This article will walk you through the functionalities in the Analysis tab, and also focuses on how to make use of them while exploring and analyzing the prepared data, to see if it’s valuable or not.
In the Analysis step, you can report and analyze the output dataset created during preparation step, if required you can also save these analyzed reports. This document explains the functionalities in the Analysis tab, assuming that you have already prepared your output dataset in the Preparation tab.
To access Analysis tab in Data Designer (BETA) , navigate to Administration > Analytics > Data Designer (BETA), and open an existing design you wish to edit (or) click New Design to create a new one, enter the Details, Prepare a dataset and navigate to the Analysis tab.
- For information on how to create a Dataset in Data Designer (BETA), refer Create Datasets in Data Designer (BETA).
- For information on the Preparation Details in Data Designer (BETA), refer Preparation Details Data Designer (BETA).
Once you prepare an output dataset in the Preparation tab, and navigate to the Analysis tab, you can see the following image. Click Run Now to associate a dataset with the design, and you can see that the Dataset is being prepared for analysis.
Note: Dataset Preparation for Analysis may take several minutes, if required you can navigate to the Designs List page or Configure tab by clicking List and Configure respectively.
Once the Refresh is completed, you will receive an execution status email. And, the dataset is now ready for your analysis and you can see the fields from the output dataset under Fields section.
Create and Analyse Reports
To create a new report:
Click + New Report (or) drag and drop the required fields from the Fields section to Show Me and Group By.
You can see the following options on the fields added to Show Me:
- Click the Settings/Gear icon next to the field label to update Field Display Name, and Decimal places.
- You can choose to select the required Aggregation by clicking the Aggregation type dropdown list.
- Click Close, if you wish to remove a field from Show Me.\
You can see the following options on the fields added to Group By:
- Click the Settings/Gear icon next to the field label to update Field Display Name and Decimal places. You can also enable Row Grouping on the fields added to Group By.
- Click Close, if you wish to remove a field from Group By.
Row Grouping: allows you to visually group the rows/records in a report by a dimension type field, without aggregating all the other fields. You can enable row grouping on the String, Boolean, Picklist and Date data types.
Row Grouping in Data Designer (BETA) work as Row Grouping in Reporting. For detailed information on Row Grouping, refer to the Row Grouping in Reporting article.
Add Formula Field
Using this feature, you can instantly create formula fields in reports. Formula Fields in Analysis Details of Data Designer (BETA) work as the Formula Fields in Reporting. For information on how to create a Formula Field, refer Formula Fields in Reporting.
To create a Formula Field:
- Click Add Formula Field. The Add Formula Field window appears.
- Enter the following details:
- Label: Enter the display name of the Formula Field.
- Data Type: Select the required Data Type (String or Date or Number).
- Select the data type, based on the output field you want. For example, if you want to see the output as number of days/weeks/months, then select the output data type as number.
- Functions and Fields may differ based on the selection of the data type.
- Select the required Function of your choice, and then enter the Values and/or Fields as per your requirement.
- Click Save to save the Formula Field.
Click Analyse to see a visualization of the data. By default, your data will be displayed in a table.
You can see the following options in the Tabular Reports:
- Search: you can type in the keyword and search for any record within a report. You can also apply search filters, if required.
- Sort: you can sort for any records in the dataset.
- Maximize: You can also view the tabular report in a full screen view by clicking the Maximize icon.
- Settings: Click the Settings/Gear icon on the upper left corner of the report to enable First Column Freeze and Text Wrap, and then click Analyze to see the new settings.
Visualization types are dependent on the number of fields added to Show Me and Group By. To select a visualization, hover to the right of the screen and select the required visualization type from the following options.
- Stacked Bar
- Stacked Column
- Column Line
- Heat Map
- Packed Bubble
Click the Settings/Gear icon on the upper left corner of the visual report to enable Show Datapoint, and then click Analyze to see the values on the graphs.
Visualizations in Data Designer (BETA) work as the visualizations in Reporting. For detailed information on Visualization Types, refer Visualization Types in Reporting.
To filter the data that is displayed on the visualization (table/graphs), click the Filter icon. To apply Filters:
- Click Add Filter on the upper right corner of the screen. The Filters window appears.
- Click Add Filter.
- Select the field you want to filter on.
- Choose the operator and then input the data in the Value text box.
- You can also Add more filters by clicking the + icon next to Value text box.
- You can Delete a filter by clicking the x icon.
- You can add advance filters such as (A OR B) AND C, type in your desired expression in the Advanced Logic text box.
New Report, Save Report and Repository
- New Report: Clicking New Report allows you to create a new report. But, if you have already started exploring and analysing a report, you may lose the settings if you click New Report. Click Save Report, if you wish to save it.
- Reports Repository: Click the Hamburger button on the top left corner of the screen to see all the saved reports.
Note: Currently, reports created in Data Designer (BETA) cannot be added to Gainsight Dashboards, C/R360, Success Snapshots 2.0, etc. For now, you must manually build reports from Report Builder using the Data Space built in Data Designer (BETA), and then use them in other functionalities of Gainsight. We are working on adding a one-click - ‘Publish to Reports Repository’ action in the Configure page, and this enhancement will be shipped soon.
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