E10: Insight for Analyzers Flashcards Preview

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Flashcards in E10: Insight for Analyzers Deck (121):
1

Do all Eloqua marketing users have an Analyzer license?

No, an Analyzer license costs extra.

2

What types of Insight licenses are there?

Reporter and Analyzer

3

What is Insight?

A full blown BI tool

4

What platform is Insight on?

MicroStrategy

5

What can you do with a Reporter license?

View/edit standard Reports and Dashboards

6

What can you do with an Analyzer license?

Create custom reports and Dashboards, as well as edit standard Reports and Dashboards

7

Do all marketing users have a Reporter license?

Yes

8

Is Investment Increase Analysis a standard report or a Custom Report?

A Custom Report

9

Private or public folder? Reports and Dashboards

Public

10

Private or public folder? Custom Folder

Public

11

Private or public folder? My Reports

Private

12

What does a Custom folder do?

You publish custom reports here to make them available to all users of your organization.

13

Where are standard Eloqua reports and dashboards stored?

Reports and Dashboards folder

14

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

15

What are 2 things filters can do?

Limit the data, or adjust the view once you've pulled the data.

16

What do you call a filter when you use it to adjust the view of the report once you've run it?

View filter

17

What does a prompt do?

Asks for user input

18

Can filters and prompts be reused?

Yes, they are reusable objects.

19

Can you drop multiple prompts onto one report?

Yes

20

What are metrics and attributes?

Report objects

21

What are the descriptive parts of your reporting called?

Attributes

22

What are the 2 categories of prompts

Element lists, qualification prompts

23

In creating a prompt, What's like a shopping cart of prompts?

element list

24

In creating a prompt, what's a kind of prompt that allows you to define thresholds and characteristics?

A qualification prompt

25

What are the three tabs used in creating a prompt?

Definition Tab, General Tab, Style Tab

26

In creating prompts, where do you select attribute, list all values or show set of values?

Definition tab

27

What kind of object is "year" if you're creating a filter?

An attribute

28

When designing a report, can you customize whether a prompt answer is required?

Yes

29

Where do you drag and drop your prompt to build a report?

Into the Report Filter area

30

Would you normally create custom groups for attributes or metrics?

Attributes

31

What do you call a defined area of a Dashboard?

Panel

32

What are the 2 main types of widgets?

Flash widgets and Dynamic HTML widgets

33

On a Dashboard, Heat maps, funnels, bubble charts, micro sparks are all examples of...

Widgets

34

Can you have stacks of panels on a Dashboard?

Yes

35

Is there a limit to the number of layers you can build out on a Dashboard?

No

36

What tool in insight displays high level performance trends in data?

Dashboards

37

Do Dashboards provide interactive reporting?

Yes

38

A Report consists of a ________ Window and a _____.

Template Definition Window and a Filter

39

Before you build a custom Report, make sure you have a _____.

well defined problem statement or question.

40

A time Attribute needs to be . . .

Governed by another Attribute related to the Metric you want to count on the report.

41

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.

42

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

43

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

44

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

45

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

46

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

47

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

48

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

49

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.

50

_____ allow users to determine, at run time, the objects they want to retrieve for the Report and report filtering conditions.

Prompts

51

When can a user make different prompt selections?

Each time the Report is run.

52

A Prompt allows users to dynamically _______.

change the contents of a Report.

53

Prompts allow users to specify the data they need to see without . . .

building out multiple Reports.

54

What does a Hierarchy Qualification Prompt let you do?

Select answers from all Attributes within a hierarchy or list of hierarchies.

55

A ______ is the most flexible type of Prompt.

Hierarchy Qualification Prompt

56

A ____ Prompt lets you select answers from all Attributes within a hierarchy or list of hierarchies.

Hierarchy Qualification Prompt

57

The ______ Prompt enables you to select answers by specifying the Attribute object and defining the qualification condition for this object.

Attribute Qualification Prompt

58

What does an Attribute Qualification Prompt let you do?

Select answers by specifying the Attribute object and defining the qualification condition for this object.

59

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.

60

What does an Attribute Element List prompt enable you to do?

Select answers from a limited list of Attribute Elements.

61

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.

62

A _______ Prompt determines what data should be displayed for one or more Metrics on a report.

Metric Qualification Prompt

63

What does a Metric Qualification Prompt do?

Determines what data should be displayed for one or more Metrics on a report.

64

What does an Object Prompt do?

Enables you to select filter objects to include in a report.

65

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.

66

What are the six types of Prompts available?

Hierarchy Qualification, Attribute Qualification, Attribute Element List, Metric Qualification, Object Prompt, and Value Prompt.

67

What are the three filter definition Prompts available?

Hierarchy Qualification, Attribute Qualification, and Attribute Element List.

68

What are the three tabs of configuration available to configure a new Prompt?

Definition Tab, General Tab, and Style Tab.

69

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.

70

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.

71

When you start with a blank template, what do you see?

An outlined grid that includes designated areas for various components of the Report.

72

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.

73

Your Report template definition window will have an area where Filters may be added. Where is this?

At the top.

74

What does the area called Page By do in your Report template definition window?

It acts like a filter to display the data.

75

What are Attributes? Give three examples.

Descriptive data in the report, such as Campaign, Campaign Type, and Month

76

What are Metrics? Give one example.

Calculations or numeric data in the report, such as Response Rate.

77

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.

78

For a high level view of data trends, display a report as a _____.

graph.

79

Describe the correlation between number of data points and appearance of a graph

The fewer the data points, the better the graph will look.

80

All reports start by default as a ___

grid.

81

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.

82

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

83

What do dashboards display?

High level performance trends in data.

84

____ are a dashboard feature which allows you to layer Reports.

Panels

85

____ and _____ are different ways to display data.

Tables and graphcs

86

_____ allows you to flip between display views (graph and grid)

Quick Swich

87

_____ display performance benchmarks on dashboards.

Gauges

88

Gauges display ____

performance benchmarks.

89

___ allow multiple dashboards in one.

Tabs

90

_______ allow switching between report layers.

Button bars

91

_______ act as filters on dashboard data.

Selectors

92

_________ allow you to drill down on a dashboard metric to view additional report data.

Linked reports

93

_____ are objects in the form of a grid or graph which display a Data Set

Reports

94

The Data Set for Reports includes _____

Attributes and Metrics.

95

A Dashboard is an object that displays _______

Reports.

96

A ____ contains interactive features that allow users to change the display of data in Reports.

Dashboard.

97

Before building a Dashboard . . .

audit the available Reports to see if you have the data currently saved in a format that meets your needs.

98

Define the Dashboard's Body.

The entire area of the Dashboard.

99

In a Dashboard, what is a Grid or Graph object?

An unnamed Report.

100

In a Dashboard, what is a Panel Stack object?

The top or bottom layer of a Dashboard.

101

In a Dashboard, what is a Title object?

The Dashboard Title.

102

In a Dashboard, what is a Text object?

A textbox.

103

The menus accessible under the Format tab will be different when?

They'll be different in Design mode than in Editable mode.

104

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.

105

Begin your Dashboard building process by...

clearly articulating the Dashboard purpose to identify what should be included in the Dashboard.

106

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.

107

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

108

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.

109

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.

110

The grid Report that you create can be used as a ____ for the Dashboard.

Data Set

111

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.

112

What is the benefit of using a Data Set to build Reports on Dashboards?

The Data Set can be used to create multiple Reports.

113

What is the faster method for building a Dashboard?

To use pre-saved and formatted Reports and simply insert them into the Dashboard.

114

The Dashboard Template lays out the ______ of the Dashboard.

frame

115

The Panel is one _____ where you can insert reports.

layer

116

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.

117

True or false? An Analyzer user can customize the look of Reports and the Dashboard to match your organization's look and feel.

True.

118

Filters may be included in ________ and help to limit report data.

Prompts

119

Filters may be included in _____ and help to...

Limit report data.

120

Prompts allow users to dynamically...

dynamically change report data at run time.

121

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.