Intuiface Charts will help you to make informed decisions based on the data collected by your Intuiface experiences. This collection occurs through the use of the Data Tracking Interface Asset.
All experience deployments are deployed for a reason. There is a goal, an intent that in some way supports the business. That goal could be to inform, to sell, to collect, to educate, etc. A well-crafted chart will provide the design, operational, and business insights you and your team can use to assess how well your efforts are fulfilling that goal.
- Design: How well does the experience drive each person at the screen to the intended goal?
- Operational: How well is the IT infrastructure supporting the experience in its mission to fulfill the goal?
- Business: How well is the goal supporting the tactics/strategies that created a need for this deployment?
This article will describe the process for creating a chart in Intuiface.
Chart creation process
There are three steps for chart creation in Intuiface:
- Data collection via the Data Tracking Interface Asset
Using the Data Tracking Interface Asset in your Intuiface experiences, you will identify the events you care about and specify what information you'd like to collect about those events. This collected information is the data source for your chart creation effort. All collected data is stored in the Analytics Data Hub. For details, see our article about the Data Tracking Interface Asset.
- Dashboard selection via the Intuiface Analytics console
Charts are created in the context of a dashboard so a dashboard needs to be specified first. You can use existing or create new dashboards. Charts can be easily copied between dashboards. For details, see our article about Intuiface Dashboards.
- Chart creation using the Chart Editor
Create a chart using data found in the Analytics Data Hub. This data can represent multiple experiences, multiple Players, multiple days - or very narrow slices of that data. The level of focus is up to you. For details, keep reading below!
Creating a new chart
To create a new chart, start by selecting or creating a dashboard.
- Open the Analytics Dashboards console via the My Intuiface website.
- Select an existing dashboard or create a new one. For details, see our article about Intuiface Dashboards.
- In your dashboard of choice, specify the date range you would like to use for your chart. You can override this date range at the chart level but new charts always initially default to the dashboard date range.
- Click the "Add a chart" button located in the top-right of the active dashboard.
- Choose a template in the Chart Template Library or select the "Create a NEW chart from scratch" option. Templates are charts pre-built to use particular values in your data set. Some templates require custom events with specific names; most use only automatically collected values.
- Selecting any option in the Chart Template Library will bring you to the Chart Editor.
Using the Chart Editor
1. Data Point Parameters
- This is the list of parameters available for use in your chart. They come from all data points generated by all events logged through the use of the Data Tracking Interface Asset, limited to the date range specified in the Filters section.
- For Intuiface accounts with secondary accounts, a list of the primary account and secondary accounts can be seen at the top, represented by a drop-down list.
- If there are no secondary accounts, this list will not be visible.
- The account list can be used to filter data points based on which accounts were used to generate them.
- A value of "All selected" means all data points collected by the primary account and all secondary accounts. Any other selection is a specification of particular accounts.
- Selection of the primary account exclusively will limit the parameters list to those data points only generated by primary account Players.
- The top of the parameters list is comprised of automatically collected parameters, parameters collected by Intuiface for all data points. See our list of automatically collected parameters for details.
- The bottom of the list contains custom parameters, parameters manually added to custom events logged through the use of the Data Tracking Interface Asset. This list will be as long as there are custom parameters to be found in the data points represented by the data range found in the Filters section.
2. Chart Data
- Use this section to define the chart type and to assign parameters to the appropriate chart field. Chart Type selection can be made at any time, before/during/after the selection of chart data.
- To assign a parameter to a chart field, use drag-and-drop.
- There are three Chart Data fields
- For most charts, this is the x-axis. It represents the concept "Across all data points available to this chart, identify each unique value for this parameter and put it on the x-axis." Some parameters can be aggregated.
- This field is optional depending on the chart you wish to create. For example, only Measure is required for a Line chart - but having a Dimension will typically provide more insight.
- For most charts, this is the y-axis. It represents the concept "Aggregate and display non-empty values for this parameter for those data points sharing the same Dimension value." All parameters need to be aggregated.
- Having more than one Measure parameter is possible. This will result in multiple, independent visualizations.
- This field is mandatory. It is not possible to create a chart without at least one Measure parameter.
- This field is the ONLY field used by the Single Value Chart.
- Segment by
- Subdivide each Measure using unique values found in the parameter represented here. This is similar to the notion of a pivot table.
- This field is optional depending on the chart you wish to create. For example, a Stacked Column chart would need a Segment but a regular Column chart would not.
- Charts are rendered on the fly. At any time you can click the button in the upper right corner of the chart to add a title, description, x-axis label, and y-axis label.
- Exclusively for the Single Value Chart, which uses only the Measure field as its data source, there is an additional Options button in the upper right corner of the chart.
- Number Format: Contains a set of presets for the remaining fields. Choose the "Custom" option to create your own format.
- Round to: Sets the number of decimal places. Numbers are rounded up.
- Multiplier: Multiples the single value but the number specified here. For example, use the value 100 to turn a decimal into a percentage.
- Prefix: Add text before the single value
- Suffix: Add text after the single value
The resulting chart highlights a single value and optionally displays a comparison value from the previous time period.
- For applicable chart types, clicking the button to the right of the Chart Data fields will invert the axes of your chosen chart. This will rotate your chart so the Dimension data is placed on the y-axis and Measure data is placed on the x-axis.
The Filters panel is used to pre-filter data before processing by the chart. There are two types of filters:
- Date Range
Charts always default to the date range set at the dashboard level. Having charts with different date ranges in the same dashboard can be confusing. However, charts can have unique date ranges. Use this range picker to override the dashboard date range.
- Parameter Values
Dragging any one or more parameters into the Filters field will enable the selection/deselection of particular parameter values. The default is for all values to be selected. Selecting particular values means limiting the data set to data points containing those values for the associated parameter.
In the following example, there are four possible values for the "Experience Name" parameter. Only the value "Company Presentation - Intuiface" has been selected, so any data used by the chart will be limited to data points whose "Experience Name" parameter is equal to "Company Presentation - Intuiface".
- The same parameter can appear in both the Filters and Chart Control panel.
- The + button at the bottom of the Parameter value list indicates that there are other possible values for this parameter but those values do not appear within the currently specified date range. Clicking the + button will reveal those values. If permitting viewers to change the date range, you may need to include some of these excluded values.
4. Chart Control
The Chart Control panel is used to display a single parameter filter within the chart itself. Doing so enables dashboard viewers to apply the filter themselves, in real time.
- Drag a parameter from the Data Points Parameters panel into the Chart Control panel
- If you look over to the right, you'll see that the bottom of your chart now contains an interactive filter.
- Select whether you'd like to permit the selection of a single parameter value or multiple values as filter options.
5. Chart Customization
The look of a chart can be customized.
For all charts but Single Value Charts:
- Six preset color themes are available for use in multi-color charts. It is not possible to create your own color theme.
- Data: Toggle whether or not to display - below the chart - a table of the values displayed in the chart.
- Tooltip: Toggle whether a mouse hover over a data point will reveal the name and value of that data point.
- Values: Toggle whether or not data point values should be visible in the chart at all times.
- Legend: Specify whether to display a legend and - if so - on which side of the chart the legend should be placed.
For Single Value Charts:
- Choose the visual style of the single value and any prefix/suffix.
- Toggle whether or not to also display the value for the previous time range and the percent change between the old and new value.
Saving your chart
After you have finished creating the chart, add it to your dashboard by clicking the Save button in the upper right-hand corner of the Chart Editor.
Aggregating the Dimension parameter
Two automatically collected parameters - "Timestamp UTC" and "Timestamp Local Time" - can be aggregated when used for the chart Dimension. To 'aggregate' means to specify how to represent the date and time.
The default choice is 'day'. Here are the options:
- second: Focus on the seconds value for each data point. The Dimension axis will move forward through time, from one second to the next.
- minute: Focus on the minutes value for each data point, collecting all seconds within each minute. The Dimension axis will move forward through time, from one minute to the next.
- hour: Focus on the hours value for each data point, collecting all minutes and seconds within each hour. The Dimension axis will move forward through time, from one hour to the next.
- day: Focus on the day, collecting all hours, minutes, and seconds within each day. A day is indicated by the format [day]-[month]-[year]. The Dimension axis will move forward through time, from one day to the next.
- week: Focus on the week, collecting all days, hours, minutes, and seconds within each week. A week starts with Monday and is indicated by each Monday date. The Dimension axis will move forward through time, from one week to the next.
- month: Focus on the month, collecting all days, hours, minutes, and seconds within each month. A month is indicated by the format [month]-[year]. The Dimension axis will move forward through time, from one month to the next.
- year: Focus on the year, collecting all months, days, hours, minutes, and seconds within each year. The Dimension axis will move forward through time, from one year to the next.
- hours of the day: Assign every data point to its corresponding hour of the day - from 12am through 11pm.
- days of the week: Assign every data point to its corresponding day of the week - from Sunday through Saturday.
- days of the month: Assign every data point to its corresponding day of the month- from 1 through 31.
- months of the year: Assign every data point to its corresponding month of the year - from January through December.
Aggregating a Measure parameter
All parameters can be aggregated when used as a Measure. To 'aggregate' means to specify how to represent all of the data points represented by the parameter.
The default choice is "count". Here are the options. Not all options are available for all parameters. Values with a * are not available for customer parameters.
- distinct: Number of unique data point values associated with a unique Dimension value
- count: Number of data points associated with a unique Dimension value. Will be larger than or equal to the 'distinct' aggregation.
- count cumulative: Add 'count' for a unique Dimension value to the sum of all previous 'counts' for all previous Dimension values.
- count percent: Convert the 'count' for each unique Dimension value into a percentage of the overall 'count' across all unique Dimension values
- sum*: Add the values of this parameter across all data points associated with a unique Dimension value
- sum cumulative*: Add 'sum' for a unique Dimension value to the sum of all previous Dimension value 'sums'.
- sum percent*: Convert the 'sum' for each unique Dimension value into a percentage of the overall 'sum' across all unique Dimension values
- average*: Average of the values of this parameter across all data points associated with a unique Dimension value
- average cumulative*: Add 'average' for a unique Dimension value to the sum of all previous Dimension value 'averages'.
- min*: The lowest parameter value among all data points associated with a unique Dimension value
- max*: The largest parameter value among all data points associated with a unique Dimension value
Downloading a chart
Charts can be downloaded into a variety of formats. This capability is available at the dashboard level. For details, see this section of the article about working with dashboards.