Table of Contents
Overview
The Analytics page provides tooling to explore and visualize the data entered and created within OneStrata, like information about a campaign's budget or the unique identification number of a specific Order. The results of a query can be saved and shared, internally or externally.
Analytics Terms and Concepts
This section contains information about terms and concepts related to analytics in OneStrata.
About Dimensions, Measures, and Tables
Queries are requests for information, and the fields in a query specify what type of information to return. There are two types of fields, dimensions and measures. Related fields are grouped into tables.
Term | Description |
---|---|
Dimension | A field that represents an attribute. For example, the Start Date of a campaign or the External Link Status of an Ad Placement. In the query results data table, located in the Data section, dimensions appear as blue columns. |
Measure | A field that represents quantitive information and that can be used in a calculation. For example, Client Net Amount (CC) or Impressions. In the query results data table, located in the Data section, measures appear as orange-brown columns. |
Table | A group of related fields. For example, the Flight Period table contains attributes related to flight periods, like their start and end dates. |
About Calculated Fields
Calculated fields are user-created metrics and dimensions that are derived from one or more existing fields, including other calculated fields.
In the query results data table, located in the Data section, calculated fields appear as green columns.
A calculated field is restricted by the query that it is added to:
- A calculated field depends on the results of the query; a calculated field can only be derived from other fields in the query.
- A calculated field exists as long as the query does. In other words, if the query is not saved, the calculated field is not saved either.
- A calculated field is only viewable and editable by the user that created it, unless the query that contains the calculated field is saved to the Group folder, a folder shared by users across the same OneStrata enterprise.
Like in Excel, calculated fields can be created by using basic mathematical operators—addition (+), subtraction (-), multiplication (*), division (/)—or built-in formulas.
For example, a calculated field might be created by taking the Clicks delivered and dividing it by the Number of Units ordered, in order to examine delivery pacing: Delivery Pacing = Clicks / Number of Units.
Calculated Field Format Options
All rounding is half-up rounding, where half-way values are always rounded up.
For example, when rounding to the nearest integer, any value less than 1.5 is rounded down to 1, and any value equal to or greater than 1.5 is rounded up to 2.
Calculated fields can be displayed in a variety of formatting options:
Format Option | Description |
---|---|
Default formatting | Displays values as they are formatted in the OneStrata data warehouse. |
ID | Displays numeric values as integers, with any non-integer values rounded to the nearest integer. |
Decimals | Displays numeric values with a comma that separates every three digits and a period that separates the decimal fraction, if any decimal places are included. There are five decimal place options:
|
U.S. Dollars | Displays numeric values like in the Decimals option, but with the U.S. dollar symbol ($) in front. There are two decimal place options:
|
British Pounds | Displays numeric values like in the Decimals option, but with the British pound symbol (£) in front. There are two decimal place options:
|
Euros | Displays numeric values like in the Decimals option, but with the euro symbol (€) in front. There are two decimal place options:
|
Percent | Displays numeric values like in the Decimals option, but with the percent symbol (%) at the back. There are five decimal place options:
|
Custom | Displays numeric values as specified by the user-entered Custom format formula. |
Types of Folders
Reports and dashboard are saved and organized into folders. There are four types of folders:
- Favorites
- My Folder
- Group
- Shared
Folder Name | Description |
---|---|
Favorites | A user-created collection of bookmarked reports and dashboards. To add a report or dashboard to your Favorites folder, click the heart icon next to the title of the report or a dashboard. |
My Folder | A personal, non-sharable folder for individual users. |
Group | A shared folder that can be viewed and edited—depending on individual user permissions—by users within the same OneStrata enterprise. |
Shared | Currently not available. |
Access the Analytics Page
Access the Analytics page from the top navigation bar under Reports, or from the Welcome home page under the Reports section.
Analytics Page UI Reference
Build and run queries on the Analytics page, create reports and dashboards, or open existing reports and dashboards.
Analytics Page UI Elements
The Analytics page contains the following elements:
Element | Description | |
---|---|---|
1 | Field Selection section | The Field Selection section contains information about fields that can be added to a query and fields that have been added to a query. For more information, see Field Selection Reference. |
2 | Filters section | Displays any filters that have been applied to a query and filter options. By default, the Filters section is collapsed. |
3 | Visualization section | Displays the visualization created from a query and visualization options. By default, the Visualization section is collapsed. |
4 | Data section | Displays the fields added to a query. After a query is run, the Data section displays the results of the query as a data table. Click the Add calculation button to add a calculated field to a query. |
5 | Run button | Click to run a query. |
6 | Explore actions gear icon | Click to view and select actions related to the current query or report. Options include:
|
7 | Toggle Navigation folder icon | Click to view a list of available folders. Select a folder to view any reports or dashboards saved within the folder. |
Field Selection Reference
Field Selection UI Elements
The Field Selection contains the following elements:
Element | Description | |
---|---|---|
a | Collapse / Expand icon | Click to collapse or expand the Field Selection. |
b | Find a Field search bar | Search for fields that match specific terms and criteria. |
c | All Fields / In Use tabs | Click to switch between the All Fields tab and the In Use tab. |
d | All Fields tab | A list of all available fields, grouped by table. |
e | In Use tab | A list of currently selected fields, grouped by table. |
Field Selection Icons
Depending on the type of field, not all icons are available.
The Field Selection icons appear when hovering over a field in the Field Selection, and provide additional options and information about the field:
Icon | Description |
---|---|
Pivot data icon | Click to pivot on the field. The Pivot data icon is gray when the field being hovered over is not pivoted, and bold when the field is pivoted. |
Filter by field icon | Click to filter by the field. The Filter by field icon is gray when the field being hovered over is not filtered on, and bold when the field is filtered on. |
Info icon | Click to view more information about a field:
|
More icon | Click to see additional actions related to the field. |
Analytics Page Reference
Data Format Options
The results of a query or a report can be sent in many different formats. The format options depend on whether the results are sent as an email or to an Amazon S3 bucket.
Data Format | Description | Data Format is Available if Delivery Format is Email | Data Format is Available if Delivery Format is Amazon S3 | Inline or Attachment |
---|---|---|---|---|
Data Table | The data table is sent in the body of the email, in HTML format. | Yes | No | Inline |
Visualization | The visualization is sent in the body of the email, as a PNG file. | Yes | No | Inline |
CSV | The data table is sent as a CSV (comma-separated value) file attachment. | Yes | Yes | Attachment |
XSLX | The data table is sent as an Excel file attachment. | Yes | Yes | Attachment |
JSON — Simple | The data table is sent as a JSON file attachment. | Yes | Yes | Attachment |
Text | The data table is sent as a tab-separated text file attachment. | Yes | Yes | Attachment |
HTML | The data table is sent as an HTML file attachment. | Yes | Yes | Attachment |
Advanced Delivery Options
When a query or report is shared, the Advanced options section provide additional customization options.
Advanced Delivery Option | Description | Available Data Formats if Delivery Format is Email | Available Data Formats if Delivery Format is Amazon S3 |
---|---|---|---|
Limit | Select the size of the delivery:
| Data Table, Visualization, CSV, XSLX, JSON - Simple, Text, HTML | CSV, XSLX, JSON - Simple, Text, HTML |
Email options Option is only available if Delivery Format is Email | Include links: Select this option to include a link to the OneStrata query, report, or dashboard, in the body of the email. | Data Table, Visualization, CSV, XSLX, JSON - Simple, Text, HTML | N/A |
Format options | Select or unselect additional formatting option(s):
| Data Table, CSV, XSLX, JSON - Simple, Text, HTML | CSV, XSLX, JSON - Simple, Text, HTML |
Table resolution Option is only available if Data Format is Visualization | Select the width of the visualization:
| Visualization | N/A |
Send this schedule if Option is only available when scheduling a recurring delivery | Select the send condition of a recurring delivery:
| Data Table, CSV, XSLX, JSON - Simple, Text, HTML | CSV, XSLX, JSON - Simple, Text, HTML |
Timezone Option is only available when scheduling a recurring delivery | Select the time zone that a recurring delivery is sent in. | Data Table, Visualization, CSV, XSLX, JSON - Simple, Text, HTML | CSV, XSLX, JSON - Simple, Text, HTML |