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This article introduces Interana 3.x and covers the Boards, Explore, Events, Actors, and Flows views.

This article introduces Interana 3.x and covers the following topics:

Welcome to Interana 3!

Interana 3 is streamlined for functionality and performance, and includes the following features:

  • Intuitive sentence model query builder that allows you to construct queries much like you would a sentence.
  • Flows showing user path discovery displayed as Sankey diagrams.
  • Query building blocks, also known as knowledge objects, include actor and event properties (metrics), profilesflows, and segments.
  • Boards that let you store your favorite queries as panels, where you can interact with and modify the data for further exploration.
  • Calendar-aligned times that allow you to select month, quarter, or year for relative time windows.
  • Streamlined workflows for query and object building and editing.
  • Data dictionary that displays valid parameters in a drop-down list for the current selection.
  • Powerful query and knowledge object capabilities, with the ability to generate results on the fly.
  • Ability to search for specific actors and events within panels in Explorer.
  • Enhanced visualizations for panels and boards.

The Interana UI is designed for daily interactive, exploratory use by a wide variety of users, including users in “non-technical” roles such as product, marketing, content development, support, and sales, as well as engineers and data scientists.

Interana encourages rapid iteration with point-and-click query building and interactive visualizations. Boards allow you to go from any panel to explore the underlying data, changing parameters and drilling down to explore and understand what’s behind the summary. Users who previously were passive viewers of data can become active ad hoc explorers with Interana.

Boards view

Boards provide a space to collect and organize queries in visual panels. You can add custom panels, then modify parameters to drill down and further explore the data. 

Board icons

When you click the Boards icon in the left navigation bar and select a board, a list of icons appears on the right. Boards icons facilitate the tasks you perform with boards:

  • Select a Board—Displays a list of boards. You can select a board from the list or create a new board.
  • Board Info—Displays a description and detailed information about the current board.
  • Favorite Board—Adds the current board to your list of personal Favorite boards.
  • Filter Board—Allows you to construct and simultaneously apply filters to all panels on the current board.
  • Duplicate Board—Makes a duplicate copy of the current board, appending "copy" to the board name.
  • Refresh Board—Updates the data on all the panels of the current board.
  • Delete Board—Prompts you for confirmation before deleting the current board. 
  • Share Board—Copies the URL for the current board, so you can send it to another individual or an entire team.

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Favoriting boards

There are two types of Favorite boards: personal favorites and global favorites.

  • Personal favorites appear at the top of your list of boards, and are highlighted with a yellow star. Clicking the Favorite icon adds the current board to your personal list of favorite boards.

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  • Global favorites appear before any personal favorites in the list, and are marked with a gray star. An Interana admin sets the global favorites. 

Read more about managing your objects in Change the visibility of properties.

Renaming a board

You can rename any board by clicking inside the text field and enter the new name.

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Moving panels

You can move a panel on the board by clicking the icon in the upper right corner and dragging it to the new location. The other panels on the board rearrange themselves accordingly.

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Viewing panel details

You can view the details of a panel by hovering the cursor over an area. A tooltip dialog appears with the details of that data point. 

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Opening a panel in Explore view

You can open a panel in Explore view by clicking the Explore icon in the upper right corner of the panel.

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Explore view

Explore view is where you construct queries and analyze results in various formats. You can also modify existing queries to explore the data on a granular level. 

Constructing a query

The sentence model query builder is an intuitive method for creating queries with building blocks that read like an actual sentence.

The sentence model query builder is on the left side of the Explore view window, as shown in the following example. When you make a selection in the query builder, valid options—from the data and action dictionary—are shown from which you can choose. For more information, see the step-by-step instructions for creating a simple query in Create a board and add a panel.

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Viewing queries in different formats

You to switch between query results graphical displays by clicking the icons at the center-top of the Explore window: Time View, Table View, Sankey View, Number View, Bar View, Pie or Sunburst View, and Line View.

icon_QueryRusults_display-options1.png

Query results are displayed in Time View by default. Not all query results apply to all formats.

The following example shows a flow in Sankey View.

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Pinning a query (to a board)

You can pin a query to a board as a panel for monitoring and quick reference. Simply, click the Pin icon at the top of the Explore window, as shown in the following example. For more information, see Create a board and add a panel.

1.0_Explore-pin-query2.png

Events view

The Events view displays a table of event properties you can use to construct queries. You can also create a new Event property by clicking the button in the upper right corner of the window. For more information, see Create an event property.

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Click an event property in the table to view details for the property, as shown in the following example.

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Scroll past the event table to view a list of Common Actions for that event.

Actors view

The Actors view displays a table of actor properties you can use to construct queries. You can also create new Actor properties by clicking the button in the upper right corner of the window. For more information, see Create an actor property.

Click an actor property in the table to view details of the property, as shown in the following example. You can modify the property by changing the option selections in the panel on the left.

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Flows view

The Flows view displays a table of properties you can use to construct queries. You can also create a new flow by clicking the button in the upper right corner of the window. For more information, see Create a flow.

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Click a flow in the table to view the flow. You can modify the flow by changing the option selections in the panel on the left and then re-running the query. For information, see Modify a query.

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Help

Clicking the Help icon takes you to the Interana Version 3.x documentation page. You can view help topics in a selection of 3.x Guides by clicking the desired links. 

Navigate to Interana 2.x and general topics by clicking the links in the top right corner of the window.

 

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What's Next

Now that you've gotten your bearings with the Interana layout and functionality, you can jump in and create a board and add a panel.

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