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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.

Terms and Concepts

This section contains information about terms and concepts related to analytics in OneStrata.

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.

TermDescription
Dimension

A field that represents an attribute. For example, the Start Date of a campaign or the External Link Status of an Ad Placement.

Measure

A field that represents quantitive information and that can be used in a calculation. For example, Client Net Amount (CC) or Impressions.

Table

A group of related fields. For example, the Flight Period table contains attributes related to flight periods, like their start and end dates.

Types of Folders

Reports and dashboard are saved and organized into folders. There are four types of folders:

  • Favorites
  • My Folder
  • Group
  • Shared
Folder NameDescription
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 (the query results data table).

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

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.

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.

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

The table is being loaded. Please wait for a bit ...

Data FormatDescriptionData Format is Available if Delivery Format is EmailData Format is Available if Delivery Format is Amazon S3Inline or Attachment
Data Table

The data table is sent in the body of the email, in HTML format.

Yes

NoInline
Visualization

The visualization is sent in the body of the email, as a PNG file.

Yes

NoInline
CSVThe data table is sent as a CSV (comma-separated value) file attachment.YesYesAttachment
XSLXThe data table is sent as an Excel file attachment.YesYesAttachment
JSON — SimpleThe data table is sent as a JSON file attachment.YesYesAttachment
TextThe data table is sent as a tab-separated text file attachment.YesYesAttachment
HTMLThe data table is sent as an HTML file attachment.YesYesAttachment

Advanced Delivery Options

When a query or report is shared, the Advanced options section provide additional customization options.

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

The table is being loaded. Please wait for a bit ...

Advanced Delivery OptionDescriptionData FormatAdvanced Delivery Option is Available if Delivery Format is EmailAdvanced Delivery Option is Available if Delivery Format is Amazon S3

Limit

Select the size of the delivery:

  • Results in Table: The data in the query results data table, which has a general limit of 5,000 rows, is sent in a single delivery.

  • All Results: All results of the query, without a row limit, are sent in as many deliveries as necessary.

    However, if the delivery format is Email, there is a 15 MB limit for file attachments and a 20 MB limit for inline content. Deliveries above this limit are not sent.

Data Table

YesNo

Visualization

YesNo

CSV

YesYes

XSLX

YesYes

JSON — Simple

YesYes

Text

YesYes

HTML

YesYes

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

YesNo

Visualization

YesNo

CSV

YesNo

XSLX

YesNo

JSON — Simple

YesNo

Text

YesNo

HTML

YesNo

Format options

Select or unselect additional formatting option(s):

  • Apply visualization options: Select this option to include any user-defined visualization settings, like custom column labels.

  • Formatted data values: Select this option to include any existing special formatting, like the rounding of long numbers. 

Data Table

YesNo

Visualization

NoNo

CSV

YesYes

XSLX

YesYes

JSON — Simple

YesYes

Text

YesYes

HTML

YesYes

Table resolution

Option is only available if Data Format is Visualization

Select the width of the visualization:

  • Normal: 800 pixels

  • Wide: 1680 pixels

Visualization

YesNo

Send this schedule if

Option is only available when scheduling a recurring delivery

Select the send condition of a recurring delivery:

  • there are results: Send the delivery only if there are results that match one or more user-defined filters.

  • there are no results: Send the delivery only if there are no results that match one or more user-defined filters.

  • there are either results or no results: Send the delivery if there are either results or no results that match one or more user-defined filters.

  • Optional - and results changed since last run: Send the delivery only if the query results have changed since the last delivery was sent.

Data Table

YesNo

Visualization

NoNo

CSV

YesYes

XSLX

YesYes

JSON — Simple

YesYes

Text

YesYes

HTML

YesYes

Timezone

Option is only available when scheduling a recurring delivery

Select the time zone that a recurring delivery is sent in.

Data Table

YesNo

Visualization

YesNo

CSV

YesYes

XSLX

YesYes

JSON — Simple

YesYes

Text

YesYes

HTML

YesYes



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