Panels overview

A panel is a collection of tables and visualizations. You can access panels from the top-left icon in Workspace or a blank panel. Panels are helpful when you want to organize your projects according to time periods, data views, or analysis use case.

Panel types

The following panel types are available in Analysis Workspace for Customer Journey Analytics:

Quick insights, Blank and Freeform panels are great places to start your analysis, while Attribution lends itself to more advanced analyses. A is available at the bottom of your canvas, so you can add blank panels at any time.

The default starting panel is the Freeform panel, but you can make the Blank panel or Quick insights your default as well. See Projects & Analysis preferences.

Create a panel

To create a panel :

• Drag and drop a panel from the Panels left panel onto your canvas.

• Select a panel from the Blank panel.

• Use Insert menu in Workspace and select your panel. Alternatively, you can use any of the shortcuts to insert a panel.

  

You can:

• Select within any panel to add another visualization. A popup appears that allows you to select a visualization.

  

  Select…	To create a…
  	Freeform table
  	Line
  	Bar
  	Summary number
  	Text
  	Fallout
  	Flow
  	Area stacked
  	Cohort table
  	Bullet
  	Donut
  	Summary change
  	Histogram
  	Scatter
  	Venn
  	Treemap

• Select outside the last panel in your workspace to add another Blank panel.

Data view

Each panel is associated with a data view, identified by name of data view in the dropdown menu at the top right of the panel.

When you create a Blank Workspace project, the default data view for the initial panel is the data view you last worked on in Customer Journey Analytics.

When you create a new panel, the default data view is based on the data view of the panel you last worked on in the Workspace project.

Calendar

The panel calendar controls the reporting date range for tables and visualizations within a panel.

1. Select a date range by selecting first the start date and then the end date.
   Alternatively, you can select a Preset from the Select a preset dropdown menu.

2. Optionally, select Show advanced settings to:

   • Specify Start time and End time other than the default 12:00 AM (0:00) and 11:59 PM (23:59). End times always include 59 seconds. For a date range that spans many days, the start time applies to the first day of the date range and the end time applies to the last day in your date range. Use (Reset time values) to reset start and end time to their defaults.

   • Make date range components relative to panel calendar. If disabled, date range components used in the panel are relative to the current time. If enabled, date range components used in the panel are relatve to the panel calendar.

   • Use rolling dates. If enabled, preset date ranges like Last 7 full days dynamically update as current date and time progress. If disabled, such presets are not updated once applied.

     

     You can select the text in brackets (for exampe fixed start - rolling daily) to extend the panel and specify details for Start and End.

     1. Select Start of, End of, or Fixed day.
     2. When you have selected Start of or End of, you can build a full expression. For example: End of current year plus 1 day. Pick the appropriate value for each individual part of the expression.
        • Select a value for current. For example current year.
        • Select a value for additional calculation. For example, plus.
        • When you have specified additional calculation, specify a value. For example 1.
        • When you have specified additional calculation, select the time period to use for the calculation. For example day.

     Select Hide details to hide the details for rolling dates calculation.

3. Select Apply to apply the date range to the panel from which you invoked the calendar.
   Select Apply to all panels to apply the date range to all panels in the Workspace project.

Drop zone

The panel drop zone enables you to apply filters and drop-down filters to all tables and visualizations within a panel. You can apply one or many filters to a panel.

Filters

Drag and drop any filters from the left panel into the panel drop zone to begin filtering your panel. Repeat this process to add additional filters to the panel. Filters appear side by side at the top of the panel.

Quick filters

Non-filter components can also be dragged directly into the drop zone to create quick filters, saving you the time and effort of going to the Filter builder. Filters created in this way are automatically defined as event-level filters. This definition can be quickly modified by selecting next to the filter name.

For more information, see Quick filters.

Drop-down filters

Static drop-down filters

Static drop-down filters enable you to interact with the data in a controlled way. For example, you can add a drop-down filter for Mobile Device Types so that you can filter the panel by Tablet, Mobile Phone, or Desktop.

Static drop-down filters can also be used to consolidate many projects into one. For example, if you have many versions of the same project with different Country filters applied, you can consolidate all versions into a single project and add a Country drop-down filter.

Create static drop-down filters

• For drop-down filters using dimension items, select a single dimension from the left panel and drop the dimension into the panel drop zone while holding ⇧ (shift). This action creates a drop-down filter with all the dimension items that are associated with that dimension.

  Or, if you want the drop-down filter to include only specific dimension items that are associated with a dimension, select the right arrow icon next to the desired dimension in the left panel. This action exposes all available dimension items. Select multiple dimension items from this list using ⇧+ (shift + select) or ^+ (control + select), then drop them into the panel drop zone while holding ⇧.

• For drop-down filters using a single component type (for example, only dimensions, or only filters, or only metrics), select multiple items of the same type in the left panel using ⇧+ or ^+. Then drop the items into the panel drop zone while holding ⇧.

  A single drop-down filter is created with components that you selected.

• For drop-down filters using a mix of component types (such as 2 metrics and 3 filters), select multiple components using ⇧+ or ^+. Drop the selection into the panel drop zone while holding ⇧. In this context, all component types are treated as separate drop-down filters. For example, if you include both metrics and dimension items in your selection, two separate drop-down filters are created: one drop-down filter includes dimension items, and the other includes metrics.

A drop-down filter provides the following context menu options:

• Delete drop-down: Removes the drop-down filter from the panel.
• Delete label: Remove the text displayed above a drop-down filter. To modify the label, hover over the label and select .
• Add label: When you add a drop-down filter to a project, a label is automatically set to the component name. If you delete the label, you can add it again with this option.
• Require selection: Requires that a filter is set on the panel.

Use static drop-down filters

Users can use the drop-down filter menu in any of the following ways to filter the panel:

• Apply a single filter to the panel by selecting the filter from the drop-down filter.

• Apply multiple filters to the panel by selecting more than one filter from the drop-down filter. The panel is filtered to include any of the selected filters.

Dynamic drop-down filters

Dynamic drop-down filters allow you to determine available values based on data within the panel’s reporting range and values in other drop-down filters. For example, you can create two dynamic drop-downs using a Countries dimension and a Cities dimension. When you select a country from the Countries drop-down list, the Cities drop-down list dynamically adjusts to show only cities within that country.

This same concept applies to all dimensions; only dimension items that appear within the panel’s date range and selected filters are visible. Dimension items selected in static drop-down filters affect available values in dynamic drop-down filters. However, the inverse is not true; Dimension items selected in dynamic drop-down filters do not affect available values in static drop-down filters.

Manual selection of dimension items is available if you anticipate a certain dimension item to be collected in the future. You can also clear a dynamic drop-down filter so that it does not contain a value, allowing other dynamic drop-down filters to contain more values. Select Reset all to clear the selection from all drop-down filters for that panel.

To create a dynamic drop-down filter:

• Drag and drop a single dimension into the panel drop zone while holding ⇧.

Note that Dynamic drop-down filters are not available for metrics, filters, or date ranges.

A dynamic drop-down filter provides the same context menu options as static drop-down filters.

Context menu

Additional functionality for a panel is available through a context menu (right-click) on the panel header.

The following options are available:

Configuration

Some panels (like Attribution, Experimentation, Media average minute audience, and others) have a configuration dialog to assist you in building the visualization. Use at the top of the panel to access and change the configuration.