Atmosphere® Insights Quick Start Guide

Overview

Atmosphere® Insights offers analytics, artificial intelligence, and machine learning. With intuitive visual dashboards, data streams, and custom project engagements, you get all the insights you need to ensure you are delivering the best possible experience to your customers. Atmosphere® Insights tracks all interactions across the platform and other applications for a complete view into your customer experience. This tool can be used in combination with our other products such as SmartFlows and Engage to provide deeper insights into campaigns and workflows.

 

Getting Started

 

Exploring Dashboards

In the Analytics page, you can see dashboards that you created or were shared with you on the left or the main dashboard area below.

 

To open a dashboard, you can click the title of the dashboard on the left side or click the dashboard tile below. This opens the dashboard inside the Analytics page.

Alternatively, if you have a lot of dashboards, you can search for dashboards by typing the title in the Search field. As you begin typing, any relevant results are displayed.

To locate a dashboard by name, source, or owner, you can use search operators within the Search field. Insights supports the following operators:

 

What You Can Search By

 

Search Operator and Examples    

Dashboard Name

Name:   Example: Name: Sales

Dashboard Owner

Owner:   Example: Owner: John  

 

Interacting with Filters as a Viewer

Insights dashboards usually have one or more filters that affect the dashboard widgets.

This topic describes how Viewers can interact with filters for analyzing data.

You can interact with filters for analyzing data, either through the Filters pane or by simply selecting values by left-clicking the widget visualization. Each time you interact with a filter, for example by selecting or entering a value, the filter is immediately applied to your dashboard. You will not affect anyone else by changing the filters. In addition, you can restore the original state of the dashboard at any given point by selecting the dashboard menu item and clicking Restore Dashboard.

 

As a Viewer, you can interact with filters as follows:

 

  • Make a different selection in the filter controls displayed in the Filters pane on the right side of the dashboard, as shown below:

 

or click on the pencil icon next to the filter name (shown below) in the dashboard to display the Filter Definition window.

In addition, you can perform the following procedures:

 

  • Switching Filters On and Off
  • Saving your Default Filters View

 

Drilling Down in a Widget

This topic describes how you can drill down into your data in most widgets to get an in-depth view of a selected value.

 

In the following example, the pie chart on the left shows a breakdown by gender. This is the original chart as created by the dashboard’s designer. On the right side, the chart shows a breakdown showing age groups of the ‘female’ segment from the original pie chart.

 

With Insights you can drill down from any field to any field unless disabled by the dashboard’s designer.

 

To drill down into a chart:

 

  1. Right-click on the item in the widget into which you want to drill down.
  2. To manually select the drill hierarchy path, select Drill Into, and then in the In the Data Browser, select the field into which to drill down. If you have already drilled into this chart, then you will have shortcuts to previously selected fields, or select Choose Another Field to select a different field for the first time. Predefined drill hierarchies are defined by the dashboard’s owner.

 

To drill up to a higher level, click on a breadcrumb. To drill all the way up, click on the X icon.

Making Selections in a Widget

You can click on a specific portion of a widget to select it. This filters the dashboard according to the selected data by adding a filter to the dashboard’s Filters panel.

 

You can also use the selection to drill down in the widget.

 

To select an item in a widget for filtering:

 

  • Left-click an item in a widget to automatically select it and add a dashboard filter according to the selection.

 

For multiple selections use the Ctrl key. When released, a menu will appear. Click Select.

 

  • In chart widgets, you can drag and draw the area to be selected, as shown below:

When you select a portion of the widget, ⇔ appears in the widget’s menu bar. Click to expand your view of the selection.

You can refine your data further by toggling the switches on the left side as shown in the example below:

Creating Data Alerts

This topic describes data alerts and how you can add them to Insights Pulse.

 

Data alerts are triggered by conditions you define for your widgets. For example, if you have an Indicator widget that represents your company’s revenue, you can define an alert that notifies you when this revenue reaches or falls below a certain threshold.

 

Insights supports alerts for the following widgets:

 

  • Indicator Widgets
  • Area Chart Widgets
  • Bar Chart Widgets
  • Column Chart
  • Line Chart

 

For each type of widget, you can add to Pulse, you can monitor a single value. For example, for Column charts, you can monitor a single section (value) of a column. To monitor multiple values, you can add each value you want to monitor to Pulse separately.

 

When creating data alerts, you define the condition that triggers the alert. Insights provides three alert conditions that can trigger an alert:

 

Threshold

Insights notifies you when a threshold is reached following a build. This condition is useful for monitoring metrics that follow a regular, cyclical schedule.

 

Automatic

Insights automatically notifies you when the Insights alert engine identifies an anomaly in your data based on machine learning algorithms. The Insights algorithm actively learns from your data and eliminates noise to identify anomalies in your data. Insights’ anomaly detection is based on a smoothing algorithm that takes the latest values into account.

 

Always

Insights notifies you after each build, regardless if there is a change in your data or not.

 

In addition, you can configure advanced settings that determine who receives the alert and what channel the alert is sent through.

 

To create a data alert:

 

  1. From the widget’s menu, select Add to Pulse.
  2. The Add to Pulse window is displayed.

 

  1. In the Name field, enter a meaningful name that represents your alert.
  2. In the Alert Condition area, select the condition that triggers the alerts.
    Threshold: Insights defines the threshold value as the current value displayed in the widget. You can increase or decrease this value and define the equality and relational operators that determine when the threshold is met.

 

Automatic: Insights automatically identifies anomalies in your data and alerts you.

Always: Insights notifies you every time the data changes.

  1. Click Add to create the alert. The alert is added to Insights Pulse.