The Dashboard Controls section outlines the tools available across the Media Insights and Business Insights modules that allow you to customise your view, interact with the data and navigate the platform effectively.

TABLE OF CONTENTS


1. Global Filters

Located at the top of the Media Insights and Business Insights pages, these dropdowns define the scope of your analysis. Changes made here dynamically update all visualisations and tables on the dashboard.


1.1 Product Line

  • Total: Displays aggregated media and performance data for all modelled products (e.g., Cards, Loans, Savings).
  • Individual Product: Focuses exclusively on one selected product to analyse its isolated performance.


1.2 Media Effect Type

  • Direct: Shows the effect of the selected product’s own media investment on its sales.
  • Cross: Highlights how media investments from other modelled products influence the selected product’s outcomes.
  • Global: Captures the brand’s overall media investment and its contribution to each product line.
  • Halo: Reflects the impact of media investment from non-modelled products (e.g., PCA, GI) on the selected product.



1.3 Time Granularity

  • You can select a custom date range using calendar pickers (by day or month).
  • Alternatively, choose from preset ranges such as:
    • Last 365 Days
    • Year to Date
    • Last Month
    • This Quarter, etc.



1.4 Media Groupings (Showing Filter)

  • Accessed through the Showing tab.
  • Allows selection of:
    • Specific Investment Products (e.g., Cards, Loans).
    • Media Dimensions: Filter media by grouping (e.g., Paid Social, Paid Search, TV).
  • In the Business Insights module, this filter includes additional filters such as:
    • Business Grouping
    • Competitor
    • Type, Tone, Objective, etc.


2. Interactive Widgets

These are located across graphs and tables, offering customisation and deeper insight views.


2.1 Data Presentation

  • Toggle between Split and Combined views:
    • Split: Shows “via” effects (e.g., Cards via Loans).
    • Combined: Aggregates data for a product without attribution separation.


2.2 Time Granularity

  • Applies to graphs and tables.
  • Lets you adjust the analysis period (e.g., switch from Weekly to Monthly).
  • Helps in identifying short-term spikes or long-term trends.


2.3 Hierarchy

  • Defines how data is structured in tables.
  • Allows reordering dimensions such as:
    • Media Grouping → Channel → Publisher
  • You can deselect or reorder levels to control the table depth.


3. Table Tools

Customise and extract value from tabular data using the following tools:


3.1 Download/Export Options

  • Export current table view or full dataset as Excel (.xlsx).
  • Options typically include:
    • Displayed Values Only
    • Full Dataset Grouped
    • Full Dataset Granular


3.2 Show/Hide or Reorder Columns

  • Add/remove columns as needed.
  • Drag-and-drop to change column sequence.
  • Useful for comparing specific KPIs side-by-side (e.g., ROI vs CPA).


3.3 Table Filter Option

  • Hide rows with zero values.
  • Filter out irrelevant or low-impact rows for cleaner views.


3.4 Sort

  • Sort rows by any column in ascending or descending order.
  • Helps identify top/bottom-performing media drivers or product segments.


3.5 Show Context

  • Activate this mode to scale graph bars based on maximum value in each column or across the whole table.
  • Useful in the graphical table view for interpreting relative contributions.


4. Navigation Tools

Enhance your movement and focus within the dashboard using built-in navigation aids:


4.1 Zoom In/Out

  • Zoom controls allow you to expand or compress the view for more detailed or aggregated analysis.


4.2 Scroll Bars

  • Horizontal and vertical scroll bars allow for full access to large datasets and extended tables.


4.3 Expand/Collapse Buttons

  • Located beside hierarchical rows.
  • Expand to reveal sub-levels (e.g., Publisher within Channel).
  • Collapse to simplify the view.