Embedded Analytics

Logi Composer’s Embedded Self-Service Analytics: The Developer’s Experience and the End User’s Experience

By Ardeshir Ghanbarzadeh
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One size does not fit all for self-service analytics. This is especially true for the end users of commercial and corporate applications. One individual or team may want access to a basic dashboard that displays sale figures, while others may want to interact with data or create their own charts or graphs. Can your users get what they need without your help—and without leaving your application?

In a survey of 500 applications teams, nearly 50 percent reported that with embedded self-service analytics they were able to reduce the number of ad-hoc reporting requests from users—and 67 percent saw an increase in the time spent in their applications.

The goal of embedding self-service analytics is to empower end users, requiring software teams to customize the analytics capabilities for those users. Logi Composer’s analytics development experience features embedded self-service that allows software teams to tailor the experience to the skill level of specific end users. How does it work? Logi Composer is the first out-of-the-box development experience for embedded analytics and self-service. In this post, I am going to break down the experience from two perspectives: the view of the software team (you) and the view of the end user (your customer).

How Logi Composer’s Embedded Self-Service Works for Developers

In this dashboard built with Logi Composer, I’ve created two visualizations: a bar chart on the left showing wine sales by country and volume, and a bubble chart on the right showing wine sales by volume and average price, grouped by variety.

The Self-Service Workflow

For the bar chart on the left, I want to give my end users the full range of flexibility in terms of visualization interaction, including zooming into attributes and metrics to slice and dice, drill-down analysis, and visibility to the underlying data. This enables them to perform ad-hoc analysis without asking me for new visualizations or dashboards.

Alternatively, I can also customize a more simplified self-service workflow. For example, I can use Logi Composer’s visual editor to control the visualization interactivity at the feature level and turn off visibility for Details and Keysets on this bar chart. Now my end user can only Zoom, Filter, see Trends and use Actions when interacting with this bar chart.

Interactivity Controls 

With the visualization control panel, I can customize the interactivity experience for the bubble chart on the right and only enable visibility to Details on this visualization. Now my end user can only see the details behind the visualization when interacting with the bubble chart.  I can also further fine-tune the self-service experience with control over Data interactivity. For the bubble chart on the right, I can toggle on or off interactivity with metrics, groups, filters and sort, and give my end users the freedom to securely explore data, collaborate, and share content.

How Logi Composer’s Embedded Self-Service Works for End Users

How does Logi Composer work from the perspective of an end user? If I’m a VP of Sales using the Wine Cellar CRM application, I want to view sales data. I want access to advanced analytics capabilities to quickly make decisions from the data stored in the application. However, I want the flexibility to quickly build dashboards, share reports, and run ad-hoc analysis without having to submit a request to the software team each time I have a custom need.

With Logi Composer, analytics are customized and embedded into the Wine Cellar CRM application for a single application view of my business data. With embedded self-service, I can quickly build a dashboard and have new ways of looking at data.

Building a Dashboard with Self-Service

For example, let’s say I want to build a dashboard to tell me about wine sales by country and variety. Starting with a blank authoring canvas, I can easily select the wine sales dataset, then select a bar chart from the wide collection of available visualizations. Composer will automatically apply the dataset to the bar chart. I can now immediately see wines sales by country in my new dashboard

Customize and Select Color Schemes

Now that I have created my visualization, I can also customize the chart to match my preferred view and styling. For example, I can change the orientation from vertical to horizontal on this chart. I can use the same simple process to create more complex visualizations. Using the same sales dataset, I can create this tree map visualization and add it my dashboard

Once added, I can change the sort order and apply a filter to the visual, and also change this tree map’s color scheme to match my bar chart and create a consistent look across the dashboard and the host application.

I can also populate my dashboard with existing charts and tables from the visual library, for example let’s look at a breakdown of Wines by Gender.

With out-of-the-box functionality to drill down into data, look at details, and apply filters, I can run ad-hoc analysis of wine sales from each of these visualizations.

Embedded Self-Service

With the dashboard saved, I can go back to the homepage of my CRM application. My new dashboard is now embedded into the Wine Cellar CRM. From here, I can conveniently navigate to and pull up my custom dashboard at any time.

I can also run analysis on the data in each visualization, and securely share this content with my team using links and PDF exports.

With Logi Composer’s embedded self-service, your end users have the freedom to create new dashboards in minutes, perform analysis, and share content all within your application. This approach keeps your users in your application, increasing the value of your offering and providing valuable differentiation without compromising time to market or sacrificing roadmap features.

 Ready to try it yourself? Download a free trial of Logi Composer today >

Originally published July 14, 2020; updated on August 17th, 2021

About the Author

Ardeshir Ghanbarzadeh is the Director of Product Marketing at Logi Analytics. He has over 20 years of experience in product marketing, product management and customer success and has held positions at Epitiro, Spirent Communications, Metrico Wireless and VoIP Logic where he created products and services for companies such as Panasonic, AT&T and QUALCOMM.