Adding Merchant Metrics to Info Graphic

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Adding Merchant Metrics to Info Graphic

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  • AddingMerchantMetricstoInfographicGoal:Toupdateaninfographictemplatewithrealdata.

    Youwillneedthefollowing:1.infographic_template.aiTheinfographicinadobeillustratorformat2.infographic_color_swatch.aseThecolorswatchfortheinfographic3.MerchantMetricsfilesEachmerchanthastheirownfilewithdatatoaddtotheinfographic.Eachsectioninthesefilescorrespondstoasectionontheinfographic.4.FontsYoumayneedadditionalfontsfortheinfographictodisplaycorrectly.Illustratorwillwarnyouifyoudonothaveallthenecessaryfonts.Thefontscanbefoundatthelinkbelow.Youmayneedtodownloadandinstallthesefonts.

    Thesefilescanbefoundhere:https://drive.google.com/a/socialgrowthtechnologies.com/folderview?id=0BzRw6ZZ5EG9rSkdFeU5HakhzOU0&usp=sharing

    4.AdobeIllustratorCCYoucandownloadatrialversionhere:https://creative.adobe.com/products/illustrator

    Instructions: OpenaMerchantMetricfilefromtheMerchantMetricsfolder.Youwillbeusingthedata

    fromthisfiletoaddtotheinfographic. Openreporting_v01.ai Importreporting_v01intoyourswatches.Thefollowingyoutubevideoexplainshowtodo

    this:https://www.youtube.com/watch?v=_1qcxFFZTogThecolorswatchwillhavethespecificcolorsyouneedfortheinfographic.

    UpdatingtheIncomingUserTrafficSectionTheinputdataforthissectioncanbefoundundertheIncomingUserTrafficLabelintheMerchantmetricfileThestepsinthissectionalsoapplytotheOutgoingUserTrafficsection.

  • UpdatethePieCharttoreflectthemerchantsmetrics. SelecttheSelectionTool.Note:Allobjectselectionswillbemadeusingthe

    SelectionTool. Selectthepiegraph RightClicktheselectedpiegraphtodisplaythegraphmenu SelectData...Aspreadsheetwindowshoulddisplay InputthedatafromtheIncomingUserTrafficsectionfromtheMerchantmetricsfilein

    descendingorderinthefirstrowofthespreadsheet Exitoutofthespreadsheetwindow Adialogwilldisplayaskingtosavethechangestothegraphdata.SelectYes.

    Updatethepiegraphlabelstoreferencetheappropriatepiegraphslices.Updatethedomainnames

    Nexttothepiegraphyouwillseedomainnamesandpercentages.Selectthefirstdomain.

    Rightclicktheselectiontodisplayoptions ClickUngroup Clickanareaofftheinfographictodeselectyourcurrentselection Doubleclickthedomainnameyouungroupedtoedititstext Enterthepercentanddomainnamefromtheincomingusertrafficsectionofthe

    merchantmetricsfileintoyourselectioninallcaps.example:55%GOOGLE.COMRepeatthesestepsfortheremainingdomainnames.Domainslistshouldbeindescendingorderbypercentage.

    UpdatetheIcons Selecttheiconnexttoadomainname.Rightclicktheselectiontodisplayamenu. Selectungroup Clickanareaofftheinfographictodeselectyourcurrentselection Selecttheiconintheboxyouungrouped Deletethisicon Ontheleftoftheinfographicinthegreyareaoffthecanvasthereareiconsforpopular

    brands.Selecttheiconcorrespondingtothedomainnameyouentered.Iftheicondoesnotexistsearchonlinetofindaniconforthedomain.

    Copytheicon Pastetheicon Dragthepastediconintothebox.Makesuretheiconlookscentered.

    Repeatthesestepsfortheremainingdomainnameicons

    Eachdomainnameshouldhavealinepointingtoitscorrespondingsectionofthepiegraph.Eachlineendswithadot.Eachdotshouldoccupyonepiegraphslice.Thereare5dots.Foreachdot:

  • Selectadot. Draganddropeachdotintoapproximatelythecenterofeachsliceofthepiegraph.

    Nowweneedtoattachtheappropriatelinestoeachdot.Linesshouldnotcross.Makeproperadjustmentstodotsifnecessary.Useyourownjudgement.

    Selectthedirectselectiontool Selectaline Hoverovertheendpointoftheline. Dragtheanchortotheappropriatedotiethedotinthepieslicethatcorrespondstothe

    domainthelineiscomingfrom.Theyellowpiesliceiscorrespondstothefirstdomaininthelist.Theremainderofthedomainsarethepieslicesgoingclockwise.

    Repeatthesestepsfortheremaininglines.

    RepeatthesestepsfortheOutgoingUserTrafficsection

    TimespentsectionForthedata,refertothetimespentsectioninthemerchantmetricsfile

    Selectthebargraph Rightclickthebargraph SelecttheData...option InputthedatafromtheTimespentsectionofthemerchantmetricsfileintothedisplayed

    spreadsheetTheDatashouldbeinputindescendingorderbyhoursspentonthesite

  • ThedomainnamesshouldbeindoublequotesandinallCAPsThefirstcolumnisdomainnamesThesecondcolumnisHoursspentonthesiteThethirdcolumnispagesloadsonsiteEachrowisforonedomain

    Exitthespreadsheet. SaveyourChanges.

    CompetitorssitevisitssectionForthedata,refertothecompetitorssitessectioninthemerchantmetricsfileUndereachlogo,adomainnameisdisplayeddiagonally.Changeeachdomainnametothedomainnameunderthecompetitorssitessectioninthemerchantmetricsfile.Domainnamesdonotneedtobeinanyparticularorder.

    Tochangeadomainname: Doubleclickthedomainname.Youwillnowbeintextmode Removetheexistingtextandaddthenewdomainname.

    Repeatforalldomainnames.Thedomainnamesmustbeinallcaps.Afterupdatingthedomainnames,ifthedomainnamelabeloverlapsthelogomovethedomainname.Ifthedomainnamelabelistoofarfromthelogomovethedomainnamesothatitiscloser.

    Onceyouhaveaddedallthenewdomainnames,youmustaddtheirrespectivelogostotheboxes.Ifalogodoesnotexist,goonlinetofindalogoforthedomain.Toupdatealogo:

    Doubleclickthelogo.Youwillnowbeinisolationmode. Singleclickthelogoinisolationmodetoselectit. Deletethislogo Ontheleftoftheinfographicinthegreyareaoffthecanvasthereareiconsforpopular

    brands.Selecttheiconcorrespondingtothediagonaldomainnameyouentered.Ifthe

  • icondoesnotexistgoonlinetofindaiconforthedomain. Copytheicon Pastetheicon Dragthepastediconintothebox.Makesuretheiconlookscentered.

    Repeatstepsfortheremainingdomainlogos.

    Thenumbersaboveeachlogoforeachdomainarethenumberofpageloadsforeachsite.Tochangethenumber:

    Doubleclickthenumberyouwanttochange Deletetheexistingnumber Addthenewnumber

    ThenumbershouldcorrespondtothedomainPageLoadsonSitenumberfromthemerchantmetricsfile.

    UsergeographysectionForthedata,refertotheusergeographysectioninthemerchantmetricsfileAlsoyoumayneedtoreferenceamapoftheUnitedStates,whichcanbefoundatthefollowinglink:http://upload.wikimedia.org/wikipedia/commons/5/52/US_map__states.png

    Selectthemapoftheus Rightclickthemap Selectungroup Leftclickanareaofftheinfographictodeselectyourcurrentselection

    Youneedtochangetocolorofallthestatesthatareorangetoashadeofbluefromtheimportedcolorswatch

    Selectaorangestate

  • Thenclickashadeofbluefromtheimportedcolorswatches repeatthesestepsfortheremainingorangestates

    Foreachstateinthemerchantmetricsfileyoullneedtofindthestateonthemapandchangeitscolortoorange.

    Selectthestateonthemap Selecttheorangecolorfromtheimportedcolorswatches

    RepeatforallthestatesinthemerchantmetricsfileunderUsergeography

    Foreachorangestateonthemap,theappropriatelabelmustbecreated.Thelabelwillhavethenumberofhitsandthestatesname.Thehitsshouldbeinorangefontandthestatenameshouldbeinwhitefont.Thelabelshouldbeneartheorangestatebutnotoverlapthemap.ThestatenameandhitscanbefoundundertheUserGeographysectionofthemerchantmetricspage.

    Doubleclickanexistingstatelabel. Nowremovetheoldtextandenterthenewstatelabel.Example:92California Selectyournewlycreatedlabel Draganddropthelabelonalocationnearthestatethelabelisfor.

    RepeatfortheRemainingStates

    Foreachlabelforeachstate,thereshouldbealinefromthelabeltotheorangestate.Theselinesshouldnotoverlap.Thelineshouldendwithadotinsidetheorangestate.Thereshouldbefivewhitedotsonthemap.Moveeachdotintothecenterofeachoftheorangestates.

    Selectadot Draganddropthedottothecenterofaorangestate.

    Repeatforalldots.

    Moveandadjusteachlinesothatitiscomingfromthestatelabel.Thereshouldbe4linesonthemap.

    Selectalinewiththeselectiontool Moveandadjustthelinesothatispointingfromthelabeltowardthedirectionofthestate

    thelabelrepresents.Youmayneedtoshortenthelineandchangeitsangle. Repeatforalllinesforeachstatelabel.

    SelecttheDirectSelectionTool Selectaline Hoverovertheendoftheline. Dragtheanchortotheappropriatedot.Thedotinthestatethatcorrespondstothe

    domainthelineiscomingfrom. Repeatthesestepsfortheremaininglines.

  • BrowserdatasectionForthedata,refertothebrowserdatasectioninthemerchantmetricsfile

    Selectthepiegraph Rightclickthepiegraph SelectData...fromthemenu Inputthedatafromthebrowserdatasectionofthemerchantmetricsfileintothe

    spreadsheet.Thedatashouldbeinputindescendingorder

    Exitthespreadsheetandsavethechanges

    Labeleachsliceofthepiegraph.Updatethepercentagesthecorrespondtoeachbrowsericon

    Doubleclickapercentagetochangeit. Changethepercenttothecorrespondingpercentforthebrowserfromthemerchant

    metricsfile. Movethepercentage,browsername,anditsbrowsericontoalocationclosesttothepie

    sliceitrepresents.Thebrowsernameshouldbedirectlyunderthepercentageandtheiconshouldbetotherightofthepercentageandbrowsername.

    Theorangepieslicerepresentsthelargestpercentage.Thepercentagesareindescendingordergoingclockwise.Thelabelsshouldnotoverlapthepiegraph.Repeatfortheremainingbrowsers.

    Eachbrowsershouldhavealinepointingtoitscorrespondingsectionofthepiegraph.Eachlineendswithadot.Thereshouldbe4dotsonthepiegraph.Moveeachdotintothecenterofeachofthepieslices.

    Clickadot

  • Draganddropthedottothecenterofapieslice.Repeatforalldots.

    Nowweneedtoattachtheappropriatelinestoeachdot.Linesshouldnotcross.Makeproperadjustmentsifnecessary.Useyourownjudgement.

    Selectalinewiththeselectiontool Moveandadjustthelinesothatispointingfromthelabeltowardthedirectionofthepie

    slicethelabelrepresents.Youmayneedtoshortenthelineandchangeitsangle. SelecttheDirectSelectionTool Selectaline Hoverovertheendoftheline. Dragtheanchortotheappropriatedot.Thedotinthepieslicethatcorrespondstothe

    domainthelineiscomingfrom.Theorangepieslicerepresentsthelargestpercentage.Thepercentagesareindescendingordergoingclockwise.Repeatthesestepsfortheremaininglines.

    BrowserversionbreakdownForthedata,refertothebrowserversionbreakdownsectionofthemerchantmetricsfile.TheleftcolumnisthebrowserbreakdownforFirefox.themiddleisforInternetExplorer(IE)andtherightisforChrome.Thepercentagesforthebrowserversionsareindescendingorder.

  • Updatethepiegraphsforeachbrowser. Selectapiegraph. Rightclickthepiegraph. ClicktheData...optionfromthemenu. Enterthebrowserbreakdownpercentagesfromthemerchantfilefortheappropriate

    browser.Thepercentagesshouldbeinputindescendingorderinthespreadsheetrow.closeandsavethespreadsheet.RepeatforotherBrowsers

    UpdatethePercentagesfortheBrowserVersionsunderthePieGraphThepercentagesshouldbeindescendingorder.Tochangeapercentage:

    SelecttheTypeTool. ClickaPercentage Updatethepercentage.

    Repeatfortheremainingpercentagesforeachbrowserversionforthatbrowser.Repeatforremainingbrowsers.

    RealignPercentagesifbrowserversionpercentagesarenotaligned Doubleclickthepercentage.Youwillnowbeinisolationmode. Singleclickthepercentage.Youwillnowbeinselectionmode. Adjust/Realignthepercentageenteredsothatitispositionedinthecenterofits

    containingbox. Doubleclickanareaoffofthecanvastoexitisolationmode

    Repeatforremainingpercentages

    UpdatetheBrowserVersionLabels SelecttheTypeTool ClickaBrowserVersionlabel UpdatetheBrowserVersionnumber

    Repeatfortheremainingbrowserversionlabelsforeachbrowserversionforthatbrowser.Repeatforremainingbrowsers.

    RealignLabelsifbrowserversionlabelsarenotproperlyaligned Doubleclickthelabel.Youwillnowbeinisolationmode. Singleclickthelabel.Youwillnowbeinselectionmode. Adjust/Realignthelabelenteredsothatitispositionedinthecenterofitscontainingbox. Doubleclickanareaoffofthecanvastoexitisolationmode

    Repeatforremaininglabels

    Removeanypercentagesandlabelsthatwerenotupdated.

  • Repeatforremainingbrowsers

    FinalSteps:Now,reviewtheinfographicandmakesureallthemetricsarecorrectandcorrespondtothemetricsfromtheMerchantsmetricfile.

    Ifallthedataiscorrect,youwillneedtosavethefileYouwillneedtosavetheinfographicasanillustratordocumentandaPDFdocument.Theillustratorversionisincaseyouneedtogobackandmakechangestotheinfographicifyoumadeamistake.ThePDFisthefinalcopyoftheinfographic.

    SelectFile>>SaveAs Namethefilethenameofthemerchantmetricsfileyouusedforthedata. SelectPDFasyourSaveAsType ClickSave.AnotherDialogwindowwillappear. ClickSavePDF. RepeatthesestepsbutthistimeyourSaveAsTypewillbeIllustrator(.ai)