Fallout Funnels With Date Ranges

Recently, I was working with a client to explain how panels work in Analysis Workspace. Panels in Workspace allow you to embed data visualizations and each panel can have its own segments/dimension filters and/or date ranges. I often use different panels when I want to apply different segments or date ranges to groupings of data visualizations.

For example, let’s say that you have a Fallout report that you want to see for two different weeks. Here is a screenshot of two different panels, within one project, viewed side-by-side that contain different date ranges:

In this case, it looks like it is a normal Workspace project, but I have re-sized two distinct panels and put them next to each other so I could use different date ranges for each fallout. While this works, it takes additional time and project real-estate.

Therefore, I want to show an alternative method of seeing the same data within one Workspace project panel. This method involves using custom date ranges. In Workspace, you can create any custom date ranges you need. These date ranges can be fixed or rolling depending upon your analysis needs. In this case, since I want to see two consecutive weeks, I would create two new [fixed] date ranges like this:

Once I have created these date ranges, I can drag them into a fallout report that contains the dates of both date ranges. In this case, the combined date range is April 8 – April 21, 2018. Below you will see me dragging the newly created date ranges into the fallout visualization (using the hidden drop zone!) that has the dates from both weeks:

When this is done, the final fallout report looks like this:

You can see that the fallout percentages are exactly the same as the ones shown in the side-by-side panels above. But this version uses only one visualization and takes up less space. I also think this is a slightly better way to visualize the differences for each fallout step instead of having to compare them side-by-side.

Just a quick tip to streamline your fallout reports when comparing date ranges…