IBM Digital Analytics Enterprise Dashboard User's Guide

Transcription

1 IBM Digital Analytics Enterprise Dashboard User's Guide

2 Note Before using this information and the product it supports, read the information in Notices on page 17. IBM Digital Marketing and Analytics is the new generation of IBM Coremetrics products. See this table for details on new product naming. Previous Product Name IBM Coremetrics AdTarget IBM Coremetrics Benchmark IBM Coremetrics Enterprise Analytics IBM Coremetrics Explore IBM Coremetrics Import IBM Coremetrics Export IBM Coremetrics Intelligent Offer IBM Coremetrics Lifecycle IBM Coremetrics LIV IBM Coremetrics Monitor IBM Coremetrics Search Marketing IBM Coremetrics Social Analytics IBM Coremetrics Tag Manager IBM Coremetrics Web Analytics New Product Name IBM AdTarget IBM Digital Analytics Benchmark IBM Digital Analytics Multisite IBM Digital Analytics Explore IBM Digital Analytics Import IBM Digital Analytics Export IBM Digital Recommendations IBM Digital Analytics Lifecycle IBM LIV IBM Digital Analytics Monitor IBM Search Marketing IBM Digital Analytics for Social Media IBM Digital Data Exchange IBM Digital Analytics The documentation distributed with the IBM Digital Analytics products is confidential and proprietary to IBM and as such is subject to the provisions of any confidentiality agreement executed between the parties. Regardless of the specific provisions of any such confidentiality agreement, the parties hereby agree to treat the referenced documentation as the confidential information of IBM and further agree not to distribute such documentation to any third party or to copy such documentation except as expressly permitted in any license agreement between the parties pertaining to such products. Licensed Materials - Property of IBM

3 Contents Chapter 1. Enterprise Dashboard Overview Chapter 2. Creating and Viewing Dashboards Viewing an existing dashboard Creating a dashboard Adjusting date ranges Chapter 3. Data Access Downloading by Module Downloading by Dashboard Downloading all Modules API Data Access Chapter 4. Controlling Data Access... 7 Creating a Site Group Changing an Existing Group Deleting an Existing Group Chapter 5. Custom Views Saving personal views Saving custom views Chapter 6. Selecting Sites in Dashboard Appendix A. Additional Contact Information Appendix B. Support Notices Trademarks Privacy Policy Considerations iii

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5 Chapter 1. Enterprise Dashboard Overview IBM Digital Analytics Enterprise Dashboard provides a multisite interface to create a view of real-time and historical information across your enterprise. Enterprise Dashboard provides you with the following capabilities: v Broaden your analysis with the ability to include any number of client IDs in site performance comparisons. v Select all necessary metrics to gain the insight you need. v Simplify your analysis with comparison capability and sorting options. v Expand and collapse views to display the value of different marketing channels. v Control access to performance data. v Allow teams and individuals to see only relevant data. v Access data offline with download abilities. v Export data into other IBM Digital Analytics applications. 1

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7 Chapter 2. Creating and Viewing Dashboards You can use IBM Digital Analytics Enterprise Dashboard to view a dashboard, create a new dashboard, or view an existing dashboard within specified time frames. Viewing an existing dashboard Creating a dashboard Adjusting date ranges You can use the Views and the Modules to view an existing dashboard and module. Procedure 1. Point to the handle of Views and Modules. The display opens showing the Views and the Modules. 2. Select the view that you want to display. Modules that are currently displayed on the dashboard are cleared and selected modules are displayed. 3. Select the sites that you want to see. 4. Select the calendar period. By creating a new dashboard, you can view the module metrics from the sites you select. Procedure 1. Clear existing modules by clicking Clear. 2. Point to the handle of Views and Modules. The display opens showing the Views and the Modules. 3. Drag the module icons onto the dashboard. 4. Select the sites that you want to see. 5. Select the module metrics. 6. Click Save. You can control the time periods for the data that IBM Digital Analytics Enterprise Dashboard displays to compare data from two different days, weeks, months, or quarters. Procedure 1. To select the period of data you want to display, use the options on the right. To show the data that accumulated since midnight, select Today. 3

8 (artname: calendar_control.jpg) By default, the last period for which data is fully available displays. 2. Use the two date range boxes to select which date range you are applying. Date Range A is the default selection that is used by all modules. a. Click Date Range A (Global Date). Then, click the date period that you want to display. You can also zoom in or out to select a specific date range; click the plus or minus magnifying glass icons. You can scroll to the start and end of the period that is covered with the scroll bar at the bottom of the calendar. b. To compare two date periods, use Date Range B (Compare Date). Click Date Range B (Compare Date) to select it. Then, click above the date period you want to display. c. To automatically set Date Range B (Compare Date) to the same time period for the year prior to Date Range A (Global Date), click Previous year comparison. 4 IBM Digital Analytics Enterprise Dashboard User's Guide

9 Chapter 3. Data Access Downloading by Module IBM Digital Analytics Enterprise Dashboard provides several options for accessing and distributing data outside of the application's user interface and offers multiple options for accessing data. When you download a module, you can view and modify data in the module while offline. Procedure Downloading by Dashboard Click the download icon to have the data in the offline module saved as a CSV file. When you download a dashboard, you can view and modify data for all modules that are in the current dashboard view. Procedure Downloading all Modules API Data Access Clicking Download by Dashboard, downloads the data for all modules that are configured within the currently loaded dashboard view. The data is saved as a single tab Excel file. By downloading all modules, you can view and modify the data that is in every module within all configured dashboard views. Procedure You can download data for up to nine dashboard views in a single download file (three standard views + five personal views + one unsaved dashboard). The data is saved as a single Excel file that includes multiple tabs that correspond to a different dashboard. Data for each module within a dashboard is grouped vertically within that tab for easy reference. You can access all of the data that is available in Enterprise Dashboard without loading the application by using the API. You use Enterprise Dashboard API to access data for every metric for every module in the application. The API is different from Download All, which requires the metric and module to be in an active dashboard view for you to access the data. 5

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11 Chapter 4. Controlling Data Access In the Enterprise Dashboard Manage Site Groups feature, you can control access to data in the Enterprise Dashboard at the User Group level within IBM Digital Analytics. About this task Creating a Site Group Changing an Existing Group Deleting an Existing Group This level of permission applies to the level of granted access of an individual user account in the Enterprise Dashboard application. Use the Manage Site Groups feature to specify which accounts have access to the various subsite accounts. By creating a new site group, you assign accounts to user groups Procedure 1. Select Create New Site Group and enter a name for the new Site Group in New Site Group Name. 2. Specify which sites you want the group to view in Enterprise Dashboard by selecting the appropriate sites in Available Sites. 3. Select which accounts to bind to the site access configuration specified by applying the configuration to one or more existing User Groups. 4. After you select the sites and user groups, click Create to create your new Site Group configuration. You can add or remove sites from a User Group in Enterprise Dashboard. Procedure 1. Select an existing group in Site Group Name. 2. Add or remove sites that you want to group in Enterprise Dashboard by selecting the appropriate sites in Available Sites. 3. Select accounts that you want to bind to the site access configuration specified by applying the configuration to one or more existing User Groups. 4. After you select the sites and user groups, click Create to update Site Group configuration. You can delete a group from Enterprise Dashboard by selecting the appropriate sites. Procedure Select an existing group in Site Group Name, then click Delete. 7

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13 Chapter 5. Custom Views Saving personal views Creating custom views, you can analyze your site by using the metrics from the modules you select. The top of the pane shows a list of preset views and personal views. The five personal views are blank by default. Click the title of a view to replace the current contents of the dashboard with that view. The remainder of the pane contains module icons. Modules are independent, customizable data units that you can use to display data sets. You can drag a module icon onto the view to generate the module with default metrics. When you create a custom view, you can save up to five personal views. The first views that are shown are preset views. Preset views cannot be edited. The second group of views is for your personal use. Procedure 1. Open Views and Modules. 2. Click Save. 3. Select the name of the existing personal view to be changed from the Current names list. 4. Enter the new name in the Save as (rename) box. 5. Click Save. Results Saving custom views The new view is listed. You can save a custom view after you customized it. From the Views and Modules tab, you can define and access custom views. Procedure 1. In the upper right of the screen, click Save. 2. In the Current names list, select the name of the existing personal view on which to base this view. 3. Enter the new name in the Save as (rename) field. If you do not enter a different name, the current view is replaced. 4. Click Save. Results The new view is listed under Personal Views, or the existing view is replaced. 9

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15 Chapter 6. Selecting Sites in Dashboard You can select which of your sites are displayed in the dashboard graphs and the order in which the sites are displayed in tables. About this task To select the sites to be displayed: Procedure 1. Open Views and Modules. 2. Select Sites. Check the boxes next to each site you want displayed within all Enterprise Dashboard modules. To change the order of appearance, drag the sites to Site Selection. 3. Click Apply. Results Any modules that are displayed on the dashboard are immediately updated to reflect the changes. 11

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17 Appendix A. Additional Contact Information If you need additional assistance, contact IBM using one of the following methods: v Customer support: cm_support@us.ibm.com v Product feedback: cm_feedback@us.ibm.com Note: Product feedback is recommendations for product improvement; do not use the feedback address to obtain additional assistance. USA IBM 1001 E Hillsdale Boulevard Foster City, CA Toll Free: cm_support@us.ibm.com IBM Austin Burnet Road Building 905, Floor 2 Austin, TX Toll Free: IBM United Kingdom Limited 3 Furzeground Way Stockley Park Uxbridge Middlesex UB11 1EZ U.K. Tel: cm_europe@us.ibm.com IBM France 17 Avenue de l'europe Bois Colombes Cedex France Tel: cm_france@us.ibm.com IBM Hong Kong Limited Silvercord Tower 2 Room , Canton Road Tsim Sha Tsui Kowloon Hong Kong SAR, China Tel: Fax: cm_asiapac@us.ibm.com Europe Asia Pacific IBM Client Support cm_support@us.ibm.com Support Center IBM Dallas 750 W John Carpenter Freeway Irving, TX Toll Free: IBM GmbH Beim Strohhause 17 D Hamburg Germany Tel: cm_deutschland@us.ibm.com IBM Australia and New Zealand 60 Southgate Ave Southgate VIC 3006 AUSTRALIA (Aus) CORE (NZ) CORE cm_asiapac@us.ibm.com 13

18 IBM welcomes your comments You may send your comments to the following address. IBM Bay Area Lab 1001 E Hillsdale Boulevard Foster City, California USA You can send us comments electronically by using one of the following methods: Toll free Support Center: Internet cm_support@us.ibm.com World Wide Web: If you would like a reply, be sure to include your name, address, telephone number, or FAX number. Make sure to include the following information in your comment or note: v Title of this document v Page number or topic related to your comment When you send information to IBM, you grant IBM a nonexclusive right to use or distribute the information in any way it believes appropriate without incurring any obligation to you. 14 IBM Digital Analytics Enterprise Dashboard User's Guide

19 Appendix B. Support Support Center The IBM Digital Analytics Support site can be found at support.coremetrics.com or by clicking the Support link in the application menu bar. The Support Center Site contains the following: v A searchable knowledge base to answer questions and provide instant access to essential documents such as implementation guides, metrics glossaries, user guides, release notes, and more. v Educational tools such as web-based trainings and archived webinars. v Marketing information including case studies, white papers, and upcoming events such as the Client Summit. v Notifications from Support. v Issue tracking from the creation of a ticket through its resolution, which provides complete insight into the status of your inquiries. v Feedback so that you can offer suggestions for improving the support site. (Send feedback about the IBM Digital Analytics applications to cm_feedback@us.ibm.com). v Chat so that you can reach one of our Best Practices representatives right away. 15

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21 Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-ibm product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY U.S.A. For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to: Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan, Ltd , Nihonbashi-Hakozakicho, Chuo-ku Tokyo , Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-ibm Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. 17

22 IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact: IBM Bay Area Lab 1001 E Hillsdale Boulevard Foster City, California U.S.A. Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee. The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement, IBM International Program License Agreement or any equivalent agreement between us. Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on development-level systems and there is no guarantee that these measurements will be the same on generally available systems. Furthermore, some measurements may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment. Information concerning non-ibm products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-ibm products. Questions on the capabilities of non-ibm products should be addressed to the suppliers of those products. All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. Trademarks IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at Copyright and trademark information at 18 IBM Digital Analytics Enterprise Dashboard User's Guide

23 Privacy Policy Considerations IBM Software products, including software as a service solutions, ("Software Offerings") may use cookies or other technologies to collect product usage information, to help improve the end user experience, to tailor interactions with the end user or for other purposes. A cookie is a piece of data that a web site can send to your browser, which may then be stored on your computer as a tag that identifies your computer. In many cases, no personal information is collected by these cookies. If a Software Offering you are using enables you to collect personal information through cookies and similar technologies, we inform you about the specifics below. Depending upon the configurations deployed, this Software Offering may use session and persistent cookies that collect each user's user name, and other personal information for purposes of session management, enhanced user usability, or other usage tracking or functional purposes. These cookies can be disabled, but disabling them will also eliminate the functionality they enable. Various jurisdictions regulate the collection of personal information through cookies and similar technologies. If the configurations deployed for this Software Offering provide you as customer the ability to collect personal information from end users via cookies and other technologies, you should seek your own legal advice about any laws applicable to such data collection, including any requirements for providing notice and consent where appropriate. IBM requires that Clients (1) provide a clear and conspicuous link to Customer's website terms of use (e.g. privacy policy) which includes a link to IBM's and Client's data collection and use practices, (2) notify that cookies and clear gifs/web beacons are being placed on the visitor's computer by IBM on the Client's behalf along with an explanation of the purpose of such technology, and (3) to the extent required by law, obtain consent from website visitors prior to the placement of cookies and clear gifs/web beacons placed by Client or IBM on Client's behalf on website visitor's devices For more information about the use of various technologies, including cookies, for these purposes, See IBM's Online Privacy Statement at: privacy/details/us/en section entitled "Cookies, Web Beacons and Other Technologies." Notices 19

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26 Printed in USA