Panels overview
A panel is a collection of tables and visualizations. You can access panels from the top-left icon in Workspace or a blank panel. Panels are helpful when you want to organize your projects according to time periods, report suites, or analysis use case.
Panel types
The following panel types are available in Analysis Workspace:
Quick Insights, Blank and Freeform panels are great places to start your analysis, while Analytics for Target, Attribution, Media Concurrent Viewers and Segment Comparison lend themselves to more advanced analyses. A "+" button is available in projects so you can add blank panels at any time.
The default starting panel is the Freeform panel, but you can make the blank panel your default as well.
Report suite report-suite
Tables and visualizations within a panel derive data from the report suite selected in the top right of the panel. The report suite also determines what components are available in the left rail. Within a project, you can use one or many report suites depending on your analysis use cases. To apply a single report suite to all panels in a project, right-click panel header > Apply report suite to all panels.
The list of report suites is sorted on relevancy, which Adobe defines based on how recently and frequently the suite has been used by the current user, and how frequently the suite is used within the organization.
Calendar calendar
The panel calendar controls the reporting range for tables and visualizations within a panel.
You can apply a minute-level date range under the advanced settings of your panel calendar. If you are reporting on a date range that spans many days, start time applies to the first day and end time applies to the last day in your range.
Drop zone dropzone
The panel drop zone enables you to apply segment and drop-down filters to all tables and visualizations within a panel. You can apply one or many filters to a panel.
Segment filters
Drag and drop any segments from the left rail into the panel drop zone to begin filtering your panel. Repeat this process to add additional filters to the panel. Filters appear side by side at the top of the panel.
Ad hoc segment filters
Non-segment components can also be dragged directly into the drop zone to create ad hoc segments, saving you the time and effort of going to the Segment Builder. Segments created in this way are automatically defined as hit-level segments. This definition can be modified by clicking the information icon (i) next to the segment, then the pencil-shaped edit icon and editing it in the Segment Builder.
Ad hoc segments are a type of quick segment, and are local to the project. They do not show up in the left rail unless you make them public.
For more information, see Quick segments.
Static drop-down segments
Static drop-down segments enable you to interact with the data in a controlled way. For example, you can add a drop-down segment for Mobile Device Types so that you can segment the panel by Tablet, Mobile Phone, or Desktop.
Static drop-down segments can also be used to consolidate many projects into one. For example, if you have many versions of the same project with different Country segments applied, you can consolidate all versions into a single project and add a Country drop-down segment.
Create static drop-down segments
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For drop-down segments using dimension items, select a single dimension from the left rail and drop it into the panel dropzone while holding
[Shift]. This creates a drop-down segment with all the dimension items that are associated with that dimension.Or, if you want the drop-down segment to include only specific dimension items that are associated with a dimension, click the right arrow icon next to the desired dimension in the left rail. This action exposes all available dimension items. Select multiple dimension items from this list using
[Shift + Click]or[Ctrl + Click], then drop them into the panel dropzone while holding[Shift]. -
For drop-down segments using a single component type (for example, only dimensions, or only segments, or only metrics), select multiple items of the same type in the left rail using
[Shift + Click]or[Ctrl + Click], then drop them into the panel dropzone while holding[Shift].A single drop-down segment is created with components that you selected.
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For drop-down segments using a mix of component types (such as 2 metrics and 3 filters), select multiple components using
[Shift + Click]or[Ctrl + Click]. Drop the selection into the panel dropzone while holding[Shift]. In this context, all component types are treated as separate drop-down segments. For example, if you include both metrics and dimension items in your selection, two separate drop-down segments are created: one drop-down segments includes dimension items, and the other includes metrics.
Right-clicking a drop-down segment provides the following options:
- Delete drop-down: Removes the drop-down segment from the panel.
- Delete label: Remove the text above a drop-down segment. To modify the label, select the pencil icon.
- Add label: When you add a drop-down segment to a project, a label is automatically set to the component name. If you delete the label, you can add it again with this option.
- Require selection: Requires that a segment is set on the panel.
Watch the video to learn more about how to add drop-down filters to your project.
Use static drop-down segments
Use the drop-down segments menu in any of the following ways in order to filter the panel:
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Apply a single segment to the panel by selecting the segment from the drop-down menu.
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Apply multiple segments to the panel by selecting more than one segment from the drop-down menu. The panel is filtered to include any of the selected segments.
To remove a segment from the list, select it again in the drop-down menu.
Dynamic drop-down segments
Dynamic drop-down segments allow you to determine available values based on data within the panel’s reporting range and values in other drop-down segments. For example, you can create two dynamic drop-downs using the Countries dimension and Cities dimension. When you select a country from the Countries drop-down list, the Cities drop-down list dynamically adjusts to only show cities within that country.
This same concept applies to all dimensions; only dimension items that appear within the panel’s date range and selected segments are visible. Dimension items selected in static drop-down segments affect available values in dynamic drop-down segments. However, the inverse is not true; Dimension items selected in dynamic drop-down segments do not affect available values in static drop-down segments.
Manual selection of dimension items is available if you anticipate a certain dimension item to be collected in the future. You can also clear a dynamic drop-down segment so that it does not contain a value, allowing other dynamic drop-down segments to contain more values. Select Reset all to clear the selection from all drop-down segments for that panel.
To create a dynamic drop-down segment:
- Drag and drop a single dimension into the panel dropzone while holding
[Shift]. - Dynamic drop-down segments are not available for metrics, segments, or date ranges.
- Right-click a drop-down segment and select Delete dropdown to delete it.
Right-clicking a dynamic drop-down filter provides the same options as static drop-down filters.
Right-click menu right-click
Additional functionality for a panel is available by right-clicking on the panel header.
The following settings are available: