The landing page for Customer Journey Analytics highlights Analysis Workspace and features a project manager home page and a learning section to help you manage customer journey data more effectively.
|Expand Projects table to full screen||To expand the table, just click the hamburger menu icon. This action will collapse the left-rail tabs.|
|Customize column width||Previously, the column width was fixed. Now you can adjust it by dragging the column separator.|
|Reorder pinned items||To move pinned items up and down, click the ellipsis next to the pinned item and select Move up or Move down.|
|New table columns||Click the Customize table icon at the top right of the table. New table columns include:
|Create Project modal is back||When you click Create Project in Workspace, you once again get the choice between a Blank project and a Blank mobile scorecard. You can also choose from any templates your company has created.|
Projects serves as the Workspace home page. The Projects tab displays the Company folder, any personal folders you created, your projects, and Mobile scorecards. Use this page to view, create, and modify folders, projects, and mobile scorecards. For more information, see About Folders in Analytics.
Projects are customized designs that combine data components, tables, and visualizations that you built or that someone else built and shared with you. Projects also refers to blank projects and blank mobile scorecards.
Several of the following settings persist during the session and across sessions. For example, the tab you selected, the selected filters, selected columns, and the column sort direction. Search results are not persistent.
|Edit preferences||Lets you View Tutorials, and Edit user preferences.|
|Create new||Opens the project modal where you can create a Workspace project or a Mobile scorecard or open a company template.|
|Toggles between not showing and showing the banner:|
|Workspace project||Creates a blank Workspace project for you to design and build.|
|Mobile scorecard||Creates a blank mobile scorecard for you to design and build.|
|Open Training Tutorial||Opens the Workspace training tutorial that guides you through the process of building a new starter project in a step-by-step tutorial.|
|Open release notes||Opens the Adobe Analytics section of the latest Adobe Experience Cloud release notes.|
|Filter icon||Filters by tags, data views, owners, types, and other filters (Mine, Shared with me, Favorites, and Approved)|
|Search bar||Searches all columns in the table.|
|Selection box||Selects one or more projects to display the project management actions you can perform: Delete, Share, Rename, Copy, Unpin, Move Up, Move Down, Tag, Approve, Export CSV, and Move to. You may not have permissions to perform all listed actions.|
|Favorites||Adds a star next to a favorite project or folder that can be used as a filter.|
|Name||Identifies the name of the project.|
|Pin icon||Pins items so they always appear at the top of your list but you can re-adjust the order by moving them up or down in the order. Use the ellipsis option menu and select Move Up or Move down in the list.|
|Info (i) icon||Displays the following information about a project: Type, Project Role, Owner, Description, and who it is shared with. It also indicates who can edit or duplicate this project.|
|Ellipsis (…)||Displays the project management actions you can perform: Delete, Share, Rename, Copy, Unpin, Move Up, Move Down, Tag, Approve, Export CSV, and Move to. You may not have permissions to perform all listed actions.|
|Type||Indicates whether this type is a Workspace project, a Mobile scorecard, or a folder.|
|Tags||Tags projects to organize them into groups.|
|Project Role||Identifies the project roles: whether you are the project Owner and whether you have permissions to Edit or Duplicate the project.|
|Data View||Identifies the data views that are associated with the project.
Tables and visualizations within a panel derive data from the data view selected in the top right of the panel. The data view also determines what components are available in the left rail. Within a project, you can use one or many data views depending on your analysis use cases. The list of data views is sorted on relevance. Adobe defines relevance based on how recently and frequently the suite has been used by the current user, and how frequently the suite is used within the organization.
|Owner||Identifies the person who created the project.|
|Last opened||Identifies the date you last opened the project.|
|Customize table icon||Selects which columns to view in the table. To add or remove columns from the list of projects, click the column icon ( ) in the top-right, then select or deselect column titles.|
|SHOW: Folders & Projects or All Projects||Changes the view setting on the table to show folders and projects according to your folder organization or show all of your projects in an unorganized list.|
|< (Back button)||Returns you to your most recent landing page configuration in a Workspace project. The page configuration you had when you left the landing page will persist when you return.|
With the release of the new landing page, we deprecated Project Manager as listed under the Components manager. The new landing page handles all of the functionality of the old Project Manager page and more.
One common use case for the Project Manager page was to view all your projects. To view all of your projects on the new landing page by using the filter rail, select OTHER FILTERS and then select Show all.
If you’re in the “Folders & Projects” view, a modal will pop-up asking if you want to switch to the “All projects” view which makes it easier to view all of your projects outside of any folders that they may be organized in. Select Switch to “All projects” view to better view all of the projects you have access to.
The Learning page contains hands-on video tours, tutorials, and links to documentation.
Use the Learning page in Customer Journey Analytics to learn:
Users can set their preferred landing page.
Go to Analytics > Components > Preferences > General.
Check which landing page you would prefer:
|Does the work I do in the beta program UI carry over to the production Workspace experience?||Yes, any work done in the beta carries over to the old/current Workspace experience.|
|Is there a maximum number of projects I can pin?||No, there is no limit on the number of projects you can pin.|
|Can admins designate this landing page for their users?||No, admins cannot designate the landing page on behalf of users. Individual users must turn on the toggle themselves.|