Interactive Features

Overview

All MixModeler charts include interactive features that enable detailed exploration, focus on specific periods, and precise value inspection.

Purpose: Navigate charts dynamically, explore data in detail, and extract maximum insights from visualizations.

Zoom Functionality

Mouse Wheel Zoom

How to Use:

1. Hover mouse over chart

2. Scroll wheel up to zoom in

3. Scroll wheel down to zoom out

4. Maintains aspect ratio

Best For:

• Quick zoom adjustments

• Incremental magnification

• Exploring different zoom levels

Selection Box Zoom

How to Use:

1. Click and hold on chart

2. Drag to create selection box

3. Release to zoom to selected area

4. Precise control over zoom region

Best For:

• Focusing on specific time periods

• Detailed examination of patterns

• Campaign period analysis

Zoom Buttons

Toolbar Controls:

• Zoom In (➕): Step-wise magnification

• Zoom Out (➖): Step-wise reduction

• Zoom: Enter zoom mode

• Reset (🔄): Return to original view

Location: Top right of chart

Pan Navigation

How to Use:

1. Zoom into chart first

2. Click and hold on chart

3. Drag left/right (or up/down for scatter plots)

4. Release to stop panning

Best For:

• Navigating when zoomed in

• Exploring different time periods at same zoom level

• Moving through long time series

Tip: Pan only works when zoomed in

Tooltip Information

Activation:

• Hover mouse over any data point or line

• Tooltip appears automatically

• Follows mouse movement

Information Shown:

Line Charts:

• Date/time period

• Variable name

• Exact value

• All series at that point

Scatter Plots:

• X variable value

• Y variable value

• Time period (if labeled)

Bar/Stacked Charts:

• Date/period

• Variable name

• Value

• Percentage (if configured)

Correlation Matrix:

• Variable names (row & column)

• Correlation value

• Color interpretation

Legend Interaction

Click to Hide/Show:

1. Click on legend item

2. Series disappears from chart

3. Click again to show

4. Multiple series can be hidden

Use Cases:

Isolate Variables:

Chart has 5 variables
Click to hide 4
Focus on 1 variable trend

Compare Subsets:

Show only TV and Digital
Hide Radio, Print, OOH
Compare top 2 channels

Remove Clutter:

Hide baseline or constants
Focus on variable components
Cleaner visualization

Customizable Chart Title

How to Edit:

1. Click in title text box (above chart)

2. Type new title

3. Press Enter or click outside

4. Title updates immediately

Best Practices:

• Descriptive titles for clarity

• Include date range if relevant

• Professional for exports

• Example: "TV vs Digital Spend - Q1 2024"

Toolbar Overview

Location: Top right corner of chart

Available Tools:

Tool	Icon	Function
Zoom	🔍	Enter/exit zoom mode
Zoom In	➕	Step magnification
Zoom Out	➖	Step reduction
Pan	✋	Move around chart
Reset	🔄	Return to original view

Toolbar Position: Can be top right or top left depending on chart

Chart-Specific Features

Time Series Charts

X-Axis Zoom: Horizontal zooming

• Focus on specific time periods

• Pan left/right through time

• Useful for campaign analysis

Date Labels: Adjust to zoom level

• Full view: Monthly labels

• Zoomed: Daily or weekly labels

• Automatic adjustment

Scatter Plots

XY Zoom: Both axes zoomable

• Focus on specific value ranges

• Identify clusters

• Examine outliers

Quadrant Analysis:

• Zoom to see specific quadrants

• High X, high Y region

• Low X, low Y region

Stacked Charts

Segment Tooltips:

• Hover over any segment

• See individual contribution

• See total bar height

• Percentage of total

Legend Hide/Show:

• Click group to hide

• See remaining groups restack

• Analyze subsets

Practical Workflows

Detailed Period Analysis

Goal: Examine specific campaign period

Steps:

1. Start with full time series view

2. Identify campaign period visually

3. Selection box zoom to that period

4. Pan left/right to see before/after

5. Hover for exact values

6. Reset when done

Variable Comparison

Goal: Compare two variables closely

Steps:

1. Create line chart with multiple variables

2. Click legend to hide all except 2

3. Zoom to interesting period

4. Use dual axis if scales different

5. Hover to compare exact values

Outlier Investigation

Goal: Understand unusual data point

Steps:

1. Identify outlier visually

2. Zoom to that region

3. Hover for exact value and date

4. Note the time period

5. Investigate business context

Mix Evolution Analysis

Goal: Understand how budget mix changed

Steps:

1. Create stacked chart with all channels

2. View full time series

3. Identify periods with mix changes

4. Zoom to transitions

5. Hover to see exact proportions

Keyboard Shortcuts

Note: Shortcuts depend on browser focus

Common:

• Scroll Wheel: Zoom in/out

• Click + Drag: Pan or select

• Esc: Sometimes exits zoom mode

Performance Tips

Large Datasets:

• Charts may be slower with many points

• Use aggregated data when possible

• Limit variables per chart

Smooth Interaction:

• Allow chart to fully load before interacting

• Don't rapid-fire zoom actions

• Reset if chart becomes unresponsive

Troubleshooting

Zoom doesn't work: → Check if zoom controls are enabled → Try selection box zoom instead → Refresh page

Can't pan: → Must be zoomed in first → Try zoom then pan

Tooltip doesn't appear: → Ensure hover over data points → Check browser compatibility → Refresh chart

Legend clicks don't hide series: → Refresh chart → Try different browser → Check if feature supported for chart type

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Export & Sharing

Overview

MixModeler charts can be exported and shared through screenshots, allowing you to use visualizations in presentations, reports, and documentation.

Purpose: Create professional visualizations for stakeholder communication and documentation.

Screenshot Method

How to Export:

Step 1: Prepare Chart

1. Select desired variables

2. Generate chart

3. Customize title

4. Zoom/configure as needed

5. Hide unwanted series via legend

Step 2: Maximize Chart

1. Ensure chart is fully visible

2. Remove clutter from screen

3. Consider full-screen mode

Step 3: Take Screenshot

Windows:

• Snipping Tool: Windows + Shift + S

• Full screen: Print Screen

• Window: Alt + Print Screen

Mac:

• Selection: Cmd + Shift + 4

• Window: Cmd + Shift + 4, then Space

• Full screen: Cmd + Shift + 3

Step 4: Save Image

1. Paste into image editor

2. Crop to chart area

3. Save as PNG or JPG

4. Use in presentations

Best Practices for Export

Before Screenshot:

• Clean chart title (descriptive)

• Remove unnecessary UI elements

• Optimal zoom level

• Hide irrelevant series

Image Quality:

• Use PNG for better quality

• Higher resolution for presentations

• Crop tightly to chart

File Naming:

• Descriptive names

• Include date

• Example: "TV_Digital_Comparison_Q1_2024.png"

Using Exported Charts

PowerPoint/Presentations

Best Practices:

1. Insert as image

2. Add annotations/callouts

3. Highlight key insights

4. Include source note

Slide Layout:

Title: Key Finding
Chart: Centered, large
Bullets: 2-3 insights below

Reports

Integration:

• Insert in relevant sections

• Reference in text

• Add figure captions

• Number figures sequentially

Example Caption:

Figure 1: TV vs. Digital Spend Trends, Jan-Dec 2024
Source: MixModeler Variable Charts

Documentation

Use Cases:

• Model specification documentation

• Data quality reports

• Analysis methodology

• Stakeholder updates

Creating Chart Packages

For Comprehensive Analysis:

Package Contents:

1. Line chart: All variables over time

2. Scatter plots: Key relationships (Spend vs. KPI)

3. Correlation matrix: Variable relationships

4. Stacked chart: Budget mix evolution

Organizing:

• Consistent titles

• Same time period

• Logical order

• Clear file names

Sharing with Stakeholders

For Executives

Focus:

• High-level trends

• Key insights only

• Minimal technical detail

• Clean, simple charts

Recommended Charts:

• KPI trend line chart

• Budget mix stacked chart

• Top performers comparison

For Marketing Teams

Focus:

• Channel-specific details

• Performance comparisons

• Tactical insights

• Campaign periods highlighted

Recommended Charts:

• Individual channel trends

• Channel scatter plots vs. KPI

• Period comparisons

For Data Teams

Focus:

• Technical details

• Correlations

• Data quality

• Transformation effects

Recommended Charts:

• Correlation matrices

• Raw vs. transformed comparisons

• Full variable sets

Presentation Tips

Chart in Slides:

• One main insight per slide

• Don't overcrowd

• Annotate key points

• Tell a story

Highlighting Insights:

• Use arrows/callouts

• Circle key areas

• Add text boxes

• Color code findings

Building Narrative:

Slide 1: "The Trend" - Line chart showing growth
Slide 2: "The Driver" - Scatter showing spend relationship
Slide 3: "The Recommendation" - Action based on insights

Data Export Alternative

For Advanced Analysis:

While charts themselves are screenshot-based, you can export underlying data:

From Model Library:

1. Export model to Excel

2. Contains all variable data

3. Create custom charts in Excel

4. Full control over visualization

Advantages:

• Custom chart types

• Advanced formatting

• Data manipulation

• Integration with other data

Common Export Scenarios

Scenario 1: Executive Summary

Need: One-page visual summary

Charts:

1. KPI trend (line chart)

2. Top 3 contributors (bar chart)

3. Mix evolution (stacked chart)

Format: 3 charts on one slide, key insights bulleted

Scenario 2: Deep-Dive Analysis

Need: Comprehensive variable analysis

Charts:

1. Individual variable trends (multiple line charts)

2. Correlation matrix

3. Scatter plots for relationships

4. Stacked budget allocation

Format: Multi-slide deck, detailed annotations

Scenario 3: Model Validation Report

Need: Document pre-model exploration

Charts:

1. All variables time series

2. Expected relationship scatter plots

3. Correlation matrix (multicollinearity check)

4. Raw vs. transformed comparisons

Format: Technical document with figure captions

Troubleshooting Export

Low Quality Screenshots: → Use higher resolution capture tool → Maximize chart before screenshot → Use PNG instead of JPG

Chart Too Small: → Full-screen browser first → Zoom browser display (Ctrl/Cmd +) → Take screenshot, then zoom back

Colors Don't Look Good: → Adjust screen brightness → Check color settings → Consider colorblind-friendly palettes

Text Too Small: → Zoom chart before screenshot → Edit title size if possible → Enhance in image editor

Advanced Tips

For Publication Quality:

1. Maximize browser window

2. Hide browser UI (F11 full-screen)

3. Take high-res screenshot

4. Edit in professional tool (Photoshop, etc.)

5. Add professional labels

For Consistency:

• Same chart dimensions across exports

• Consistent color scheme

• Standard title format

• Unified branding

For Accessibility:

• High contrast colors

• Readable font sizes

• Clear labels

• Descriptive titles

Quick Reference

Export Workflow:

1. ✅ Create chart

2. ✅ Customize title

3. ✅ Configure view (zoom, hide series)

4. ✅ Maximize display

5. ✅ Screenshot

6. ✅ Crop and save

7. ✅ Use in presentation/report

Best Screenshot Tools:

• Windows: Snipping Tool, Snip & Sketch

• Mac: Built-in screenshot (Cmd+Shift+4)

• Third-party: Greenshot, Lightshot, Snagit

Summary

Interactive Features Enable:

• Detailed exploration

• Focused analysis

• Precise value inspection

• Dynamic navigation

Export/Sharing Allows:

• Professional presentations

• Stakeholder communication

• Documentation

• Report creation

Key Takeaways:

• Use interactivity to explore thoroughly

• Screenshot for sharing

• Customize before exporting

• Organize exports systematically

• Tailor to audience

Next Steps:

• Practice using interactive features

• Build chart library for common analyses

• Create templates for recurring reports

• Share insights with team