Create a data view

Creating a data view involves either creating metrics and dimensions from schema elements or utilizing standard components. Creating metrics or dimensions gives you an enormous amount of flexibility. Previously, the assumption was that if you had datasets in Adobe Experience Platform, string fields were used as dimensions and numeric fields were used as metrics. In order to change any of these fields, you had to edit your schema in Platform. The data views UI now allows a more freeform definition of metrics and dimensions. For more use cases, see Data views use cases.

1. Configure Data Views settings and containers

  1. In Customer Journey Analytics, go to the Data Views tab.
  2. Click Add to create a new data view and configure its settings.

Setting Description/Use case
Connection This field links the data view to the connection that you established earlier, which contains one or more Adobe Experience Platform dataset/s.
Name Giving the data view a name is mandatory.
Description A detailed description is not mandatory but is recommended.
Time zone Choose which time zone you want your data to be presented in.
Tags Tags let you organize your data views into categories.
Containers You can rename your containers here to determine how they appear in any Workspace project that is based on this data view. Containers are used in filters and fallout/flow, and so on, to define how broad or narrow the scope or context is. Learn more
Person container name is… Person (default). The Person container includes every visit and page view for visitors within a specified time frame. You can rename this container to ‘User’ or any other term you prefer.
Session container name is… Session (default). The Session container lets you identify page interactions, campaigns, or conversions for a specific session. You can rename this container to ‘Visit’ or any other term you prefer.
Event container name is… Event (default). The Event container defines which page events you would like to include or exclude from a filter.

Next, you can create metrics and dimensions from schema elements. You can also use Standard components.

2. Create metrics and dimensions from schema elements

  1. In Customer Journey Analytics > Data Views, click the Components tab.

You can see the Connection at the top left, which contains the datasets, and its Schema fields below. Keep in mind that:

  • The components already included are the standard required components (system generated.)
  • Adobe applies the filter Contains data by default, so that only Schema fields that contain data appear. If you are looking for a field that does not contain data, remove the filter.
  1. Now drag a schema field, such as pageTitle, from the left rail into the Metrics or Dimensions section.

    You can drag the same schema field into the dimensions or metrics sections multiple times and configure the same dimension or metric in different ways.
    For example, from the pageTitle field, you can create a dimension called “Product Pages”, and another one “Error pages”, etc., by renaming the Component Name on the right. From the pageTitle; field, you can also create metrics from a string value. For example,you could create one or more Orders metrics with different attribution settings and different include/exclude values.

    NOTE

    You can drag in whole schema field folders from the left rail and they will automatically be sorted into traditional sections. String fields will end up in the Dimensions section and numerics in the Metrics section. Or, you can click Add all and all schema fields will be added.

  2. Once you select the component, you see a number of settings appear on the right. Configure the component using the settings described below.

Configure Component Settings

Setting Description/Use case
Component type Required. Allows you to change a component from Metric to Dimension or vice versa.
Component Name Required. Lets you specify the friendly name that will appear in Analysis Workspace. You can rename a component to give it a data-view-specific name.
Description Optional, but recommended, to provide information on the component for other users.
Tags Optional. Lets you tag the component with custom or out-of-the-box tags for easier searching/filtering in the Analysis Workspace UI.
Field Name The name of the schema field.
Dataset type Required. A non-editable field showing which dataset type (event, lookup, or profile) the component came from.
Dataset Required. A non-editable field showing which type of field the component came from (e.g. String, Integer, etc.). This field can contain multiple datasets.
Schema Data Type Refers to whether the component is a string, integer, and so on. While you can use any supported schema field type in Platform, not all fields types are supported in CJA. The following data types are supported: Integer, Int, Long, Double, Float, Number, Short, Byte, String, and Boolean. Note that only Strings are allowed in Lookup datasets at this time.
Component ID Required. The CJA API uses this field to reference the component. You can click the edit icon and modify this component ID. However, changing this component ID breaks all existing Workspace projects that contain this component.
If you ever create another data view that uses a different field for a pageTitle dimension, you can rename it and make the dimension cross-data view compatible.
Schema Path Required. A non-editable field showing the schema path that the component came from.
Hide component in reporting Default = off. Lets you curate the component out of the Data View when used in reporting. This does not impact permissions, just component curation. In other words, you can hide the component from non-Admins in reporting. Admins can still access it by clicking Show All Components in an Analysis Workspace project.

Configure Format settings

Format settings are for metrics only.

Setting Description/Use case
Format Lets you specify the formatting of a metric, as Decimal, Time, Percent, or Currency.
Decimal Places Lets you specify the number of decimal places a metric should display.
Show upward trend as Lets you specify whether an upward trend on this metric should be considered good (green) or bad (red).
Currency This setting appears only if the selected metric format is Currency. A list of currency options are available. Defaults to no currency. This allows you to represent revenue in the currency of your choice in reporting. This is not a currency conversion, just a UI formatting option.

Configure Attribution settings

Setting Description/Use case
Set attribution Lets you specify the attribution settings you want to apply to this metric by default when it is used. This default can be overridden in a Freeform Table or in a Calculated Metric.
Attribution model Lets you specify a default attribution model - only active when you turn on the Use Non-default attribution model setting. Defaults to Last Touch. Options are: Last Touch, First Touch, Linear, Participation, Same Touch, U-Shaped, J Curve, Inverse J, Time Decay, Custom, Algorithmic. Some of these options create additional fields that need to be filled out - like Custom or Time Decay. You can create multiple metrics using the same field - this means you can have one Last touch revenue metric and one First Touch revenue metric, but based on the same revenue field in the schema.
Lookback window Lets you specify a default lookback window to a metric - only active when you turn on the Use Non-default attribution model setting. Options are: Person (Reporting Window), Session, Custom. When Custom is selected, we also give you the option to select any number of days/weeks/months/etc. (up to 90 days), just like Attribution IQ. You can have multiple metrics using the same schema field, but each with a separate lookback window.

Configure Include/Exclude Values settings

This setting allows you to modify the underlying data that you are reporting on, at query time. It is not the same as a filter. But filters will respect this new dimension, as will pathing and attribution.

For example, you could create a dimension out of the pageTitle field, but call it “error pages” and include any page that contains the phrase “error”.

Setting Description/Use case
Case sensitive Default = On. This setting applies only to the Include/Exclude Values section. It allows you to say whether the include/exclude rule you are applying should be case sensitive.
Match Lets you specify which values you would like to consider for reporting prior to attribution and filters (e.g., only use values containing the phrase “error”). You can specify: If all criteria are met, or If any criteria are met.
Criteria Lets you specify the match logic that should be applied to a specific filter rule.
  • String: Contains the phrase, Contains any term, Contains all terms, Does not contain any term, Does not contain the phrase, Equals, Does not equal, Starts with, Ends wit
  • Double/Integer: equals, does not equal, is greater than, is less than, is greater than or equal to, is less than or equal to
  • Date: equals, does not equal, is later than, is before, occurs within
Match operand Lets you specify the match operand that the match operator should be applied to.
  • String: Text field
  • Double/Integer: Text Field with up/down arrows for numeric values
  • Date: Day granularity selector (calendar)
  • Date Time: Date and time granularity selector
Add rule Lets you specify an additional match operator and operand.

Configure Behavior settings

Lets you specify how a metric should behave in reporting.

Setting Description/Use case
Count values For Boolean metrics only, this setting allows you to specify whether you want to Count True, Count False, or Count True or False as the metric value. The default is Count True. This gives you the actual value of a metric, such as “50” if there was an order value of 50.
Count instances Lets you specify whether a numeric or date type field used as a metric should count the times it was set rather than the value itself.
If you want to add up the instances of a numeric field and want to simply add up the number of times a field was set rather than the actual value inside.
This is useful for creating an Orders metric from a Revenue field, for example. If revenue was set, then we want to count 1 single order rather than the numeric revenue amount.
Lower case Used with string dimensions. De-duplicates rows that have the same value but different cases. If enabled, all instances of a dimension with the same value are reported as lower case. For example, your data set contains the values "liverpool", "Liverpool", and "LIVERPOOL" in a string dimension. If Lower case is enabled, all three values are combined into "liverpool". If disabled, all three values are treated as distinct values:
case-sensitive dimension
NOTE

If you enable Lower case on a lookup dataset dimension, multiple lookup values can exist for the same identifier. If this conflict happens, CJA uses the first ASCII collated value (Uppercase values precede lowercase values). Adobe advises against using lookup datasets that contain the same value when Lower case is enabled.

Configure No Value Options settings

No Value Options settings are analogous to Unspecified or None values in reporting. In the data views UI, on a component-by-component basis, you can decide how you want these values to be treated in reporting. You can also rename No value to something that better suits your environment, such as Null, Not set, or others.

Also note that whatever you specify in this field can be used for special UI treatment of the No Value line item in reporting as stated in the No Value Options setting.

Setting Description/Use case
If shown, call No value… This is where you can rename No value to something else.
Don’t show No value by default Does not show this value in reporting.
Show No value by default Does show this value in reporting.
Treat No value as a value This setting replaces blank values in the data with the text that you specified under If shown, call No value … For example, if you had Mobile device types as the dimension, you could rename the No value item to “Desktop”. Note that when you change this field to a custom value, the custom value is treated as a legitimate string value. Therefore, if you enter the value “Red” into this field, any instances of the string “Red” appearing in the data itself rolls under the same line item that you have specified.

Configure Persistence settings

For more information, see the topic on Persistence.

Setting Description/Use case
Set persistence Toggle key
Allocation Lets you specify the allocation model used on a dimension for persistence. Options are: Most recent, Original, Instance, All. If you want a value to persist, this is where you’d set it. The maximum persistence you can set is 90 days. Also, Never expire is not an option.
Expiration Lets you specify the persistence window for a dimension. Options are: Session (default), Person, Time, Metric. You might need to be able to expire the dimension on a purchase (such as internal search terms or other merchandising use cases). Metric lets you specify any of the defined metrics as the expiration for this dimension (e.g., a Purchase metric).
Note: You cannot set a custom expiration for a dimension when you select an allocation of All.

Configure Value Bucketing settings

For example, a bucket of ‘between 5 and up to 10’ will appear as a line item ‘5 to 10’ in Workspace reporting.

Setting Description/Use case
Bucket value Allows you to create a bucketed version of a numeric dimension. This lets you report on buckets of revenue or other numeric values as a dimension in reporting.
Up to Lets you specify the boundaries of the first numeric dimension bucket. This applies to numeric dimensions only.
Between and up to Lets you specify the boundaries of subsequent numeric dimension buckets.
Add bucket Lets you add another bucket to numeric dimension bucketing.

Use Standard components

Besides creating metrics and dimensions from schema elements, you can also use standard components in your data views.

Standard components are components that are not generated from dataset schema fields but are instead system generated. Some system components are required in any data view to facilitate reporting capabilities in Analysis Workspace, while other system components are optional.

These required standard components are added to each data view by default.

Component Name Dimension or Metric Notes
People Metric This metric is based on the person ID specified in a Connection.
Sessions Metric This metric is based on the sessionization settings specified below.
Events Metric This metric represents the number of rows from all event datasets in a Connection.
Day Dimension The ‘Day’ dimension reports the day that a given metric occurred. The first dimension item is the first day in the date range, and the last dimension item is the last day in the date range.
Week Dimension The ‘Week’ dimension reports the week that a given metric occurred. The first dimension item is the first week in the date range, and the last dimension item is the last week in the date range.
Month Dimension The Month dimension reports the month that a given metric occurred. The first dimension item is the first month in the date range, and the last dimension item is the last month in the date range.
Quarter Dimension The ‘Quarter’ dimension reports the quarter that a given metric occurred. The first dimension item is the first quarter in the date range, and the last dimension item is the last quarter in the date range.
Year Dimension The ‘Year’ dimension reports the year that a given metric occurred. The first dimension item is the first year in the date range, and the last dimension item is the most recent year in the date range.
Hour Dimension The ‘Hour’ dimension reports the hour that a given metric occurred (rounded down). The first dimension item is the first hour in the date range, and the last dimension item is the last hour in the date range.
Minute Dimension The ‘Minute’ dimension reports the minute that a given metric occurred (rounded down). The first dimension item is the first minute in the date range, and the last dimension item is the last minute in the date range.

Optional Standard components

Optional Standard components are available under the Standard Components tab.

Component Name Dimension or Metric Notes
Session Starts Metric This metric counts the number of events that were the first event of a session. When used in a filter definition (e.g. ‘Session Starts exists’), it filters down to just the first event of every session.
Session Ends Metric This metric counts the number of events that were the last event of a session. Similar to Session Starts, it can also be used in a filter definition to filter things down to the last event of every session.
Time Spent (seconds) Metric The Time Spent metric adds up the time between two different values for a dimension.
Time Spent per Event Dimension Time Spent per Event buckets the Time Spent metric into Event buckets.
Time Spent per Session Dimension Time Spent per Session buckets the Time Spent metric into Session buckets.
Time Spent per Person Dimension Time Spent per Person buckets the Time Spent metric into Person buckets.
Batch ID Dimension Represents the Experience Platform batch that an Event was part of.
Dataset ID Dimension Represents the Experience Platform dataset that an Event was part of.

Use the Duplicate feature

Duplicating metrics or dimensions and then modifying specific settings is an easy way to create multiple metrics or dimensions from a single schema field. Just select the Duplicate setting underneath the metric’s or dimensions’s name at the top right. Then modify the new metric or dimension and save it under a more descriptive name.

Filter schema fields and dimensions/metrics

You can filter schema fields in the left rail by the following data types:

You can also filter by datasets and by whether a schema field contains data or whether it is an identity. By default, we apply the Contains data filter to all data views.

Add a global filter to you data view

You can add filters that apply to your entire data view. This filter will be applied to any report that you run in Workspace.

  1. Click the Settings tab in Data views.
  2. Drag a filter from the list in the left rail to the Add filters field.

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