Create project - overview

Analytics > Workspace

You can create a robust Analytics project based on any combination of visualizations, report components, and data tables. It brings many of the table builder features from Ad Hoc Analysis into Analytics.

In Analysis Workspace, you can compare and dissect data in ways not previously possible. For example, configure ranked reports and make immediate iterative changes to the data query, and then access and manipulate the values at the reporting level.

The query goes directly to the reporting engine—you can make changes inline without bringing up other reports to create your analysis. Results return immediately, with no browser refresh.

Workspace Project List Page

When you first go to Analytics > Workspace, the page lists all the projects you own or have been granted access to. You can set this page to be your Adobe Analytics landing page by clicking Set as Landing Page. (If you don’t see this option, as in the screen shot below, it is already your landing page.)

The Workspace project list page contains the following information:

Element Description
Create New Project Click this link to start a new project from scratch.
Manage Projects Clicking this link takes you to the Projects Component Manager ( Analytics > Components > Projects), which lists all your projects and lets you tag, share, delete, rename, approve, copy, and export projects to CSV.
Set as Landing Page Turns this page into your Workspace landing page.
View Tutorials Takes you to the Analysis Workspace video tutorials.
Name Name of the Workspace project.
Owner The person who created this project (either you or someone who shared the project with you.)
Type Indicates whether this is a Workspace Project or a Mobile Scorecard.
Project Role Indicates whether you are the Owner, whether you can edit the project, or whether this is a Duplicate project.
Tags Tags that were applied to the project, either in the Projects Component Manager or under Workspace > Project > Project Info & Settings.
Last Modified Date and time when the project was last modified.
My Favorite Projects To mark a project as a favorite, open the project and click the star next to its name. It will show up in this list the next time you open Workspace.
Frequently Viewed Projects Lists all projects that you open frequently, for ease of access.

Project Info & Settings

Workspace > Project > Project Info & Settings

Project Info & Settings provides project-level information on the currently active project.

Setting Description
Project Name The name given to the project. You can double-click the name to edit it.
Created By Project owner name
Last Modified Date of last modification to the project.
Tags Lists any tags applied to a project for easier categorization. You can also tag projects while saving them. View a project’s tags on the Workspace Landing Page in the Tags column.
Description A description is useful for clarifying the purpose of a project. You can double-click the description to edit it.
Count repeat instances in project Specifies whether repeat instances are counted in reports. If you have multiple sequential values for the same variable, you can count them either as one or as multiple instances of the variable.
Visualization Color Scheme You can change the color scheme used in Workspace, by choosing from a different color palette or by specifying your own palette. This feature affects many things in Workspace, including most visualizations.
View Density Lets you see more data on the screen by reducing the vertical padding of the left rail, freeform tables and cohort tables.

Projects Menu

The top Projects menu looks like this:

The submenus contain the following options.


Options marked by an asterisk (*) display only with saved projects.

Project Edit Insert Components Share Help
New Undo New Panel New Segment Share Project Videos
Open Clear New Freeform Panel New Metric Get Project Link* Hotkeys
Save Clear All New Segment Comparison Panel New Date Range Send File Now* Help Forum
Save As* New Freeform Table New Alert Send File on Schedule*
Set as Landing Page* New Line Refresh Components Curate Project Data
Refresh Project New Bar
Download CSV
Download PDF*
Project Info & Settings

Left Rail

The left rail has 3 icons, allowing you access to Panels, Visualizations, and Components (Dimensions, Metrics, Segments, Data Ranges) with one click:

A Blank Panel was added to the list of panels accessible from the left rail. To create a new Cohort Panel, drag in a Blank Panel and drag in a Cohort Table visualization.

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