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After you have created a search for the Analytics data that you want to visualize, you are ready to configure a widget to display the results of the search graphically.

Access the Analytics Widget Builders

To access the Analytics widget builder from Analytics
  1. In the Controller UI, from the top navigation bar, click Analytics to access the saved searches list.
  2. Double-click the search that you want to visualize.
To access the Analytics widget builder from a Custom Dashboard
  1. From the top navigation bar, click Dashboards & Reports to see the custom dashboard list.
  2. Either double-click the dashboard to which you want to add the Analytics widget or click Create Dashboard to create a new dashboard.
  3. In the custom dashboard click the pencil for edit mode.
  4. Click Add Widget.
  5. Under Analytics click Saved Searches
  6. Double-click the search that you want to visualize.
To use the Analytics widget builder
  1. After accessing the widget builder, note that with the Data tab selected, the Analytics window displays the data returned by the search in a tabular format. Click the Visualization tab to configure a widget that displays data in a graphic format.
    • In Basic mode you can create multiple widgets in the canvas.
    • In Advanced mode you can generate one widget from your ADQL query at a time. In addition, when you use the Visualization tab in Advanced Mode, the order of functions and fields in the query matters. For all widgets (except table), the aggregate functions, such as count(*), avg(), sum() and so on, should always be preceded by a field. If the fields and functions in the query are not in this order, some visualizations do not work. For an example of creating a conversion analysis using the funnel widget, refer to the next procedure: Conversion Analysis.
  2. Click Add Widget, then select Custom Widget Builder or Funnel Widget Builder depending on the type of widget that you want to create.
    The funnel widget is configured differently from the other custom widgets, which use Y and X axes as the basis of the configuration. A funnel widget is used to display data in progressively staged proportions in a color-coded funnel.
    If you select Transaction Live Stream, Analytics displays a live stream of the data returned by the search. No configuration is required for a live stream.
    You can add a title to the widget by over-writing Widget Title on the canvas.
  3. After adding a widget and fields , you can right-click menu a widget values to see other options. Select "Apply a global filter for <field_value>" to add the value to the existing search criteria.
  4. Click Save & Close to save the widget configuration.

Conversion Analysis Using Funnel Widget

Funnel analysis involves using a series of events that lead towards a defined goal, such as from user activity in a mobile app to a sale on an eCommerce website or from advertisement to purchase in online advertising. Funnels return the number of unique actors that successfully (or unsuccessfully) make it through a series of steps. “Actors” could mean users, devices, or any other identifiers that are meaningful to you. Actors will fall off at each step, to varying degrees, so a funnel analysis reveals where a given flow loses the most "actors". This helps identify areas for improvement, as well as the overall health of your business.

By creating the appropriate Analytics search using the Funnel Widget, you can capture drop-off scenarios by visualizing a series of related events that are the steps toward a specific end resultThe first step is the anchor step, and always represents 100% of the results. The filter criteria for the first step creates a set of unique values, and every subsequent step results in a subset of the values from previous step and renders the corresponding drop-offs. The second and later steps describe the number of events that match criteria for each step towards the goal. This number is typically less than 100%, but could be 100% if every event matches the subsequent steps. 


When the appropriate application business data is collected for analytics, you can visualize use cases such as:

  • Retail application checkout drop-off rates from the point of adding items to the shopping cart to actual purchase
  • Home mortgage loan approval drop-off rates from submitted application to approved applications
  • Impact of performance issues by total sales, customer segment, location and products purchased can be gauged by using a funnel along with other health rule widgets as shown in this custom dashboard:
     
To build a Funnel Widget
  1. From the Analytics Search page using Basic Mode, select the Visualization tab.
  2. Click Add Widget > Funnel Widget Builder.
  3. In the Funnel Definition pane, click the down arrow to select the unique field representing the items that you are counting. In this example, following the steps of a loan approval process, LoanId is used. The fields depend on your application. There is a limit of 50,000 unique values for the first step. If you encounter this limit, you can try decreasing the global time range and look at fewer values at a time.
  4. Label the first step and continue to add steps as needed for your application process.

    For this example, the first step represents the number of "Submitted Applications" and the criteria includes the AD-Capital application and the /portal/SubmitApplication business transaction.
  5. Continue to add and label your steps. Here the second step represents the number of loan applications that reached the stage "Documents Verified".
  6. After you have added all the necessary steps, click Add & Close Widget Builder to save the completed funnel widget. This example contains two additional steps representing loans that reached the credit check and approval stages.

    The finished funnel widget for this example shows the drop-off in unique loan Ids from submission to approval.
  7. Once you finish building your funnel, remember to name and save your Search.
  8. To add the finished funnel widget to a custom dashboard, click Actions > Add to Dashboard.

Configure Custom Widgets

To add a field to a widget, drag the field from the Fields panel on the left to the Y or X axis on the right. The available fields are based on the fields returned by the search. When you are using the custom widget builder, if you have two fields on the X axis and click on any data point in the chart, a filter for the first field on the X axis is added to the search criteria. When you save the widget on the visualization canvas or a custom dashboard, clicking on any data point does not add a filter to the search criteria. Rather, it displays drill-down details. This functionality is only possible when you have placed two fields on the X-Axis). On the details view, a drill-up icon appears on the top right of the widget that enables you to go back to the previous view of the widget. You must hover over the widget to see the widget icons.

Use the Y axis to set the data that the widget displays. Count displays all the returned values. Count Distinct displays the unique values.

Use the X axis to set the field(s) on which the widget aggregates and sub-aggregates the data. For numerical data on the X axis, you can optionally set the minimum and maximum values to be displayed, as well as the interval between the values. This is useful for displaying the results of queries based on a range of values.

 

For histogram widgets, you can configure percentile markers to call out which percentiles the data falls into:

If you want to export the results of a search to a CVS file, visualize the data in a table widget. Then after the widget is saved, hover over the widget and click the pulldown arrow to get the export dialog.

From the Chart Types panel on the right, click the widget type to use for the display. The widget is previewed in the main panel. You can experiment previewing which widget type is best for visualizing a particular data set.

The UI prevents you from adding more fields than the widget supports. Different widgets have different limits for the maximum number of fields permitted on each axis.

For the time series widgets (area, line, histogram), you can use the Resolution field that appears on the X axis to customize the frequency displayed if you do not want the widget to automatically select a default resolution based on the current time range. This time resolution field is not counted toward the field limit. Granularity of resolutions that can be chosen depends on the Global time range.

Custom Widget Builder Data Type and Field Restrictions

Widget Type

Data Type

Number of fields on Y-axis

Number of fields on X-axis

Column (simple)

any

zero

up to two

  

one

up to two

  

two or three

zero or one

Pieanyoneup to two
Tableanyoneup to ten
Tree Mapanyoneup to two

Time Series (Area, Line, Points, Column)

any

zero

one

  

one

one

  

two or three

zero

Percentile Histogram

*Not available in Advanced Mode

numericzeroone
Numeric (Univariate)anyonezero
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