User Interface Document version

Transcription

1 User Interface Document version

2 Table of contents 1 General information 1.1 General technical remarks 1.2 User interface composition 1.3 Profile settings 1.4 Structure of the main menu 2 User interface 2.1 Calendar 2.2 Editing analyses 2.3 Bookmarks 2.4 Views 2.5 Footers 2.6 Search and filter function 2.7 Quick calculation 2.8 Export 2.9 Full-Screen Mode 2.10 Support Center

3 Remarks on this document Webtrekk Analytics is part of the Webtrekk Suite and enables you to perform extensive analyses and create comprehensive reports. This document provides an overview on the user interface and on the configuration options for creating an individual analysis. Usually, analyses are combined to reports and are shared with distinguished persons. Further information can be found in the training chapter User Interface 1.1 Custom Reports & Dashboards. This topic is also available as recorded online training.

4 1 General Information 1.1 General technical remarks

5 1.1 General technical remarks Technical requirements Latest Internet browser (Internet Explorer from version 11 on or any other browser) with activated Cookies and JavaScript. Multiple opening Multiple opening (use of multiple tabs) within the same browser is not supported. Concurrent use in different browsers is possible. Data updates In general, analyses are updated every 60 minutes. Updates The Webtrekk system is subject to ongoing optimization and further development. Updates are installed automatically. Register for the newsletter to stay updated. Automatic logout Automatic logout takes place after 30 minutes of inactivity.

6 1 General Information 1.2 User interface composition

7 1.2 User interface composition Product choice 2 Account choice 3 User Configuration 4 Main Menu 4 5 Support Center 5

8 1.2 User interface composition Account Analysis 5 2 Quick Calculation 3 Calendar 4 View / Save / Export 5 Diagram 6 Search- and Filter Function Options for navigating through the data table 8 Data table

9 1 General Information 1.3 Profile settings

10 1.3 Profile settings In profile settings, each user can choose the language of the user interface as well as the number format and change his password. Changing the language does not affect custom elements (i.e., elements with custom names), i.e.. custom metrics, custom formulas, categories, and parameters.

11 1 General Information 1.4 Structure of the main menu

12 1.4 Structure of the main menu Webtrekk distinguishes between analyses (content of this chapter) and reports. Reports (Dashboards) Show individually configured analyses and further views. Can be shared with other Webtrekk users, e.g., via . Analyses Predefined standard analyses or individual analyses saved as bookmarks Individual configuration possible (key figures, diagrams, filter). Information on creating reports can be found in the training chapter User Interface 1.1 Custom Reports & Dashboards.

13 1.4 Structure of the main menu Analysis are structured into different categories within the main menu: Visitors Allows the analysis of time series (e.g. day, week), geography and technology Marketing Includes referrer, search phrases and campaign analyses Navigation Pages, content groups and usage of links, forms and funnels are observed E-Commerce Allows the analysis of website goals, products and orders Video Analytics Allows the analysis of Video Content

14 2 User interface 2.1 Calendar

15 2.1 Calendar The analysis time period can be adjusted using the calendar. With the arrow icon the calendar can be opened and closed. Analysis period The current day is always blue, the selected time frame is highlighted in grey.

16 2.1 Calendar There are various ways of determining the time period. Direct view Directly selectable: day, several days, calendar week. Two-monthly view Months can be selected through the arrow icon and within a starting and an end date can be chosen. Custom time specification Dynamic, preset time periods can be selected from the drop-down.

17 2 User interface 2.2 Editing analyses

18 2.2 Editing analyses All analyses can be adjusted individually. For instance: Which key figures should be represented? How should the data be displayed in the diagram? Should the analysis contain a filter? All adjustment are saved temporarily. As soon as you log out or call another account, the default settings are used again. For a longterm storage of the adjustments you must add a bookmark or add the analysis to a report.

19 2.2.1 Adding key figures To add key figures to an analysis, proceed as follows: 1. Click on Add metric. 2. Choose the metrics in the group or list view. Group view List view Selection group or list view 3. You can search for metric in the list view as well as in the group view. Number of results found per category

20 2.2.1 Adding key figures 3. Accept the configuration by clicking Apply.

21 2.2.2 Diagrams The diagram is structurally divided into three parts: Figures shown on the primary axis Figures shown on the secondary axis Detailed view of a figure via mouseover Highlighting of the weekend

22 2.2.2 Diagrams Right-clicking on the name of the metric or the formula in the data table as well as on the graph in the diagram. opens the context menu. The display on the diagram can be (de-)activated either on the primary axis or the secondary axis. The selected axis is shown in bold in the context menu. Activating chart Deactivating chart. If only one metric is shown in the chart, deactivating is not possible

23 2.2.2 Diagrams You can choose between different types of diagrams:

24 2.2.2 Diagrams The cartography is only available in chosen geography analyses. Visitor > Geography > Country

25 2.2.3 Visualization in the data table Also directly in the data table, it is possible to select different visualizations for a key figure. This way, you can analyse data faster and it is easier to spot differences. There are different visualizations available: Bars Heatmap Traffic lights Open the context menu to configure the visualization. The visualization of a key figure is not possible in a pivot table.

26 2.2.3 Visualization in the data table With the collected data the colouring of traffic lights and heatmaps follows automatically but can also be adjusted individually. The traffic light uses 3 colour gradation, the heatmap uses 5. Example: Automatic vs. manually specified colouring Automatic colouring Manually specified colouring 1/3 Minimum: 2,03 % 2/3 3/3 Maximum: 90,03 % 1/3 < 30 % 2/ % 3/3 > 40 %

27 2.2.4 Sorting and order Dimensions and key figures can be sorted in an increasing or decreasing order through the context menu The order of the dimensions and key figures in the data table can be changed through shifting the mouse (on the title).

28 2.2.5 Configure metrics In the context menu ( Configure Metric ) it is possible to adjust every metric individually. These are then labelled with a funnel symbol behind their name in the data table. Individual filtering Customization of the metric period Customization of the calculation logic Detailed information on configuration of metrics can be found in the training chapter User Interface Custom Figures.

29 2.2.6 Functions of the data table The amount of printed rows can be adjusted and you can navigate between result pages. Also, the total amount of tracked data is evident. Amount of available data record Navigation between result pages Amount of rows shown (maximum of 1000) These options are not available in pivot tables.

30 2 User interface 2.3 Bookmarks

31 2.3 Bookmarks Bookmarks allow for saving an analysis permanently for the user who created it. Besides reports, this is the only possibility to save analyses. The following table shows the different functions when saving an analysis as a bookmark or a report element. Saving as Bookmark Report element Data table (Dimensions / Metrics) Filters available in metrics Charts Search/Filter Scheduled export Sharing with other users In a bookmark, the chosen calendar period is not saved.

32 2.3 Bookmarks Creating bookmarks A click on Add as > Bookmark in an analysis creates the bookmark. Think of an informative title. Bookmarks are sorted alphabetically in the main menu.

33 2.3 Bookmarks Deleting bookmarks Bookmarks can be directly deleted in the main menu. Per mouseover a respective symbol will be shown. delete

34 2 User interface 2.4 Views

35 2.4 Views There are different views to display analyses. List Pivot table Time series Comparison

36 2.4.1 List The List view shows the analysis of a single dimension.

37 2.4.2 Pivot table The Pivot table allows the linking of multiple dimensions within an analysis. The dimensions can be displayed in a hierarchy or list view. Pivot in hierarchy view Pivot in list view

38 2.4.2 Pivot table Creating a Pivot table To create a Pivot table add at least one other dimension to the analysis. Switch between hierarchy and list view by using the respective buttons. Pivot hierarchy view Pivot list view

39 2.4.2 Pivot table In the hierarchy view dimensions can be sorted through drag & drop. Dimensions can be removed with the help of the context menu. Through an icon it is possible to adjust the row limit in the hierarchy view.

40 2.4.3 Time Series The Time series view shows the development of chosen dimension values over time.

41 2.4.3 Time Series Activating the Time series view In an analysis click on the Time series symbol. Only available with non-time-dimensions. In the following layer either specific or the most frequent dimension results (following the key figure after which the analysis is sorted) can be selected. When clicking on top X the amount can be determined by selecting the corresponding lines. Select the key figures and the time frame in which the output should take place. After clicking on Apply the analysis will be calculated.

42 2.4.3 Time Series Editing the Time series view To edit the Time series, click on Edit configuration. There is a maximum of 15 rows in Webtrekk. A configuration that exceeds this limit (e.g. 5 dimensions results with 4 metrics = 20 rows) is not possible.

43 2.4.4 Comparison Comparison is one of the most important functions as it shows varying trends of different metrics and formulas.

44 2.4.4 Comparison It is possible to analyze time periods and segments (i.e., saved groups of users, as new visitors or returning visitors). The comparison figure is calculated as follows: Comparison ((Figure A, left column / Figure A, right column) -1) * 100 Type of comparison Reads as: Compared to returning customers, the share of new customers who visited the website via smartphone was 39.44% higher.

45 2.4.4 Comparison Up to three elements (e.g., last week, week before the last week, last week in the previous year) and 5 metrics or formulas can be compared. When using a time comparison, the same number of days directly before the analysis period or comparison period is chosen automatically as the first and second time period. Here, only similar weekdays are considered. Example for automatically chosen comparison periods: = analysis period = first comparison period = second comparison period As an alternative, time periods can be set manually. Choose a dynamic time period in the calendar to improve readability of your analysis (e.g., yesterday instead of May 27th ).

46 2.4.4 Comparison For a clear arrangement, single elements can be hidden. Click to hide Hidden elements. Click to show.

47 2 User interface 2.5 Footers

48 2.5 Footers The total footer is loaded automatically. It shows the uniquely calculated aggregated value for each metric. The total value for formulas is calculated using the uniquely calculated values of the underlying metrics.

49 2 User interface 2.6 Search and filter function

50 2.6 Search and filter function In Webtrekk, analyses can be searched and filtered. Search: show only a selection Only certain analysis dimension results are to be displayed in the current analysis. Example: In the search engine analysis, show only Google search engines.

51 2.6 Search and filter function Filter function: extensive possibilities An analysis can be filtered on all available dimensions and metrics. Example: In the search engine analysis, show only Google search engines if a tablet was used and an order was placed during the same visit. Detailed information on the filter engine can be found in the training chapter User Interface Segmentation and Filter Options.

52 2.6 Search and filter function Through a so-called drilldown selected dimensions of an analysis can be adopted as filters for a follow-up analysis. Multiple dimension can be selected at the same time. Example: In the New vs. Returning-Analysis new visitors are selected and a drill-down to the Pages-Analysis is made. 1. Highlight with the mouse 2. Right-click for drill-down 3. Analysis output

53 2 User interface 2.7 Quick calculation

54 2.7 Quick calculation The computation of analyses can be accelerated if only a part of the data is used for the calculation. This method is called sampling. Determine which amount of data is used for the analysis. 20% is pre-set. 20 percent of all visitors are used to calculate the analysis. The result of the calculation is projected to the total amount of visitors and thus multiplied by 5. Random users are selected for each calculation and from it the data is selected. The calculation of reports is always based on all visitors.

55 2 User interface 2.8 Export

56 2.8 Export Analyses can be exported as Excel, PDF or CSV file. Exports always use 100 percent of the data even if the quick calculation mode was used The export as Excel or CSV file does not include diagrams and visualization of metrics and formulas. The number of rows that can be exported depends on the individual account setup.

57 2 User interface 2.9 Full-Screen Mode

58 2.9 Full-Screen Mode When activation the full-screen mode main menu as well as the product choice will be hidden. To (de-)activate the full-screen mode click on the arrow symbol next to the analysis path.

59 2 User interface 2.10 Support Center

60 2.10 Support Center In the Webtrekk Support Center (support.webtrekk.com) you find comprehensive information: Best Practices A detailed description of use cases to tap the full potential of Webtrekk Analytics. Online Training A list of the upcoming free online trainings. Training Videos Recorded online trainings and other videos on different topics. Training Chapters All training material is available as HTML content and as PDF. FAQs Answers to frequently asked questions. Online help A description of each standard dimension and standard metric.

61 Summary You should now be able to answers questions like these: How can you create pivot tables? You right-click on a metric and hit Visualization. What can you configure this way? What does the Time Series view show? Get your certification! We offer several certifications to prove your expertise ranging from Basic to Admin level. Click here for more information.

62 Thank you for your interest in Webtrekk! Please evaluate this document. Your feedback assists us with the further optimization of the training documentation. To the evaluation This presentation is protected by copyright. Any exploitation, dissemination or use without the consent of Webtrekk GmbH is prohibited!