E10: Insight for Analyzers Flashcards
Insight for Analyzers
Do all Eloqua marketing users have an Analyzer license?
No, an Analyzer license costs extra.
Insight for Analyzers
What types of Insight licenses are there?
Reporter and Analyzer
Insight for Analyzers
What is Insight?
A full blown BI tool
Insight for Analyzers
What platform is Insight on?
MicroStrategy
Insight for Analyzers
What can you do with a Reporter license?
View/edit standard Reports and Dashboards
Insight for Analyzers
What can you do with an Analyzer license?
Create custom reports and Dashboards, as well as edit standard Reports and Dashboards
Insight for Analyzers
Do all marketing users have a Reporter license?
Yes
Insight for Analyzers
Is Investment Increase Analysis a standard report or a Custom Report?
A Custom Report
Insight for Analyzers
Private or public folder? Reports and Dashboards
Public
Insight for Analyzers
Private or public folder? Custom Folder
Public
Insight for Analyzers
Private or public folder? My Reports
Private
Insight for Analyzers
What does a Custom folder do?
You publish custom reports here to make them available to all users of your organization.
Insight for Analyzers
Where are standard Eloqua reports and dashboards stored?
Reports and Dashboards folder
Insight for Analyzers
On your dashboard, what are the 5 prompts under Create that exist if you have an Analyzer license?
New Analysis, New Report. New Dashboard, New Prompt, New Filter
Insight for Analyzers
What are 2 things filters can do?
Limit the data, or adjust the view once you’ve pulled the data.
Insight for Analyzers
What do you call a filter when you use it to adjust the view of the report once you’ve run it?
View filter
Insight for Analyzers
What does a prompt do?
Asks for user input
Insight for Analyzers
Can filters and prompts be reused?
Yes, they are reusable objects.
Insight for Analyzers
Can you drop multiple prompts onto one report?
Yes
Insight for Analyzers
What are metrics and attributes?
Report objects
Insight for Analyzers
What are the descriptive parts of your reporting called?
Attributes
Insight for Analyzers
What are the 2 categories of prompts
Element lists, qualification prompts
Insight for Analyzers
In creating a prompt, What’s like a shopping cart of prompts?
element list
Insight for Analyzers
In creating a prompt, what’s a kind of prompt that allows you to define thresholds and characteristics?
A qualification prompt
Insight for Analyzers
What are the three tabs used in creating a prompt?
Definition Tab, General Tab, Style Tab
Insight for Analyzers
In creating prompts, where do you select attribute, list all values or show set of values?
Definition tab
Insight for Analyzers
What kind of object is “year” if you’re creating a filter?
An attribute
Insight for Analyzers
When designing a report, can you customize whether a prompt answer is required?
Yes
Insight for Analyzers
Where do you drag and drop your prompt to build a report?
Into the Report Filter area
Insight for Analyzers
Would you normally create custom groups for attributes or metrics?
Attributes
Insight for Analyzers
What do you call a defined area of a Dashboard?
Panel
Insight for Analyzers
What are the 2 main types of widgets?
Flash widgets and Dynamic HTML widgets
Insight for Analyzers
On a Dashboard, Heat maps, funnels, bubble charts, micro sparks are all examples of…
Widgets
Insight for Analyzers
Can you have stacks of panels on a Dashboard?
Yes
Insight for Analyzers
Is there a limit to the number of layers you can build out on a Dashboard?
No
Insight for Analyzers
What tool in insight displays high level performance trends in data?
Dashboards
Insight for Analyzers
Do Dashboards provide interactive reporting?
Yes
A Report consists of a ________ Window and a _____.
Template Definition Window and a Filter
Before you build a custom Report, make sure you have a _____.
well defined problem statement or question.
A time Attribute needs to be . . .
Governed by another Attribute related to the Metric you want to count on the report.
Give an example of a time Attribute being governed by another Attribute.
If Month is displayed on the report, and the number of visitors is being counted, Visit Date must be added to the report objects to govern the Metric calculated per month.
The Report building process in 8 steps: (1) _____, (2) Select Blank Report Template, (3) Add Prompts (Filters) to template, (4) Add Attributes and Metrics to Template, (5) Format, (6) Add Linked Reports if desired, (7) Add Related Reports if desired, (8) Save / Move to Custom Folder.
Create Report prompts and filters
The Report building process in 8 steps: (1) Create Report prompts and filters, (2) ____, (3) Add Prompts (Filters) to template, (4) Add Attributes and Metrics to Template, (5) Format, (6) Add Linked Reports if desired, (7) Add Related Reports if desired, (8) Save / Move to Custom Folder.
Select Blank Report Template
The Report building process in 8 steps: (1) Create Report prompts and filters, (2) Select Blank Report Template, (3) ____, (4) Add Attributes and Metrics to Template, (5) Format, (6) Add Linked Reports if desired, (7) Add Related Reports if desired, (8) Save / Move to Custom Folder.
Add Prompts (Filters) to template
The Report building process in 8 steps: (1) Create Report prompts and filters, (2) Select Blank Report Template, (3) Add Prompts (Filters) to template, (4) _____, (5) Format, (6) Add Linked Reports if desired, (7) Add Related Reports if desired, (8) Save / Move to Custom Folder.
Add Attributes and Metrics to Template
The Report building process in 8 steps: (1) Create Report prompts and filters, (2) Select Blank Report Template, (3) Add Prompts (Filters) to template, (4) Add Attributes and Metrics to Template, (5) _____, (6) Add Linked Reports if desired, (7) Add Related Reports if desired, (8) Save / Move to Custom Folder.
Format
The Report building process in 8 steps: (1) Create Report prompts and filters, (2) Select Blank Report Template, (3) Add Prompts (Filters) to template, (4) Add Attributes and Metrics to Template, (5) Format, (6) _____, (7) Add Related Reports if desired, (8) Save / Move to Custom Folder.
Add Linked Reports if desired
The Report building process in 8 steps: (1) Create Report prompts and filters, (2) Select Blank Report Template, (3) Add Prompts (Filters) to template, (4) Add Attributes and Metrics to Template, (5) Format, (6) Add Linked Reports if desired, (7) _____, (8) Save / Move to Custom Folder.
Add Related Reports if desired
The Report building process in 8 steps: (1) Create Report prompts and filters, (2) Select Blank Report Template, (3) Add Prompts (Filters) to template, (4) Add Attributes and Metrics to Template, (5) Format, (6) Add Linked Reports if desired, (7) Add Related Reports if desired, (8) _____
Save / Move to Custom Folder.
_____ allow users to determine, at run time, the objects they want to retrieve for the Report and report filtering conditions.
Prompts
When can a user make different prompt selections?
Each time the Report is run.
A Prompt allows users to dynamically _______.
change the contents of a Report.
Prompts allow users to specify the data they need to see without . . .
building out multiple Reports.
What does a Hierarchy Qualification Prompt let you do?
Select answers from all Attributes within a hierarchy or list of hierarchies.
A ______ is the most flexible type of Prompt.
Hierarchy Qualification Prompt
A ____ Prompt lets you select answers from all Attributes within a hierarchy or list of hierarchies.
Hierarchy Qualification Prompt
The ______ Prompt enables you to select answers by specifying the Attribute object and defining the qualification condition for this object.
Attribute Qualification Prompt
What does an Attribute Qualification Prompt let you do?
Select answers by specifying the Attribute object and defining the qualification condition for this object.
Which is more restrictive: the Hierarchy Qualification Prompt or the Attribute Qualification Prompt, and why?
The Attribute Qualification Prompt, because the user has fewer Attribute Elements from which to select answers.
What does an Attribute Element List prompt enable you to do?
Select answers from a limited list of Attribute Elements.
Which is the most restrictive of the filter definition prompts, and why?
The Attribute Element List Prompt, because the user has the fewest number of Attribute Elements to select.
A _______ Prompt determines what data should be displayed for one or more Metrics on a report.
Metric Qualification Prompt
What does a Metric Qualification Prompt do?
Determines what data should be displayed for one or more Metrics on a report.
What does an Object Prompt do?
Enables you to select filter objects to include in a report.
What does a Value Prompt do?
Enables you to select a single value on which to qualify, such as a date, number, or text string.
What are the six types of Prompts available?
Hierarchy Qualification, Attribute Qualification, Attribute Element List, Metric Qualification, Object Prompt, and Value Prompt.
What are the three filter definition Prompts available?
Hierarchy Qualification, Attribute Qualification, and Attribute Element List.
What are the three tabs of configuration available to configure a new Prompt?
Definition Tab, General Tab, and Style Tab.
What are the three things you need to do when configuring a prompt?
Create a display name for the Prompt, decide what type of Prompt you want to create, and select the Filter that will execute when the report is run.
If you are going to create a Filter to limit the report time span to 2010 or later, what three things do you need to define?
Attribute = Time, Increment = Year, Range = 2010 or greater.
When you start with a blank template, what do you see?
An outlined grid that includes designated areas for various components of the Report.
Where are all the items that can be added to the Report accessible in a blank template definition window?
Under the All Objects pane on the left side of the window.
Your Report template definition window will have an area where Filters may be added. Where is this?
At the top.
What does the area called Page By do in your Report template definition window?
It acts like a filter to display the data.
What are Attributes? Give three examples.
Descriptive data in the report, such as Campaign, Campaign Type, and Month
What are Metrics? Give one example.
Calculations or numeric data in the report, such as Response Rate.
If you want a Report to be filtered by Campaign Type and Month, what’s a good way to set it up?
Use Campaign Type as a “Page By” function and add Month as a “cross tab” across the top of the report.
For a high level view of data trends, display a report as a _____.
graph.
Describe the correlation between number of data points and appearance of a graph
The fewer the data points, the better the graph will look.
All reports start by default as a ___
grid.
Because graphs look better with fewer data points, what’s a good idea to modify before you view a report as a graph?
The level of detail included in the report.
What are three things you can change about graph formatting?
(1) Show or hide the legend (2) Format text font, size, and color (3) Show totals
What do dashboards display?
High level performance trends in data.
____ are a dashboard feature which allows you to layer Reports.
Panels
____ and _____ are different ways to display data.
Tables and graphcs
_____ allows you to flip between display views (graph and grid)
Quick Swich
_____ display performance benchmarks on dashboards.
Gauges
Gauges display ____
performance benchmarks.
___ allow multiple dashboards in one.
Tabs
_______ allow switching between report layers.
Button bars
_______ act as filters on dashboard data.
Selectors
_________ allow you to drill down on a dashboard metric to view additional report data.
Linked reports
_____ are objects in the form of a grid or graph which display a Data Set
Reports
The Data Set for Reports includes _____
Attributes and Metrics.
A Dashboard is an object that displays _______
Reports.
A ____ contains interactive features that allow users to change the display of data in Reports.
Dashboard.
Before building a Dashboard . . .
audit the available Reports to see if you have the data currently saved in a format that meets your needs.
Define the Dashboard’s Body.
The entire area of the Dashboard.
In a Dashboard, what is a Grid or Graph object?
An unnamed Report.
In a Dashboard, what is a Panel Stack object?
The top or bottom layer of a Dashboard.
In a Dashboard, what is a Title object?
The Dashboard Title.
In a Dashboard, what is a Text object?
A textbox.
The menus accessible under the Format tab will be different when?
They’ll be different in Design mode than in Editable mode.
What are two ways to build a Dashboard?
(1) Use existing reports to build a Dashboard quickly; (2) Build new custom Reports, then add to a new Dashboard.
Begin your Dashboard building process by…
clearly articulating the Dashboard purpose to identify what should be included in the Dashboard.
A Dashboard that displays Campaign Response Rates by Month for the last 2 years, and shows the Campaigns that had the highest response rates in each year shows…
Trends in response rates at a high level, and allows you to drill down deeper into the Campaigns to find out which ones performed best.
A __________ indicates exactly the data that should be included, where the Reports will be positioned, and any features that the Dashboard should incorporate.
Wireframe mockup of your Dashboard
At a high level, what are the steps involved in building a new Dashboard?
Step 1 - Determine and/or create the Reports. Step 2 - Create the Dashboard and add the Reports or Data Set. Step 3 - Format the Dashboard.
At a high level, what are the steps involved in building a new Report?
Step 1 - Start with a blank Report Definition Template. Step 2 - Add the Attributes and Metrics. Step 3 - Format.
The grid Report that you create can be used as a ____ for the Dashboard.
Data Set
Using a Data Set to build Reports on Dashboards means that…
You add the data points to the Dashboard Objects Browser, and use them to build Reports on the Dashboard.
What is the benefit of using a Data Set to build Reports on Dashboards?
The Data Set can be used to create multiple Reports.
What is the faster method for building a Dashboard?
To use pre-saved and formatted Reports and simply insert them into the Dashboard.
The Dashboard Template lays out the ______ of the Dashboard.
frame
The Panel is one _____ where you can insert reports.
layer
What is the disadvantage of using Insert … Report to add Reports to Dashboard panels?
Every Report added to the dashboard will add a new Data Set to the Dashboard Objects. This may increase the time it takes to run and render the Dashboard.
True or false? An Analyzer user can customize the look of Reports and the Dashboard to match your organization’s look and feel.
True.
Filters may be included in ________ and help to limit report data.
Prompts
Filters may be included in _____ and help to…
Limit report data.
Prompts allow users to dynamically…
dynamically change report data at run time.
Which is the recommended method of building dashboards, and why? With pre-saved reports or with data sets?
With data sets, because it reduces loading time.
