A Complete Index to Customer Insights Resources

Hopefully this is everything you were looking for when it comes to Customer Insights, because this is everything we have.


Customer Insights Overview
Customer Insights Overview
I don't really need Customer Insights. Or do I?
Logging on to Customer Insights
Accessing and logging on to Customer Insights.
What Happens if You Forget Your Password?
Because it's bound to happen to one of us, sooner or later.
Customer Insights Event Types
What is a signon.sso event, and do you really need to know about it?
Customer Insights Access Levels
The great permissions battle: Customer Advanced User vs. Customer Basic User.
Customer Insights Terminology
A handy-dandy little dictionary devoted solely to Customer Insights.
Finding Information in Customer Insights
Finding Information in Customer Insights
There's a lot to be found: you just need to know where to look.
The Customer Insights Home Page
When it comes to getting started, there's no place like Home.
The Browse Menu
Provides links to perspectives and spaces.
Dashboards and Looks you've bookmarked.
Recently Viewed
Dashboards and Looks you've ... well, recently viewed.
The Looks and Dashboards users in your organization have viewed the most.
Spaces that anyone in the organization has access to.
Personal Space
A space for Dashboards and Looks you create yourself.
Shows your personal space and any other personal
spaces you've been given access to.
The Spaces Menu
Provides a quick way to navigate within a space.
Using the Global Search Filter
A quick way to locate Dashboards, Looks, Spaces, Explores, etc.
Viewing Information in Customer Insights
Viewing Information in Customer Insights
Because there's more to Customer Insights than meets the eye.
Look and Dashboard Status Bars and Toolbars
Unless you already know what 0.2s means.
Look Options
Interacting with a Look, and saving Look data.
Dashboard Options
You got it: interacting with a Dashboard, and saving Dashboard data.
Drilling down to find the data that you're really interested in.
Working with Visualizations
Customer Insights graphs are more dynamic than you might expect.
Working with Data
Too much data? Too little data? Is the data sorted all wrong? Here's how to address issues like those.
Scheduling, Sending, and Saving Data
Scheduling, Sending, and Saving Data
Getting your data out of Customer Insights.
Scheduling Data Delivery
Let Customer Insights compile and deliver reports for you.
Downloading Data
Grabbing some Look or Dashboard data for your own analytic use.
Sending Data
Send a one-off report to ​anyone who needs a copy.
Creating Conditional Alerts
Use Customer Insights as a rudimentary monitoring and alerting tool.
Creating Looks (and Working with Explores)
Creating Looks (and Working with Explores)
Creating (and saving) a Look.
The Explore Options Icon
Configuration options available when creating a Look.
Adding Dimensions
Identifying the database fields of interest.
Adding Measures
Running simple statistics on your Look data.
Adding Pivots
Turn your Look into a pivot table.
Adding Filters
It's not all or nothing when it comes to data: use filters to retrieve just that set of data.
Adding Row and Column Totals
Unless you want to add up all these numbers yourself.
Adding Table Calculations
Get really fancy when it comes to adding stats to your Look
Modifying Row and Column Limits
By default, Looks return 500 records. And if that's too many or too few? Hmmm ....
Selecting Visualizations
Because not everything has to be (or should be) a pie chart.
Creating a Dashboard
Creating a Dashboard
As cool as they are, Dashboards don't create themselves.
Creating and Naming a Dashboard
You can't create a Dashboard without naming it first.
Adding Tiles to a Dashboard
Because you want your dashboards to be useful, don't you?
Adding a Query Tile to  Dashboard
Adding a Dashboard-specific visualization.
Adding a Look Tile to a Dashboard
Adding a visualization that can be shared among Dashboards.
Adding Notes to a Query Tile or a Look Tile
Because pictures don't always speak for themselves.
Editing a Query Tile or a Look Tile
Make those tiles look and act the way you want them to.
Adding a Text Tile to a Dashboard
Add some descriptive text to your Dashboard.
Moving and Resizing Tiles
A place for everything, and everything in its place.
Dashboard Filters
Because there is such a thing as having too much data.
Adding a Filter to a Dashboard
Adding a Dashboard-specific filter.
Requiring Filters to Run a Dashboard
Suppress data display until the user filters that data.
Limiting Filters to a Single Clause
Prevent users from creating OR queries.
Linking Filters
Dynamically change filter values based on other filter values.
Configuring Dashboard Settings
Change the name, enable/disable auto-refresh, change the ....
Filter Operators Reference
Filter Operators Reference
Relationships are as important to filters as they are to the rest of us.
Null Values vs. Blank Values
Because one nothing isn't always the same as another nothing.
Customer Insights Explore Reference
The Customer Insights Explore Reference
A quick overview of Customer Insights Explores.
App Dim
Maintains data about applications and entity types.
Client Dims
Maintains data about API properties and
property events.
Date Dims
You got it: date information and events, including creation dates, ast login dates, etc.
Event Fact
Data regarding Identity  Cloud events such as traditional log-ins or entity updates.
Information about Identity Providers such as Facebook and Twitter.
Location Dim
City, state, country, and continent data.
Profile Dim
Demographic information gathered from user profiles.
Profile Fact
Links Customer Insights information to a specific user.
Time Dim
Maintains the hour and the minute of the day for Identity Cloud events.
User Agent Dim
Information about devices and browsers used to access a website or app.
Customer Insights Visualization Reference
Displays data in tabular format. Often used when you need to present a large number of data points and/or when you need to compare individual data points.
Displays data as a set of vertical bars.
Displays data as a set of horizontal bars.
Displays data points as individual points (dots).
Displays information as a series of data points connected by lines. Typically used to display changes in data over time.
Displays changes in data over time. Similar to a line chart, but colors in the area below the line.
Shows numerical proportions; for example, a pie chart might display percentages for such traditional logins, social logins, and single sign-on logins.
Plots data based on geographic region.
Single Value
Displays a single value. Can optionally compare the displayed value to a second value; for example, to show the percent increase (or decrease) in registrations from one year to the next.
Typically used to show the reduction in data from one phase of a scenario to the next. For example, how many users accessed the site vs. how man registered vs. how many later returned to the site and logged on.
Compare items over time; for example, the length the length of time between registration and first login for a set of users.
Static Maps (Regions)
Maps data by country or by US state.
Static Map (Points)
Maps data by postal code or geographic location.
Donut Multiples
Similar to a pie chart, except with a “hole” in the middle. Unlike pie charts, donut multiples can graph more than one data series at a time.
Single Record
Displays values for a single record. The single record visualization always uses the first record returned by a query.
Customer Insights Dashboards and Looks
Dashboards -- Customer Insights
The standard Customer Insights Dashboards