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Posted by Annie Cushing

I presented on wrangling and demystifying the data visualization process for marketers at MozCon this year, and it turns out there was far more to talk about than could fit into that half-hour. For the sake of those who couldn’t make it and those who could but want to learn more, I pulled together this overview of my presentation, offering more detail than I could in the slides.

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I’m going to go through the presentation slide by slide to bring the narrative to print.

Slide 3

I have a confession: Although it’s probably safe to say I’m a fairly advanced Excel user — at least among marketers — until recently I had no real charting strategy. In fact, I signed up to do this presentation partly to force me to carve out a strategy, particularly with Google Analytics data.

Slide 4

In this presentation I have focused on Google Analytics data for a couple reasons:

1. If you can wrangle Google Analytics, other marketing data is a walk in the park.
2. It has naming conventions that map beautifully to Excel, making it an ideal tutor.

Slide 5

My approach may seem a bit Karate Kid-esque, but if you can grasp the interplay between Google Analytics and Excel, you’ll never be left wondering how to visualize your data.

Although there are many aspects to data visualization, I focus primarily on charting.

Slide 6

In Excel there are two components to charts that are critical to understand: data series and categories. They are always used together.

Think of categories as buckets for your data and data series as the data itself.

Slide 7

If you dumped a pile of Legos in front of a group of kids and told them to organize them by color into their corresponding, labeled containers and then count them, the containers would be categories. And the data series would be the count of Lego bricks.

Slide 8

First let’s peek under the hood on a PC by cracking open the Select Data Source dialog. You get to it by right-clicking on your chart and choosing Select Data.

Slide 9

Excel for Mac also has data series on the left and categories on the right. And that’s about all they have in common.

Slide 10

But, as with most features in Excel for Mac, the functionality of the Mac’s Data Source dialog is far inferior to that of the PC.

Slide 11

This sort option is helpful if you have a stacked chart and want to sort the individual data series. I like to put the larger series on the bottom and smaller ones on the top. But if you have a stacked chart on the Mac and you want to reorder the data series, you actually have to delete the series you want demoted and manually add it back in.

It’s kind of like that game, Hand on Hand, you might have played as a kid where kids go around in a circle putting their right hands in the middle, followed by the left hands. Then they go around the circle moving the bottom hands to the top of the pile as fast as possible.

Although in this case, you’re moving the data series to the
bottom of the pile.

Slide 12

To move the Sessions data series to the bottom of the pile, first select it from the Series list.

Slide 13

Then click the Remove button to delete it from the list.

Slide 14

Then click the Add button to add it back to the list of data series.

Slide 15

Click the data selector button to the right of the Name field and select the series name, as directed in the screenshot.

Slide 16

Click the data selector button to the right of the Y values field and click-and-drag over the values. If the column is long, just click the first cell and press Ctrl-Shift-Down Arrow (Mac: Command-Shift-Down Arrow) to select the entire column without scrolling. (We are nothing if not efficient.)

Slide 17

And finally you need to click-and-drag over the category axis labels. Which brings us to the Mac’s other issue ….

Slide 18

In the PC version, there’s one place for the category axis labels. On the Mac you have to choose the axis labels for each series. It’s counter-intuitive.

Slide 19

Categories end up along the horizontal axis — or the vertical axis for horizontal bar charts.

Slide 20

The data series ends up in the legend and is usually a metric (from GA). But there are a couple exceptions, which we’ll get to in a minute. The categories populate to the horizontal axis label or vertical axis label with the bar chart.

Slide 21

Transition to Google Analytics.

Slide 22

The two major players in Google Analytics – that we’ll be mapping to Excel – are dimensions and metrics. They’re (practically) inseparable.

Slide 23

Dimensions are the buckets your data is broken up into. These come into Excel as text – even if they’re values – like you get with the Days to Transaction dimension (which you can get from Conversions > Ecommerce > Time to Purchase). They are always the far-left column of the table.

• Add a secondary dimension in any report (standard or custom).

• Create a custom flat table with two dimensions. Learn how in this post.

• Use the API. This is the only option that will allow you to use more than two dimensions. You can pull up to seven dimensions in one API call.

Slide 24

Metrics are anything that can be measured with a number.

Slide 25

If you’re in a custom report (or have clicked the Edit link at the top of most standard reports), metrics always show up to a party in blue.

Slide 26

And dimensions show up as green.

You can learn more about custom reports from the
video tutorial I created to help marketers.

Now it’s time to marry Google Analytics and Excel.

Slide 27

In most cases dimensions in Google Analytics map to categories in Excel.

Slide 28

And metrics map to data series in Excel.

Slide 29

I’m going to break this down systematically, based on the number of dimensions and metrics you’re wanting to visualize.

Slide 30

Dimensions: 0

Metrics: Multiple

You want this if you want to know aggregate numbers, e.g, sessions for the month, or revenue, or goal completions.

Slide 31

I hate to start on a downer, but you need the API to do this. The GA interface requires at least one dimension.

Slide 32

As with most things, if you prod enough, you’ll discover hacks and workarounds. But the name of the game here is to come up with a dimension that will only have one bucket. Going back to the Legos analogy, it would be kind of like saying, “Put all the plastic Legos in this bucket and count them.”

Slide 33

Workaround: Set dimension to something that will encompass all of your data, meaning you’ll only have one row in the report. One example of that would be the User Defined dimension (under Audience > Custom > User Defined).

As you’ll see in the screenshot, all of the values are consolidated as (not set) since this profile (now called view) doesn’t use the User Defined dimension.

Slide 34

If you’re still using the User Defined dimension (and, therefore, have multiple rows reporting), you really need to update.

If you’re using classic GA, you should be using custom variables and custom dimensions if you’re using Universal.

Slide 35

Another option is to use the Year dimension with a custom report. This is ideal if you are gathering data for a single month. You can aggregate data beyond one month, as long as the date range you choose doesn’t straddle more than one year.

Slide 36

Here’s what the custom report looks like under the hood. Learn how to 
create custom reports in Google Analytics in a video tutorial I did.

Slide 37

You can access this report 
here while logged in to Google Analytics.

Slide 38

This data isn’t conducive to charting, but you can sexy up a table with
sparklines and conditional formatting.

Slide 40

Dimensions: 1

Metrics: 1

An example of this might be revenue segmented by country or bounce rate segmented by device category.

Slide 41

Pie Chart Basics

Here are some highlights about the pie chart:

• They use angles to show the relative size of each value.
• You should put data in descending order to put the most significant data point at 12:00 and radiate clockwise.
• Avoid 3D pie charts. They distort data.
• Data points must add up to 100%. So you can’t take traffic from 5 of your 8 campaigns and chart them.
• Microsoft says no more than seven categories; I say no more than five.
• None of the values in your data series can be negative.
• Learn more

Pie Chart Tricks

Ways to trick out your chart:

• You can grab a piece of the pie to isolate it and drag it out slightly to draw attention to it. This is called exploding pie pieces.
• You can also change the values to percentages in the data labels or even add the categories, thereby negating the need for a legend.

Slide 42

Donut Chart Basics

Here are some highlights about the donut chart:

• Donut charts show data in rings, where each ring represents a data series
• It uses the length of the arc to indicate the size of the value.
• You should put data in descending order to put the most significant data point at 12:00 and radiate clockwise.
• Data points must add up to 100%. So you can’t take traffic from 5 of your 8 campaigns and chart them.
• Microsoft says no more than seven categories; I say no more than five.
• None of the values in your data series can be negative.
• Learn more

Donut Chart Tricks

Ways to trick out your chart:

• You can put the title or the value you want to highlight in the center. 

• I don’t recommend using the donut chart for multiple series or dimensions. They’re more difficult to interpret. 

• Like the pie chart, you can pull one out to draw attention to it.
• You can use a donut chart to create a speedometer chart.
• You can fill it with an image that resembles the surface of a donut to make it look like a … Okay, yeah, never mind …

Slide 43

Column Chart Basics

• Should sort in descending order.
• The axis should start at 0.
• Categories don’t have to add up to 100%
• Learn more

Column Chart Tricks

• You can add a trendline to make trends stand out.
• Consider going totally minimalist with the techniques I demonstrate in this video tutorial. (You can skip to the 15:53 mark.)
• Don’t be afraid to move the legend around.
• Excel’s default axis tends to be dense. I typically double the Major Unit, so if the major unit is set to 100, I typically up it to 200. Learn more about the major unit from the Microsoft site. (But I also show how in the above-mentioned video tutorial.
• You can use a column chart to create a bullet graph to show current data vis-à-vis goals or projections.
• You can use a column chart to create a waterfall chart.
• You can add a target line to your chart.
• If you have many categories to chart, you can use a scrollbar.
• You can use a column chart to create a thermometer chart.
• Just remember safety first when working with column charts.

Slide 44

Bar Chart Basics

• You need to sort your data in ascending order to put the longest bars at the top.
• Bar charts are good for categories with longer labels.
• You shouldn’t use bar charts if your dimension is time based (date, month, etc.).
• Learn more

Bar Chart Tricks

• You can use all of the tricks (except the last two) listed in the Column Chart Tricks list.

Slide 45

Radar Chart Basics

• Category labels are at the tip of each spine.
• You can use a fill with your radar charts.

Radar Chart Tricks

• Radar charts can be compelling when you compare multiple entities at once. For example, I saw a set of 50 radar charts that compared metrics like crime rates for different types of crime for each state.
• If you don’t want the axis labels to show, you can set the number formatting to ;;; to hide them altogether. You can then include an annotation on your chart that lets viewers know the intervals. 

Slide 46

Notes about the Heat Map

Learn how to create a heat map in
this video tutorial I did.

Slide 47

And now let’s look under the hood at a typical chart that uses 1 dimension and 1 metric. Let’s say we have this table of analytics data ….

Slide 48

If we create a column chart from this table, this is what it’s going to look like (with some cleanup).

Slide 49

Now if we look at the data source this is what we’ll see ….

Slide 50

The mediums show up over here in the categories …

Slide 51

And the sessions values show up here in the data series …

Slide 52

Which populates to the legend. But you can delete the legend when you only have one metric (or data series). You’ll then want to include the metric in the chart title.

Slide 53

And the mediums populate the horizontal axis labels.

A little piece of Excel trivia: The Select Data Source dialog still says Horizontal Axis Labels, even for bar charts where the labels are on the vertical axis. #pedantic

Slide 54

Example of 1 dimension and multiple metrics: Sessions, goal completions, and revenue broken down by Device Category (mobile, tablet, desktop)

BTW, the Device Category dimension is one of the most important in Google Analytics. By itself it’s pretty useless, but in the context of other data, it’s very useful. You should be segmenting all of your data by it.

Slide 55

Notes about the Clustered Column Chart

• Clustered column charts are good for showing comparisons (e.g, sessions vs revenue for each month or ROI vs Margin by campaign (or keyword).
• You could transform the clustered column chart into a combination chart by adding a line chart on the secondary axis that adds a percent value.

Slide 56

Notes about the Stacked Column Chart

• The stacked column chart is good for showing how each data series contributes to the whole.
• An example might be revenue broken down by medium.
• If you want to order the columns by overall height, you can create a total column for the series. You just won’t chart that column.

Slide 57

Notes about the Clustered Bar Chart

• All of the notes in the above-mentioned stacked column chart.
• Like the [single] bar chart, the clustered bar chart is better for categories with long labels.
• You can hack the clustered bar chart to create a double-sided bar chart. You can view a video tutorial I did on how to do this.

Slide 58

Notes about the Stacked Bar Chart

• If you want to sort the bars so that the longer bars are on top, create a totals column and sort it in ascending order.
• You shouldn’t use the stacked bar chart if your dimension is time oriented (date, month, etc.).

Slide 59

Notes about the 100% Stacked Column Chart

• Use the 100% stacked column chart when you are working with percentages.
• The data series must add up to 100%.
• For example, if you wanted to see what percentage of social referrals came from desktop, tablet, and mobile devices.

Slide 60

Notes about the 100% Stacked Bar Chart

All of the notes under the 100% stacked column chart apply here.

Slide 61

Notes about the Radar Chart

• Category labels are at the tip of each spine.
• You can use a fill with your radar charts.
• Radar charts can be compelling when you compare multiple entities at once. For example, I saw a set of 50 radar charts that compared metrics like crime rates for different types of crime for each state.
• If you don’t want the axis labels to show, you can set the number formatting to ;;; to hide them altogether. You can then include an annotation on your chart that lets viewers know the intervals. See the screenshot under the Slide 45 note above.

Slide 62

Notes about the Combination Chart

Learn all about combination charts in
this post I wrote on the Search Engine Land site.

Slide 63 – 69

Self-explanatory as they follow the same dialog as slides 46 – 52.

Slide 71

Notes about the Line Chart

• In a line chart, category data is usually distributed evenly along the horizontal axis and value data is distributed evenly along the vertical axis.
• Line charts can show continuous data over time, so they’re ideal for showing trends in data at equal intervals, like months, quarters, or fiscal years.
• You can add markers and set the lines to none to use them in ranking charts.
• Avoid using stacked line charts. It’s not always apparent that the data series are stacked. If you want to stack, use an area chart instead.
• You can add interesting line markers like the ones I created in this video tutorial to replicate the charts in Moz’s tool set. 

Slide 72

Notes about the Stacked Area Chart

• Ideal for showing stacked data series over time, especially if you want to demonstrate a fluid trend. Stacked column charts should be used if you want to keep each of the categories more disparate.
• You should order the data series so that the larger series are at the bottom of the stack with the smaller series being clustered together at the top because people’s eyes naturally travel from the horizontal axis upward with stacked area charts.
• If you keep the gridlines, make them significantly lighter. A light gray works well.
• Make sure you have adequate contrast between contiguous data series. Sometimes Excel puts two colors next to each other that blend.
• If you have smaller data series that are difficult to see, use stronger colors to make them easier to view.
• If you have all larger data series and you want to add some finesse, give your data series a line (what would be called a stroke in graphic design programs) that’s slightly darker than the fill.
• You can create a combination chart with a stacked area chart. Just don’t use a line chart for the other style. I like to use a chart style that stands out from the area chart, such as a column chart. You may want to increase the transparency of its fill so that you can easily see through to the stacked area chart.

Slide 73

Notes about the Clustered Column Chart

• You use the clustered column chart to show comparisons between data series (as opposed to how they contribute to the whole).
• The clustered column chart is especially effective for showing year-over-year data. The categories would just have the name of the month (I abbreviate to three letters, which you can learn how to do in this tutorial), and one column would be used to show data from one year and the other colored column would indicate the previous year. To show the month from each year as a disparate data series, you would have to make each year a separate column in your data.
• You can add a line chart on the secondary axis that highlights the percent change between values.
• You can play with the gap width and overlap settings to adjust the series. You get to those by selecting a column, pressing Ctrl-1 (Mac: Command-1), and navigating to the Series Options (Mac: Options) area of the Format Data Series dialog.
• Excel doesn’t provide the option to add a data label that indicates the total of all the data series for each column. You can hack one by adding a total column that you include in the clustered column but then change to a line chart. From there, remove the line and add data labels above the line.

Slide 74

Same as Slide 60.

Slide 75

Same as Slide 58

Slide 76 – 77

Self-explanatory.

Slide 78

Things get more complicated when you want to chart two dimensions. There are three ways to get 2 dimensions:

Slide 79

So here we have two dimensions (Device Category and User Type). I picked these dimensions to demonstrate because they have a finite number of options. I LOVE the device category dimension and use it frequently to segment my data in Google Analytics.

Note: When you chart two dimensions, you can only use one metric (or data series in Excel).

Slide 80

Here’s an example of what a clustered column chart might look like.

Slide 81

We now have a dimension in the legend — or category in Excel.

Slide 82

Using the Switch Row/Column button ….

Slide 83

This is what the chart would now look like. Notice we now have three data series and two categories.

Slide 84

Now let’s take a peek under the hood.

Slide 85

Again, here you see we have dimensions, not metrics, in the data series. The metrics should be included in the chart title.

Slide 86

And now the Device Category dimension is in the category area.

Slide 87

Your chart options are the same as when you had one dimension and multiple metrics. These options are not exhaustive.

Slide 88

Slide 89

The data in this table is in report format. If only marketing export data came in this format. (It doesn’t.)

Slide 90

This is how marketing data actually comes out of different marketing tools. It’s called tabular format.

Slide 91

Just as in a database, rows in tabular data are called records.

Slide 92

Columns are called fields.

Slide 93

And the column headings are called field names. But if I were to select two dimension columns and one metric and select a chart, here’s how Excel digests the data …

Slide 94

Gross, I know. I’m a child.

Slide 95

Here’s what it actually looks like. A royal mess.

Slide 96

Excel requires that data be in a report format in order to chart two dimensions. And the one metric (sessions, revenue, impressions, whatever) goes into the green area. There’s only one way to corral an export with two dimensions and one metric into report format …

Slide 97

Pivot tables sound scary and intimidating but not if you think about what pivot means.

Slide 98

When a soldier pivots, s/he very simply goes from standing facing one direction to turning at a 90 degree angle. That’s what a pivot table does. By moving one of your dimensions into the Columns field (Mac: Column Labels field), Excel puts that dimension’s values across the top of your data. 

Once you have your data in report format, and you can chart it. You typically want to put the dimension with fewer values into the columns area.

Learn how to create pivot tables in this comprehensive video tutorial I did.

Slide 99

Although pivot tables come with a lot of junk in the trunk, you can see the pivot table puts the data into report layout, which Excel can then use to chart the data. If you’re on a PC, you can create a pivot chart. If you’re on a Mac, you can create a static chart from the pivot table because Excel for
Mac still doesn’t support pivot charts. Still. Ridic.

Slide 100

Now you’re ready to look at GA data — nay, all marketing data — with a more strategic eye… And spend less time tooling around in Excel trying to figure out how to visualize your data!

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Posted by JamesAgate

Many of you may have seen our
Link Building Survey results published here on Moz around this same time last year. The reception was fantastic, so we decided to push ahead with turning this into an annual series to see how this strand of the industry is developing and evolving over time.

Firstly, “link building”…

Yep, we’ve not changed the name to a “content marketing survey” or “inbound link acquisition survey;” we still feel link building is a vital part of an SEOs arsenal of tactics, and therefore it deserves its own survey.

As a company we’re investing just as much in link building for our clients (granted, we’ve adapted what we are doing), but the fact remains that if you want to score big with decent organic search visibility then you need links.

Now that that’s out of the way, let’s get down to the details:

Who took the survey?

A massive thank you to the 315 or so people who took the survey. That number is slightly down from last yeah, which I feel is partly due to fewer people considering link building to be a part of their day-to-day roles. I’d argue that’s a missed opportunity, and this year we had a few duplicate entries and submissions that needed a bit of tidying up, so we trimmed it back to these 315 submissions.

The makeup of the respondents was broadly similar to last year, as expected, although based on user feedback from our inaugural survey, we added a few more categories for respondents to self-classify—so it is hard to make specific comparisons.

How much does your company spend on link building per month?

In the 2013 survey, 10% of respondents said their company spent $50k+ per month on link building, so it appears that the upper limit to link building spend may have decreased slightly across the industry.

That being said, there now appears to be a much larger number of companies in the $10-$50k per month bracket when you compare this year’s 37% with last year’s 11%.

I would attribute the changes year-on-year to two factors;

• Reclassification of the term “link building:” Many companies have shifted budget that they would previously classified as link building budget into content projects that more than likely still have an impact on link building efforts.
• Recognition of opportunity: Based on our own experiences we see a number of website owners and businesses pushing harder with their content promotion and link building as they recognise an opportunity to invest when their competitors are running scared.

Warren Buffett once said “Be fearful when others are greedy and greedy when others are fearful.” Based on conversations alone that I’ve had with a wide range of businesses, many are now fearful when it comes to building links. In fact, we gathered some data later in the survey that revealed that one of the biggest challenges people face is not knowing which links will help and which will harm them. Google’s widespread action against websites (and dare I say it webmaster propaganda) has had a dramatic impact on some people to the point of paralysis.

There are clear opportunities that, with a sound strategy, can be seized in today’s market.

You can
build links like it’s 1999 for a microsite or second level property, keep it super-clean and identify link opportunities that would be valuable irrespective of Google, or somewhere in between those extremes. The fact is the links still form the backbone of the internet and of Google’s algorithm and that isn’t going to change for a very long time.

What percentage of your overall SEO budget is allocated toward building links?

Thanks to
John-Henry Scherck for this one as he made the suggestion following the 2013 survey that having data on the percentage would be really interesting. Looking back we don’t have a point of comparison but not of course moving forward we will have so we should get a clearer picture of whether online marketing budgets are just increasing in general (and therefore link building gets allocated the same percentage but of a bigger pie) or whether folks are seeing the value from building links and therefore allocating a larger percentage of the same sized pie to link building activities.

Would you say you’ve increased or decreased your spend on link building over the past 12 months?

This aligns with our data on more people entering the $10-$50k per month investment bracket this year:

Why the increase/decrease in spending?

We asked people why they decided to increase or decrease their spending on link building over the past 12 months.

Responses could be categorized into the following areas:

Common reason for increases:

• Increased costs related to moving away from older style and often “cheaper” link building
• Increased costs related to production/creativity
• Good links are just as important as ever; links still move the needle in terms of search engine visibility and performance therefore it makes sense to increase investment in this area.

Common reasons for decreases:

• Moving link building budget into content marketing projects (to be fair, this budget will probably indirectly fund link acquisition of some kind even if it is seen as a secondary goal for the content campaign.)
• We wanted to scale back and assess the impact that Google’s manual actions etc have on our website.

In the next 12 months, will you look to increase or decrease your spend on link building?

Why the planned increase/decrease in spending?

• Link building continues to get more expensive
• To raise the bar on existing efforts, and to beat competitors with increasingly sophisticated content assets
• Unsure where to invest/which links are working so concentrating budget into other activities.

Which link building tactics do you utilise most often?

(Numbers listed are votes rather than percentages)

When we compare with responses from the 2013 survey, there is a clear shift towards content-led initiatives and a reduction in some tactics for example close to 50% said in 2013 that guest blogging was their staple tactic, in 2014 fewer than 15% listed it as one of their staple activities.

Another interesting bit of data is the fact that paid links have seen somewhat of a resurgence in popularity, presumably as companies look for tactics where they can maintain greater control. In 2013, just 5% listed paid links as their staple linking tactic whereas in 2014 over 13% reported paid linking and blog networks as one of their main link building tactics.

What is currently your biggest link building challenge?

• Getting links to pages that aren’t particularly linkworthy (money pages)
• Lack of scalability (time, process, training, spreading time between clients)
• Avoiding Google penalties

These are similar challenges to those reported in 2013 in the sense that there is still concern over which links are helping and harming organic search performance as well as difficulties relating to processes and the lack of scalability.

The interesting thing is that SEO is full of challenges so as soon as one is overcome, the next appears. In 2013, 28% of respondents said that “finding link prospects” was a key challenge but this year not a mention of link prospects being an issue. This arguably suggests that we as an industry were adjusting to the “new world” back in 2013 and that now we have advanced our capabilities enough for this to now longer be the primary challenge in our day to day work. Now the main problem doesn’t seem to be getting links as such but more about getting links into the pages that we all need to rank to stay in business … the money pages.

Which link building tactics do you believe to be most effective?

(numbers below are “votes” rather than percentages)

Which link building tactics do you believe to be least effective?

(numbers below are “votes” rather than percentages)

Which link building tactics do you consider to be harmful to a site?

(numbers below are “votes” rather than percentages)

See the complete visual below:

Thank you for everyone who took part in the survey! See you all again next year.

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