Experience Analytics advanced report filtering

Abstract

Advanced experience analytics filtering for administrators or developers.

In Experience Analytics you can view a selection of dashboards and reports that enable you to get an overview of the patterns and trends in your experience data.

You can perform more advanced tasks using Visual Studio and Sitecore Rocks, for example to:

  • Change the default time resolution in a report

  • Change the keys displayed in a report

In Experience Analytics, when you open a report, click the drop-down icon to the right of the current report to see the available time resolution options.

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The default time resolution setting is automatically chosen depending on the date range when viewing the report. You can change this setting so that another value is the default, however, it is considered best practice if you leave the TimeResolution field blank.

To change the default time resolution in a report:

  1. In Visual Studio, in Sitecore Rocks, open a report, for example, TestReportPage. Right click the report item, click Tasks and then click Design Layout.

  2. In the report design layout, right click the ExperienceAnalyticsLineChart item and click Edit Data Source.

  3. In the parameters item, under Data, TimeResolution, click a value in the drop-down list, for example, Monthly.

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  4. Save your changes.

    In Experience Analytics, you can view the TestReportPage report. The grayed out value is the default or currently selected time resolution value.

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In Experience Analytics, when you open a report there are several metrics, keys or segments displayed along each of its axis. In the following example, the report shows conversions by country. Each country is represented as a different key.

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This report displays all the country keys. A developer can change this filter so that only specific keys are displayed.

To change the keys displayed in a report:

  1. In Visual Studio, in Sitecore Rocks, open a report, for example, TestReportPage. Right click the report item, click Tasks and then click Design Layout.

  2. In the report design layout, right click the ExperienceAnalyticsLineChart item and click Edit Data Source.

  3. Expand the Data group, select the KeysCount check box, and enter 3 in the KeysCount field:

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  4. Save your changes.

    In this example, the report only displays the top three countries for conversions and sorts them in descending order.

    You can test your filter in Experience Analytics by viewing the report that you have modified.

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You can use the same filter on all of the following types of controls:

  • ExperienceAnalyticsBarChart

  • ExperienceAnalyticsAreaChart

  • ExperienceAnalyticsLineChart

  • ExperienceAnalyticsListControl