Multiple report suites can be analyzed in a single Workspace project by selecting report suites at the panel level. This allows you to conduct side-by-side panel analysis across different sets of data.
Hi everyone, this is Travis Sabin, Senior Product Manager on the Adobe Analytics team. And today, I’m going to be walking you through an exciting new feature and functionality within Analysis Workspace, and that is doing multiple report suites within the same project in Analysis Workspace. We know this is a long-awaited feature and we’re excited to share this with you and hope you guys enjoy what we’ve done. So first and foremost, I want to walk you through some of the changes we’ve made to how Analysis Workspace is set up and how you’ll interact with the panels. So the multiple report suites are enabled at the panel level. You can’t do things at the table level or at the visualization level. Everything is at the panel level. So the first thing you’ll notice is that we pulled the report suite selector out of the header. And now, each panel, we’ll open another one, has a report suite selector at the top of the panel. So I can come in here and use this to choose which reports I want to use to govern the data for that specific panel. Now additionally, the panel itself has a little blue outline and that indicates which panel is active. So if I want this panel with the blue, that’s my active one. If I come and click anywhere in the white space down here, this panel below now becomes my active panel. So the blue outline is a good indicator to help you know which report suite is governing the panel that you’re using in the data that you’re pulling from. The next thing to notice is that here in the left rail, we’ve added a new report suite label. So right now, my Cross-Industry Demo Data is my selected report suite within my active panel, so that is what’s governing the curated components here on the left rail. If I change to my Panel 2, my label will update to now reflect my new report suite of Geometrixx A4T. Those are some of the basics of what we’ve done to introduce some new labels and changes to the workspace canvas so you can better know how you’re using your multiple report suites. Now, multiple report suites will be enabled for everyone once this is released. And to start using it, you simply come in and start dragging and dropping on your active panel that you’re using.
And then if want to start doing something with a different report suite, then you just simply click. And let’s build something down here as well.
And now, I’m off and running and I’ve got these two things. This is great. I can resize these if I want to compare different regions or products and things like. I can start building some great dashboards with these different datasets side by side, which is previously something you were unable to do in Analysis Workspace. So now let’s say right now my Geometrixx A4T is my active panel, and I want to drag and drop something onto my Cross-Industry Demo Data, and it’s not active. So if I’m in the middle of dragging and dropping something, and originally, I was going to put it down below my Geometrixx A4T one, but I decide, “Oh, I actually want to put it up here,” if I come up over here, you’ll notice that there’s an orange outline around my panel that is inactive and that I’m hovering over. So that tells me that this is not my active panel. And then up here in the top right, there’s also this little prompt that says this is a different report suite than the one that you have selected currently. If you want to make it your active one, simply press Shift to select it. You’ll instantaneously switch to the blue outline and make this my active panel, my label on the left rail updates, and now, I have these drop zones here that I can place and I can just go and start analyzing right away. So a really handy shortcut, so make sure you’re aware of that one. So one other important thing to be aware of is when you’re using a report suite, obviously, each report suite has its own set of data that is populating your visualization. So in this case, I have this AMO ID component from my Geometrixx A4T report suite. If I change this to a report suite where that component does not exist, then I’m going to get a little prompt and it’s going to give me this banner warning saying these reports that you’ve chosen is missing some components. It will tell me which components. This AMO ID is what’s missing. And it will highlight what I can do. So I can come in and I can change the report suite to find a different one, I can just dismiss and continue anyway, or I can use our standard workspace shortcut to undo it and it will change it back to the desired state. So if I click here, I can come in and drag something else. If I want to, I could have changed the report suite or I can undo. One other note, when you’re building any segments or calc metrics or alerts, in the builder, we have also added the report suite label up here in the top right so you know which dataset you’re pulling from in building this segment or calc metric or the like. That way, in a multiple report suite world, it could be coming from anywhere, so we want you to know which one you’re using. And finally, if you are using any of your project curation settings, we’ve made a few tweaks to the setup environment here. So now, we’re going to follow the same paradigm as we have below where we have a little drop zone for each report suite that you have within your project. You can’t change report suites here, but you simply can just drag and drop for that specific report suite the data you want to show. If you want to do it for the other report suite, you click, get the active, and then you can drag and drop, and you’re off and running with project curation. So for any of you who are doing curation for any of your team members, just know that we’ve made a few adjustments here following the same paradigm within the actual canvas itself. So that is multiple report suites within Analysis Workspace. Thank you, everyone. -
To apply a report suite to all panels at once, right-click on any panel and select “Apply report suite to all panels”.
Data from multiple report suites cannot be combined in tables, segments or calculated metrics (summed, divided, etc). The best practice for a holistic data approach continues to be sending all hits to a ‘global suite’.
For more information, visit the documentation.