Quick Start: Creating Your First Look

This article takes you step-by-step through the process of creating a Look in Customer Insights. What this article doesn’t do is explain is exactly what you are doing, or why you’re doing it. If you’d like that type of information, please see the For More Information section at the end of this article.

In the meantime, you can create a basic Look by following these steps. If you complete the entire procedure, you’ll end up with a Look that shows the 10 US states that are home to the largest number of your users. In other words:

To create this Look, complete the following procedure:

  1. In Customer Insights, click Explore and then click Profiles. If you don’t see the Explore menu, that means that you don’t have the necessary permissions to create a Look. If you think that’s a mistake and that you should have these permissions, contact your Janrain representative.
  2. Clicking Profiles brings up the Profiles Explore. In the left pane of the Explore, expand Location:

  1. Click Region. This adds the Region dimension to your Explore:

  1. To ensure that you only return data for users who live in the US, hover your mouse over the Country dimension and then click Filter:

That adds the Country dimensions to the Filters section of your Explore:

  1. In the **Filters **section. in the target value field, type United States:

  1. To ensure that you only return data for users who have specified a home state, hover the mouse over Region and then click Filter. This adds the Region dimension to the Filters section:

  1. In the Filters section, for the Region filter, click the operator list and select is not blank:

  1. Click the + next to the Region filter in order to add a second filter clause:

  1. Click the filter operator list for this second clause and then click is not null:

  1. In the left pane, expand Profile Fact:

  1. Under Profile Fact, click Count. This adds the Count measure to the Explore:

  1. To sort on the number of users per state, in the Data Section, click Profile Fact Count. A downward-pointing arrow (which indicates that data will be sorted by this column, and in descending order) will appear next to Profile Fact Count:

  1. To verify that the correct data is being returned, click Run:

You should get back data similar to this:

  1. To limit the returned data to the 10 states with the most registered users, in the Data Section, set the **Row Limit to 10:

  1. To verify that the correct data is being returned, click Run. Your returned dataset should contain only 10 states:

  1. Expand the Visualization section. You should see the default visualization (a column chart):

  1. To change the visualization to a bar chart, click the Bar Chart icon in the visualization toolbar:

Your visualization should look like this:

  1. To modify the visualization, click the Edit arrow on the toolbar:

  1. On the Edit menu, on the Series tab, expand Profile Fact:

  1. Click the Color icon and then, in the dropdown color picker, type lightsteelblue:

  1. On the Values tab, set Value Labels to On:

  1. In the Value Colors field, type black:

  1. On the X tab, in the Custom Axis Name field, type US State:

  1. On the Y tab, in the Axis Name field, type User Registrations:

  1. Click the Edit arrow to hide the menu. Your visualization should look like this:

  1. Click the Explore Options icon and then click Save as a Look:

  1. In the Save Look dialog box, in the Title field, type User Registrations: Top 10 US States and then click Save & View Look:

  1. The Look is saved and opened:

You have completed your first Customer Insights Look.