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Create Usage Section in a Layout

Introduction

This article is the sixth item in a series of Adoption Explorer configuration articles. Gainsight recommends you to refer the initial articles of the series and then start with this article.

This article explains admins about the Usage Section and its types, and how to create/add an existing Usage Section to the layout, at Company and Person level.

You can navigate to the Layouts section in a project via below paths:

  • Administration > Adoption Explorer > Administration. Hover to the required project and click the Layouts icon.
  • Admins, and specific users who have access to the Analytics page can navigate to Layouts section via: Administration > Adoption Explorer > Analytics. Hover to the required project and click the Layouts icon.

Notes:

  • The Layouts section in a project, navigated via Adoption Explorer > Administration or Adoption Explorer > Analytics remain same.
  • Admins can also grant access to Adoption Explorer > Analytics page to the specific users, using Permission Groups. Once the users are granted with the access, these specific users can create and edit layouts in a project.

This document mainly describes about:

  1. Usage Section and its types
  2. Configure Usage Section for each Type

Usage Section

Usage Sections are the main artifacts of a Layout, which displays the usage data for a given configuration. For example, you can add a usage section for: A Company’s Total Page Views by Page Title, A Person’s Page Views by Page Title, A Company’s ARR Contribution, A Company’s Segmented ARR, etc.

To configure a usage section, you must first select a Usage Section Type. Usage Section configuration differs based on the selection of the Usage Section type. Currently, Adoption Explorer support 4 types of Usage Sections. The configuration for each usage section type is explained in this document.

  1. Analytics
  2. Contribution
  3. Heat Map
  4. LeaderBoard

1. Usage section type.gif

Use cases:

  • Analytics allow you to find the Number of Pages viewed by user - Sum of PageViews by user in Last X days.
  • Contribution: allow you to find a customer’s ARR Contribution to the total ARR generated by all customers.
  • Heat Maps: allow you to segment a customer for ARR, Segment a customer for TotalPageViews, etc.
  • Last time user logged into Gainsight - Max( LoginDate) by User
  • Number of days a User has been active in X days - COUNT(Distinct Date) in the Last X days by User  

Configure Usage Section for each Type

Once a layout is created and saved, you can now create/add a new usage section or can add an existing usage section to the layout.

Analytics

To add a new Analytics usage section:

  1. Select the layout in which you want to add a usage section.
  2. In the Layout Detail view, click + at the bottom right corner of the page.
  3. Click the Add New Usage Section button.

2. Usage section add.gif

Analytics

Using this type of usage section, you can configure various visualization charts to analyze usage data based on the selected measures and dimensions.

Data Sources

Upon selecting Analytics Usage Section type, you will see a dropdown called Data Sources. Selecting the required Data Source Object (Ex: Company Usage Info, Company Timeseries, Person Timeseries, etc.) from the Data Sources dropdown list will get you access to the measures and dimensions of that particular Data Source.

Groups

If the selected Data Source is of “Time Series” type, you will see another dropdown called Groups. Here, each group refers to the external data source which you have configured in the “Objects” section in Adoption Explorer. Once you select a group, you will get access to all the measures and dimensions ingested from that external source along with all custom measures and dimensions.

For detailed instructions on how to configure groups in a Data Source, refer <<Configure Groups>> TBA.

3. Analytics step 1.gif

Show Fields

Once you select a Group from the Groups dropdown list, you can now add the required measures and dimensions to the Show Fields section. You have an option to select a measure or dimension by selecting Add Field, or can also apply certain functions on measures and dimensions by selecting Add Function.

Add Field

To add a field:

  1. In the Show Fields section, click + and select Add Field. A new screen (ADD FIELD) appears, which displays all the available measures and dimensions in the selected Data Source object.
  2. Select the required measures and dimensions from Ingested Fields and Derived Fields section.
  3. Click ADD. You will see the selected fields are added to the Show Fields section.

4. Add field.gif

Add Function

To add a function:

  1. In the Show Fields section, click + and select Add Function. A new screen (ADD FUNCTION) appears.
  2. Function Type: Select the required function type from the Function Type dropdown list.
    Functions are grouped into 3 categories like, Aggregate, String and Analytics. Upon selecting function type, you will be provided with all the available functions in that category.
  3. Function List: Select the required Function from the Function List dropdown list. Function list is grouped based on the function type. All the functions associated to the function type are displayed after you select the type.
  4. Function Definition: Select the required field from the Function Definition dropdown list, on which you want to apply the function.
    Note: Dropdown list contain all the fields which are eligible for that particular function. For example, if you select the function type as Aggregate, you will only see the Number data type fields.

5. Add function.gif

  1. Decimal Points: Enter the number of decimal places (digits) you want to assign after the decimal point.
    Note: Decimal points are available only if the resultant data type is number. You need to specify up to what decimal point you want your data to be extracted and saved.
  2. Enter Alias/Display Name in the Target Field Name.
  3. Click SAVE. You will see the saved function is added to the Show Fields section.
  4. Click Settings/Gear icon on the field/function added to the Show Fields section, if you want to modify the settings.

6. Add function Setting.gif

Filters

Once you have added the fields/functions to the Show Fields section, you can now apply filter conditions and filter out the unwanted noise data from the usage section, using Filters.
Here, you can apply your own logic, for filtering the records, based on your business needs.

To apply filters:

  1. Select the required Filter, either And (or) Or.
  2. Click + to add a filter. You can add multiple filters in a single filter, by clicking +.
  3. Select the required field from the dropdown list, you will you want to apply the criteria.
  4. Select the required operator from the dropdown list, which meets your criteria /(business needs).
  5. Enter the required value of the field that meets your criteria (business needs).

7. Filter.gif

You can also add multiple sub filters/Nested filter conditions under the filter. The data filtering after applying the sub filter starts from the lowest level filter.

To add a sub filter within a filter:

  1. Click the Rounded-Plus button.
  2. Select the sub filter, either And (or) OR.
  3. Select the required field from the dropdown list, you will you want to apply the criteria.
  4. Select the required operator from the dropdown list, which meets your criteria /(business needs).
  5. Enter the required value of the field that meets your criteria (business needs).

8. field OR.gif

This means, the data filtering happens first using the OR filter conditions (starts from lowest level filter), and on the resultant data of the OR filters condition, then the AND filter condition will be applied.

Order By

Order By allows you to sort the analytics data for this usage section in a particular order.

To Configure Order By:

  1. Click the + button. You will see a list of fields added to Show Fields section.
  2. Select the required field on which you want to apply Order By.
    Note: You can add only 1 field to the Order By section.
  3. Click ADD.
  4. Click the Settings/Gear icon. A new screen (Field Options) appears.
  5. Select ASC or DESC from the Order By Direction dropdown list.
  6. Select First or Last from the Nulls dropdown list.
  7. Click SAVE.

9. Order By.gif

Show Preview

To Show Preview:

  1. Click Show Preview to proceed or click Reset to go back to the previous version.
  2. Enter the Usage Section Name, if you wish to save the usage section.
  3. Click SAVE, to save the usage section to the layout.

10. Show Preview.png

  1. Click Show Preview to proceed or click Reset to go back to the previous version. For more information on Preview Options, click Preview Options.
  2. Enter the Usage Section Name, if you wish to save the usage section.
  3. Click SAVE, to save the usage section to the layout.

Contribution

Contribution Usage Sections are used to find the Percentage of Contribution made by a Company to the Segment it belongs to, based on the selected measure.

To add a new Contribution usage section:

  1. Select the Layout (from Company/Person level) in which you want to add a Usage Section. For example, if you have selected a Company Layout, you will see the Segment Source and Contribution Sources only from the Company level.
  2. In the Layout Detail view, click + at the bottom right corner of the page:.
  3. Click the Add New Usage Section button.
  4. Select Contribution from the Usage Section Type dropdown list.
  5. Select the required source from the Segment Source dropdown list.
  6. Select the required source object from the Contribution Source dropdown list.
  7. Select the Segment Field from the Segment Field dropdown list.  
  8. Select the Contribution Field from the Contribution Field dropdown list.

11. Contribution.gif

  1. Click Show Preview to proceed or click Reset to go back to the previous version. For more information on Preview Options, click Preview Options.
  2. Enter the Usage Section Name, if you wish to save the usage section.
  3. Click SAVE, to save the usage section to the layout.

12. Contribution image.png

The insights you could derive from the above image are: the selected company has made a contribution of 5.79% of total “ARR” generated from 14 Companies.

Heat Map

Heat Map usage sections are useful in identifying the Segment/Cluster/Category into which the given Company or Person falls under, based on the selected measure.

13. Heat Map Example.png

From the above image, you could easily identify into which segment the selected company falls under for various Measures. For example, ARR falls into Highest segment, whereas, Page Views falls under Medium segment.

To add a new Heat Map usage section:

  1. Select the Layout (from Company/Person level) in which you want to add a Usage Section. For example, if you have selected a Company Layout, you will see the Data Sources only from the Company level.
  2. In the Layout Detail view, click + at the bottom right corner of the page.
  3. Click the Add New Usage Section button.
  4. Select Heat Map from the Usage Section Type dropdown list.
  5. Select the required data source from the Data Sources dropdown list.
  6. In the Segment Fields section, click + and select the required segment fields.
  7. Click ADD.

14. Heat map.gif

  1. Click Show Preview to proceed or click Reset to go back to the previous version. For more information on Preview Options, click Preview Options.
  2. Enter the Usage Section Name, if you wish to save the usage section.
  3. Click SAVE, to save the usage section to the layout.

15. Heat Map Preview [2].png

Other Settings
  • You can also view the above usage section in a List view or Table view, by clicking the Chart Types dropdown list.
  • You can enable Animations by selecting the Animations checkbox.
  • You can enable Gradients by selecting the Use Gradients checkbox.
  • You can enable X Axis and the Y Axis labels by selecting the Show X Axis Label and Show Y Axis Label respectively.

16. Heat Map Editss 2.gif

LeaderBoard

Leaderboard usage sections help identifying the list of people ranked, either ascending or descending, who are leading, either ascending or descending, based on the selected measure/derived measure. For example, from a leaderboard, you can identify the Top 10 Person’s Sum of PageViews, Top 50 Person’s Sum of Unique PageViews, Top 10 Person’s Maximum Time on a Page, etc.

Notes:

  • Currently, you can create a Leaderboard Usage section on the measures/derived measures enabled for Leaderboard, in the Person Time Series Weekly object only.
  • Leaderboard usage sections can be created only under the Company Layout, as a person always belong to a Company.

The Leaderboard report (in ascending order) displayed in the below image helps you identify the Top 10 Person’s Sum of PageViews, for the selected Company, Instance and Date Range.

17. Leaderboard step 1.png

To add a new LeaderBoard usage section:

  1. Select a Company Layout in which you want to add a Usage Section or you can create new Company Layout by clicking +Layout. For example, if you have selected a Company Layout, you will see the Data Sources only from the Company level.
  2. In the Layout Detail view, click + at the bottom right corner of the page:.
  3. Click the Add New Usage Section button.
  4. Select LeaderBoard from the Usage Section Type dropdown list.
  5. Select the required data source from the Data Sources dropdown list. Currently, you will see only Person Time Series Weekly object.
  6. In the Select Fields section, click + and select the required measure/derived measure fields. Here, Person Id and Sum PageViews Leaderboard are added to the usage section.
  7. Click ADD.

18. Leaderboard Step 2.gif

  1. Click Show Preview to proceed or click Reset to go back to the previous version. For more information on Preview Options, click Preview Options.
  2. Enter the Usage Section Name, if you wish to save the usage section.
  3. In the Rank Upto textbox, enter the number of records to be shown in the usage section.
  4. Click SAVE, to save the usage section to the layout.

19. Leaderboard Step 3..gif

Preview Options

On clicking the Show Preview button on Usage Section configuration page, a new window (Usage Section Preview) appears, where you can preview the data of the selected measures and dimensions.

In the Usage Section Preview page, you can apply the following filters to get the preview of the data:

  • Company
  • Instance
  • Date Range

20. Preview options step 1.gif

Other Settings
  • Once you apply the required filters, the data will be shown in a default chart. But, you can still change the chart type by clicking the Chart Types dropdown list.
  • You also have the ability to enter the number of records to be shown on the usage section. Once you enter the number of records in the Number of Records textbox, the system will return only those many records of data based on the sort conditions given in Order By section.

21. Other Settings step 1.gif

  • Select the Animations checkbox, to enable animations.
  • Select the Use Gradients checkbox, to enable Gradients.
  • Select the Show Legend checkbox, to enable Legends.
  • Select the Doughnut checkbox, to enable Doughnut view of a chart. You can also edit the width of the arc in the Arc width (fraction of radius) checkbox.
  • Select the Explode Slices checkbox, to explode the visualization into slices.

22. Other Settings step 2.gif

Best Practices

  1. Naming Conventions: Although, you try to make things as intuitive as possible, it is always advisable to give proper names for Layouts, Usage Sections and Legends (Display Names) based on your business needs, for better identification.
  2. No.of Usage Sections: It is always recommended to add only the required number of Usage Sections to the Layout. You can create as many as Layouts, based on the logical grouping of Usage Sections rather than crowding out with too many Usage Sections in a single Layout.
  3. Chart Type: By default, Adoption Explorer Analytics selects the best possible Chart Type, based on configured Measures and Dimensions. But, it is always recommended to try out other chart types, based on your business requirements, before saving the new Usage Section.

Once the Usage Sections are configured in a layout, you can now wait for the project to run automatically (either Daily/Weekly), as configured in the Configure Adoption Explorer Objects (or) you can also schedule a project manually from the LOGS page. For more information on how to run a project manually, refer LOGS article.

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