Module 1: Adoption Journey
- Objectives: Review Platform Analytics use cases and stakeholder objectives; identify the three pillars of Platform Analytics: Responsive Business, Service Improvement, and Data Foundation.
Labs: Lab 1.1.1 Analytics for Custom Applications; Lab 1.1.2 Breakdown Data Troubleshooting (Optional).
Module 2: Bucket Groups and Scripts
- Objectives: Configure bucket groups as breakdown sources; implement scripted breakdown mappings; apply best practices for breakdown data growth management.
Labs: Lab 2.1.1 Bucket Groups and Breakdown Mapping; Lab 2.2.1 Scripted Indicator with Scripted Breakdown Mapping.
Module 3: Breakdown Security and Visibility
- Objectives: Implement advanced breakdown categorization and navigation; configure indicator, breakdown, and breakdown element security.
Labs: Lab 3.1.1 Breakdown Security.
Module 4: Advanced Data Sources
- Objectives: Create database views to virtually join tables; build visualizations using multiple data source types.
Labs: Lab 4.1.1 External Data Sources; Lab 4.2.1 Database Views.
Module 5: Spotlight
- Objectives: Configure Spotlight criteria; implement Spotlight reporting; set up Spotlight for service monitoring; use Spotlight Interactive Analysis.
Labs: Lab 5.1.1 Spotlight for Incident Management.
Module 6: Analytics on Platform Metric
- Objectives: Define metric definitions and instances; review metric instance generation; configure metric reporting; build metric-based automated indicators.
Labs: Lab 6.1.1 Metric Trending.
Module 7: Advanced Formula Indicators
- Objectives: Identify advanced formula use cases; design formula and index indicators.
Labs: Lab 7.1.1 Build Index Indicators.
Module 8: Dashboards, Visualizations, and Filtering
- Objectives: Build dashboards using the in-line editor; configure advanced visualizations; create single, multiple, and cascading filters using data sources.
Labs: Lab 8.1.1 Customer Success Advocate Dashboard; Lab 8.3.1 Visualize Customer Satisfaction; Lab 8.3.2 Dashboard Filtering.