Explorations

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Exploration is a key element for performing product and behavioral analysis, and visualizing the results in Analytics. Analytics offers a library of templates for building explorations.

Explorations

Here is list of all the available templates:

  • Report
    • Event Segmentation - Enables the study of specific events initiated by distinct user groups, showing their actions within a product.
    • Retention - Enables the study of behavioral patterns of actors, such as users, to drive retention and reduce churn.
    • Impact - Helps increase product adoption by analyzing the proportion of actors that return to use your product.
    • Funnel - Maps the flow of website visitors to a set of specific funnel steps that result in conversions or signups.
    • Paths - Provides a unified view of all of the paths that users take through the product.
  • Ad hoc Analysis
    • SQL - Provides comprehensive support for SQL (Structured Query Language) and enables you to create explorations based on the results of a SQL query.
    • NetScript - Facilitates a NetScript-based query building experience and can be used when there is a need for complex, code-based analysis.
    • Universal Exploration - Allows you to slice and dice multiple measures, using attributes, filters and, segments by seamlessly combining BI and event analytics.
    • Experiment Scorecard - Enhances your experimentation results by integrating Optimizely Experimentation data with additional insights from your data warehouse.
Exploration Templates

Report templates are used for specific structured analysis such as event segmentation and retention. Ad hoc analysis templates are used for arbitrary, unstructured exploratory analysis.

Report templates in Analytics follow a common structure using the following modules:

  • Measures - This module enables the selection of metrics to be analyzed.
  • Events - This module allows the specification of user activities and interactions to be used as a basis for analysis. The setup of this module varies based on the template type.
  • Segmentation - This module enables comparative analysis by different cohorts and attributes.
  • Visualization - This module enables the execution, viewing, and customization of the visualization representing the results of the exploration.

Segmentation and Visualization modules are consistent across all templates, while the Measures and Events modules may vary based on the template type.

Exploration Template Modules

Basic Actions in Explore Templates

In addition to the regular creation/configuration flow, Explore templates in Analytics also have a couple of other options that are available to users. This page will give you a list of all the actions that can be performed inside explorations.

Pre-requisites​

If you are new to Analytics, you must know that there are a few things that need to be done before you can start creating an analysis. Here’s a Quick Start Guide that will help you gear up the process. Also, here are some basic Terms and Concepts in Analytics that you can familiarise yourself with.

Create an exploration​

There are multiple ways to create an exploration in Analytics and they are as follows:

  • You can click the "+" on the left panel or +New on the top-left of the Home window and choose the exploration of your choice.
Impact creation-1
  • You can navigate to the Explorations tab on the left panel, click + New Exploration, and choose a template.
Impact creation-2
  • You can also navigate to the Catalog (folder icon) in the left navigation panel, go to Explorations under Shared and click +New to create one.
Impact creation-3

Edit an exploration​

To edit an exploration,

  1. Navigate to the exploration you want to edit under Explorations (light bulb icon), click the three dots at the end of the row it is on, and choose Edit.
  2. Make necessary edits and click Save.
Editing funnel

Every time you make changes to an exploration's settings, there will be a message in yellow asking you to re-run the exploration.

Duplicate an exploration​

You can duplicate an existing exploration by following the steps below:

  1. Navigate to Explorations on the left panel.
  2. Open the exploration you want to duplicate.
  3. Click the three dots at the top-right of the window and click Save As.
  4. Add a name and description for the duplicate and choose the folder you want to add it to and click OK.
Duplicate funnel

Add an exploration to a dashboard​

You can add the exploration that you have created to a dashboard. To do that,

  1. Navigate to Explorations on the left panel.
  2. Open the exploration that you want to add to a dashboard.
  3. Click the Add to Dashboard button at the top of the exploration and choose from two options - Pick a dashboard and New Dashboard.
Create dashboard

Configure Sampling for an exploration​

You also have the option of configuring sampling modes for your exploration.

  1. In the visualization window, click the lightning icon on top of the exploration.
  2. Choose a sampling mode from the drop-down - Enabled Faster Response or Enabled Higher Precision.
  3. Click Apply.
Configure sampling

Refresh exploration​

To refresh an exploration, click the "Refresh" icon on top of it.

Refresh exploration

Delete an exploration​

There are two ways to delete an exploration.

Option:1​

  1. Navigate to Explorations on the left panel.
  2. Click the three dots at the right-end of the exploration you want to delete and choose Delete.
  3. A dialog box appears asking you to confirm the deletion. Click Delete.

Option:2​

  1. Navigate to Explorations on the left panel.
  2. Open the exploration you want to delete.
  3. Click the three dots at the top-right of the window and choose Delete.
  4. A dialog box appears asking you to confirm the deletion. Click Delete.
Delete funnel