Guided analysis overview

Last update: 2023-11-07
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Adobe Product Analytics enables product teams to self-serve data and insights about their product experience through guided analysis workflows, built on the cross-channel data of Customer Journey Analytics. Guided analysis is a reporting format that allows product teams to quickly self-serve their data needs so that they can get high-quality insights quickly and make more data-driven product decisions. Cross-functional teams can connect in real time to use and understand these reports.

Similar to Analysis Workspace and Mobile scorecards, a Guided analysis report uses data from a Data view, which references data in Adobe Experience Platform through a Connection. All reports created in Guided analysis can seamlessly transfer to Analysis Workspace for additional research.

Guided analysis provides multiple ways to analyze and view data. View types can show the same data in different ways, leading to different insights using the same events and segments. You get different query rails and visualization settings depending on the view that you choose. You can freely switch between views, and any applicable query rail components carry over if the view supports them.

Guided analysis categorizes view types into Analysis types. The following analysis and view types are available:

Analysis type View type Description
Impact Release Compare performance across equal periods pre- and post-release.
Impact First use Measure the impact of first-time feature use on key indicators.
Funnel Friction Compare conversion rates between steps.
Funnel Conversion trends Track changes in conversion rates over time.
User growth Active Identify who is new, retained, returning, or dormant.
User growth Net growth Are you gaining or losing users?
Trends Usage Measure user engagement over time.
Trends Frequency Measure engagement by frequency of use.


If your organization is provisioned for guided analysis, you can access it from the Customer Journey Analytics homepage.

  1. Click Guided analysis from the homepage, which takes you directly to the Usage trends view.

    Landing page tile

  2. Click Create new to see the different view options and choose a different starting point for your analysis.

    Create a new modal


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 the visualization settings and view types.

Regardless of analysis type, guided analysis uses the following UI elements:

Interface preview UI Element Description
Query rail Query rail Configure the desired components (events, properties, and segments) that make up an analysis. Each analysis type enforces different limits to the number of events and segments that you can configure.

Use the filter icon to narrow down by specific event properties or create segments on the fly. Once a property is selected, in addition to standard filter criteria such as equals, contains, and ends with, a list of the top 1000 property values are available for filtering quickly.

If you switch to a new analysis type, your query selections are maintained within the allowed limits for that analysis type.

Chart 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:
  • Tooltips: Hover over any chart data point to expose a tooltip with more information.
  • Legend: Hover over the chart legend series to view definitions where available, focus on that series and temporarily hide other series. Click a series in the legend to hide it.
  • Annotations: Applicable annotations are visible between the visualization and the legend. It is shown as a Annotation icon icon in the annotation’s configured color. View types that show data over time place the Annotation icon icon under the configured date or date range. View types that do not show data over time show the Annotation icon icon in the lower right corner of the chart.
  • Click actions: Expose available next actions by left-clicking any data point. Options include Save segment.
Table Table A table representation of the data returned based on your input from the query rail and settings. Columns in the table depend on the view type above the chart. The table also includes:
  • Click actions: Hide or expose a chart series by toggling the Show hide icon icon in each row. Additional actions are available by clicking the More menu. Options include Save segment.
Visualization settings 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 view types, with additional settings available on a per view basis.
  • View type: A drop-down selector that lets you present data for a given analysis type in a different way.
  • Chart settings: Fine-tune what your chart and table display. Available options depend on the view selected.
  • Date range: A calendar picker that allows you to determine the date range of the analysis. You can also select an interval for trended views, such as daily, weekly, or monthly.
  • Insights: Contextual insights depending on the analysis you view. You can tab to additional insights using the arrows or show or hide these insights using the light bulb icon in the top right.
Menu Menu Commands in the top-right of guided analysis that provide overarching actions for your analysis.
  • Data view selector: Change the data view that the analysis uses. When you change the data view, available components in the query rail also change.
  • Save: Saves the analysis. If you’re saving a new analysis, a modal window appears that requests a name and description.
  • Save as: Saves the analysis separately from the current analysis, creating a copy. A modal window appears that requests a new name and description.
  • Open in Workspace: Recreates the current Guided analysis in Analysis Workspace. The Workspace project is created in a new tab, preventing interruption while working within Guided analysis. It is a copy of the analysis, and does not remain in sync with the original guided analysis once opened. Use this command when you want to handoff to your analyst team, or dive deeper into the data than what Guided analysis allows for.
  • Copy to clipboard: Copies the chart graphic to your clipboard, to be pasted in other applications. The query rail and table are not included in the graphic.
  • Download PNG: Downloads the chart graphic as a .png. The query rail and table are not included in the graphic.
  • Download CSV: Downloads the table data as a .csv. The query rail and chart are not included in the file.


Guided analysis is part of Adobe Product Analytics, which is a paid add-on to Customer Journey Analytics. If your organization would like to start using this set of capabilities, contact your Adobe Account Team.

Once your organization is provisioned to use Guided analysis, product profile administrators can add or remove access to it in the Adobe Admin Console.

  1. Log in to the Adobe Admin Console.
  2. Select Customer Journey Analytics in the list of products.
  3. Select the desired product profile for the permissions that you want to edit.
  4. Click the Permissions tab, then click Edit under Reporting Tools.
  5. Click the plus icon next to Guided Analysis Access in list of Available Permission Items, which adds it to the list of Included Permission Items.
  6. Click Save.

Some admins prefer to enable Guided analysis and disable Analysis Workspace for new users to Customer Journey Analytics. Once those users mature with the product and your organizational data, you can then enable access to Analysis Workspace.

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