Create projects in Analysis Workspace
Projects in Analysis Workspace allow you to view business-critical analyses that can be shared with stakeholders inside or outside your organization.
For general information about how to get started using Analysis Workspace, see Analysis Workspace overview.
The following sections describe how to create a project and start adding the key building blocks for any Analysis Workspace project: panels, visualizations, and components.
Create a project from a blank project or a report
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In Adobe Analytics, select Workspace.
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Choose whether to create a blank project or to create a project from a report:
accordion Create a blank project -
On the Workspace tab, select the Projects tab on the left side of the page, then select Create project.
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Choose whether to create a blank project or a blank mobile scorecard
- Blank project if you plan to share your analysis from the browser
- Blank mobile scorecard if you plan to share your analysis from the Adobe Analytics dashboards mobile app.
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Select Create.
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On the Workspace tab, select the Reports tab on the left side of the page.
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Search for or navigate to the report you want to use, then select it when it appears.
A set of standard reports is available by default. In addition, your organization might have created custom reports for you to choose from.
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Select Project > Save to save the report as a new project.
For more information about reports, see “Navigate the Reports tab” in Adobe Analytics landing page.
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Next, you need to add panels, visualizations, and components to your project. First, add panels to your project in Analysis Workspace, as described in Add panels to the project. You can then add visualizations to any panels. Finally, you can add components to any panels or visualizations.
Add panels to the project panels
Panels are the foundation to any project in Analysis Workspace. Panels are used to organize the content (visualizations and components) of a project.
Many of the panels provided in Analysis Workspace generate a full set of analyses based on a few user inputs.
To add a panel:
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Select the Panels icon in the left rail.
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Search for the panel you want to add. When it appears in the left rail, drag it into your project.
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Add visualizations to your panel, as described in Add visualizations to the project.
Alternatively, you can add components directly to a panel, as described in Add components to the project.
Add visualizations to the project
Visualizations (such as a freeform table, a bar chart, or a line chart) can be used to visually bring data to life.
To add a visualization:
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Select the Visualizations icon in the left rail.
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Search for the visualization you want to add. When it appears in the left rail, drag it to a panel within your project.
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Add components to the visualization, as described in Add components to the project.
Add components to the project
Components make up the actual data of any project. You can add components to visualizations or to panels.
Following is basic information about how to add a component to a project in Analysis Workspace. For more detailed information about adding the various types of components (dimensions, metrics, segments, and date ranges), see Use components in Analysis Workspace.
To add a component to a project in Analysis Workspace:
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Select the Components icon in the left rail.
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Scroll to or search for the component you want to add, then drag it to a panel or visualization within your project.
For example, you can drag a segment to the segment drop zone in a panel header.
For more information about adding components to projects, see Use components in Analysis Workspace.
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(Optional) Share the project as described in Save and share the project.
Save and share the project
As you create an analysis in Analysis Workspace, your work is automatically saved.
When you finish building out the project and it’s gathering actionable insights, the project is ready to be consumed by others. You can share the project with users and groups in your organization, or even with people outside your organization. For information about sharing a project, see Share projects.