Data Insights (Early Access)

Data Insights is in Early Access and is only available to select customers. If you are interested in trying this feature, contact your Tealium Support representative.

How it works

Data Insights analyzes and provides visualization of structured data from EventDB and Audience DB. Data Insights has access to all tables in EventDB and AudienceDB. When Data Insights is enabled, it automatically connects to the DataAccess data sources that are available to the profile and displays the default dashboards.

For example, the dashboard below shows graphs based on total visits data:

Data Insights users with the author role can create analyses of EventDB or AudienceDB data. The author can then publish the analysis as a dashboard, which users with the reader role can view.

Requirements

• Platform Permissions must be enabled.
  View access is required for AudienceDB and EventDB.
• DataAccess must be enabled for your account.
• EventDB or Audience DB must be enabled for your account.
• Amazon Redshift
  Some Tealium implementations may be using Amazon Redshift Spectrum and would need to be migrated to Amazon Redshift to use Data Insights.

User roles

Data Insights is enabled at the profile level and has the following user roles:

• Author – Users with this role can create and manage analyses and dashboards.
• Reader – Users with this role can view the interactive dashboards, receive emailed reports, and download data.

A Data Insights user role is assigned to each profile based on the server-side permission role for the profile, as follows:

Server-Side Permission Role for the Profile	Data Insights Role for the Profile
Publisher	Author
Editor	Author
Reader	Reader
No Access	No Access

The dashboard reader role is limited to 10 users.

Data privacy

Data Insights reports contain plain text data, including any PII data from EventDB or AudienceDB. To prevent PII data being displayed in Data Insights, exclude columns that contain PII when creating the dataset (see Create a New Dataset.

Default dashboards

Dashboards provide visual representations of EventDB or AudienceDB data. Data Insights provides the following default dashboards:

• Total Events Count from the start to the current time period (time frame is customizable) for data quality and billing/auditing.
• Total Visits Count from the start to the current time period (the time frame is customizable).
• Total Visitors Count from the start to the current time period (the time frame is customizable).
• Visitor Stitching Board displays data from the AudienceDB Replaces Table.

In addition, Data Insights authors can create custom dashboards, including the following:

• Order counts by demographics, markets, regions, and channels
• Cart abandonment and category abandonment rates
• Total lifetime value for visitors over time
• Customer buying patterns (with coupon or without coupon, which market or region, and so on)

Managing datasets, analyses, and dashboards

The following icons are used on the analysis details page:

Icon	Action
	Save as
	(Export) Print or Save as PDF
	(Share) Publish dashboard or Share analysis

Create an analysis

Users with the author role can create and save an analysis, share it with others, or publish it as a dashboard. Use the following steps to create an analysis:

1. Navigate to DataAccess > Data Insights, and click Analyses.
2. Click New analysis.
   The available datasets are displayed.
3. Select a dataset, then click Create analysis.
4. To add a field to the AutoGraph screen, click the field.
5. To modify the type of graph displayed, select a graph under Visual Types.
6. To save the analysis, click Save as.

Print or download an analysis

Users with the author role can print or download an analysis as follows:

1. Navigate to DataAccess > Data Insights, and click Analyses.
2. Select an analysis, click Export, then click Print or Download as PDF.

Publish or share an analysis

Users with the author role can publish or share an analysis. When you publish an analysis, a dashboard is created for the analysis, which can be viewed by users with the reader role. You can share an analysis other authors and with Data Insights administrators.

1. Navigate to DataAccess > Data Insights, and click Analyses.
2. To publish or share the analysis, click Share, then click Publish dashboard or Share analysis.

Create a new dataset

Users must have the Author role to create a dataset. Use the following steps to create a new dataset:

1. Navigate to DataAccess > Data Insights, and click New dataset.
2. Select a data source From Existing Data Sources.
3. In the confirmation dialog box, click Create dataset.
4. In the Choose your table dialog box, select a Schema.
   Select the schema with a name that ends with the name of the current profile.
5. Select a table, then click Edit/Preview data.
   By default, all columns of the table are displayed.
6. Edit the table as needed. You can make the following changes to the table:
   • Exclude or include columns.
     You may want to exclude columns that contain PII data.
   • Rename columns.
   • Change the data type for a column.
   • Apply filters.
   • Add calculated fields.
     You cannot change data in a table, add or delete records in a table, or delete columns in a table.
7. Click Save.
   The dataset is saved immediately. Save and Publish is not required.

View dashboards

Users with the reader role can view dashboards, as follows:

1. Navigate to DataAccess > Data Insights, and click Dashboards.
2. Click a dashboard.

Additional information

• DataAccess
• EventDB and AudienceDB