Stylistic Tips and Tricks for Adobe Analytics Dashboards

Stylistic Tips and Tricks for Adobe Analytics Dashboards: How easy it is to share is one of the benefits of building a dashboard in Adobe Analytics Workspace. Whether via a live link or as a scheduled PDF, you should ensure that your data visualizations are easily viewable by stakeholders. But if you’re looking with your data-driven dashboards to make a real impact on the market, they’ll have to look sharp. Read on for some practical ways to add visual appeal as well as functionality at the next level.

Add a splash of color

Adobe Analytics Workspace helps you to choose for your dashboard a specific color palette. The latter choice is especially useful for those who want to match the colors of their dashboard to the branding of companies.

To access the color palette, click to ‘Project’ in the Workspace menu and then to ‘Project Info and Settings’.

Within the popup, you will see a row for ‘Project Color Palette’.

The drop-down carrot will show the five color palettes that have been pre-built. The first two solutions are tailored to provide the highest contrast and are built to be more available to those who are color-blind. The last three choices are color harmony combinations.

If you click ‘Custom Palette’ you will see the option to insert hex values to create your own color palette. The custom palette option allows the palette to have at least 2 colors and a total of 16 colors.

You can use the colors of your visualizations to add to the charm of your dashboard by judiciously choosing the right pre-built palette or creating one of your own.

Editing Labels

The automated data labels tend to be a bit wordy when you create a chart in Adobe Analytics Workspace. You might want to change their name to something that’s easier to read. To do this, you can use the function ‘ edit label ‘

In the example below, we want to simplify the labels so that references to Visit and Mobile Device Type are removed. We also want to change the Mobile Device Type of ‘Other’ and call it ‘Desktop’ instead.

In order to rename the data label, right-click on the data label and then click ‘Edit Label’

Type in the altered label and press Enter to save the new label for this graph.

Notice that while the references to ‘ Visits ‘ and ‘ Mobile Device Type ‘ are removed in the data labels for this instance, we still include them in the graph title. It means that viewers are still fully aware of what the chart represents, even with the changed labels.

Bucketing dimensions

Sometimes by bucketing some categories it is easier to get the message of your visualization across. For example, while Adobe distinguishes mobile phone traffic and tablet traffic, bucketing the two into one category can make sense for you. You may want to use segments in situations like this to make your own buckets

Ordering dimensions

Usually, the dimensions in a table (and therefore the dimensions in a graph) tend to be ordered from highest to lowest metric.

Occasionally, however, you may want dimensions to follow a particular order. Say, for example, that you always want Paid Social to appear before Organic Social

First click to the dimension

And then drag and drop the elements you want, in the order you want, into a table.

You also have the option to order things alphabetically.

In order to do this, highlight the elements you want to alphabetize, right-click and choose ‘Display only selected rows.’

Utilize the arrow by the Dimension name to alphabetize from A-Z or from Z-A.

You will find the dimensions of the table are listed in alphabetical order.

Explanatory text boxes

Adobe Analytics Workspaces offers the option of inserting text boxes into the dashboard. It can be helpful in building a dashboard of background data. For example, if your dashboard tracks information from three specific pages, the links to those pages can be given in the text box.

You can also use the text boxes in the dashboard to provide comments This is especially useful when you send the dashboard’s PDF. You can submit both the dashboard and the’ main insight’ in one PDF instead of having to write a paragraph in the body of an email with an attached PDF. This is particularly helpful if you expect the dashboard’s PDF to travel

Segment Drop-Downs

Sometimes when a dashboard seems crowded, you might want to make use of segment drop-downs.

Drag the segment to the top of the workspace for the drop-down. Place the segments on top of each other to create the dropdown while holding down the Shift button.

You will end up with a drop-down of the segment options. This can be useful when you don’t want to include every breakdown on the dashboard, but you do want to make sure it is easy for users to explore those breakdowns if they choose.

There are some basic stylistic tips and tricks to make your visualizations simpler, more intuitive and easier to read while creating dashboards in Adobe Analytics.

Thank You 🙂

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