Data Explorer: User Guide 1. Data Explorer User Guide

Transcription

1 Data Explorer: User Guide 1 Data Explorer User Guide

2 Data Explorer: User Guide 2 Contents About this User Guide.. 4 System Requirements. 4 Browser Requirements... 4 Important Terminology.. 5 Getting Started with the Product.. 6 How to Log In... 6 Top Bar... 7 Discover View... 7 Project Bar... 8 Query Methods... 9 Visualizations. 10 Visualization Types Legend Customization Chart Title Editing Drilling into Visualizations Builder View Overview Selecting Attributes and Metrics Date Attribute Breakouts Custom Metrics. 18 Editing Custom Metrics... 19

3 Data Explorer: User Guide 3 Functions.. 20 Manipulating the Axes Filtering Advance Filtering Filter by Range The Contextual Menu Renaming an Attribute/Metric Sorting and Formatting Data Conditional Formatting Creating a Color Scale Saving and Refreshing Datasets Save as a new dataset Refresh cached data FAQs 35

4 Data Explorer: User Guide 4 About this User Guide This User guide is intended to provide an overview of the most widely used functions in Discover, a cross-channel analytical product that allows you to explore large data sets to develop datadriven insights. This guide contains sections covering system requirements, navigation, and FAQs. System Requirements Mac and PC compatible Desktop friendly, currently not optimized for mobile or tablets Browser Requirements Cookies On Google Chrome (current version) - recommended Internet Explorer 10+ Mozilla Firefox (current version) Apple Safari (current version)

5 Data Explorer: User Guide 5 Important Terminology Term Attribute (or Dimension): Data Catalog: Data Provider (or Vendor) Designated Market Area (DMA): Data Set: Data Source: Definition Elements or fields in a data set that describe data properties (e.g., campaign name, date or time, BU, site, creative, etc.) A group of data sets which belong to a particular department or client 1st or 3rd party creator/manager of one or more data sources (e.g., Nielsen Ad Intel, Google AdWords, DoubleClick, Facebook Ads) A geographic area that represents specific television markets as defined by and updated annually by the Nielsen Company; there are 210 DMA markets in the United States A single table of data that may come from a combination of data sources or subject areas overlaid on each other; any metric or attribute in a data set can be overlaid or shown visually with other metrics or dimensions from a data set (e.g., Flat File, Facebook Ads, Google AdWords) A consistently structured feed or source of data that is aggregated into a data set (e.g., Twitter Ads, Twitter Search API, Twitter Streaming API) Metric: Module: A standard of measurement; anything that can be summed or added (e.g. spend, number of clicks, etc.) The saved view of a data set that captures attribute.

6 Data Explorer: User Guide 6 Getting Started with the Product How to Log In To log into Data Explorer: 1. Enter the following URL into your web browser: 2. Sign in using your HP address and the password provided 3. Select Data Explorer Figure 1 After logging in, your window will open to the Discover tab of Data Explorer, as seen in Figure 2. Figure 2

7 Data Explorer: User Guide 7 Top Bar The Top Bar, as shown in Figure 3, has drop-down menus assisting users to: 1. Search clients and projects 2. Access projects 3. Contact support 4. Access account information and logout Figure 3 Discover View The Discover view, as shown in Figure 4, accesses the main Explorer workspace. Main data exploration takes place in this view. Figure 4

8 Data Explorer: User Guide 8 Project Bar The Project Bar, located underneath the Top Bar, as shown in Figure 5, provides access to different data sets, modules, and options/settings for modules and charts. The Project Bar features the following: 1. Search your data sets search box used to select the source from where the data will be pulled (each data source has its own saved modules) 2. Search your modules search box used to create new or select recent modules. 3. Module options dropdown used to save, export, and share datasets and modules 4. Chart Type dropdown used to select data visualizations (bubble chart, bar, line, etc.) 5. Chart settings dropdown used for all global chart editing functions 6. Undo/Redo dropdown used to undo or redo the previous action (up to 4 actions) Figure 5

9 Data Explorer: User Guide 9 Note: Dropdown options may change depending on the current user s permission level and the state of the active dataset and/or module. Query Methods Explorer gives you the option to choose between manual and automatic query methods: The manual query enables rapid module design by eliminating re-calculations at each change to an attribute or metric field of the Builder. Once your design is complete, calculate manually one time to refresh your module view. The automatic query mode the default mode will have the data representations in Explorer update at every adjustment to an attribute or metric. Follow these steps, as shown in Figure 6, to toggle between query methods: 1. Navigate to the Available section of the Builder view. 2. Click the blue toggle button to switch between Manual for a manual query and Auto for an automatic query.

10 Data Explorer: User Guide Select Calculate. Visualizations Visualization Types Figure 6 The Explorer tool provides you with a variety of data visualization options. You can find these options by selecting the Chart type dropdown. Figure 7

11 Data Explorer: User Guide 11 The following visualization types are available, as shown in Figure 8: Figure 8 Chart types from left to right: Row 2: Pivot, Line, Bar, Area Row 3: Stack, %Stack, Country, State. DMA Row 4: H-Bar, Pacing, Bubble Row 5: Donut, Pie, Word Cloud

12 Data Explorer: User Guide 12 Legend Customization In Explorer, each visualization generates a default legend containing user-selected metrics. Follow the steps, as shown in Figure 9, to customize a legend: 1. Click on a visualization s legend 2. Select a location from the Legend Location window 3. Click the OK button. Figure 9

13 Data Explorer: User Guide 13 Chart Title Editing Within each visualization, titles of the module can be edited. To do so, follow the steps in Figure 10: 1. Navigate to Chart settings on the Project Bar 2. Select Title 3. Enter a title into the Title field that appears 4. Click the OK button Figure 10

14 Data Explorer: User Guide 14 Drilling into Visualizations In Explorer, you have the ability to further drill into data, as shown in Figure 11. To drill into data: 1. Click or hover your mouse over a datapoint 2. Click on the Drill in button 3. Scroll through the options and select the attribute Figure 11

15 Data Explorer: User Guide 15 Builder View Overview The collapsible Builder view, as shown in Figure 12, allows you to pull-in different attributes and metrics so you can create your Explorer data visualization. Builder is essential in visualization customization. To choose and customize relevant data attributes and metrics you can: Use filters to access precise data points. Use the contextual menu to rename fields, change location, and sort your data. Use the Custom Metric feature to create calculated metrics based on existing metrics (i.e., CTR = clicks / impressions). Figure 12 Note: Any change made in the filter and contextual menus require clicking the menus OK button to confirm the change.

16 Data Explorer: User Guide 16 The eye shaped icons allow you to hide fields from display without removing fields or losing your formatting and location selections. Attributes and metrics can be removed from display using the X icon. Selecting Attributes and Metrics To search through available attributes and metrics, you can either scroll the list or search by typing into the Search Attributes and Metrics search box, as shown in Figure 13. Figure 13 All selected attributes and metrics will be visible in the Selected section of the Builder view, as shown in Figure 14. Most attributes and metrics can be customized. Figure 14

17 Data Explorer: User Guide 17 Date Attribute Breakouts If you have a dataset with a date column that is in the required date format (i.e. M/DD/YYYY), Explorer will recognize this column as a Date-Attribute and break out the dates in other formats. Click on the caret next to the Date-Attribute in Builder, and you will see 8 different date formatting options, as shown in Figure 15: 1. Day of week Returns the day of the week (M-Sun) of the given date 2. Month # Returns the Month number (1-12) of the given date 3. Month Returns the name of the Month for the given date 4. Month End Returns the end of the Month (i.e. March 31, 2014) of the given date 5. Quarter Returns the Quarter (non-fiscal) of the given date 6. Week Monday Returns the Monday of the given date s week 7. Week Sunday Returns the Sunday of the given date s week 8. Year Returns the Year (non-fiscal) of the given date Figure 15

18 Data Explorer: User Guide 18 Custom Metrics The Discover view provides you with a number of options to use as default metrics. If you cannot find the metric option you are looking for, you can create a custom metric. To create a basic custom metric, follow the steps shown in Figure 16: 1. Click on the Custom Metric option in the Builder view 2. Select Create in the dialogue box 3. Type in a name for your metric in the Name text box 4. Select whether this metric can be seen by all users with access to this data set (Public) or only yourself (Private) 5. Type symbols and functions, to compose a metric, in the Formula text box 6. After you are satisfied with your formula, click Save. Figure 16

19 Data Explorer: User Guide 19 Editing Custom Metrics To edit a Custom Metric: 1. Click on the pencil icon, as shown in Figure 17, next to the metric to be edited 2. In the Edit Custom Metric window, as shown in Figure 18, make the necessary changes to the metric s name, public/private status, or formula 3. Save the changes to the metric by clicking Save, or Save As New if you would like to save the changes as a new metric Figure 17 Figure 18 To view all custom metrics, follow the steps below displayed in Figure 16: 1. Click on the Custom Metric option in the Builder view 2. Select View All option

20 Data Explorer: User Guide 20 Functions Within the Create Custom Metric window, as shown in Figure 19, there is list of functions you can incorporate into your custom metric formula. Hover over the functions to see the syntax. Figure 19 TODAY The TODAY function returns the current date in a numeric format. IF The IF function allows the user to test a condition for true or false and return a value that depends on whether or not the condition is met. IFNULL This function allows the user to specify how they would like Explorer to treat missing or empty (null) values. If your custom metric references a metric field that contains null values, without specifying an IFNULL option, your custom metric will return null values.

21 Data Explorer: User Guide 21 PCHANGE The function allows the user to calculate the percent change of a custom metric across multiple dates (i.e. MoM, WoW, YoY). Note the following: The right most column must be sorted before you create the custom metric using the PCHANGE operator. If not, the results of your custom metric will be null. Currently, you cannot sort on the column that is calculating % change. After % change has been calculated, you will still need to format the metric. Using other rules in conjunction with PCHANGE is restricted. RANK This function allows you to display your data from the data set in rankings of highest or lowest values of an attribute. COUNT UNIQUE (Not pictures) This function counts the number of unique values of the selected metric. Manipulating the Axes The X-Axis Icon The X-Axis icon indicates that the attribute currently selected is being viewed on the X- axis. Clicking this icon prompts a menu with options, as shown in Figure 20: 1. Shift the attribute to display on either the X1-Axis, X2-axis, or Series view by selecting the corresponding icon.

22 Data Explorer: User Guide Choose to highlight the attribute with a color by clicking the Color check box. 3. Click the OK button. The Y-Axis Icon(s) Figure 20 The Y-Axis icon(s) indicate that the position of an attribute is on the Y-axis; this specific Y-Axis icon indicates the attribute/metric is on the Y1-Axis. By clicking on this icon, a window will appear, as shown in Figure 21, enabling the following options: 1. Change the y-axis position of an attribute to the Y1-Axis, Y2-Axis, Y3-Axis, Y4- Axis, or to make the attribute hover only (view data pop-ups by using your mouse to hover over data points) 2. Select a visualization type (bar, line, or area) 3. View lines connecting the data points, show an Average Line of all the data that is currently in the visualization, set and rename a Goal Line, and show the goal line value.

23 Data Explorer: User Guide 23 Figure 21 Note: Selecting visualization types is only present when selecting multiple metrics. Filtering The Filter icon lets you narrow down the specific data properties of the attributes/metrics you would like shown in your visualization, by prompting the window shown in Figure 22. Note: The window will filter up to the first 300 attributes.

24 Data Explorer: User Guide 24 To filter using the window that appears 1. Select attribute(s) to keep within visualizations within the list or Search bar under Not Selected. Click the check box to the left of the attribute name (you can select multiple attributes). 2. Click on the > arrow in the middle of the screen to confirm the selection. 3. After you have finished selecting, click the OK button. Figure 22 Note: You can select all available attributes or clear all attribute selections that you have made by clicking on All to select all or None to clear all in the Not Selected and Selected lists. You can filter metric fields based on their respective value ranges (useful in eliminating outliers from appearing in your data visualization).

25 Data Explorer: User Guide 25 Advanced Filtering For more advanced filtering options, select the Advanced option, as shown in Figure 23, where you can create your own filtering rules. Note: This filtering option will only appear if you have selected a date or month as a metric or attribute. To create advanced filter rules: 1. Select the Filter icon next to an attribute or metric. 2. Click on Advanced. Figure 23 Note: When creating your rule, make sure to select appropriate filters or your data may have no results (i.e. no data has clicks both above 1,000 AND below 100).

26 Data Explorer: User Guide 26 There are two types of Advanced filtering options: Rules-Based Dates and Rolling Dates. Rules-Based Dates Rule-Based Dates allows you to create customized rules that are not common. To apply a rules-based date filter, follow the steps in Figure 24: 1. Select an option under the Includes/Excludes dropdown 2. Select a from and to calendar date If you would like to add additional rules to the advanced filter, click on the + sign to the right of the drop-down with the attribute titles. 3. Click Submit Figure 24

27 Data Explorer: User Guide 27 Rolling Dates The Rolling Dates option allows you to apply date filters that roll over to the new module without manually updating it. There are two date filter types within Rolling Dates, as you see in Figure 25: Standard and Broadcast. Figure 25 Standard Rolling Dates calendar Under the Standard Rolling Dates calendar, there are multiple ways you can apply filters: a. Last Week - This option filters the week to start on a Monday or Sunday. By default, Last Week is set to start on Monday & ends on Sunday. Last week applies to the last full week prior to current week.

28 Data Explorer: User Guide 28 b. Last Month - This option filters to the last full month prior to the current month. c. Last Year - This option filters to the last full calendar year. d. Yesterday - This option filters to the last full day prior to current. e. Custom - This option lets you customize by day, week, month, quarter and year. Note: These filters are applied to these dates whether data exists at the moment the filter is applied or not. Broadcast Rolling Dates The Broadcast Rolling Dates utilize the Broadcast Calendar format. A broadcast calendar is a standardized calendar used primarily for the planning and purchase of radio and television programs and advertising. This format is set and alters variably from the standard calendar dates we apply to everyday life. For Broadcast Rolling Date filters, you have multiple ways in which these can be applied: a. Last Week - This option filters data to the last full broadcast week prior to current broadcast week. b. Last Month This option filters data to the last full Broadcast Month prior to the current Month. c. Last Year This option filters to the last full broadcast calendar year. d. Yesterday This option filters to the last full day prior to current. Yesterday is the same for both formats. You can see a breakdown of the Broadcast Calendar dates here. e. Custom - This option lets you customize by day, week, month, quarter and year. Note: These filters are applied to these dates whether data exists at the moment the filter is applied or not.

29 Data Explorer: User Guide 29 Filter by Range Filter by a range of values by the following steps as shown in Figure 26: 1. Select the Filter icon. 2. Type the lowest numeral of the filter range in the left-hand text box and type the highest numeral of the filter range in the right-hand text box. 3. Click the OK button. The Contextual Menu Figure 26 Like the Filter icon, the Contextual Menu icon also gives you the option to filter attributes/metrics and change axis locations. But, the Contextual Menu has additional functionality depending on the attribute/metric selected. If you have an attribute selected, the Contextual Menu will give you the option to: filter attributes rename attributes change axis locations

30 Data Explorer: User Guide 30 sort data in an ascending or descending order Renaming an Attribute/Metric To Rename an Attribute or Metric, follow these steps as shown in Figure Select the Rename icon. 2. Enter a new title for the attribute/metric in the New Name text box. 3. Click the OK button. Sorting and Formatting Data Figure 27 You can sort data in an ascending or descending order by, as seen in Figure 28, by clicking on the icon with the upwards-pointing arrow for an ascending order, or the downwards-pointing arrow for a descending order. Figure 28

31 Data Explorer: User Guide 31 To change the format of a metric, as seen in Figure 29: 1. Select the Format icon. 2. Make metric format selections in the Format Number window that appears. 3. Click the OK button. Figure 29 Conditional Formatting Use the Conditional Formatting option in the Chart settings dropdown to create custom rules that highlight or create visual cues to data that can easily be applied to individual cells or an entire pivot table. You can create a condition, such as a Single color rule in Explorer via the following steps as shown in Figure 30: 1. Navigate to Chart settings on the Project Bar. 2. Click Conditional Formatting and select the Add new rule option that appears. 3. Select Single color. 4. Select Apply to entire table to affect the entire pivot table or select a specific column via the Apply to specific column drop-down. 5. Select a condition under the Format cells if dropdown.

32 Data Explorer: User Guide Select a format under Formatting style by toggling between the text formatting options; you will be able to preview your selection in the preview text box. Use the fill drop-down to select the cell color that will apply to the rule. 7. Click the Done button. Creating a Color Scale Figure 30 Create a Color Scale rule in Explorer by following the steps as shown in Figure 31: 1. Navigate to Chart settings on the Project Bar. 2. Select Conditional Formatting. 3. Click Add new rule. 4. Select Color scale. 5. Select Apply to entire table to apply the color scale to an entire pivot table. 6. Click the Default color scale under Preview to see a menu of default color scales where you can choose among nine pre-made color scales.

33 Data Explorer: User Guide Or create your own color scale by assigning number values (number or percentage) and colors (via the various color fill buttons) to the Minpoint, Midpoint and Maxpoint fields. 8. Click the Done button. Figure 31 Notes: Conditional formatting can only be applied to pivot tables. The Color scale function can be used to create custom heat maps.

34 Data Explorer: User Guide 34 Saving and Refreshing Datasets Save as a new dataset Explorer gives you the option of creating an entirely new dataset. After you click on this option, Explorer will ask you to type in a name for your dataset and generate a dataset based on your selected metrics and attributes, as shown in Figure 32. This feature ignores the module row limitation (10,000) rule so for example, if the selected attribute or metric in your module has 1 million unique values, the new dataset will not be limited to what you see on your screen. Once you hit save, your new dataset will be located in the same catalog your module was associated with. Figure 32 Refresh cached data When you are working across multiple tabs at the same time -- more specifically if you are making changes to your raw dataset in Data Tools while building your module in Explorer you can click on Refresh cached data under the Module Options dropdown, as shown in Figure 33.

35 Data Explorer: User Guide 35 This will update the module you re currently viewing/building with the latest data level changes without refreshing the browser. FAQs Figure 33 What if I forget my password? 1. Click on the Forgot Password option. 2. Enter your User ID and submit the form. 3. Open the message sent to your address and click the Change Password link. 4. Fill in the Change Password form with a new password and click Submit. 5. Log in to with your new password.

36 Data Explorer: User Guide 36 Can multiple sessions run at the same time using the same login? Yes, but it is NOT recommended as the resulting data could be incorrect. Why does browsing seem slower than usual? If an older version of Internet Explorer is being used, clear the browser data or delete the browser history. If more than one session is open, close all but one. Who should be contacted if a question or concern is not listed here? APJ: sheeja.biju@hp.com AMS: eduardo.avdaha@hp.com EMEA: oana.caldare@hp.com