DocumentationAnalyticsTools Guide

Projects overview

Last update: Fri Jan 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Topics:
  • Workspace Basics

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Workspace projects allow you to combine data components, tables and visualizations to craft your analysis and share with anyone in your organization. Before starting your first project, learn about how to access, navigate and manage your projects.

Here is a video on how to build a Workspace project:

recommendation-more-help

See VideoCheckedOut Build a Workspace project for a demo video.

Project list

When you first go to Analytics > Workspace, the page lists all the projects you own or have been shared to you. This page is also the landing page for Adobe Analytics, unless you have previously set a custom landing page.

The Projects page contains the following information:

Element
Description
Edit preferences
Manage settings for Analysis Workspace and its related components for all new projects or panels that you create.
Create folder
Add a new folder or subfolder to the list of projects and folders.
Create project
Start a new project from scratch or from a report.
Show more
This selection reveals options for creating a blank project or mobile scorecard, viewing training tutorials, or viewing release notes.
Show filters
To show or hide filters. You can filter on tags, report suite, owners, type (project, folder, mobile scorecard), and other filters.
Search
Use the search field to search for folders, Workspace projects or mobile scorecards.
Show Folders & Projects
Choose whether to show the folder structure of projects. For more information, see About Folders in Analytics.
Customize table
This icon allows you to customize the columns you see for each project in the projects list.

The list of projects can display the following columns:

Column
Description
Name
Name of the Workspace project. Select Info to show a popup with more details on a project or folder. Select More to show actions available. See Manage projects for more details.
Type
Indicates whether this entry is a Workspace project, a folder, or a Mobile scorecard.
Tags
Tags that were applied to the project.
Scheduled
Indicates whether projects are scheduled to be emailed to recipients. See Schedule projects.
Shared link (anyone)
Projects can be shared with anyone, even with people who don’t have access to Analysis Workspace. This column shows whether projects have been shared in this way. See Share a project with anyone (no login required) in Share projects for more information.
Project Role
Indicates your role for the project - owners, edit, duplicate, view.
Report suite
The report suite that the project is associated with.
Owner
The person who created this project (either you or someone who shared the project with you.)
Shared with
Users that the project has been shared with.
Last Modified
Date and time when the project was last modified.
Last Opened
Date and time when the project was last opened.
Last Used
Date and time when the project was last used.
Project ID
The ID of the project.
Longest Date Range
The longest date range of the project.
Number of Queries
The total number of queries contained in the project.
Location
The folder where the project resides.

Manage projects

To manage projects, select one or more projects from the project list.

From the blue action bar, you can select the following actions:

Action
Description
Delete Delete
When selected, a confirmation dialog prompts you to confirm the deletion of a Workspace project or Mobile scorecard. Select OK to confirm.
Share Share
This action allows you to share your project. See Share projects.
Rename Rename
Opens up a Rename: name dialog to rename your project. Select Save to save the new name for the project.
Copy Copy
Immediately copies the selected project to a new project with name original name (Copy).
Pin Pin
Immediately pins the project to the top of the list. Adds the Pin indicator.
Tag Tag
Opens up the Tag Project dialog. You can select an existing tag or add new tags. Select Save to save the tags for the project.
(Un-)Approve Approve or Unapprove
Approves or unapproves the project.
Export CSV Export CSV
Immediately downloads a file containing a comma-separated value list of the projects.
Move to Move to
This action allows you to move the project to a folder. In the Select Folder dialog, select a folder from the Folder list, and select Move.

Menu bar

Within a project, the menu provides options for managing your project, adding components, finding help, and more. You can also access each menu option by keyboard shortcuts.

Menu item
Description
Project
This menu includes common actions for project management, including New, Open, Save, Save as, and Save as company report. You can also refresh the entire project to retrieve the most recent data and definitions by clicking Refresh Project. Download CSV and PDF options enable you to export data from Workspace. Project Info & Settings offers many options for managing your project.
Edit
Undo or redo your last action. Clear All resets your project to a blank starting point.
Insert
Insert new panels or visualizations from this menu. You can also insert new panels and visualizations from the left rail.
Components
Create new segment, calculated metric, date range, or alert components from your project. You can also create new components from the left rail. If your component definitions have recently changed, Refresh Components retrieves the latest definitions.
Share
Curate, share and schedule PDF/CSV projects to recipients in your organization.
Help
Access help documentation, videos, and the Analytics Experience League community. Manage the visibility of Workspace tips as well as the debugger. Find details about Workspace and factors that impact project performance.
Share button or Owner
If you are in an Own or Edit for the project, the Share button in the top-right gives you one-click access to manage your project recipients. If you are in a Duplicate or View role for the project, you see the project owner’s name.

Project Info & Settings

Workspace > Project > Project Info & settings provides project-level information on the currently active project.

Project Info

Settings include:

Setting
Description
Project Name
The name given to the project. You can double-click the name to edit it.
Owner
Project owner name
Last Modified
Date of last modification to the project.
Tags
Lists any tags applied to a project for easier categorization.
Description
A description is useful for clarifying the purpose of a project. You can double-click the description to edit it.
Count repeat instances
Specifies whether repeat instances are counted in reports. For example, this setting (when activated) treats multiple consecutive pages views to the same page as multiple page views. With it off, they count as a single page view (this setting only affects certain metrics, such as Single Page Visits). Note: This setting does not apply to Flow or Fallout visualizations.
Show annotations
Specify whether to show annotations in the project or not.
Project color palette
You can change the categorical color palette used in Workspace, by choosing from out-of-the-box palettes that have been optimized for color blindness, or by specifying your custom 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.

Left rail

Within a project, various icons are available in the left rail, and each represents important tools to build your project:

Icon
Functionality
panels icon
Panels
visualizations icon
Visualizations
components icon
Components
data dictionary icon
Data dictionary
toc icon
Table of contents

Components (dimensions, metrics, segments, date ranges) in the left rail relate to the active panel data view. A blue border identifies the active panel, and the active report suite is listed at the top of the component rail.

Right-click menu

Here is a video on using the right-click menu in Analysis Workspace:

See VideoCheckedOut Using the context menu for a demo video.

Project canvas

The project canvas is where you bring together panels, tables, visualizations, and components to build your analysis. A project can contain many panels, and each panel can contain many tables and visualizations.

Panels are helpful when you want to organize your projects according to time periods, report suites, or analysis use case. The active panel has a colored border around it, and determines what components are available in the left rail.

Depending on the starting point you chose for your projects, you either have a freeform table or a blank panel in the canvas to begin with. The quickest way to start analyzing is to select one or many components and simply drag & drop them into the project canvas. A table of data is rendered automatically for you. Learn more about the different options for building a table, or leverage the available training tutorial for more guidance on building your first project.

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