Product tour: UI overview
This tour introduces you to the Optimizely Analytics platform. It provides a high-level overview of various platform elements and how to access them through the UI.
Login page
When you access the Analytics web application, a login page displays where you enter your credentials.
Analytics environments page
After you log in, the Analytics environments page displays. This page lists the Analytics environments you can access and lets you select the appropriate environment. It is typical to have access to only one environment. Go to My Apps > Work > NetSpring.
Platform home page
When you launch your environment, the Analytics Home page displays. The home page has entry points to access various platform elements.
Shortcuts
This section contains shortcuts to common tasks, such as creating an exploration or a dashboard.
Objects list
The objects list gives you quick access to the objects you have access to. The search box lets you search for specific objects.
New object
Click + New to create an object from a list of supported object types.
Navigation panel
The navigation panel contains links to different parts of the application.
- Applications – See the list of accessible applications, switch between applications, or create new ones.
- Home – Open the Analytics home page.
- Search – Launch the Search dialog to locate objects through their name or create a dashboard or exploration.
- New – Generate an object from a list of supported types.
- Drafts and Edits – See new drafts and edited versions of explorations.
- Experiments – See the list of experiments within the application.
- Actor Lookup – Look up individual users and study their journey in detail.
- Catalog – See the catalog hierarchy of all folders and objects in a tree-view format. You can also create an object.
- Data – View and create datasets and connections.
- Settings – Manage the Alert Inbox and application-level settings. It also includes the Users and Groups section for managing users and groups. The section shows the currently logged-in user and has a link to log out of the application.
- Help – Access the Resource Center and Analytics documentation or reach out to Support.
Search
You can access the search feature from the left panel. It looks like a magnifying glass and is accessible from wherever you are on the platform. You can search for anything by typing in a keyword using this feature.
When you click the search feature, a window opens where you can search or choose one of the shortcuts (Create new Dashboard and Create new Exploration). Analytics also lets users search through documentation if required. You can also open the search window using the Cmd+K or Ctrl+K keyboard shortcut.
Sorting
All sections inside Analytics (Explorations, Dashboards, Collections, Derived Columns, Metrics, and Catalog) let you sort the objects inside each section. The lists are sorted by default based on the Updated At column, which you can change using the arrows next to each property in the list. When you click the up arrow, it sorts the list in ascending order, and the down arrow sorts it in descending order.
Open in a new tab
You can open an exploration or any other feature in a new tab using the following shortcut:
- Control + Click (if you are a Windows user)
- Command + Click (if you are a Mac OS user)