Customize Analysis Workspace user preferences

In this video, I’ll show you how to change and customize user preferences in Analysis Workspace. This includes default general settings, display and data preferences, and toggling the user interface theme. By default, the general preference displays my project list for Analysis Workspace as a landing page. Your default landing page may look different than mine based on whether you selected the new landing page toggle. I’ll toggle this now because I think there is some great improvements in this view. Let’s have a look at where I can see and modify user preferences. I’ll select components in the top navigation. Then preferences from the dropdown menu. The first page of settings contains those in the general category I just mentioned. There are options to change the landing page view as well as to disable the display of tips, if that’s something you wanted to do, but I’m going to leave all of this as it is. Next, I’ll click on project link under the preferences heading. There are three display settings for view density, expanded as the default setting. As I click on each setting, I get a preview of how that impacts the project interface. Compact condenses space between objects and then with each setting change, the space is expanded. Color palette offers preset choices that apply to visualizations in your projects. You can also customize the palette if you want to match your company’s branding colors, for example. The setting doesn’t impact summary change, conditional formatting and freeform tables, or the map visualization. The first and second color palettes are optimized for contrast and are more colorblind accessible, whereas the others are optimized for color harmony. As I click on these presets, my preview shows me the impact of the change. Custom palette allows you to enter from two up to 16 comma separated, hexadecimal values. Let’s say I prefer the color blue, and what I can do is enter different hex values for the different shades of blue I want to see in my visualizations. Again, the preview shows me what these changes would look like. Also, there’s a handy extension in Chrome that will provide the hexadecimal value for any color that you see on a webpage. So in a new browser tab, I’ll go to the Chrome Web Store. The name of the extension is ColorPick Eyedropper, so I’ll search for that. It’s the first extension in the list, and I’ll click on the add to Chrome button. Now I’ll pin this extension so that it’s visible in my browser near the address bar. I’m going to open another tab and go to the homepage of Adobe. I’ll open the extension and click on a color on this page. Notice how it returns the hexadecimal value for that color.

Now to use this with the custom palette feature in user preferences, it’s a good idea to open a text file and then copy and paste each of the hex values there, making sure that you separate each with a comma and include the pound sign before each value. And then of course, once that’s done, you just copy and paste this into the custom palette text box. All right, moving further down in preferences, we’ll take a look at the data section. A setting very useful for companies that have many report suites is the ability to choose a specific report suite as the starting source for data. I’ll click on specific and I can select a suitable report suite based on my region or division, for example. Other settings include calendar, the panel type you want to display when creating new projects, the number format you want to use for metrics, the CSV separator character you want to use for project file downloads, and settings relevant to freeform tables. The final link in the preferences section is company. So the settings I’ve shown you so far are user preferences that apply only to you. This link is going to display only for Analytics admins so if you don’t see it, that means you’re not an admin. Now what this setting does is it removes the reports link in the top navigation for all users in your organization. Soon, reports and analytics will be deprecated in the product and Analysis Workspace will be the exclusive user interface for all reports. Organizations may choose to disable reports sooner to expedite the migration to Workspace. All right, we’ve covered all the user and company preferences available in this section. Now, none of this will take effect unless I click on the save command in the upper right corner, which I won’t be doing because I’m not going to save my changes. Last, I’m going to pop over to a Workspace project and show you where to toggle over to the dark theme. We’re going over to the dark side. In the upper right corner, I’ll click on my Experience cloud user icon and then right here is where you see the toggle to change it to dark theme. Now you can see the impact of this immediately and easily toggle between the two options. You should now feel comfortable changing user preferences for Analysis Workspace, working with the color picker extension to define custom color palettes and changing your display to use dark theme in Adobe Analytics. Good luck. -