This training chapter provides an introduction into the components and functionality of the user interface of Webtrekk Analytics. You can download this training chapter as PDF file here.
Content:
Remarks on this document
Webtrekk Analytics is part of the Webtrekk Suite and enables you to perform extensive analyses and create comprehensive reports.
This document provides an overview on the user interface and on the configuration options for creating an individual analysis.
Usually, analyses are combined to reports and are shared with distinguished persons. Further information can be found in the training chapter „User Interface 1.1 – Custom Reports & Dashboards“.
This topic is also available as recorded online training.
General Information
General technical remarks
- Technical requirements
Latest Internet browser (Internet Explorer 9+ or any other type of Browser) with activated Cookies and JavaScript.
- Dynamic design
Webtrekk Analytics is optimized for Responsive Design and adapts automatically to the screen size.
- Updates
The Webtrekk system is subject to ongoing optimization and further development. Updates are installed automatically. Information on new features is provided in the support center.
- Setup in Webtrekk Q3
Analytics is based on the setup of Webtrekk Q3 (Configuration of campaigns, categories, parameters etc…). Changes on the setup are taken over automatically.
- Automatic logout
Automatic logout takes place after 30 minutes of inactivity.
User interface composition
Profile Settings
In profile settings, each user can choose the language of the user interface as well as the number format and change his password.
Changing the language does not affect custom elements (i.e., elements with custom names), i.e.. custom metrics, custom formulas, categories, and parameters.
Structure of the Main Menu
Webtrekk distinguishes between analyses (content of this chapter) and reports.
Information on creating reports can be found in the training chapter „User Interface 1.1 – Custom Reports & Dashboards“.
Analyses are structured into different categories within the main menu:
- Visitors
Allows the analysis of time series (e.g. day, week), geography and technology - Marketing
Includes referrer, search phrases and campaign analyses - Navigation
Pages, content groups and usage of links, forms and funnels are observed - E-Commerce
Allows the analysis of website goals, products and orders - Video Analytics
Allows the analysis of Video Content
User Interface
Calendar
The analysis time period can be adjusted using the calendar.
With the arrow icon the calendar can be opened and closed.
The current day is always blue, the selected time frame is highlighted in grey.
There are various ways of determining the time period.
- Direct view
Directly selectable: day, several days, calendar week.
- Two-monthly view
Months can be selected through the arrow icon and within a starting and an end date can be chosen.
- Custom time specification
Dynamic, preset time periods can be selected from the drop-down
Editing Analyses
All analyses can be adjusted individually.
For instance:
- Which key figures should be represented?
- How should the data be displayed in the diagram?
- Should the analysis contain a filter?
All adjustment are saved temporarily.
- As soon as you log out or call another account, the default settings are used again.
For a longterm storage of the adjustments you must add a bookmark or add the analysis to a report.
Adding Key Figures
To add key figures to an analysis, proceed as follows:
1. Click on "Add metric".
2. Choose the metrics in the group or list view.
You can search for metric in the list view as well as in the group view.
3. Accept the configuration by clicking "Apply".
Diagrams
The diagram is structurally divided into three parts:
- Right-clicking on the name of the metric or the formula in the data table as well as on the graph in the diagram. opens the context menu.
- The display on the diagram can be (de-)activated either on the primary axis or the secondary axis. The selected axis is shown in bold in the context menu.
You can choose between different types of diagrams:
The cartography is only available in chosen geography analyses.
Visitors > Geography > Country
Visualization in the Data Table
Also directly in the data table, it is possible to select different visualizations for a key figure. This way, you can analyse data faster and it is easier to spot differences.
There are different visualizations available:
Open the context menu to configure the visualization.
The visualization of a key figure is not possible in a pivot table.
With the collected data the coloring of traffic lights and heatmaps follows automatically but can also be adjusted individually.
The traffic light uses 3 color gradation, the heatmap uses 5.
Example: Automatic vs. manually specified colouring
Sorting and Order
Dimensions and key figures can be sorted in an increasing or decreasing order through the context menu.
The order of the dimensions and key figures in the data table can be changed through shifting the mouse (on the title).
Configuring Metrics
In the context menu ("Configure Metric") it is possible to adjust every metric individually. These are then labelled with a funnel symbol behind their name in the data table.
Detailed information on configuration of metrics can be found in the training chapter „User Interface Analytics 6 – Custom Metrics and Formulas“.
Functions of the Data Table
The number of displayed rows can be adjusted and you can navigate through the result pages.
Also, the total amount of tracked data is evident.
These options are not available in pivot tables.
Bookmarks
Bookmarks allow for saving an analysis permanently for the user who created it.
- Besides reports, this is the only possibility to save analyses.
- The following table shows the different functions when saving an analysis as a bookmark
or a report element.
- In a bookmark, the chosen calendar period is not saved.
Creating Bookmarks
A click on "Add as > Bookmark" in an analysis creates the bookmark. Think of an informative title.
Bookmarks are sorted alphabetically in the main menu.
Deleting Bookmarks
Bookmarks can be directly deleted in the main menu. Per mouseover a respective symbol will be shown.
Views
There are different views to display analyses.
- List
- Time series
- Pivot table
List
The List view shows the analysis of a single dimension.
Time Series
The Time series view shows the development of chosen dimension values over time.
Information on how to create a time series is available as training video.
Activating the time series view
In an analysis click on the Time series symbol. Only available with non-time-dimensions.
In the following layer either specific or the most frequent dimension results (following the key figure after which the analysis is sorted) can be selected. When clicking on "Top X" the amount can be determined by selecting the corresponding lines.
Select the key figures and the time frame in which the output should take place.
After clicking on "Apply" the analysis will be calculated.
Exiting the time series view
To exit the view, simply click on the close symbol.
There is a maximum of 15 rows to be displayed in Webtrekk Analytics. A configuration that exceeds this limit (e.g. 5 dimensions results with 4 metrics = 20 rows) is not possible.
Pivot Table
The Pivot table allows the linking of multiple dimensions within an analysis.
The dimensions can be displayed in a hierarchy or list view.
Pivot in hierarchy view:
Pivot in list view:
Creating a pivot table
To create a pivot table add at least one other dimension to the analysis.
Switch between hierarchy and list view by using the respective buttons.
In the hierarchy view dimensions can be sorted via drag & drop.
Dimensions can be removed with the help of the context menu.
Through clicking on an icon it is possible to adjust the row limit in the hierarchy view.
Footers
Webtrekk provides two different footers that are loaded automatically.
- „Total“ shows the uniquely calculated aggregated value for each metric for the whole calendar period.
- „Sum“ shows the summed-up value of all single values for each metric.
Formulas are calculated according to the underlying metric.
Search and Filter Functions
In Webtrekk, analyses can be searched and filtered.
- Search: Show only a selection
Only certain analysis dimension results are to be displayed in the current analysis.
Example: In the search engine analysis, show only Google search engines.
- Filter function: Extensive possibilities
An analysis can be filtered on all available dimensions and metrics.
Example: In the search engine analysis, show only Google search engines if a tablet was used and an order was placed during the same visit.
Detailed information on the filter engine can be found in the training chapter „Search and Filter Functions“.
Through a so called drilldown selected dimensions of an analysis can be adopted as filters for a follow-up analysis.
Multiple dimension can be selected at the same time.
Example: In the New vs. Returning-Analysis new visitors are selected and a drill-down to the Pages-Analysis is made.
Export
Analyses can be exported as Excel, PDF or CSV file.
All data that is selected in the dialogue box will be exported (max. 10.000 lines).
The export as Excel or CSV file does not include visualizations of key figures or diagrams. The number of rows, that can be exported, depends on the individual account settings.
Quick Calculation
The computation of analyses can be accelerated if only a part of the data is used for the calculation. This method is called „sampling“.
Determine which amount of data is used for the analysis. 20% is pre-set.
Random users are selected for each calculation and from it the data is selected.
The calculation of reports is always based on all visitors.
Full Screen Mode
When activating the full screen mode the main menu as well as the product choice will be hidden.
To (de-)activate the full screen mode click on the triangle symbol next to the analysis path.
Support Center
In the Webtrekk Support Center (support.webtrekk.com) you find comprehensive information:
- Best Practices
A detailed description of use cases to tap the full potential of Webtrekk Analytics. - Online Training
A list of the upcoming free online trainings. - Training Videos
Recorded online trainings and other videos on different topics. - Training Chapters
All training material is available as HTML content and as PDF. - FAQs
Answers to frequently asked questions. - Online help
A description of each standard dimension and standard metric.
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