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matt-gardnerNew Participant

Year on Year Change in Analysis WorkspaceNew

Starting a new thread since the previous one here fizzled out.Fellow Adobe users and adobe product team.  Here is a suggestion that stemmed from an embarrassing situation that cropped up today!   For context - we have broad Adobe instrumentation in at Chegg - however we are still in the process of driving adoption of Analysis Workspace - since for so many things it is a really quick tool and avoid the need for complex data processes and things like Tableau dashboards - which end up being a source of technical debt.  My team have been working hard with business partners to move them over to a new Analysis Workspace report from a legacy Tableau report that runs off legacy web logs.  I cannot understate how the adoption of this report would have been a huge step forward as we try and drive deeper adoption of Adobe in my organization.  So what happened?  Well unfortunately they were tripped up on a very minor detail - that seems like a huge gap in the Analysis Workspace tool and make me have serious doubts as to whether it is really a tool that other organizations are actually using for web analytics.  My team needed to include in the report a Year on Year comparison – so that they can show the %Year on Year change.  So, as an example, in the report below they would like to compare the values in the two columns and display it as a % change on the chart. Sounds so simple – but they cannot do it and have told me that there is no known workaround.  We have since verified this with Adobe Analysis Workspace Engineering management who said " We disallow right-click > compare time period when the rows are time".  The problem this causes is it creates the impression that we cannot use Adobe Analysis Workspace as a fully functioning tool – this undermines our effort to drive adoption – and I have already had senior execs stop me in the hallways saying “oh Matt – it turns out we cannot use Adobe since it does not do YoY reporting”.Given the advanced features in Analysis Workspace I find it very surprising that this is not possible.   We are now faced with an ugly decision to use Excel Report Builder to get this and email out reports - or to use Tableau or Domo our BI tools.  This is like one step forward (adoption and trust of Adobe) only to take two steps back (to a world of Excel and BI tools that our partners cannot adjust).For me this is a P0 issue affecting Adobe Adoption / Perception / NPS in my organization.  Would love you to upvote this if you are also affected by this product gap.

Dan_Stevens_
Dan_Stevens_New Participant

Fix/enhance the report drill-down capabilities in Revenue Cycle Explorer (RCE)New

Many of our marketers constantly ask our team "why can't we drill down into the basic reports in Marketo to view the leads behind the individual metrics?"   I realize you can create a smart list for this additional level of insight, but it requires extra effort (and many are used to having this capability in other platforms).  Also, many of our marketers aren't that familiar with Marketo - so providing our field marketers the ability to access Marketo to quickly view the high-level data and detail are key here.  An alternate solution would be having the ability to include a one-time report send as a flow step within a smart campaign, but that doesn't appear to be on Marketo's product roadmap ( ).We already know that the Email Performance and Email Link Performance reports don't have this capability.  So the alternative was to use the Email Analysis reports in RCE - with "cell drill-through" enabled - or so we thought.Common drill-down functionality in many other platforms gives you the ability to click on any of the numbers/charts in a specific report - like an email report with opens, clicks, bounces, etc. - and view WHO is behind that data.  For example, if one of my email reports contains 7 unique clicks, clicking on that "7" would show me just those 7 leads that clicked in the email.  Same thing for the "29" that opened it.  That's not how it's implemented in RCE.  The idea here is to "fix" this in RCE so that it works like typical drill-down functionality.  The good news is that it's partially here already, so I wouldn't think it would be a huge undertaking to tweak it so that it works as expected, since we're not talking about adding a completely new feature for RCE.Here's how it works today in RCE.  First, you enable "cell drill-through" in report options:You then select the attributes that you want to appear in the drill-through view:You can now see each metric turns into a clickable link:Here's where the problem lies.  When clicking on the number "7" under "unique clicks" for the first email, for example, this is the underlying data (notice there are 75 records displayed, not 7):I learned from Support that the drill-down capabilities in RCE aren't built to work like traditional drill-down reports (e.g., click on the metric/number under the CLICKS column and you'll just see those leads that clicked; click on the metric/number under the OPENS column and you'll see just those leads that opened, etc.).  According to Support:"The Drill down report will show you all the columns that you selected in the cell drill through selection screen. So if you picked 3 columns when you click any column it will generate a report for the columns you selected. For example, if I selected Opens, Delivered and Clicked as your columns and then clicked on the number for "Clicked" the Drill down will show me all three columns not just the number for Clicked. If you only wanted to see clicked on the drill down report you would only select Clicked for the columns in the Cell Drill Through selection screen."So what this is saying is clicking on any metric within a row will show the exact same data/results (based on the drill-down columns - in our case name, title, company) for all columns in the report - not specific to each metric (like "opens", "unique clicks", etc.).  And it will always show the complete set of leads that was sent the email, regardless if they are included in that metric.  Definitely not the expectation of a proper drill-down feature.To demonstrate what happens here - when modifying the report columns to include the measurable metrics - all it does is add those additional columns and populates those rows where the activity/metric took place (with some arbitrary number):This is what we would expect to see when you click on the "unique clicks" metric:Again, the expectation here is that EACH metric should produce a different view - containing just those leads that opened, clicked, etc - not the same view for EVERY metric.