Components overview

Last update: 2024-01-03
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Components are features in Customer Journey Analytics that can be used in reports, or to complement reporting features. You can manage these components using the following steps:

  1. Log in to analytics.adobe.com using your Adobe ID credentials.
  2. Navigate to Components > Components in the header menu.

You can manage the following components:

  • Annotations: Communicate contextual data nuances and insights to your organization.
  • Audiences: Create and publish audiences discovered in Customer Journey Analytics to Real-time Customer Profile (RTCDP) in Adobe Experience Platform for customer targeting and personalization.
  • Filters: Build, manage, share, and apply powerful, focused audience filters to your reports. Filters let you identify subsets of persons based on characteristics or interactions.
  • Calculated metrics: Use metrics and formulas as new components for use in reporting
  • Data Dictionary: Helps both users and administrators keep track of and better understand the components in their Analytics environment.
  • Date ranges: Customize and refine the date ranges Analysis Workspace offers.
  • Dimensions: Dimensions are variables that typically contain string values. Common dimensions include Page and Referring domain.
  • Metrics: Allow you to quantify data points in Analysis Workspace.
  • Projects: Organize and maintain your projects in Analysis Workspace.

Analysis Workspace components

Components in Analysis Workspace consist of metrics, dimensions, filters, and time granularities that you can drag-and-drop onto a project. Custom components that you create are added to these panels, such as custom date ranges.

To access the Components panel, click the Components icon in the left rail. You can switch among Panels (Blank panel, Freeform panel, Quick Insights, or Attribution IQ panel), Visualizations, and Components using the left-rail icons or by using hotkeys.

Workspace panel highlighting the Components icon in the left-rail

See Create a project for information about using Components in a project.

Component actions

You can manage components (individually or by selecting more than one) in a number of ways. Right-click a component or click Actions at the top of the component list.

NOTE

These actions do not apply to Time components.

Component Action Description
Tag Organize or manage components by applying tags to them. It then shows up in the respective component manager, such as Analytics > Components > Filters, or Analytics > Components > Projects
Favorite Add the component to your list of favorites. It then shows up in the respective component manager, such as Analytics > Components > filters, or Analytics > Components > Projects.
Approve Approve the component to make it canonical. It then shows up in the respective component manager, such as Analytics > Components > Filters, or Analytics > Components > Projects
Share Applies only to filters.
Delete Applies only to filters.

Watch the video on Creating Metrics, Filters, and Dates:

Manage components

You can manage components directly in the left rail.

  1. Right-click a component.

    Or

    Select a component, then select the Action (3-dot) icon at the top of the component list.

    TIP

    You can select multiple components by holding Shift, or by holding Command (on Mac) or Ctrl (on Windows).

    Component Actions list showing Tag, Favorite, approve, Share, and Delete.

    Component action Description
    Tag Organize or manage components by applying tags to them. You can then search by tag in the left rail by clicking the filter or typing #. Tags also act as filters in the component managers.
    Favorite Add the component to your list of favorites. Like tags, you can search by Favorites in the left rail and filter by them in the component managers.
    Approve Mark components as Approved to signal to your users that the component is organization-approved. Like tags, you can search by Approved in the left rail and filter by them in the component managers.
    Share Share components to users in your organization. This option is available for custom components only, such as filters or calculated metrics.
    Delete Delete components that you no longer need. This option is available for custom components only, such as filters or calculated metrics.

Custom components can also be managed through their respective Component managers. For example, the Manage filters.

Search, filter, and sort the component list

You can search, filter, and sort the component list in the left rail of Analysis Workspace to quickly locate a particular component.

Search the component list

  1. Select the Components icon Components icon in the left rail.

  2. In the search field, begin typing the name of the component you want to use in your project.

    The type of component can be identified by both color and icon. Dimensions Dimension icon are orange, Filters Filter icon are blue, Date ranges Date range icon are purple, and Metrics Metric icon are green. The Adobe icon Adobe icon indicates either a calculated metric template or a filter template, and the calculator icon Calculator icon indicated a calculated metric that was created by an Analytics administrator in your organization.

  3. Select the component when it appears in the drop-down list.

Filter the component list

  1. Select the Components icon Components icon in the left rail.

  2. Select the Filter icon Data Dictionary Filter icon).

    Or

    Type the pound sign (#) in the search field.

  3. Select any of the following filter options to filter the list of components:

    Option Function
    Approved Show only components that are marked as Approved by an administrator.
    Favorites Show only components that are in your list of Favorites. For information about adding components to your list of favorites, see Manage components.
    Dimensions Show only components that are Dimensions.
    Metrics Show only components that are Metrics.
    Filters Show only components that are Filters.
    Date ranges Show only components that are Date Ranges.
    Show all Show all components. This option is available only for administrators.
    Unapproved Show only components that are not yet marked as Approved by an administrator. As an administrator, this is helpful when identifying components that require your review and approval. This option is available only for administrators.
  4. (Optional) To further hone the list, you can sort the component list, as described in Sort the component list.

Sort the component list

AVAILABILITY

The functionality described in this section is in the Limited Testing phase of release and might not be available yet in your environment. This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.

  1. (Optional) Apply any filters to the component list, as described in Filter the component list.

  2. Select the Components icon Components icon in the left rail.

  3. Select the Sort icon Sort components icon, then select any of the following filter options to sort the list of components:

    Option Function
    Recommended Sorts components with those that are recommended at the top of the list. Components that are used most frequently and most recently by you or by others in your organization are shown higher in the list.
    Alphabetical Sorts components alphabetically.
    Categorical Sorts components according to component type (dimension, metric, filter, date range).

Component access permissions

In Analysis Workspace, Admins can curate which components are exposed to users in reporting.

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