The DataHero Blog

Getting Started In DataHero: Best Practices

June 2nd, 2015

Getting Started in DataHero

DataHero is an analytics service that has a pretty simple goal: to allow anyone, even non-analysts, to understand their data. What does that mean for you, the business user? It means you won’t need to request that custom integrations be built for you, that you won’t need to ask Steve in IT to update that report for you, and that you won’t need to add another chart to your email attachments again.

Connect & Import

This is the first step in visualizing data in DataHero, and it’s so quick you’ll likely blow right by it. DataHero has pre-built connectors for the cloud services you already use. Some analytics companies tout custom integrations but what they really mean is “we’ll build these custom integrations for you in about 1-2 months.” What we mean is, you enter your login information for the cloud service you’d like to connect to, and DataHero will offer you reports that are available for single-click import. It happens in less than 30 seconds. This means you get to leverage our pre-built reports based on our own user feedback, without any extra formatting effort on your part.

Import Data From Cloud Services

Have data stored in CSV or Excel files? Upload those directly from your computer and store them right next to your cloud data so you can have all your data in one place. Check out this quick guide on formatting best practices for your CSV or Excel files.

Suggestions

DataHero helps you along your data visualization journey through recommendations in a few different areas. First, you’ll see recommendations for normalizing your data by data type. No need to deal in measures or dimensions, DataHero categorizes your data in plain English.

Data type categorization

Then, thanks to this newly categorized data, DataHero suggests charts based on the patterns it recognizes in your specific data. We also incorporate user feedback here. For example, through user testing we discovered that many of our users need MRR charts for their payment subscription services; thus that is now a suggested chart.

Suggested Charts

These are just a few examples of how DataHero leverages data visualization knowledge with an intuitive interface to help non-analysts discover insights from the data they already have access to. Overcoming these initial barriers (like what chart type do I use, or which data should I import) help all of us visualize data.

Visualize

Now this is where we really focus our DataHero superpowers. We work to make the charting process smooth so that you can stay in the high-level strategic thought process, rather than mired in equations, cell references or script writing. Drag and drop attributes onto the chart canvas, then it’s a few clicks of the mouse to segment, filter, and even perform advanced analytics like cohort analysis.

Chart creation

DataHero again suggests the chart type that makes sense with your underlying data, as well as pivots the data for you and suggests relevant time frames. This is all editable with a few clicks so you can customize your view of your data.

Combine Across Services

As much of our data now lives in many different cloud services, in order to answer a relatively simple question about a campaign, we have to log into our Google Analytics dashboard, then MailChimp, then Salesforce just to make sure we’re keeping a pulse on our efforts. House all that data in one place by connecting these services to DataHero. Then you can even combine data across various services with a common attribute. This allows you to take two datasets, say one from Salesforce and one from MailChimp for example, combine on a common attribute like email address, and create a third dataset of the two datasets that have been stitched together using this common attribute.

Combine Data

DataHero will even suggest combinations that make sense for your particular data.

Share Insights

Now you’ve created the charts you need to monitor your KPIs, put them into a dashboard and share it with the rest of your team, clients or executives. These dashboards will stay automatically updated based on any schedule that you set for your datasets, so dashboard viewers will always have the most up-to-date information, and never need to worry about multiple revisions again.

Share-Dashboard

Ready to simplify your own analytics process? Keep all your data (even from cloud services) in one place, with an easy-to-use cloud BI tool and share your insights with colleagues with DataHero.

 

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By Kelli Simpson

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