Saturday, May 7, 2011

Omniture Insight - How to use Worksheet feature

Worksheet (A Very Useful Feature in Omniture Insight):

The objective of this post is to show how we can start using Worksheet feature of Omniture Insight. My main focus is to show how to use formulae which I assume is more important. I haven’t covered features like “Check indicators” and “Callout to Worksheet” etc. which I’ll cover in my future posts.

Please note that I have tried to cover few formulae to get some desired results. You can use this tool accordingly as per your requirement. The numbers being used in this post are dummy numbers.

A worksheet is a visualization that provides functionality similar to other spreadsheet applications you may already be familiar with.
The benefits of using Worksheet feature of Insight is that you can create and re-use ad-hoc metrics and filters and you can define thresholds that trigger the generation of reports using Report. Also, you can create “input fields” for evaluating basic “what-if ” scenarios.

Formulas in Worksheet can use:
• Metrics and Filter Syntax
• Cell Reference
• Both

In the below screenshot, I tried to capture how exactly we can use expressions in worksheet to get the desired results:

I have taken Revenue and Visits for explanation. You can add more metrics. You just need to change the metric name from above expression.

I have labeled the above image with numbers for explanation:

Label 1: This shows how you can write formula within cells for the required dimension across different metrics. (Add additional metrics in columns as per your requirement)

The syntax is :

This worksheet shows metric across “Referring Domain” dimension and using metric expression.

Label 2 : This worksheet shows the cell reference. To get this I just typed one referring domain as an example. I have taken as dimension element and use cell reference to get my desired result.

The syntax is :

There can be instances where you want few reports on daily/weekly basis. Instead, of going directly into dimension, you can use worksheet feature to export your data. We can use different dimension in the same cell. I will explain that in label 4.

Label 3 : You can use either existing dimensions/report of your dataset or can create custom reports.

How can we report data according to newly created segment across different metrics? Label 3 is exactly pointing to this answer.
To show this, I have created one custom segment with name “testsegment” and used the below mentioned formula to get data for some metric (say "Visits").

The syntax is :
Please note that I have excluded the other element which will come once you create any segment.

Label 4 : This worksheet shows that how can we use Metric filter syntax and cell reference in worksheet.


=Visits[Referrer_domain="" And GMT_Month=$B2]

This above syntax shows that we can use more than one dimension in worksheet. For example: "Referring Domain" Visits(1st dimension)for some particular "Month" (2nd Dimension) and we can separate them using “And” operator. Similarly, if you want to add further dimension say country you can add this using one more additional “And” operator and then your exact dimension name.

Worksheets like many other reports can be exported to excel. You can play around with formulas to get results as per your requirement. I find this feature quite useful as this make reporting/analysis tasks so simple and save time. This can be used to save your time in the sense that instead of using different visualizations for different reporting purpose you can use them directly into your worksheet.

Please share your thoughts!