Engage Digital | Analytical Designer overview
Analytical Designer is a tool for creating reports based on information collected from your contact center’s operations.
The reports you create are called insights, which consist of defined sets of measures, attributes, and filters that present your data in visual form. You can create insights that display your data in tables and various types of charts.
Analytical Designer contains a drag-and-drop interface that you can use to easily generate insights. You can also add filters, for example, to compare a data point to that of the previous year. When creating insights and adding filters, you can be as specific as you want.
As discussed in Dashboards overview, you can add insights to dashboards. Dashboards are where you can access and configure different insights and KPIs widgets to be readily available to you. You can have multiple insights in as many dashboards as you like. Apart from creating insights from scratch, you can edit existing insights whether they are already embedded in a dashboard or not.
Components of Analytical Designer
When you navigate to Analytical Designer, the first thing you’ll notice is the big insight canvas that takes up the majority of the screen. That’s the canvas where you’ll be dragging measures and attributes.
Measures are computational expressions of numerical or quantitative data, while attributes are non-measurable descriptors used to break down metrics and measures. Attributes represent qualitative data. Attributes can also be used as filters for your insights, KPI widgets, and dashboards.
For example, let’s say you want to create a bar graph to visualize the amount of agents per group in your contact center. In this case, Agent Count is your measure, while Agent Group is your attribute.
Once you drag each measure and attribute to their respective sections, you will see a bar graph generated that displays the amount of agents per group. Depending on how your data is configured, you may have different names for measure and attribute items.
On the left-hand side is the data catalog. This is where you can find measures and attributes. On top of the data catalog is a search bar where you can search for specific measures or attributes. Below the search bar are three tabs: all data, measures, and attributes.
In Analytical Designer, all draggable items in the data catalog — both measure and attributes — are called ‘data.’ Under all data, you can find all data that are either measures or attributes combined. Under the measures tab are measures, and under the attributes tab are attributes.
On top of the canvas is the title bar. On the title bar, you will find the insight title which you can rename. Along the title bar to the right are undo, redo, and clear buttons, the Open button to load an insight you already created, the Save button, and a More menu. Pressing the More icon gives you an option to export the insight data into downloadable XLSV or CSV files.
Below the insight title is the insight type switcher. Different icons represent various ways you can visualize your insights. Below these icons are different data sections. These sections are where you drag measures or attributes from the data catalog. Depending on the insight type, you may have the following sections: Measures, Rows, Columns, View By, Stack By, Trend By, and Segment By. Each section will have a different purpose for the specific insight type you choose.
For example, a bar chart will only have Measures, View By, Stack By, and Configuration sections, as these are the only sections needed to generate a bar graph. Bar graphs don’t have rows or columns, so the Rows and Columns sections will not appear.
Below the sections is the configuration box. By default, the configuration box is minimized. When you click on it, it will expand to show you different configuration options for the insight type you’ve chosen.
Insight types and their different sections and configurations are listed and explained further in Insight types.
To the right of the insight type switcher is the filter bar. You can drag attributes to it to act as filters for your insights, or you can drag the Date data to create filters for specific periods of time. Using date data as a filter lets you compare data to previous periods.
Accessing Analytical Designer
After you log in, click on Analytics in the main menu bar. This will take you to the Analytics page, where you can find the Dashboard, several menu items for reports, Dashboards and Analytical Designer in the left nav bar.
You can access Analytical Designer via the left nav bar.
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