1. Putting it all together
Our journey is almost to its end as we are now on our final lesson.
Before we begin, let us put on our Marketing Director caps one last time and think about how a bar chart would aid in determining each campaign’s performance. Previously, we created a dashboard with a single filter. Let's improve the charts by adding a second filter.
2. Cleaning up the visuals
When visualizing data, Digital Marketers are often at risk of creating messy charts when trying to relay too much information at once.
To fix this issue, they often go the opposite direction and create too many charts, which will overwhelm the user.
For example, take the messy chart here. It is very untidy and hard to decipher the data you need. This example may be solved by creating 2 charts, but what if there were more than 2 sources and more than 3 campaigns per source? The number of charts would be overwhelming.
Instead, we should create one dynamic dashboard with only a few charts to avoid these common pitfalls.
3. How to make a dashboard dynamic?
We have been working our way to this point where we are ready to put everything together into a dynamic dashboard.
Step 1 is to add the data validation dropdowns, which we covered previously.
Step 2 is to create a filtered table. This will be a stand alone table, away from the original table. The filter on the table will depend on what value is selected in the dropdown. We covered this previously as well.
We also already set up the charts, but we had to use the regex aggregate table to do so.
Step 3, the final step, is to link the chart of interest to the filtered table, which is what we will be doing in this lesson.
4. Step 2: filter the table with two conditions
To filter a table using two dropdowns, we need to use the following formula.
The first argument in an IF statement takes the cell that contains the dropdown menu value and makes sure that something exists in the ad group dropdown. If true, then we check to see if the source dropdown is blank. If that is also true, we apply one of our often used filter regexmatch formulas to the table, only filtering the ad group column based on the ad group dropdown A3.
If something exists in the source dropdown, then we simply add another REGEXMATCH argument to a filter, which also filters the source column by the source dropdown A2.
Lastly, if the dropdown has no value, we simply return the entire original table.
5. Step 3: link filtered table to chart
We previously linked the charts to the regex-driven aggregate table. Now that we have set up the dropdown and successfully filtered the example data set into its own table, we can connect the filtered table to the chart of interest.
The table changes based on the dropdown filters, and, when the table changes, the chart changes, thus giving us our first look at a dynamic dashboard. Once you make it to this step, be sure to test out a few filter combinations to make sure everything is in working order.
6. Let's get to work!
You have come a long way since the start of this course. Now it is time for you to show it off by creating a dynamic dashboard using the digital marketing data set!