Explores

An Explore is the starting point for a query, designed to analyze a particular subject area. EDP allows you to create a new Explore from scratch, using one of the three primary analysis options: Campaigns, Time, or Audience. 

1. Within EDP, select Analytics from the top navigation bar.

2. From the left-hand navigation menu, select the desired standard Explore. The Explore screen is displayed.

3. The data shown in the Explore is determined by the Dimensions and Measures you select from the field picker at the left. Click on a field name to expand it to see the available Dimensions and / or Measures associated with it. 

4. Click on a Dimension to add it to the Dashboard. It appears in the data table as a blue column. 

5. Click on a Measure to add it to the Dashboard. It appears in the data table as an orange column. 

6. Repeat the above steps as needed to add more Dimensions and / or Measures.

7. If you need to remove a Dimension or Measure from the Dashboard, click the gear icon within the column header, then select Remove from the drop-down menu. 

8. When finished, click run.  

Instead of creating a new Dashboard from scratch as described above, you can use any existing tile in a Dashboard as the starting point for your custom Dashboard. 

1. In the left-hand navigation menu, select Analytics > Settings > Dashboards.

2. Click the desired Dashboard.

3. In the top-right corner of the desired tile, click the three-dot icon and select Explore From Here. The Explore screen is displayed and populated with the details of the selected tile. From this point, you can edit the Dashboard as described below. 

Data is sorted by default based on the following prioritization:

• The first date Dimension, in descending order.

• If no date Dimension exists, the first Measure, in descending order.

• If no Measure exists, the first added Dimension, in ascending order.

To apply a custom sort order:

1. Add the desired Dimensions and / or Measures as described above.

2. Click on the column header for the item by which you want to sort. The platform sorts the data by this item in descending order. Click the column header again to toggle the sort order to ascending. 

3. To sort by multiple columns, hold down the Shift key, then click on the column headers in the order you would like them sorted.  

Multiple Dimensions within a Dashboard are often easier to look at when you pivot one of the Dimensions horizontally. Each value in the Dimension will become a column in the Dashboard, thereby making the information easier to consume visually, and reduces the need to scroll down to find data. 

To pivot a Dimension:

1. Add the desired Dimensions and / or Measures as described above.

2. Click the Gear icon within the desired Dimension column header, then select Pivot from the drop-down menu.

Note: Before running the query, be sure that you have included at least one unpivoted Dimension and at least one Measure. You can pivot additional Dimensions as desired, but must always include at least one unpivoted Dimension.

3. Click run.  

Columns are organized by type in the following sequence: Dimensions, Dimension table calculations, Measures, Measure table calculations, and row totals. For the most part, columns can be reordered within a type, but can't be moved out of their type section. To reorder the columns:

1. Add the desired Dimensions and / or Measures as described above.

2. Click the column header, then drag it into its desired new sequence. 

3. Click run.  

To add column totals to your report:

1. Check the "Totals" check box in the top-right corner of the data table.

2. Click run.  

You can also add row totals to your report, but only if you’ve added a pivot to your report: 

3. Check the "Row Totals" check box in the top-right corner of the data table.

4. Click run.

If you’ve added row totals, and your query exceeds any row limit that you’ve set, you will not be able to sort the row totals column (although you can sort Dimension and Measure columns as normal) because you might be missing rows in your data that should be included in your totals. If you run into this issue, you can try increasing your row limit (up to 5,000 rows).

In some cases, you can't add totals to the Dashboard: 

• Column totals are available only for Measures and table calculations, not for Dimensions.

• Row totals are available only for Measures, not for table calculations or Dimensions.

• Certain types of columns won’t be totaled, because of database limitations or because the value would not make sense as a total. For example, you can’t add together a list of words.

To add a visualization or chart to your custom Dashboard:

1. Add the desired Dimensions and / or Measures as described above.

2. Click run.  

3. Select the Visualization tab. 

4. From the tool bar, select the type of visualization that best displays your data, such as a Line Graph or a Bar Chart, for example. 

5. Within the tool bar, click Edit to configure the chart settings, such as naming and arranging chart axes, choosing the position and type of each data series, or modifying the chart color palette. 

6. Optionally, if you have Dimensions or Measures that you want to exclude from the visualization, click the gear icon within the desired column header, then select Hide from Visualization from the drop-down menu

 

Save as a Look

When you've finished working with the Explore, you can save it as a Look. Looks are designed as repeatable tiles, and are useful if you intend to use the same tile across multiple Dashboards.  

1. Click the Gear icon in the top-right corner of the screen, and select Save as a Look. The Save Look pop-up window is displayed. 

2. Enter the Look title. 

3. Select who has access to this Look: Personal (only you) or Group (other users in your account). 

4. Click save (or click save & view look if you want to view the Look). 

Save as a Dashboard

When you've finished working with the data, you can save it as a new custom Dashboard. The contents of the Explore will appear as a tile within the Dashboard. You can then later add other tiles to the Dashboard as described below.  

1. Click the Gear icon in the top-right corner of the screen, and select Save to Dashboard. The Add a Dashboard in this Space pop-up window is displayed. 

2. Enter the Dashboard title. 

3. Select who has access to this Dashboard: Personal (only you) or Group (other users in your account). 

4. Click save to dashboard. 

To make a custom Dashboard accessible within the platform, you must link the Dashboard asset that you defined above to an EDP Dashboard asset. See Dashboards for more details on this process.