1 Introduction to IBM Digital Analytics Michigan.gov Revised: October 17, 2013
2 Table of Contents Overview... 3 Accessing Digital Analytics... 3 System Requirements... 3 Main Page... 3 Top Navigation... 4 My Profile... 4 Admin... 4 Help... 4 Feedback & Support Menus... 4 Logout... 4 Work Area/Workbook Pane... 5 Left Navigation... 5 Dashboards... 6 Reports... 7 Workbooks... 7 Manage... 7 Guide Me... 8 e-michigan Specifics... 9 Basic Requirements... 9 What You Can See and Why... 9 Assets Finding Number of Views... 9 Exercise: Navigate to Default Report by Content Category Exercise: Changing Default Report to Custom Report Exercise: Report Options Changing the date Adding or removing a metric Apply a filter Compare one time period to another Exercise: Setting up Automatic Exercise: Using LIVEview Request the HelpDesk to install this package -> APP_CoremetricsPlugin Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 2 of 28
3 Digital Analytics (DA) is the statistical package that is used to analyze the traffic on the Michigan.gov portal. This introduction is meant to get you started. It is not meant to be a comprehensive guide. The manual is available on-line at the Digital Analytics Web site. Overview Accessing Digital Analytics To access Digital Analytics, open a browser and go to the following URL: The login credentials for class are: Client ID: Logon: (ask Instructor) Password: (ask Instructor) Permanent logins will be provided by emichigan or the Instructor. Or, please contact your site administrator to request login credentials. Also, the first time you login at your desktop, click the Remember Client ID and User Name checkbox. System Requirements All Digital Analytics users should maintain: Flash v Browser: Internet Explorer (v7 and v8), Firefox (v2 through 3.5) RAM: 1G+ Main Page After you have logged on the first time, you will see the Welcome screen. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 3 of 28
4 Top Navigation The navigation bar at the top of CA s pages gives you quick access to the various user support functions. My Profile A dropdown menu that allows you to edit your account and edit the default view of available reports. My Reports turns on/off which reports to display on login to reduce the clutter in the Left Navigation pane. My Preferences allows you set which report on login and number of rows, etc. Admin Edits your account. It should launch a new window. You can change your name, title, department, password etc. Make sure to click the Save button and then close the window. You cannot change your username. Help A quick link to the Digital Analytics PDF user guides. Feedback & Support Menus Please contact your site administrator who may contact e-michigan for support. These menus should only be utilized by e-michigan staff. Logout Takes you back to the login screen. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 4 of 28
5 Work Area/Workbook Pane This area contains all the action. Depending on what you select in the Left Navigation area, you will see your Dashboards or Reports. Left Navigation The left navigation column gives you access to the dashboards, reports and other data tools. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 5 of 28
6 Dashboards Dashboards provide you with a snapshot overview of Michigan.gov. Key performance indicators, real time metrics, benchmarks, funnels, top performers, and much more can be combined into a single view. You start with the default group, but can customize as needed. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 6 of 28
7 Reports Reports contain your site metrics, visitor demographics, visitor paths, system profiles, etc. You can just use the generic reports provided or create and save custom reports. These reports can be marked private or shared with the group. Workbooks Workbooks allow you to group various reports together. Each workbook can have ten tabs (reports). Manage The Manage tab allows you to schedule reports that can be ed to you, create alerts, manage programmatic access APIs (unused), marketing channels (unused), how to use the Excel download API, access links to the CA Mobile Apps, and download CA browser plugins. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 7 of 28
8 Guide Me This is a context sensitive Help menu. Depending on whether you have a Dashboard, Report, or Workbook open, it will pop up a help and best practices guide. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 8 of 28
9 e-michigan Specifics Basic Requirements Digital Analytics supports Internet Explorer (versions 7&8) and Firefox (version 3 or higher) browsers and requires Adobe Flash 10 or greater. At this time, Digital Analytics does not certify using Google Chrome. The tab browsing within Explorer 7 is designed such that the browser will use the same session. Should you use the different tabs for a Digital Analytics session, closing one tab will effectively end your session and you could be timed out of the remaining tab reports. What You Can See and Why Content in the Michigan.gov web site is set up in Site Categories. These site categories loosely translate to Content Categories in Digital Analytics. When working with a report, you can filter on Categories/Site Areas. Your agency can be broken up into different categories or consolidated into one category. E-Michigan will help you determine how your agency is categorized and will recommend reporting strategies. Assets Finding Number of Views Digital Analytics handles finding view counts on files quite differently than SurfAid. You can now go directly to the page that hosts the file and view click counts and request automated s be generated. You no longer need to have a special category created by e-michigan. To do this, you need to download and install Digital Analytics Tools and utilize LIVEview. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 9 of 28
10 Exercise: Navigate to Default Report by Content Category Click Reports and then click on Content. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 10 of 28
11 In Content, expand Page Categories and then expand By Page (If the plus sign doesn t appear, just click on the words.) Once By Page is expanded, Digital Analytics should be displaying a Default View report similar to the one below. If not, just click on Default View. The chart will not have the same data as this screen capture, but there will be a bar graph with a table of data below it. This screen shows the Page Views of the whole Michigan.gov portal. From here you can narrow it down by Category. The next exercise will illustrate how to find your agency. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 11 of 28
12 Exercise: Changing Default Report to Custom Report To give yourself more working room, click on the triangle or the word Chart. This will minimize the chart so that you can view more of the table data. Click the dropdown arrow above the column of check boxes. Click on Deselect All Use the search box to find your agency Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 12 of 28
13 Click the check box next to your agency Click the drop down window again and select Show Only Selected Rows. You can expand the Chart by clicking on the words and it will only display your agency. From there, expand the plus sign and all other plus signs Displayed will be all the data for your agency based on the date selected. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 13 of 28
14 From here, you can save the report view. It will save to the Content by Page Categories by Category navigation area. Delete a report Click on Actions in the Reports header. It will bring up a menu allowing you to choose which report to delete. Side Note: You can change the column size. Unfortunately, when you refresh the window, the columns return to default width. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 14 of 28
15 Exercise: Report Options Changing the date By clicking on the down arrow, you get a list of recently used dates and preset date ranges. By clicking the calendar icon: You will open the Report Options screen where you can select a custom date range. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 15 of 28
16 Use the calendar Icons to select the dates. Click the Set Start Date or Set End Date buttons as needed then click the Apply button at the bottom of the Report Options screen. You may get a message that says Please wait. With a little patience, your report will generate shortly. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 16 of 28
17 Adding or removing a metric Click the Report Options menu. And you will get the basic Report Options screen. Click on the Metrics tab. The Metrics screen: Add and remove the different metrics as needed. Sales and Orders/Session are not useful in the SOM context. Just move them back by clicking on them and clicking the left arrow on the bottom. A very useful Metric to add is Page URL. (Needed if you want to Filter on it.) Also, change the order by clicking on a metric on the right side and clicking the up or down arrow to move them. This changes the column order they appear in on your table. When finished moving the metrics around, you can go to the Calendar and change dates or apply a Filter. Just remember to click Apply when finished. The column headers of your Table should now match the metrics you just changed. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 17 of 28
18 Apply a filter In this example, we will apply a filter based on a URL. In order to do that, the report needs to be changed to Content -> Page Categories -> By Page. Do this from your left navigator. Click on Report Options to bring up the Options screen. Click the down arrow beside Content Category to get a list of the Metrics you have available for this report. If you do not see the one you want, click on Selected Column & Metrics and add it to the list. Once you have the list displayed, just click on the Metric you want to filter by. In this case, it will be Page URL. Page Categories by Category doesn t allow you to filter by URL. Page Category by Page will. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 18 of 28
19 Select Contains from the next dropdown. Leave the default A option. In the text box type something relevant to the URL. We are going to use Lottery as an example. When completed, your filter should look like the following screen shot. Continue to apply filters as needed. The results in this example are also filtered by Page View greater than 10,000. Also, you may click on the red/white X to remove an unneeded filter. Click Apply and check out the results. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 19 of 28
20 Result of filtering by Page URL containing Lottery and Page Views greater than 10,000: Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 20 of 28
21 Compare one time period to another You can compare two different time periods to analyze trends. Do this by clicking on the check box in Period B. Report Options will automatically open with Comparison Period B active. Or, from inside Report Options, click Comparison Period B. From here, manipulate both dates as needed. Then, click Apply and view the results. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 21 of 28
22 Exercise: Setting up Automatic Digital Analytics has the ability to automatically send reports on a daily/weekly/monthly basis. The report you use should have the time period set up as weekly or monthly. Using the previous exercises, customize your report as needed. Then, click on the icon. The Report View screen allows you to choose multiple ways to get the data to your inbox. Report File Type: Native Excel format or CSV Frequency: Depends on date range of report. Turn on or off the comparison range File name Recipients, Title of message, Message Body Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 22 of 28
23 The frequency can be One time, Daily, Weekly, or Monthly. It can depend on the date ranges you have set up for the report. Look at the two screen shots below. The left image has a date range based on a week. The right image has date range based on a month. Notice the Frequency options are different. Your report needs to have the right date range selected before you click the icon. The Manage s button will open a screen where you can see your automated s. You may: Manually run reports Make changes to the addresses, file name, subject line. Delete Reports Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 23 of 28
24 Exercise: Using LIVEview In order to use LIVEview, Digital Analytics tools need to be installed. LIVEview is a browser plugin. Once it is installed, you may need to quit & restart IE or even restart the computer depending on the message. Request the HelpDesk to install this package -> APP_CoremetricsPlugin Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 24 of 28
25 Installation is a one-time thing. After installing and restarting the application, the LIVEview tool is available from your browser s tool menu. The first screen is from Firefox. The second is from IE 8 In Firefox, you access LIVEview by clicking the 9-dot Icon in the navigation bar. This will open a left menu in your browser window. It will ask you to login if you haven t already. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 25 of 28
26 In Internet Explorer 8, you access LIVEview by clicking in the Tools Menu and selecting Coremetrics Tools. Once you have logged in, the screen should look like: Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 26 of 28
27 Click on LIVEview. The basic screen will load and will look similar to the screen shot below. You may need to extend the width of the left area so that all of the LIVEview window is shown. Just drag the divider to the right. This left area will show basic page data. Number of items clicked, sessions, page views, etc. But, a nice feature is to set the date to a wider range than just the default and turn on LIVEview. Notice the page goes to a 50% gradient with an overlay of percent tags. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 27 of 28
28 You are now able to see what people are clicking on within the page. Now, hover over one of the percentages. In this case, it is the large 20% button near the Search Go button. It shows that nearly 21% of the clicks on the SOM home page were for searches. Go to the left menu and click the down arrow. It will ask how you want it downloaded. Excel or separate csv files. Downloading the Excel file will give you something that looks like: Note the first data point in row 12 is the URL for the Search box. This is useful to determine high traffic links that might be placed in Quicklinks or on your Agency s homepage. Coremetrics_Training_V01c.doc Revised: October 17, 2013 Page 28 of 28
TRIM: Web Tool Accessing TRIM Records through the Web The TRIM web tool is primarily aimed at providing access to records in the TRIM system. While it is possible to place records into TRIM or amend records
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