Not able to create custom reports in experience analytics

Question

We are trying to create custom analytics reports but are not able to show any data in charts.

Below are the steps followed to create a custom report,

1. Created custom dimensions and segments.
2. Created custom filter and added rule where the interaction started at the Home and attached filter to segment.
3. In core db, Added ExperienceAnalyticsLineChart Parameters under Audience PageSettings and added segments and metrics.
4. In Sitecore rocks, Added Rendering ExperienceAnalyticsLineChart by right-clicking on Audience and adding data source as ExperienceAnalyticsLineChart Parameters.
5. Deployed created segment.
6. If we view the reports under Audience, custom reports are not showing any data other than the report title.

Please suggest to me if any configuration or steps are required to make the custom analytics report work.

Answer 1

Based on the steps you've described, it seems like you have set up the necessary configurations for creating custom analytics reports in Sitecore Experience Analytics. However, if you're not seeing any data in the charts, there could be a few potential reasons and additional steps you can take to troubleshoot the issue:

• Verify data availability: Make sure that you have data available in Sitecore Experience Analytics for the specific custom dimensions, segments, and filters you have created. You can check this by manually inspecting the Experience Analytics dashboard or by running test interactions on your website to generate data.
• Validate dimension and segment configuration: Ensure that the custom dimensions and segments you created are correctly defined and populated with the appropriate data. Double-check the rules and filters attached to the segments to confirm that they match the intended criteria for data inclusion.
• Check ExperienceAnalyticsLineChart Parameters configuration: Review the configuration for ExperienceAnalyticsLineChart Parameters in the core database. Make sure you have correctly specified the segments and metrics you want to display in the chart. Verify that the segment names and metric keys are accurate and exist in your Sitecore instance.
• Verify Sitecore Rocks setup: Ensure that the rendering of the ExperienceAnalyticsLineChart in Sitecore Rocks is correctly configured. Double-check that you have set the data source as ExperienceAnalyticsLineChart Parameters and that it corresponds to the correct database and location within Sitecore.
• Check deployment of segments: Confirm that the custom segments have been properly deployed and are available for use in reporting. You can validate this by checking the segmentation conditions for individual contacts in the Experience Profile.
• Check reporting timeframe: Ensure that the reporting timeframe selected in Sitecore Experience Analytics includes the timeframe when the interactions matching your custom segments occurred. Adjust the date range to include the relevant data.
• Verify user access rights: Confirm that the user account you are using to access Sitecore Experience Analytics has the necessary permissions to view and analyze the data. Check the user roles and access rights in Sitecore to ensure that they include the required analytics permissions.

By carefully reviewing these steps and validating each configuration, you should be able to identify any potential issues and get your custom analytics reports to display the desired data in the charts.

Answer 2

You can use your existing dimensions and segments, just add relevant DimensionKeys to the chart (e.g., for a pattern match, add patternCard item id to the key rendering properties, without braces and dashes), and you can see that data will appear in the chart. this trick worked for me.

Answer 3

You are absolutely correct, additional configuration is needed in addition to what you have described, if your custom dimensions has any code associated with it. Create an include file or use an existing one, add into <sitecore> section the following (put into appropriate places your dimension ID, full class name, and DLL the class resides at):

    <experienceAnalytics>
      <aggregation>
        <patch:attribute name="enabled" value="true"/>
        <logger type="Sitecore.ExperienceAnalytics.Core.Diagnostics.Logger, Sitecore.ExperienceAnalytics.Core" singleInstance="true"/>
        <!-- This section hosts the definitions of the Experience Analytics dimensions
            'id' attribute is the unique identifier and should match the ID of the corresponding dimension definition item in Marketing Control Panel
            'type' attribute references the fully qualified class name and assembly name with the dimension implementation.
        -->
        <dimensions>
          <dimension id="[dimension item ID]" type="[full class reference], [DLL name]" />
        </dimensions>
      </aggregation>
    </experienceAnalytics>

This will serve as a registration of your custom dimension, and Sitecore will pick up on it.

Good luck!!