Part 1: Getting your Slack usage data
1. From your Slack report, choose the drop-down menu under the name of your workspace. Then select 'Tools' and then 'Analytics'.
2. There are three CSV files that you will want to download from the Slack analytics website. The data files come from the three separate tabs on the analytics page:
For each of these tabs, you need to complete the same process:
Choose 'All time' instead of the default selection of 30 days.
Select 'Edit Columns' (not available in the Overview tab) and choose 'Select All'.
Select 'Export' to download the data as a CSV file. For simplicity, name the CSV file based on the tab in the analytics view: "SlackOverall", "SlackChannels", "SlackMembers"
Now you've got the data you'll need to create your personalized Juicebox report.
Part 2: Creating your Juicebox report and loading Slack usage data
1. Log into your Juicebox account
2. Press the “+ New report” button in the top right of the landing page
3. Go through the steps for creating a new report. Provide an report name (e.g. "Slack Analytics") and description ("Exploring our use of Slack"). For the color, enter hexidecimal color "4A154B" and for the font select the 'Refined' option.
4. Once your report is created, you’ll be returned to the landing page. Find your Slack Analytics report and open it in edit mode by clicking one of the spots indicated below.
5. Choose the 'Data' tab in the editing panel. We need to load your Slack usage data into the Juicebox report.
6. Click the 'Connect & Upload Data Source' button and press 'CSV' as shown below.
7. A file selection window will open. Find the "SlackOverall" CSV file that you downloaded, select, and press 'Open.' This will load your data into Juicebox. Give Juicebox a moment to load. Next, you’ll see a preview of the data.
8. Select 'Add Automagically'. Then select 'Add 24 Selected'. This will create 24 data ingredients for us to use in our data story.
9. Follow the same data loading process for the "SlackChannels" and "SlackMembers" data files.
Part 3: Preparing your data ingredients
1. Go to the Data panel in the sidebar. The lists of ingredients will be shown as individual orange pills for the three data tables that you uploaded. Selecting a data ingredient pill will give you a pop-over with options for editing that ingredient. You need to make a few changes to these ingredients before starting to build the report. After you’ve made each set of changes, press ‘Save Definition’ before moving on to the next one.
SlackOverall data:
'Daily Active Member': Change Aggregation to 'Average'. Change label to 'Average Daily Members'.
'Messages in Public Channel': Change label to 'Messages in Public Channels'.
'Messages in Private Channel': Change label to 'Messages in Private Channels'.
'Percent of Messages DMs': Change label to '% DM Messages'. Change Aggregation to Average.
'Percent_of_messages__public_channels': Change label to '% Public Channel Messages'. Change Aggregation to Average.
'Percent_of_messages__private_channels': Change label to '% Private Channel Messages'. Change Aggregation to Average.
SlackChannel data:
'Names': Change label to 'Channels'
'Total Membership': Change label to 'Avg Membership'. Change Aggregation to Average.
'Members who Posted': Change Aggregation to Average.
Part 4: Building your data story
Now we get to the fun part. Your data is loaded and prepared. The following instructions are for a short data story to let you explore your activity on Slack.
1. Select the 'Designer' tab in the editing panel.
2. When you start a new report, there will be a few sections and slices already in place to help get you started. In the first section and first slice, replace the text with the following:
--invert
# Exploring our use of
![Logo](https://cdn.brandfolder.io/5H442O3W/as/pljt3c-dcwb20-2mmt84/Slack_RGB_White.png)
The '#' indicates a first-level title format. The '![Logo](url)' is the markdown way to add an image. Your first slice should look like this:
3. Next we will add some key measures and a trend chart. In the default slice that starts with "### Explore" we will replace the content with new text: "## Let's take a look at overall usage measures".
Then select the ‘+ Charts’ button and choose ‘Data Cards’ from the menu. Choose the following data ingredients:
Avg Active Members
Messages in DMs
Messages in Public Channels
Messages in Private Channels
Files Uploaded
Press 'Save' after all the data ingredients have been added. You should see something like this:
4. Next we are going to add a trend chart that links to a selected measure. Press the ‘+’ button under the previous slice to add a new slice. Press the ‘+ Charts’ button and choose ‘Trend’ from the menu. For Time Period, you'll pick the one available date ingredient, 'Dates'. For Y-Axis, select the first item in the drop-down list. It should say '@slice_2'. This selection refers to the selection that the user makes in the previous slide. As a result, the trend chart will dynamically update and allow the users to explore different measure trends. Make sure to 'Save' your slice. You'll see something like this:
Here's a great trick: Select the 'Dates' data ingredient pill to open the data ingredient editor. For 'Format' choose 'month yyyy' and save the change. Previously we were showing individual days in the trend. By choosing a month format, Juicebox automatically summarizes your data by month to make the chart far more readable.
5. The last part of this section will be a percentage comparison of where messages are happening. Press the ‘+’ button under the previous slice to add a new slice. Press the ‘+ Charts’ button and choose ‘Data Cards’ from the menu. Choose the following data ingredients: % DM Messages, % Public Channel Messages, % Private Channel Messages.
A couple nice design touches: Change the layout to left-to-right (see below), and change the slice color to '36C5F0'.
6. Now we are doing to build a section in the data story about Slack channels. In the section called 'section_conclude', replace the text content of the first slice with:
## Conversations on Slack span a lot of #channels
Let's rank the **channels** by messages, membership, and engagement
Press the ‘+ Charts’ button and choose ‘Leaderboard’ from the menu. For 'Ranking', select 'Channels'. For measures, choose: 'Messages Posted', 'Messages Posted by Members', 'Avg Membership', and 'Members who Posted'.
7. Add another slice below the leaderboard and paste the following text into the slice text area:
We can identify the **"outlier channels"** by displaying channels by membership (popularity of the topic) vs. messages posted by members (amount of discussion)
~~Bubbles are sized by total messages posted, including integrations or bots~~
Add a 'Scatterplot' visualization and configure according to the following image:
8. We are going to add one last section to show information about our individual members on Slack. Start by selecting the ‘+ Add Section’ button at the bottom of your story designer, and then add a new slice into that section. Here's some text for the slice title area (feel free to change the content):
## Only one question remains: Who is the biggest chatterbox?? 🥴
##### Note: Some people have been around much longer than others, and some post lots of smaller messages as opposed to longer one. And some of the posts are useless drivel while others include deep mind-bending insights. 🤔
Next, add a 'Bar' visualization to this slice. For the bars, select 'Names' and for the Bar Width, select 'Messages Posted'.
9. A few final design touches are optional:
We can create a customized icon for this data story by clicking the drop-down menu within the story summary tile.
You may also want to choose relevant icons for the individual data ingredients that you have used in your story. Click the 'edit' button on any ingredient pill when you are editing a slice or in the Data view. Here's an example:
That's it. You've made a personalized data story that gives you an easy way to explore your team's Slack usage. When you are ready, you can go to the 'Publish and Share' tab in the editing panel to publish and share your report.