Exploring Data in Advanced Analytics

    This tutorial introduces you to data exploration with Advanced Analytics. When you finish, you’ll understand where to start pulling data in Advanced Analytics, how to modify a report to see more detail, and how to drill down to gain deeper insights.

    Explores are the Starting Point for Exploration

    The look below shows all campaigns in the past three months that were delivered, by querying the Campaigns explore, and displaying one dimension (CAMPAIGNS Name) and one measure (CAMPAIGN RECIPIENTS Delivered Count).

    A “dimension” can be thought of as a group or bucket of data. A “measure” is information about that bucket of data. In this case, all order records have been grouped together by Campaign (the dimension). Then we’ve asked for a count of orders (the measure) for each of those days.

    Next let’s add another dimension by using Advanced Analytics’s query builder.

    Adding More Dimensions for More Detail

    Let’s add some more value to our look. Adding the dimension for CAMPAIGNS Sent Date: Month and CAMPAIGNS Subject gives us more visibility into our look.

    Sorting Data

    Clicking on CAMPAIGN RECIPIENTS Delivered Count column header under will sort from highest to lowest. If you want to, you can sort by multiple columns by holding down shift, then clicking on the column headers in the order you would like them sorted.

    Note that if you reach a row limit you will not be able to sort row totals or table calculations.

    Pivoting Dimensions

    Multiple dimensions are often easier to look at when you pivot one of the dimensions horizontally. Each value in the dimension will become a column in your Look. This makes the information easier to consume visually, and reduces the need to scroll down to find data.

    To pivot a dimension, click PIVOT for that dimension. Before running the query, be sure that you also have included at least one unpivoted dimension and at least one measure. You can pivot additional dimensions as desired, but must always include at least one unpivoted dimension.

    If there is no row of data whose value would appear in a column, that is indicated with the null symbol, a zero with a slash across. For Example, the below you will see several nulls for campaigns delivered the specified columns.

    You can also sort pivoted dimensions by clicking the title of the dimension. To sort by multiple pivoted dimensions hold down shift, then click on the dimension titles in the order you would like them sorted. When sorting a pivoted measure, any rows with values in that column are sorted first followed by rows without data in that column (indicated by the null symbol.)


    Displaying Totals

    Sometimes a summary of your data is useful. You can add column totals to your report by clicking the Totals checkbox in the upper right, then running the report:

    You can also add row totals to your report, but only if you’ve added a pivot to your report:

    Please note that if you’ve added row totals, and your query exceeds any row limit that you’ve set, you will not be able to sort the row totals column (though you can sort dimension and measure columns as normal). This is because you might be missing rows in your data that should be included in your totals. If you run into this issue, you can try increasing your row limit (up to 5,000 rows).

    There are some cases when totals won’t be available:

    • Totals are only available for measures (and table calculations based on measures), not dimensions.
    • Certain types of columns won’t total, due to database limitations, or because the value would not make sense as a total. For example, you can’t add together a list of words.

    Additionally, there are some things to keep in mind about how totals work in certain situations:

    • Columns that count unique items might not add up as you expect, since the same item might show up in several categories, but only be counted as one unique item in the totals.
    • If you’ve filtered your report by a measure, totals may appear to be too high. However, in actuality, what you’re seeing is a total for your data before the measure filter is applied. In other words, the measure filter may be hiding some data from your report, even though that data is included in the total.
    • Similarly, if you’ve placed row or column limits on your report, and your report exceeds that limit, totals may also appear to be too high. However, what you’re seeing is a total for your data before the limits are applied. In other words, the limits may be hiding some data from your report, even though that data is included in the total.

    In situations 2 and 3 above, it is possible to calculate totals only for the data you can see. To do so, you’ll need to use a table calculation, explained later in this tutorial. For a column total use sum(${view_name.field_name}). For a row total use sum(pivot_row(${view_name.field_name})).


    Drilling Down Into the Data

    In Advanced Analytics, every query result is the starting point for another query. Clicking on any data point will drill down, creating another query refined by the data point you clicked. In the example below, we see the Delivered Count is 73,735 records. Clicking on the count of 73,735 takes us to details about those specific records. 

    Drilling Deeper …

    In the drill overlay, we can see all of the Recipients from this Campaign. From here we can:

    • Click the Explore from Here button to open an Explore that uses the fields in the drill overlay as a starting point.
    • Click the Download Results button to download the data, using the same options as shown here.  
    in Reports

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