desired report is not found, you can click create now to select different analysis to create;

2. Chart display name: After the report is associated, the default associated display is the report name, which can be customized.

3. Chart description: optional. You can enter a description of the chart, such as indicator meaning and indicator calculation caliber.

4. Display type: Line Chart, Indicator, column chart, Ranking, Pie Chart, Table, Indicator Trend Chart, Sankey Chart, Stacked Chart, Line Chart, and Table

5. Card layout: different types of chart display, you can choose different sizes of card layout;

6. Advanced settings: optional. For advanced settings, you can select the default time granularity and the default indicator category based on different report types. You can also select whether to enable or disable the filter toggle in the dashboard.

「Create text component」

Click 「Add Chart」 and select a text widget. A blank text widget is added to the current dashboard.

1. Rich text editor: Rich Text Editor supports text editing, text background editing, text component background color editing, text sorting editing, and inserting hyperlinks

2. Menu key: The menu key on the right inside the text box can delete or copy the current text widget.

「Create Model Assembly」

Click 「Add Chart」 and select Add Model Component. The Add Model Type dialog box appears. Two model types are supported: the metric matrix model and the pyramid model.

「Indicator Matrix Model」

1. Model classification: model classification is divided into horizontal matrix and vertical matrix two;

2. Display name: it can be customized according to the actual business content, and is required;

3. Set the time: the default condition is the past 7 days, click the time box can be selected independently;

4. Node editing: supports single-metric event analysis reports or session analysis reports without grouping, and supports grouping of all users; You can enable level -2 titles for a node. You can enable up to five nodes. You can add two level -2 titles to each node. You can add three metrics to each level -2 title.

5. Calculated Metrics Same as Month-on-Month: You can select or cancel to display year-on-year and month-on-month data in the dashboard.

「Pyramid Model」

1. Model classification: Model classification is divided into two types: inverted pyramid and positive pyramid.

2. Display name: it can be customized according to the actual business content, and is required;

3. Set the time: the default condition is the past 7 days, click the time box can be selected independently;

4. Node editing: supports single-metric event analysis reports or session analysis reports without grouping, and supports grouping of all users;

After you enable the calculation of conversion rates, the total conversion rate and the conversion rate of nodes are displayed on the dashboard. You can add up to five nodes to the dashboard.

[2.3 Edit Dashboard]

In the upper-right corner of the dashboard, you can filter, add, manage, and edit the dashboard in the 「time picker」, 「global filter」, 「add chart」, and 「dashboard editing and management」. The specific operations are as follows:

• Time picker: The default condition is the past seven days. You can click the time box to select the time.

  

• Global filtering: Global filtering supports property filtering and audience filtering.

Attribute filtering rule description:

1. When filtering 「event attribute」, if there are events that are not managed by this attribute in the event involved in the kanban, the filtering query will automatically become invalid for these events, and only the events that have this event attribute managed will be filtered and calculated.

2. If the 「attribute analysis」 metric report is designed in the dashboard, only the 「User Attributes」 filter will take effect for it.

3. If the dashboard refers to the 「User Cohort」 metric report, any filter criteria will not be determined to take effect.

Audience filtering allows you to select the created audience.

• Add Chart: Add 「Chart Component」, 「Text Component」, and 「Model Component」;

• Dashboard editing and management: dashboard editing and management supports 「Resident Filter」, 「Edit Dashboard」, 「Copy Dashboard」, 「Subscribe to Dashboard」, 「Delete Dashboard」, 「Export Dashboard」, and 「Force Refresh」.

[2.4 Produce Report]

Behavior analysis-behavior insight-analysis. You can select different behavior analysis based on the business metric analysis. After you select different behavior analysis, you can select data metrics and corresponding filter conditions. Take event analysis as an example:

• After selecting the corresponding indicators and conditions, click the 「Start Analysis」 button, and the corresponding data report will be displayed below.

• Click Save in the upper right corner of the obtained report to save it as a report and associate it with the dashboard;

-- The impact of selecting different time periods when saving the report on the report:

1. Select a relative time period. The report date can be queried according to the time selected on the dashboard.

2. Select a fixed period, the report date will not change according to the dashboard selection time

3. No period is selected, the report date follows the time selected on the dashboard

• Click the More button to view a list of saved reports.

[2.5 Add Report to Dashboard]

For a saved report, you can choose to add the report to the dashboard.

1. Enter the displayed report name;

2. Select the dashboard for report addition;

3. Select the type of the chart.

4. Select the display layout of the chart in the self-made dashboard;

• Finally, click [OK].

Note: The adaptation between the dashboard time and the report time: