Access
You can access Guided analysis from the Customer Journey Analytics homepage.
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Select Guided analysis from the homepage, which takes you directly to the Trends analysis.
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Select Create new to see the different view options and choose a different starting point for your analysis.
You can also access Guided analysis from within an Analysis Workspace project.
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Select Blank project from the homepage to create an empty Workspace project.
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Select
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Drag any new analysis onto the Workspace canvas, then select Create to generate the desired analysis (for example: Create Trends). You can also drag an existing analysis onto the Workspace canvas from under the Saved section.
Interface
The interface for Guided analysis follows a question and answer format. Form your question in the query rail, then get an answer with a written insight, chart, and table. You can then ask the next question with analyses and visualization settings.
Guided analysis uses the following UI elements:
Interface preview | UI Element | Description |
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![]() | Query rail |
Configure your question by selecting the desired components (events, properties, and segments) that make up an analysis. The following options are available across all analysis, with additional settings available on a per view basis.
On some of the settings, additional configuration is available.
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![]() | Chart |
A visualization of the data returned based on your input from the query rail and settings. Which visualization you see depends on the view and settings above the chart. The chart also includes:
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![]() | Table |
A table representation of the data returned based on your input from the query rail and settings. Rows in the table using event (1, 2, …) and segment identifiers (A, B, …) for reference. Columns in the table depend on the analysis above the chart. The table also includes for each row:
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![]() | Visualization settings |
Options above the chart that allow you to ask the next question and customize how the chart and table return data. The following options are available across all analysis, with additional settings available on a per analysis basis. |
![]() | Menu Available in a Guided analysis project |
Commands in the top-right of a Guided analysis project that provide overarching actions for your analysis.
Select
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![]() | Menu Available in a Guided analysis visualization in Analysis workspace. |
Commands in a Guided analysis visualization in Analysis workspace. |