Visualization 101

Handout

In this Handout, we will review how to create a cross-channel Campaign

Dashboard in 8 steps.

A Dashboard is like a folder that can contain several Pages. The graphic
elements that appear on the Page - such as Pie Charts, Bar Graphs, etc. - are
called Widgets.

In this example, we will use Campaign data from the Google Analytics API, as
well as data from TotalConnect. Before you begin, make sure you have the
relevant data in the system.

Note that you could also use cross-channel data from two or more different
sources than the ones we use in this example, and you could also use a
different Entity for which you have cross-channel data, such as Media Buy, for
example.

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First, click on the Visualize Tab to access ‘All Dashboards’.
Then, click ‘Add New’ to create a new Dashboard:
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2a. Enter a Name for your new Dashboard. In this case, we will name it
‘My Dashboard’:

2b. From the Dashboard Overview, select the new Dashboard to begin
editing it:
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3a. Next, click on ‘Add New’ to add the first Page to your Dashboard:

3b. Now, select a Name for your new Page. In this case, we named the
Page: ‘Ads and GA Data’:

3c. Select the Date Range for your Page. In this example, we selected
‘Previous Quarter’. Note that data is always attributed to a specific Date,
so it is important to select the Time Range carefully, so as to display the
data you wish to see. Once you’ve selected the Time Range, click on Apply,
then click on green checkmark on the top-right corner of the screen:
Once you click on ‘Save’, the Name you’ve selected for your Page will appear
in the Tab on the left:
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4a. Click on the ‘+’ sign at the top right corner of your screen to add the
first Widget to your Page:

4b. Select the type of Widget you wish to add to your Page. In our case,
we will begin with a Bar Graph:
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5a. Now, select the Measurements and Dimensions that will be displayed in
your new Widget, then click ‘Apply’. In our case, we will display the
Measurement Visits, and the Dimension ‘Web Analytics Site’:

5b. You can also configure additional settings for your Widget, such as a
Label for the Measurement you’ve selected, through the ‘Options’ Menu:
When you’ve selected your setting, click on ‘Apply’.

For additional information on Widget customization, please refer to the

Visualization Section of our Success Center.

Here’s your new Bar Graph Widget –

Now, let’s add a different type of Widget to this page.

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6a. Click on the Click on the ‘+’ sign at the top right corner of your screen to
add another Widget to your Page:
6b. Select the type of Widget you wish to add to your Page. This time,
we will add a Pie Chart to the Page:

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Next, Configure your Pie Chart: first, select the Measurements and
Dimensions you wish for it to display, then click ‘Apply’. In this example,
we will select the Measurement Clicks and the Dimensions Site Name and
Campaign Name:
Here’s your Pie Chart:
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8a. Now, save your Page by clicking on the green check mark at the top-right
corner of the screen –

8c. Alternatively, you could embed your Page, or share it as a Link.

To configure Link and Embed, Click on the arrow at the furthest right corner
of the toolbar and select ‘Share/Embed’:
Here’s our finalized Dashboard Page:

Now that you’ve seen how Dashboards, Pages and Widgets can be created and
customized in Datorama, you can explore the various types of Widgets and
Settings that are available and create visually appealing and effective visualizations
of your Data!