myEDITED: How Do I Use Customers > Analysis?
This article explains:
- How to add & remove metrics.
- How to add & remove filters.
- How to sort data in tables.
- How to add metric comparisons to tables.
- How to visualize data in a chart view.
Clicking Analysis in the Customers navigation opens Customer Dimensional Insights within EDITED Omni.
By default, the Customer View is set to Customer Frequency. Customer frequency refers to how often a customer interacts with or purchases from your business within a given period.
By default, the first column of your chart will display customer frequency cohorts:
- New Customers
- 2-5 Time Buyers
- One-Time Buyers
- Lapsed Customer
- 6-10 Time Buyers
- 11+ Time Buyers
Your table will include six default metrics.
- Placed Order Value
- Units Sold
- Product Profit
- Product Profit %
- Product Profit/Unit
- Return Order Value
Any Enterprise default filters you have applied to your myEDITED account will be transferred to Analysis > Dimensional Insights.
To View Metric Definitions watch the GIF below:
How To Add & Remove Metrics
The metrics available for you to add to your table will be dependent on the data we ingest from your business.
Adding metrics can further enhance your Customer analysis.
There are two ways to do this:
Option 1: Add from the metric drop-down in your table (see GIF)
Option 2: Go to Edit Grid to access your Settings.
Take the interactive tutorial below to learn how to do it.
12 STEPS
1. In this tutorial, we'll explore how to customize your Dimensional insights table by adding the metrics that matter most to you and removing those that aren't relevant to your analysis at this time.
2. Click Edit Grid.
3. In the section labeled Columns you can add, re-order and delete metrics within your table.
4. Click Add metric / field
5. Type the metrics you'd like to add. In this example type Customer Recency into the highlighted Search box.
6. The metric you have selected will appear in the right-hand column as highlighted.
7. Click Add.
8. The Customer Frequency metric has now been added to the columns section.
9. To remove a metric from your table click the X next to the metric name.
In this example we shall remove Returned Order Value.
10. You can also drag and drop any metric to re-order the columns in your table.
Anything to the left of the snowflake icon will freeze the column in place. Frozen columns will stay static as you scroll to the right of your table.
10b. Drop
11. Click Apply once you are happy with the changes made to your Columns.
12. Customer Recency will now be visible in your table.
You have now completed the tutorial.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2518009/Customer---Analysis---Dimensional-Insights--How-To-Add---Remove-Metrics
How Do I Add & Remove Filters?
You can filter the data in your table to focus on a specific customer segment or metric criteria. For example, you can view only customer segments that have generated sales of more than $14,000.
Take the interactive tutorial below to find out how.
13 STEPS
1. In this tutorial you will learn how to add and remove filters from your Dimensional Insights table to focus your analysis on data of interest.
2. Click Edit Grid
3. Click Add filter.
4. Click Customer Frequency to select the metric you want to filter by.
5. Click Sales.
6. Type 14000 into the highlighted field.
7. You can continue to add a number of filters to your table by selecting Add filter.
8. Once you have added the filters you want, click Apply.
9. The filters you have applied will appear in the highlighted box.
From here, you can remove or edit your filters.
10. Your table will have updated to only show Customer Frequency that have 14,000 or more in Sales in the last week.
11. You can also remove filters by going to Edit Grid.
12. Click the - symbol beside your filter to remove it.
13. Click Apply to save the updates you have made to your filters.
You have now completed the tutorial
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2519948/Customer---Analysis---Dimensional-Insights---How-To-Add---Remove-Filters
How Do I Sort Data In Tables?
To highlight the most relevant insights at the top of your table, you can customize the sorting logic.
There are two ways to do this:
Option 1: Within the Sort area of the configuration settings, you can sort by Ascending or Descending.
Watch the GIF to find out how.
Option 2: Click the down arrow beside a metric in your report. This opens up a pop-out, from which you can select Sort Ascending or Sort Descending.
To remove sort order or reset your sort, repeat Option 2, but select Remove Sort or Reset Sort.
How Do I Add Metric Comparisons To Tables?
You can add comparisons for the data in your Dimensional Insights table. For example, you can compare metrics against the total, against previous periods, or against internal targets.
- Follow the interactive tutorial to learn how.
18 STEPS
1. In this tutorial, you'll learn how to add comparison fields to metrics in your table. We will demonstrate two methods for applying comparisons.
2. The first method is adding a single comparison to a metric.
Lets take the Sales metric for this example.
Click Sales.
3. Click Add Compare Column.
You will be given 8 different comparison options to choose from.
4. Click % vs B.
5. Sales (% vs B) will appear as an additional column beside Sales (A).
Period A is looking at this week's Sales data and period B is looking at last week's Sales percentage change.
6. To remove a singular metric comparison click Sales (% vs B)
7. From the dropdown, click Remove Column to remove this column from your table.
8. The second method for applying a comparison is to bulk compare.
Click Edit Grid.
9. Click Compares.
10. Click the + beside % vs B.
11. Click Apply.
12. All metrics where applicable will now have a % vs B column added.
Green indicates a positive % increase whilst Red indicates a negative % decrease.
13. To remove your bulk comparisons.
Click Edit Grid.
14. Click Compares.
15. Click Remove all.
16. Alternatively, click the trash icon beside the comparison metric you want to remove.
17. Click Apply.
18. This has now removed all comparisons from your report.
You have now completed the tutorial.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2519995/Customer---Analysis---Dimensional-Insights--How-To-Add-Comparisons
How Do I Visualize Data In A Chart View?
You can convert your table data into a dynamic chart for visual analysis of your business insights.
- Choose the number of data rows from your table to display in your chart view, as demonstrated in the GIF.
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