AddingMerchantMetricstoInfographic

Goal:Toupdateaninfographictemplatewithrealdata.
Youwillneedthefollowing:
1.infographic_template.aiTheinfographicinadobeillustratorformat
2.infographic_color_swatch.aseThecolorswatchfortheinfographic
3.MerchantMetricsfilesEachmerchanthastheirownfilewithdatatoaddtothe
infographic.Eachsectioninthesefilescorrespondstoasectionontheinfographic.
4.FontsYoumayneedadditionalfontsfortheinfographictodisplaycorrectly.Illustratorwill
warnyouifyoudonothaveallthenecessaryfonts.Thefontscanbefoundatthelinkbelow.
Youmayneedtodownloadandinstallthesefonts.
Thesefilescanbefoundhere:
https://drive.google.com/a/socialgrowthtechnologies.com/folderview?id=0BzRw6ZZ5EG9rSkdFe
U5HakhzOU0&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=_1qcxFFZTogThecolorswatchwillhavethe
specificcolorsyouneedfortheinfographic.

UpdatingtheIncomingUserTrafficSection
TheinputdataforthissectioncanbefoundundertheIncomingUserTrafficLabelinthe
Merchantmetricfile
ThestepsinthissectionalsoapplytotheOutgoingUserTrafficsection.

UpdatethePieCharttoreflectthemerchantsmetrics.
SelecttheSelectionTool.Note:Allobjectselectionswillbemadeusingthe
SelectionTool.
Selectthepiegraph
RightClicktheselectedpiegraphtodisplaythegraphmenu
SelectData...Aspreadsheetwindowshoulddisplay
InputthedatafromtheIncomingUserTrafficsectionfromtheMerchantmetricsfilein
descendingorderinthefirstrowofthespreadsheet
Exitoutofthespreadsheetwindow
Adialogwilldisplayaskingtosavethechangestothegraphdata.SelectYes.
Updatethepiegraphlabelstoreferencetheappropriatepiegraphslices.
Updatethedomainnames
Nexttothepiegraphyouwillseedomainnamesandpercentages.Selectthefirst
domain.
Rightclicktheselectiontodisplayoptions
ClickUngroup
Clickanareaofftheinfographictodeselectyourcurrentselection
Doubleclickthedomainnameyouungroupedtoedititstext
Enterthepercentanddomainnamefromtheincomingusertrafficsectionofthe
merchantmetricsfileintoyourselectioninallcaps.example:55%GOOGLE.COM
Repeatthesestepsfortheremainingdomainnames.Domainslistshouldbein
descendingorderbypercentage.
UpdatetheIcons
Selecttheiconnexttoadomainname.Rightclicktheselectiontodisplayamenu.
Selectungroup
Clickanareaofftheinfographictodeselectyourcurrentselection
Selecttheiconintheboxyouungrouped
Deletethisicon
Ontheleftoftheinfographicinthegreyareaoffthecanvasthereareiconsforpopular
brands.Selecttheiconcorrespondingtothedomainnameyouentered.Iftheicondoes
notexistsearchonlinetofindaniconforthedomain.
Copytheicon
Pastetheicon
Dragthepastediconintothebox.Makesuretheiconlookscentered.
Repeatthesestepsfortheremainingdomainnameicons
Eachdomainnameshouldhavealinepointingtoitscorrespondingsectionofthepie
graph.Eachlineendswithadot.Eachdotshouldoccupyonepiegraphslice.
Thereare5dots.Foreachdot:

Selectadot.
Draganddropeachdotintoapproximatelythecenterofeachsliceofthepiegraph.

Nowweneedtoattachtheappropriatelinestoeachdot.
Linesshouldnotcross.Makeproperadjustmentstodotsifnecessary.Useyourown
judgement.
Selectthedirectselectiontool
Selectaline
Hoverovertheendpointoftheline.
Dragtheanchortotheappropriatedotiethedotinthepieslicethatcorrespondstothe
domainthelineiscomingfrom.Theyellowpiesliceiscorrespondstothefirstdomainin
thelist.Theremainderofthedomainsarethepieslicesgoingclockwise.
Repeatthesestepsfortheremaininglines.

RepeatthesestepsfortheOutgoingUserTrafficsection

Timespentsection
Forthedata,refertothetimespentsectioninthemerchantmetricsfile

Selectthebargraph
Rightclickthebargraph
SelecttheData...option
InputthedatafromtheTimespentsectionofthemerchantmetricsfileintothedisplayed
spreadsheet
TheDatashouldbeinputindescendingorderbyhoursspentonthesite

ThedomainnamesshouldbeindoublequotesandinallCAPs
Thefirstcolumnisdomainnames
ThesecondcolumnisHoursspentonthesite
Thethirdcolumnispagesloadsonsite
Eachrowisforonedomain
Exitthespreadsheet.
SaveyourChanges.

Competitorssitevisitssection
Forthedata,refertothecompetitorssitessectioninthemerchantmetricsfile
Undereachlogo,adomainnameisdisplayeddiagonally.
Changeeachdomainnametothedomainnameunderthecompetitorssitessectionin
themerchantmetricsfile.Domainnamesdonotneedtobeinanyparticularorder.

Tochangeadomainname:
Doubleclickthedomainname.Youwillnowbeintextmode
Removetheexistingtextandaddthenewdomainname.
Repeatforalldomainnames.
Thedomainnamesmustbeinallcaps.
Afterupdatingthedomainnames,ifthedomainnamelabeloverlapsthelogomovethe
domainname.Ifthedomainnamelabelistoofarfromthelogomovethedomainname
sothatitiscloser.
Onceyouhaveaddedallthenewdomainnames,youmustaddtheirrespectivelogosto
theboxes.Ifalogodoesnotexist,goonlinetofindalogoforthedomain.
Toupdatealogo:
Doubleclickthelogo.Youwillnowbeinisolationmode.
Singleclickthelogoinisolationmodetoselectit.
Deletethislogo
Ontheleftoftheinfographicinthegreyareaoffthecanvasthereareiconsforpopular
brands.Selecttheiconcorrespondingtothediagonaldomainnameyouentered.Ifthe

icondoesnotexistgoonlinetofindaiconforthedomain.
Copytheicon
Pastetheicon
Dragthepastediconintothebox.Makesuretheiconlookscentered.
Repeatstepsfortheremainingdomainlogos.
Thenumbersaboveeachlogoforeachdomainarethenumberofpageloadsforeach
site.
Tochangethenumber:
Doubleclickthenumberyouwanttochange
Deletetheexistingnumber
Addthenewnumber
ThenumbershouldcorrespondtothedomainPageLoadsonSitenumberfromthe
merchantmetricsfile.

Usergeographysection
Forthedata,refertotheusergeographysectioninthemerchantmetricsfile
AlsoyoumayneedtoreferenceamapoftheUnitedStates,whichcanbefoundatthe
followinglink:http://upload.wikimedia.org/wikipedia/commons/5/52/US_map__states.png

Selectthemapoftheus
Rightclickthemap
Selectungroup
Leftclickanareaofftheinfographictodeselectyourcurrentselection

Youneedtochangetocolorofallthestatesthatareorangetoashadeofbluefromthe
importedcolorswatch
Selectaorangestate

Thenclickashadeofbluefromtheimportedcolorswatches
repeatthesestepsfortheremainingorangestates

Foreachstateinthemerchantmetricsfileyoullneedtofindthestateonthemapand
changeitscolortoorange.
Selectthestateonthemap
Selecttheorangecolorfromtheimportedcolorswatches
RepeatforallthestatesinthemerchantmetricsfileunderUsergeography
Foreachorangestateonthemap,theappropriatelabelmustbecreated.
Thelabelwillhavethenumberofhitsandthestatesname.Thehitsshouldbeinorange
fontandthestatenameshouldbeinwhitefont.
Thelabelshouldbeneartheorangestatebutnotoverlapthemap.
ThestatenameandhitscanbefoundundertheUserGeographysectionofthe
merchantmetricspage.
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.

Browserdatasection
Forthedata,refertothebrowserdatasectioninthemerchantmetricsfile

Selectthepiegraph
Rightclickthepiegraph
SelectData...fromthemenu
Inputthedatafromthebrowserdatasectionofthemerchantmetricsfileintothe
spreadsheet.
Thedatashouldbeinputindescendingorder
Exitthespreadsheetandsavethechanges
Labeleachsliceofthepiegraph.
Updatethepercentagesthecorrespondtoeachbrowsericon
Doubleclickapercentagetochangeit.
Changethepercenttothecorrespondingpercentforthebrowserfromthemerchant
metricsfile.
Movethepercentage,browsername,anditsbrowsericontoalocationclosesttothepie
sliceitrepresents.Thebrowsernameshouldbedirectlyunderthepercentageandthe
iconshouldbetotherightofthepercentageandbrowsername.
Theorangepieslicerepresentsthelargestpercentage.Thepercentagesarein
descendingordergoingclockwise.
Thelabelsshouldnotoverlapthepiegraph.
Repeatfortheremainingbrowsers.
Eachbrowsershouldhavealinepointingtoitscorrespondingsectionofthepiegraph.
Eachlineendswithadot.
Thereshouldbe4dotsonthepiegraph.
Moveeachdotintothecenterofeachofthepieslices.
Clickadot

 Draganddropthedottothecenterofapieslice.
Repeatforalldots.
Nowweneedtoattachtheappropriatelinestoeachdot.
Linesshouldnotcross.Makeproperadjustmentsifnecessary.Useyourown
judgement.
Selectalinewiththeselectiontool
Moveandadjustthelinesothatispointingfromthelabeltowardthedirectionofthepie
slicethelabelrepresents.Youmayneedtoshortenthelineandchangeitsangle.
SelecttheDirectSelectionTool
Selectaline
Hoverovertheendoftheline.
Dragtheanchortotheappropriatedot.Thedotinthepieslicethatcorrespondstothe
domainthelineiscomingfrom.
Theorangepieslicerepresentsthelargestpercentage.Thepercentagesarein
descendingordergoingclockwise.
Repeatthesestepsfortheremaininglines.

Browserversionbreakdown
Forthedata,refertothebrowserversionbreakdownsectionofthemerchantmetrics
file.
TheleftcolumnisthebrowserbreakdownforFirefox.themiddleisforInternet
Explorer(IE)andtherightisforChrome.
Thepercentagesforthebrowserversionsareindescendingorder.

Updatethepiegraphsforeachbrowser.
Selectapiegraph.
Rightclickthepiegraph.
ClicktheData...optionfromthemenu.
Enterthebrowserbreakdownpercentagesfromthemerchantfilefortheappropriate
browser.
Thepercentagesshouldbeinputindescendingorderinthespreadsheetrow.
closeandsavethespreadsheet.
RepeatforotherBrowsers
UpdatethePercentagesfortheBrowserVersionsunderthePieGraph
Thepercentagesshouldbeindescendingorder.
Tochangeapercentage:
SelecttheTypeTool.
ClickaPercentage
Updatethepercentage.
Repeatfortheremainingpercentagesforeachbrowserversionforthatbrowser.
Repeatforremainingbrowsers.
RealignPercentagesifbrowserversionpercentagesarenotaligned
Doubleclickthepercentage.Youwillnowbeinisolationmode.
Singleclickthepercentage.Youwillnowbeinselectionmode.
Adjust/Realignthepercentageenteredsothatitispositionedinthecenterofits
containingbox.
Doubleclickanareaoffofthecanvastoexitisolationmode
Repeatforremainingpercentages
UpdatetheBrowserVersionLabels
SelecttheTypeTool
ClickaBrowserVersionlabel
UpdatetheBrowserVersionnumber
Repeatfortheremainingbrowserversionlabelsforeachbrowserversionforthat
browser.
Repeatforremainingbrowsers.
RealignLabelsifbrowserversionlabelsarenotproperlyaligned
Doubleclickthelabel.Youwillnowbeinisolationmode.
Singleclickthelabel.Youwillnowbeinselectionmode.
Adjust/Realignthelabelenteredsothatitispositionedinthecenterofitscontainingbox.
Doubleclickanareaoffofthecanvastoexitisolationmode
Repeatforremaininglabels
Removeanypercentagesandlabelsthatwerenotupdated.

Repeatforremainingbrowsers

FinalSteps:
Now,reviewtheinfographicandmakesureallthemetricsarecorrectandcorrespondto
themetricsfromtheMerchantsmetricfile.
Ifallthedataiscorrect,youwillneedtosavethefile
YouwillneedtosavetheinfographicasanillustratordocumentandaPDFdocument.
Theillustratorversionisincaseyouneedtogobackandmakechangestothe
infographicifyoumadeamistake.ThePDFisthefinalcopyoftheinfographic.
SelectFile>>SaveAs
Namethefilethenameofthemerchantmetricsfileyouusedforthedata.
SelectPDFasyourSaveAsType
ClickSave.AnotherDialogwindowwillappear.
ClickSavePDF.
RepeatthesestepsbutthistimeyourSaveAsTypewillbeIllustrator(.ai)