Row settings

Last update: 2024-10-23
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 View a video demonstration of this functionality.

This video demonstrates the functionality using Adobe Analytics. However, the functionality is similarly available in Customer Journey Analytics. Be aware of the following differences in terminlogy.

Adobe Analytics Customer Journey Analytics
Segments Filters
Visitor Person
Visit Session
Hit Event

Row settings vary depending on which component you have dragged into the table. To access table row settings, select Setting Settings next to a dimension, filter, metric, time period, or a breakdown within each of these objects.

Freeform Table highilighting the Settings icon for Metrics

Setting Description
Breakdown by position By default, this setting is disabled and breakdowns are fixed to static row items. For example, imagine you breakdown the top 3 Page dimension items (Homepage, Search Results, Checkout) by Marketing Channel. Then, you leave the project and return two weeks later. Upon opening the project again, the top 3 pages have changed, and now Homepage, Search Results and Checkout are the top 4-6 pages instead. By default, your Marketing Channel breakdowns still appear under Homepage, Search Results and Checkout, even though they are now in rows 4-6.
In contrast, Breakdown by position always breaks down the top 3 items, regardless of what they are. Referring back to the example, when you re-open your project, the Marketing Channel breakdowns are tied to the top 3 pages in the table. And not to Homepage, Search Results and Checkout, which are now in rows 4-6.
Percentages Calculate percentages by column (default): the percentages visible in a cells are calculated based on the column total.
Calculate percentages by row: the percentages in cells are calculated across the row, as opposed to down the column, with Grand total as the denominator. This calculation is useful for trending percentages.
Column totals These settings are available only for static rows.
Show as sum of current rows shows a client-side sum of the rows in the table, which means the total does not de-duplicate metrics like visits or persons.
Show grand total shows a server-side sum, which means the total of de-duplicated metrics.

Change row count

To change the number of rows that are displayed:

  1. Click the number next to Rows at the top of the first column of the table.

    Freeform table showing the drop-down list of for the number of rows displayed. 400 rows is selected.

  2. From the drop-down list, select the number of rows you would like the table to display.

Context-menu

The following context menu options are available when selecting the dimension header.

Option Description
Copy selection to clipboard Copy the selection from the visualization onto the clipboard.
Download items as CSV (dimension name) Immediately download the dimension items (to a maximum of 50,000) of the visualization to your local device. A maximum of 50,000 dimension items for the selected dimension.
Download selection as CSV Immediately download the dimension items of the visualization to your local device.
Create hyperlink for all dimension items Create hyperlinks for all the dimension items. See Hyperlinks for dimensions in a freeform table
Edit hyperlink for all dimension items Edit hyperlinks for all the dimension items. See Hyperlinks for dimensions in a freeform table
Remove hyperlink for all dimension items Remove hyperlinks for all the dimension items. See Hyperlinks for dimensions in a freeform table
Delete Deletes the dimension from the table.
Visualize Visualize the dimension using any of the available visualizations.
Display only selected rows Display only the selected items in the visualization.
Create annotation from selection Open up the Annotation details to add an annotation.

The following additional context menu options are available when selecting one or more dimension items (first column) or one or more individual cells in the freeform table…

Option Description
Create hyperlink Create a hyperlink for the item. See Hyperlinks for dimensions in a freeform table
Edit hyperlink Edit a hyperlink for the item. See Hyperlinks for dimensions in a freeform table
Remove hyperlink Remove a hyperlink for the item. See Hyperlinks for dimensions in a freeform table
Breakdown Break down the dimension item. Select from the list of Dimensions, Metrics, Filters or Date ranges. Alternative search for a component, using Search.
Delete selected Delete the selected rows (items).
Trend selection Create a trended line chart visualization for the selection.
Display only selected rows Display only the selected rows in the visualization.
Display all rows Display all rows in the visualization.
Create filter from selection Open up the Filter builder to build a filter from the selection.
Create audience from selection Open up the Create audience dialog to build an audience from the selection.

The following additional context menu options are available when selecting a metric column header.

Option Description
Create metric from selection Create a new metric from the selected metric. Metric can be Mean, Media, Column max, Column min, Column sum. You can also select Open in calculated metric builder to create a calculated metric.
Add time period column Add a time period column. You are offered several options, where the calendar range of the panel determines the date range:
  • Prior date range to this date range
  • These date range to this date range.
  • Custom date range to this date range. Opens up the Date range builder to specify the date range.
    • See Date comparison for more information.
    Compare time periods Adds compare time period columns. Only available when the dimension is not based on time. You are offered several options determines the date range:
  • Prior date range to this date range
  • Custom date range to this date range. Opens up the Date range builder to specify the date range.
    • See Date comparison for more information.
    Modify attribution models Modify the attribution model for the column.
    Compare attribution model Specify a new attibution model and compare it to the attribution model for the selected column. A new column is added with the new attribution model metrics. Also, a Percent change column is added for comparison.
    Reset column widths Reset the column widths to the default width.
    Create annotation from selection Open up the Annotation details to add an annotation.
    Create filter from selection Open up the Filter builder to build a filter from the selection.
    Create audience from selection Open up the Create audience dialog to build an audience from the selection.

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