Quick Start: Creating Your First Look

This article takes you step-by-step through the process of creating a Look in Customer Insights 2.0. What this article doesn’t do is explain is exactly what you are doing, or why you’re doing it. If you’d like that type of information, please see the For More Information section at the end of this article.

In the meantime, you can create a basic Look by following these steps. If you complete the entire procedure, you’ll end up with a Look that shows the 10 US states that are home to the largest number of your users. In other words:

Sample Look

To create this Look, complete the following procedure:

  1. In Customer Insights, click Explore and then click Profiles. If you don’t see the Explore menu, that means that you don’t have the necessary permissions to create a Look. If you think that’s a mistake and that you should have these permissions, contact your Janrain representative.

  2. Clicking Profiles brings up the Profiles Explore. In the left pane of the Explore, expand Location:

    The Location Dim
  3. Click Region. This adds the Region dimension to your Explore:

    Adding the Region Dimension
  4. To ensure that you only return data for users who live in the US, hover your mouse over the Country dimension and then click Filter:

    Filtering By Country

    That adds the Country dimensions to the Filters section of your Explore:

    The Filters Section
  5. In the **Filters **section. in the target value field, type United States:

    Setting a Target Filter Value
  6. To ensure that you only return data for users who have specified a home state, hover the mouse over Region and then click Filter. This adds the Region dimension to the Filters section:

    Adding a Second Filter
  7. In the Filters section, for the Region filter, click the operator list and select is not blank:

    Assigning the Is Not Blank Operator
  8. Click the + next to the Region filter in order to add a second filter clause:

    Adding a Filter Clause
  9. Click the filter operator list for this second clause and then click is not null:

    Assigning the Is Null Operator
  10. In the left pane, expand Profile Fact:

    The Profile Fact
  11. Under Profile Fact, click Count. This adds the Count measure to the Explore:

    Adding the Count Measure
  12. To sort on the number of users per state, in the Data Section, click Profile Fact Count. A downward-pointing arrow (which indicates that data will be sorted by this column, and in descending order) will appear next to Profile Fact Count:

    The Sorting Arrow
  13. To verify that the correct data is being returned, click Run:

    The Run Button

    You should get back data similar to this:

    The Initial Dataset
  14. To limit the returned data to the 10 states with the most registered users, in the Data Section, set the **Row Limit to 10:

    Setting  Row Limit
  15. To verify that the correct data is being returned, click Run. Your returned dataset should contain only 10 states:

    A Row-Limited Dataset
  16. Expand the Visualization section. You should see the default visualization (a column chart):

    The Default Visualization
  17. To change the visualization to a bar chart, click the Bar Chart icon in the visualization toolbar:

    Switching to the Bar Chart Visualization

    Your visualization should look like this:

    The Bar Chart Visualization
  18. To modify the visualization, click the Edit arrow on the toolbar:

    The Edit Icon
  19. On the Edit menu, on the Series tab, expand Profile Fact:

    The Edit Menu
  20. Click the Color icon and then, in the dropdown color picker, type lightsteelblue:

    Changing the Bar Color
  21. On the Values tab, set Value Labels to On:

    Displaying Value Labels
  22. In the Value Colors field, type black:

    Changing the Color of the Value Labels
  23. On the X tab, in the Custom Axis Name field, type US State:

    Assigning an Axis Name
  24. On the Y tab, in the Axis Name field, type User Registrations:

    Assigning an Axis Name
  25. Click the Edit arrow to hide the menu. Your visualization should look like this:

    The Updated Bar Chart
  26. Click the Explore Options icon and then click Save as a Look:

    Saving the Explore as a Look
  27. In the Save Look dialog box, in the Title field, type User Registrations: Top 10 US States and then click Save & View Look:

    Assigning a New Look Title
  28. The Look is saved and opened:

    The Completed Look

You have completed your first Customer Insights Look.

For More Information

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