Customize Data Workbench locally

Data Workbench Help
End-of-life announcement
Release notes
- Release Notes Overview
- Data Workbench 6.74 Release Notes
- Data Workbench 6.73 Release Notes
- Data Workbench 6.72 Release Notes
- Data Workbench 6.7 Release Notes
- Data Workbench Report Portal 2.1
- Data Workbench 6.61 Release Notes
- Data Workbench 6.6 Release Notes
- Data Workbench 6.52 Update
- Data Workbench 6.51 Update
- Data Workbench 6.5 Release Notes
- Data Workbench 6.4 Release Notes
- Data Workbench 6.31 Update
- Data Workbench 6.3 Release Notes
- Data Workbench 6.21 Update
- Data Workbench 6.2 Release Notes
- Data Workbench 6.11 Update
- Data Feeds Update for April MR 2014
- Data Workbench 6.1 Release Notes
- Data Workbench 6.0 and 6.0.4 Release Notes
Installation
- Workstation requirements
- Workstation setup
- Upgrading Data Workbench
Client
- Opening Data Workbench
- Self-provisioning of users
- Working offline and online
- Profiles
- Worktops
- File versioning
- Using the Worktop thumbnail menu
- Configure the sidebar
- Display workspaces
  - Display workspaces overview
  - Display a workspace
  - Create a workspace
  - Workspace File menu
  - Refit a workspace
  - Share a workspace
  - Save a workspace
  - Export a workspace
  - Import a workspace
  - Add a description to a workspace
  - Unlocking a workspace
  - Deleting a workspaces
  - Using the workspace Window menu
- Keyboard shortcuts for the Data Workbench Client
- Working with windows in a workspace
  - Working with windows in a workspace overview
  - Manipulate windows in a workspace
  - Work with text in windows
  - Window Controls menu
  - Export window data
- Exporting data
  - Exporting data using segment export
  - Segment export
  - Output format
  - Configure segments for export
  - Create dimensions for use with segment export
  - Segment Export with Custom Headers
  - Export a segment using S/FTP delivery
  - Profiles and Audiences Export
  - Exporting to Analytics Core Services
  - Export to Adobe Target
  - Segment export wizard
- Analytics Reports
- Attribution reports
  - Using attribution reports
  - Attribution Profile Overview
  - Deploying the Attribution Profile
  - Attribution Models
  - Best Fit Attribution
  - Build a Best Fit Attribution Model
- Visualizations
  - Visualizations overview
  - Opening visualizations
  - Quick reference
  - Make selections
  - Benchmarks
  - Metric and dimension menus
  - Subsets
  - Zoom in or out in a visualization
  - Adding callouts to a workspace
  - Annotating visualizations
  - Add a bookmark
  - Metric Dim Wizard
  - Editing the Metric Dim
- Analysis visualizations
  - Analysis visualizations overview
  - 2D scatter plots
  - 3D Scatter Plots
  - Annotations
    - Annotations overview
    - Text annotations
    - Image annotations
    - Dynamic title annotations
  - Association Chord visualization
  - Association Table visualization
  - Visitor Clustering
    - Visitor Clustering Overview
    - Clustering 2.0
    - Building Clusters
    - Exploring Clusters
  - Chord Visualization
  - Correlation Matrix
    - Correlation Matrix Overview
    - About the Pearson Correlation Coefficient
    - Correlation Analysis Use Cases
    - Binary Filter in the Correlation Matrix
  - Decision Tree Builder
    - Decision Tree Builder Overview
    - Building a Decision Tree
    - Decision Tree Options
    - Regression tree option for decision tree
  - Density Map
  - Detail table
  - Filter editors
    - Filter editors overview
    - Working with filter conditions
    - Save and load filters
    - Edit filter files manually
    - Apply a filter to a workspace
  - Funnel Visualization
    - Funnel Visualization Overview
    - Funnel Features
    - Building a Funnel
    - Adding a Path Browser
  - Globes
    - Globes overview
    - Working with globes
    - Display layers
    - Make selections on a globe
  - Graphs
    - Graphs overview
    - Add and change a metrics
    - Change a dimension
    - Change a graph display
    - Change a series
    - Regression Analysis Graph
    - Trend Lines
    - 2D graphs
  - Guided analysis
    - Guided analysis overview
    - Statistical measures
    - Display the Dimension menu
  - Latency Analysis
  - Latency tables
  - Legends
    - Legends overview
    - Color legends
    - Confidence legends
    - Metric legends
    - Value legends
  - Path browsers
    - Path browsers
    - Creating path browsers
    - Display metric information
    - Extend a paths
    - Display the start and end of paths
    - Change the path browser’s root
    - Select a path
    - View more elements in paths
  - Pie Chart
  - Process map
    - Process map overview
    - Types of process maps
    - Create a process map
    - Move and rotate a process map
    - Select a node
    - Move a node
    - Remove a node
    - Label a node
    - Make a selection from a process map
    - Save a dimension from a process map
    - Create a visualization from a process map
    - Activate a color link
    - Display a metric quantity
    - Add a callout
  - Propensity Scoring
    - Propensity Scoring Overview
    - Setting up Propensity Scoring
    - Calculating Propensity Scoring
    - Propensity Gain and Lift Charts
    - Model Viewer
    - Complex Filter Description
  - Radar visualization
  - Statistical display in tables
  - Segments
    - Segments overview
    - Create a segment dimensions
    - Reusing a segment visualization
  - Tables
    - Tables overview
    - Add and change a metric
    - Add, change, and move a dimension
    - Fit data to a window
    - Change the table display
    - Sort data in a table
    - Mask data
    - Enable a series legend
    - Open a URI from a table
    - Apply hierarchy views
    - Export to Microsoft Excel
    - Export to a TSV file
  - Work with data in worksheets
  - Worksheets
    - Worksheets overview
    - Worksheet expressions
    - Create a metric indicator
    - Create an input cell
    - Use callouts with worksheets
    - Export to Microsoft Excel
- Imagery layers
  - About imagery layers
  - Terrain image layers
  - Element point layers
  - Working with vector layers
- Administrative interfaces
  - Administrative interfaces
  - Open administrative interfaces
  - Dataset Schema interface
  - Query Status Legend
  - Query Queue
  - Processing Legend
  - Detailed Status interface
  - Profile Manager
  - Dataset managers
  - Servers Manager
  - Remote desktop option
  - Server Files Manager
  - Server Monitor interface
  - Configuration option
- Interface and analysis features
  - Interface and analysis features
  - Customize Data Workbench locally
  - Customize menus
  - Customize the profile manager and server file manager
  - Customize a worktop tab
  - Setting up Localized Languages
  - Configure a locked workspace
  - Configure open functionality
  - Configure a callout
  - Configure a latency table
  - Create a latency dimension
  - Configure a page overlay
  - Configure a path browser
  - Configure a process map
  - Configure the Dataset Schema Interface
  - Localizing Time Dimensions
- Configuration parameters
- Query language syntax
  - Query language syntax
  - Syntax for any expression
  - Syntax for identifiers
  - Syntax for metric expressions
  - Syntax for dimension expressions
  - Syntax for filter expressions
  - Syntax for math expressions
  - Statistical Callouts
  - Regular expressions
Dataset configuration
- Understanding Dataset Construction
- Understanding Dataset Configuration
- Data Workbench Support for GDPR
- Log Processing Configuration File
- Transformation Configuration File
- Dataset Include Files
- Additional Configuration Files
- Data Transformations
- Extended Dimensions
- Transform Functionality
  - About Transformation Functionality
  - Configuration Files for Transform
- Reprocessing and Retransformation
  - Understanding Reprocessing and Retransformation
  - Preparing for Reprocessing or Retransformation
- Dataset Configuration Tools
- Conditions
- Regular Expressions
- Event Data Record Fields
- Configuration Settings for Web Data
- Time Zone Codes
Report Server
- Understanding Report Sets
- Generating Reports
- Distributing Reports
- Report Set Requirements
- Working with Report Sets
- Report Portal
  - Using the Report Portal
  - Opening the Report Portal
- Advanced Search in the Report Portal
- Installing Report Server
- Administering Report Server
- Installing the Report Portal
- Report Server Parameters Reference
  - Report Server.cfg Parameters
  - Report.cfg Parameters
- Report Sample Files
Page Tagging
- What Kind of Data Can I Acquire?
- How Do I Acquire this Data_
- Implementing Reference Page Tags
- Acquiring Baseline Measurements
- Acquiring Extended Measurements
- Tracking Visitor Activity Within Flash Rich Media Content
- P3P Considerations for Third-Party Page Tagging
- Page Tag Variable Mapping Worksheet
Metrics, dimensions, and filters
- About Data Workbench Metrics, Dimensions, and Filters
- Expanding Metrics, Dimensions, and Filters
- Dimension Types
- Metric Dim Wizard
- Built-in Metrics, Dimensions, and Filters
- Baseline Profiles
Geography
- About Data Workbench Geography
- Installing Data Workbench Geography
- Imagery Layers
- Data Services
- Upgrading and Uninstalling Data Workbench Geography
  - Upgrading Data Workbench Geography
  - Uninstalling Data Workbench Geography
Controlled experiments
- About Data Workbench Controlled Experiments
- How Does Site Identify Visitors?
- How Do Controlled Experiments Work?
- What Should I Test?
- What Are the Requirements?
- Controlled Experimentation
- Creating a Controlled Experiment
- Validating the Experiment
- Viewing the Results
- Experiment Design Spreadsheet
Server Administration and Installation
- Server System Requirements
- Installing Data Workbench Servers
- Administering Data Workbench Server
- Transform
- Insight Server Replication Service
- Repeater
- General Systems Administration
- Upgrading and Uninstalling
- Configuration Settings
- Time Zone Codes
Sensor
- How Does the Data Collection Process Work?
- What are Basic Components
- How Does Sensor Identify Visitors and Sessions?
- Installing
- Administering
- Sensor Txlogd.conf File
- Event Data Record Fields
- Sample Configuration Files
  - Sample Configuration Files
  - Txlogd.conf File Samples
- Sensor Transmitter Command-Line Options
- Sensor UNIX File Permissions
Installing the Monitoring Profile
- Installing the Monitoring Profile
- Workspaces
- Data Workbench Profile Dimensions and Metrics
Dashboard
- Business Opportunities
- Features
- Glossary
- Getting Started
- Dashboard User Interface
- Visualizations
- Dashboards
- Selecting
- Exporting Data
- Dashboard Access Controls
- User Account Management
- Help Menu
Dashboard administrator
- Minimum System Requirements
- Download Required and Optional Components
- Supported Browsers
- Installation Prerequisites
- Server Communication
- Dashboard Deployment
- Managing from the Administration Console
- Profile Connections
- Schema
  - Managing the Schema
  - Initializing and Updating a Profile’s Schema Definition
- Folders
- User Accounts
- User Groups
- System Logs
Implement Data Workbench
- Implementing Adobe Data Workbench
- Data Workbench Discovery and Requirements
- Data Workbench Installation and Provisioning
- Basic Onboarding Instructions for DWB Managed Services
- Data Workbench Architecture
- Schema Design Countable Structures
- Data Workbench Administration
- Configuration and Implementation
- Implementation of Features
Query API
Data Workbench Integration with Adobe Target
Data Workbench Glossary

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Data Workbench Help

Customize Data Workbench locally

Last update: 2022-10-04

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Data Workbench
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IMPORTANT

Read more about Data Workbench’s End-of-life announcement.

Data Workbench is extremely flexible in the number of ways it can be customized.

All customizations made by a user to their instance of Data Workbench reside in the User folder within the Data Workbench installation directory. This directory is synchronized with the Data Workbench server to provide a backup of your local information.

To remove any customizations to Data Workbench, delete all files and folders within the Data Workbench installation directory except the five elements installed originally: