Analytics in the office or on the go

Frictionless insights anytime, anywhere with Adobe Analytics

With so many demands on your time and attention, you need to be able to create and access business insights in any setting - whether you’re behind a desk or out and about.

Transcript

Hey everybody, welcome to Experience League Live. My name is Doug, I’m your host today. We’re excited to have you here for this Analytics Spectacular today. And we’ve got two great guests. Before I bring them in, just let me remind you that we’re brought to you today by experienceleague.adobe.com. So anytime you need self-help stuff, whether it’s documentation or some tutorials, the community, so you can chat with your colleagues and other people about topics that you need to learn about. We have free courses there as well that you can take to learn about everything Experience Cloud. So anyway, head on over to experienceleague.adobe.com. And without further ado, let’s bring in our guests. Today we have a couple of great, great guests for you. And first we have a repeat guest. He’s just popular, so we have to bring him back. And that is Eric. How you doing, Eric Matusoff. What’s up, Doug? If I was really on the ball, then of course I’d have the surprise. They’re just slow to react. Yes, there’s buffering, you know, with the audience. There’s buffering, that’s right. And we also have Jen Workmaistre and Kamau Nusin. There she is, all right. Hey Doug. How’s it going? They’re right on the ball for you, Jen. Yeah, they were. As soon as I said her name, they didn’t even have to see it. They’re like, I know who she is. We know her. Oh, that’s what you get when you’re trying to push all the buttons at once. I can’t talk and push buttons. What is that? A whole chew gum thing. So yes, let’s have everybody get to know you guys a little bit. First of all, Eric, you are Principal Evangelist for Analytics and Data Science. Did I get that right? You got it right, Doug. What does that mean that you do all of that? You get a cookie. That means I get to wear a lot of hats here at Adobe. And I’m technically on our product marketing team. But my focus is just making sure that our customers get the most value that they possibly can out of our data-empowered products. So whether that’s Adobe Analytics, Customer Journey Analytics, Adobe Target, our data collection products, real-time CDP, Adobe Journey Optimizer, it could go on and on and on. My goal is to make sure that our customers that have those products can get the best value that they possibly can out of them. Awesome. Great. Cool. All right. So Jen, you are Senior Product Manager extraordinaire. I think that’s what we said. You were hoping to get that extension on your card. And so tell us about your responsibilities.

Yeah, absolutely. So I think the products that our customers know best and will be most excited about that I work on is the Analytics Dashboards app, which is the app that you can use to see any of your data from Adobe Analytics or CJA. And then also Report Builder, which is an add-in for Microsoft Excel. And so that allows you to pull your analytics CJA data into Excel and do whatever you want with it from there. Nice. Nice. Yeah, that’s great. I think that we’ll have a lot of people interested in having you show them some more about the app, about the Dashboards app, about everything like that. Because it’s more likely, I suppose, that people are a little more familiar with the standard analytics interface. And hopefully we can bring them up to speed on some of the other stuff they can do. Yeah, absolutely. Cool. Well, we don’t want to shortchange everybody for getting to know you guys a little bit. So let’s first talk about your fun facts. Eric, I saw on there you’ve got two and a half children here. You’ve got a five-year-old, a three-year-old, and what looks to be a Summit baby coming up. Is that right? In March. Summit baby indeed. Yeah, it’s going to be interesting to manage a one-week-old while on stage for Summit keynote. But you know what? If anyone can do it, I can. That’s nice. That’s nice. Have you decided what to name this child, whether it is Summit or Sneaks? Maybe Sneaks. I like that one. You know, Gina Casagrande on our team has a son named Max and a daughter named Evangeline, not Evangelist, which I think is pretty cool. I’ve been working for a few years to try and convince my wife that maybe, you know, a daughter named Adobe would be beautiful, but we’ll see how that goes. You’re playing the long game. That’s good. Yeah. Yeah. Well, congratulations. We’re excited for you guys. Thank you so much. And that’ll be awesome. All right. Jennifer, with you, we have, that’s a really great, interesting fun fact. And that is that this series, Breaking Bad, was filmed at your high school? Yes, it was. And actually, while I was there, so I know a lot of people in the first season because I was in theater in high school and they’re like, Oh, great, like extras. We can just grab those kids. But you weren’t in? I was not in it. Somebody whose judgment I did not respect was like, Oh, man, there’s this cool show. It’s about this teacher who like starts cooking meth. And I’m like, I’m out. That sounds dumb. I don’t want to be a part of that. Big mistake. Was that in Albuquerque or? Yeah, so the high school is actually in a suburb of Albuquerque called Rio Rancho. Super cool. Which is a great place, by the way. Don’t let the show fool you. Yeah. Coincidentally, I live in New Jersey and it’s nothing like the Jersey Shore. Yeah, exactly. Oh, well, that is awesome. Thanks, you guys. It’s good to have everybody get to know you guys a little bit and hear some fun stuff. Let’s go ahead and dive in. So analytics on the go. In the office or on the go, I should say. So tell us a little bit, which one of you want to kind of like frame today’s plan? Yeah, I can I can kind of kick us off and Jen, feel free to to add to it. Our focus really is talking about all the different ways that you can utilize data from Adobe Analytics and customer journey analytics to analyze data, whether you’re in the office and or on the go. And so what that means is that we’ve got a whole slew of features that are available for both. So you can do analysis in one. You can look at insights from another. You can look at data and everything. And so we were trying to find unique ways that customers and brands can think about utilizing the data that they already have in Adobe Analytics and make it accessible, regardless of whether they are, you know, a couple of minutes before a board meeting, you know, in in-person or, you know, at a barbecue. Nice. OK, Jen, any anything you want to add to that? Any last words? Oh, yeah. Just doubling down on what Eric said. I think you all are probably familiar with workspace and everything it allows you to do. So I’m excited to show you the app, which is really great for delivering those insights on the go, which now that we are starting to resurface from the pandemic, you know, we find ourselves commuting. We find ourselves in different cities. And, you know, as Eric said, even just like being in the office, going from meeting to meeting or like pulling something up quick when you’re maybe like not at your laptop. It’s really great for getting those quick answers to the numbers that you just need access to all the time. Yeah, that’s awesome. Yeah. Now, now on the go doesn’t mean just to the living room. We’re kind of like that for a little while. So that’s good. Yeah. Awesome. OK, well, let’s do this. So let’s see. We’re going to start off, I think, Eric, with you. Is that right? Yes, sir. Yeah. So so the way that we’re going to be kind of splitting things up is I’m going to be the person in the office or on my laptop. And Jen is going to be the person that is on the go and a little bit more mobile. So you’ll get to see both sides of all of our fun tips and suggestions here. Jen, we really should have had you like sitting on a park bench or something like that down the street. Or just bring all my monitors and screens down there and make it look super casual. All right, let’s do this. OK, here we go. Eric, cool. All right. So the first feature that we want to talk about and some ways that it can get used is called annotations. Annotations are a capability that allows you to add context about your data. Now, you can see I started putting together a song based on the the intro music that Doug had for the Experience League Live. Maybe Doug will sing that a little bit later. I don’t think so. But yeah. OK, we’ll see. You know, so what I wanted to show is a few annotations that actually Jen created and shared over to me. And so I’m able to see that on January 16th, for example, total revenue for kids had a flash sale. And so that will help explain some of the data that we’re seeing here. In addition, I can see an extended multi-day annotation that is telling me, you know what, there was actually a drop after the flash sale in terms of revenue as well. So I can learn. And basically, I don’t have to waste time digging in and saying, you know, why did it drop? Why did it go down? Or on this day, why was it up this day? And spend time breaking data down and dragging and dropping and all that kind of fun stuff. Jen already did the analysis. She already shared that information to me. And so I just have it right at my fingertips. In fact, it’s not just in line graphs that I can see these annotations. I can also scroll down and you’ll see also in tables, I have a list of all the associated annotations here as well. And so it’s really nice to just simply have that information at my fingertips. Now, something that I personally find really great is the way that I also can create annotations and share them with others within my organization. I can choose to just keep it to myself. If I want to just say, you know what, there was something interesting that happened on this day. I filmed eight checkouts. You can see all I needed to do was right click and the scope is predefined for me. So it has my metric of checkouts, it has my device of iPhone 8, and I can give it any name that I wanted to. Maybe I would say, you know what, actually dig into this a little further. If I wanted to just simply remind myself of like, I don’t really know why iPhone 8 suddenly is higher. Or maybe more interestingly, it’s iPhone 8 app was broken. And so there was an issue that day. And so that is why checkouts are down or checkouts are wonky or something like that. So, you know, I’m going to leave it just as that. The iPhone 8 app was broken these days and it broke the checkouts metric for iPhone 8. And I can give it any color I want. Let’s go with orange because it is my favorite color. If anyone is looking to buy me any clothes, I don’t need any more. And I will click apply. So as soon as I do that, then you can see we’ve got my orange annotation is already popped up within my table here. And I can see it there as well. Now, if I were to go over to components and click on annotations, I’ve actually already got that tab here. I’ll just hit refresh. Then what you’ll see is, oh, I did not see it. Refresh one more time. It’s waiting for the triangulates. That’s weird. Live demos. Yeah, right. Let’s try again. My dog, Howard, is getting excited. That’s so weird that it didn’t show. I’m going to try it again. Let’s edit. Oh, I needed to make that annotation available to all my projects. So that meant that it was limited literally just to this project. So if I were to open up iPhone 8 checkouts in a different project, I wouldn’t see it. And that’s why, hey, this was actually great. We’re all learning something here today. It was a test. Yes. All right. I passed. Howard, my dog, he reminded me. So then I can save it so it’s available to all of my projects and then we can refresh. And three, two, one, annotate. There it is. Oh, yeah. Perfect. So I can share it. So I can choose to share it to anyone within my organization or specific groups within my organization, which is great that I not only can say like share it to just me or to everybody, but also maybe the marketing team or the analytics team or the executives. It’s really smart from a from a context perspective to make sure that you’re not sharing it to folks that won’t actually get value out of it. So I’ll share it on over to Jen and it safe. All right. So why don’t we actually see what that looks like in Jen’s contacts from the mobile world? So, Jen, take it away from there. Thanks, Eric. We go right here. Boom. OK, so here I’m actually in workspace and what we call the mobile scorecard builder. And so I’m going to show you how you can build these different tiles out in your mobile scorecard. So that’s like a project that’s developed specifically for mobile. And then how you can see how it would actually look on your device. And it’s all super, super fast. So, again, we’re talking about insights on the go. So I’m going to show you some of the same annotations that Eric just showed you and how they look in the mobile device. So here I just clicked on this tile and pop this open. And here are the same annotations that we were seeing before. Plus a few extra that I have just for myself. So to go ahead and interact with those annotations and see how they’re going to look for your stakeholders, you’re going to want to hit this preview button here. And what that does is it brings you into a mode where it’s going to act exactly like your stakeholders are going to be able to act on their mobile phone. So if I click into the tile. You can see that the annotations are both here under the chart and they’re also down here in the table, similar to what Eric was just showing you in workspace. And so imagine your stakeholder, you know, they’re going to ask about that spike, right? Well, here I have this gray annotation, sort of like a stacked icon. And that’s because there’s actually a few different things that are going on in the spike. So in the women’s category, we have a high, high sale of skinny ankle jeans. And then if I swipe. We also see that there’s a little bit of companion shopping. There’s also a spike here in the men’s category. So that’s great. Then I can see on the timeline like, you know, that’s that’s what’s happening on that particular day. But then I also have the annotations here in the panel in the in the table. So I can see specifically what was happening in the women’s category, the men’s category and the kids category for this entire date range. Nice. Okay. So now I’m going to show you the annotation that Eric just created. So remind me, Eric, that was in checkout. So I’m just going to drop this over here to a new tile. Yeah, and then it was my device name. Yep. And there we go. Immediately, I can see the annotation there. So I just want to show you quickly, like how quick this is to share to your stakeholders as well. So here I have the actual my actual phone here that I have in my hand. And it still just has the first tile that we made. So if I just quick save. Make sure that saves. There we go. And then all I do is pull and refresh. And there it is. It’s all ready to go. It’s that fast. Nice. Best of the Doug with his new hip. So you can imagine getting a Slack message that says, oh, I have this meeting in like 10 minutes. You know, like, what can you tell me what’s happening here? You know? Yes, you can tell them in the Slack message, but then you can also make sure that it is there forever. So if they pull it up in the meeting, they’re talking about it like they don’t have to say like, what did you say this was again? Like, it’s always, always there. That’s nice. That’s nice. I am going to just kind of add this. I know that we had a couple of messages or a couple of questions in the chat, and I’m going to bring this one in. Will annotations be available for all Adobe Analytics customers? Because it also had one person that says they haven’t been able to see it yet. I know Eric, you addressed this a little bit. I thought we’d just kind of say something out loud, too. Yeah, yeah, absolutely. So good question from SC loud or S cloud or SCL out. One of those three. Yeah. So the so the annotations feature should be available for all Adobe Analytics and customer journey analytics customers today. If you personally don’t have access to it, it could just be a permissioning thing. So speak to your Adobe Analytics or customer journey analytics administrator and they’ll make sure that you have access. Great. Thank you. That’s that’s a great point, Eric. I can see how an organization’s you might not want to enable annotations for everybody. And so we actually have something here on the scorecard that helps with that as well. So imagine Eric is sharing annotations with me willy nilly and maybe not all of it is really appropriate for my stakeholders consumption in the mobile app. You know, say I’ve made like a very nice, curated scorecard to serve my senior VP or something like that. And I don’t want all those annotations popping up. I can actually choose to just turn them all off here. So that way, nothing, nothing extra will ever show up. May have control over that. That’s great, because it keeps the the analytics dashboards app a little bit more clean and maybe, you know, a little bit more focused. So which is actually kind of perfect for the audience. So it really depends on whether or not you want to include those annotations. And if I remember, they’re they’re included by default, right? Yes, they are included by default. We’re assuming that if it’s worth taking the time to annotate, it’s probably something that if someone’s looking at that data, they want to know about it. So, yeah, they’re on by default. Super cool. All right. Should we take on our next topic with regards to analytics in the office and on the go? Here we go. We’re back in the office. Let’s do it back in the office. All right. Welcome. Thanks for coming. There are more than six people here, I’m sure of it. So so the next topic that I want to talk a little bit about is bringing segments beyond the drop zone. So as you’re probably aware, the segment drop zone is right here. So you can very easily just kind of drag and drop whatever you do into the segment drop zone. So maybe I care about my Burbank Hills jeans. I dropped that into the segment drop. And the entire panel is now filtered based on that segment. I also, of course, have the ability to build quick segments by clicking on this button so I can create a quick segment, just kind of similar to what I just did. But it’s a nice, friendly UI that I can drill into and once again, find product name. And then I will look for that Burbank Hills jeans. And when I click apply again, same thing, filters down to the entire panel. Now, last but absolutely not least, if I wanted to, I could just take a predefined segment and drag and drop that into my segment drop zone. And again, that that filters down to the entire panel. Now, if you’re not aware, you can actually stack segments here as well. So now it’s going to say a combination of people that are desktop customers and on their first time visit. So it’s an and between them. So that’s what it means when we’re stacking segments. So I’ll get rid of those because what I wanted to talk a little bit about is bringing segments even further beyond the drop zone. So it’s great to be able to apply it to the entire panel. But sometimes as I’m doing analysis, I want to actually apply it to just a metric or just a dimensional value or have multiple metrics applied to multiple segments. And so I can do that really, really easily. So I can take maybe I care about revenue, but I only care about revenue that’s coming from my desktop customers. You can see when I drag but don’t yet drop analysis, workspace is telling me, hey, you know what this will do? Is it will filter that specific metric. If I were to put it here, then it’s going to say, oh, no, no, no, you need a metric. It doesn’t make sense to drop it there. So instead, I’ll look for the blue and drop it. And now that segment is applied to the total revenue just in that one specific column, which is really, really useful. It’s really great to be able to have that information, but have the total occurrences. Or even if I wanted to, I could command click and drag. And now I’ve got total revenue next to just desktop specific revenue. So super, super easy to have that comparison right at our fingertips. Now, just like above, if I wanted to stack my segments, I can do that here as well. So now my revenue numbers filtered by both desktop customers and first time visits. It’s a really, really powerful place to drag multiple segments in just on top of a single metric. OK, so that’s one. Yeah, I was going to say, yeah, I know I love that because I think that that really that really lends itself to people going in and needing to dig down a little bit. Right. I mean, you know, there’s one thing about kind of having something that you’re always looking at. You’re like, oh, I always go in and look at these tables and stuff like that. But then then being able to really kind of get the why did this happen? Why did that happen? Let me dig down a little bit. Being able to pop those segments right into the table like that is awesome. Yep, totally, totally agreed. So what else can we do here? First of all, you might have seen that what I did earlier is I clicked to create this total revenue. Do that again. So if I want to do a comparison or if I ever want to kind of like copy a component to somewhere else, instead of just clicking and dragging, I command click and drag or on a PC as a control clicking and drag. So I hold down commands right now and then drag this on over. And then you can see now I’ve got it side by side. If I wanted to, I could also pull segments in as dimensional values. And this is where Analysis Workspace like makes me so happy in that if I wanted to, I could just drag and move it on over here. And so now what you can see is I’ve completely replaced all of my dimensions and dimensional values just simply with segments. Maybe I do the same thing again. So now I can see we can get rid of this column because we don’t even need it. I can pull in as many segments as I need and drag them in. You can see when I hover over the word segments, it’s saying add. If I were here, then it says break down. So it’s really useful to have those little blue marks and pay attention to them. I find them incredibly valuable. So now all I’ve got is I’ve got multiple segments that, of course, you’ve got your segment comparison panel, which utilizes machine learning to compare and contrast two segments. But if I wanted to manually take a look at, I’ve got 15 segments that I care about and I need to understand the differences in revenue, the differences in registrations, the differences in conversion rates and visits and beyond. Then I’ve got multiple metrics tied to multiple segments. So again, I pull these in, drag and drop. And now I’ve got across each of those five different segments, I’ve got all of the metrics that really matter to me. And that’s what I think of when I think of like segments beyond the drop zone is it’s great to be able to apply it to the entire panel. But sometimes as you’re doing your analyses, as you’re kind of guessing and checking, you’re thinking, well, you know, what about this segment or this other segment? This is one way that I really, really like to break things down. And speaking of breaking down, I also have the opportunity to do exactly that. So I can use segments to break down my dimensional values as well. That way I can mix and match dimensions with segments. So when I drop that, then again, we’re going to see each dimensional value is broken down by the two segments that I selected from my left rail over here. All right. So that was all pretty cool, in my mind, at least. Doug, I don’t know if you have anything to add to there, but I know that Jen has some really cool ways that we can continue to tailor and refine the components in a mobile app scorecard from her side. Yeah, let’s do that. Jen, let me jump over to yours. Cool. Let’s hear more about that. So just like Eric was showing you in Workspace, when you’re building out a mobile scorecard for your stakeholders or for yourself, there’s several different ways that you can apply segments and refine what it is that you want your stakeholders to look at. So the first thing I’m going to show you is how to apply a segment so that it filters the entire scorecard. So let’s say I’m serving this as somebody who is only responsible for sales in the Americas or in the US. What I could do is I could drag USA here. You see how the blue line highlighted the entire scorecard. So that means that when I drop something on here, it’s being applied to all the scorecard. You can also double check that by looking over here in the right rail. So this gives you the properties for the entire scorecard. So it shows the report suite like, yes, I’m showing annotations. You can see USA. OK. Now, let’s say that I want my stakeholder to be able to toggle between a couple of different segments. So let’s say that they’re interested in mobile traffic and non mobile traffic. What I could do then is I can drag segments here into this drop zone that creates a dropdown. So I’m going to drag in visits from non mobile devices and visits from mobile devices. You see that little blue plus ad. It’s kind of like what Eric was showing you earlier. It tells you, like, yes, this is the right place to add it. And then you’re checking. Can I timeout you while that builds? Oh, sure. So I know that in on the desktop version of, you know, of analysis workspace, you have to hold down shift if you’re going to add things as opposed to replace it. Right. Yeah. Are you doing that right now or is it just not that one? I am not holding down shift. So this drop zone here is specifically for creating that dropdown. OK, so it’s with the intention and I’ll show you what it looks like for the stakeholder to it’s with the intention of like this is something that your stakeholder is going to interact with. So let’s let’s do that right now. Let’s just double check what that’s going to look like. So I can verify the segments that have been dropped in over here in the in the right. And you see there’s also no filter listed here. So what that’s going to do is it’s going to allow my stakeholders to see all of their data if they choose no filter or choose from one of those. If you want to force them into choosing one segment or the other, let’s say it doesn’t make sense to see them together. I can actually turn off no filter. So let’s see what that actually looks like in the app. So, again, I’m bringing you to preview mode, which is like a very easy way for you to just see and double check how this is going to be for your stakeholder. So here I have my dropdown like, OK, so if I tap that, I can see I have this choice between mobile devices and non mobile devices. And again, I forced to choose either one or the other. One last way that you can apply a filter is by dragging it onto a specific tile. So let’s say I’m only interested in checkouts from new visitors. I drag new visitors onto that tile that opens up what it’s going to look like when you click on that tile, as well as all of the properties for that tile. So here you can see there’s USA because that’s been applied to the entire scorecard. Right. So it’s reminding you like this tile is still filtered by the thing that you applied to the entire scorecard. But it’s grayed out because this isn’t where where you choose that from. It’s just really a reminder. And then here in blue, I have my new visitors. So this is where I can add more or I can choose to remove new visitors from that tile. One last thing I want to show you, and this is a filter specific, but you can also tweak a little bit the dimensions that you choose to show. So, you know, here I have unspecified showing up and I know that that could be really confusing to some stakeholders. So you actually have a lot of flexibility over what mentioned items you choose to show. So if I go here to device name, again, that’s the dimension that I dragged over and I click the carrot. It’s going to pull up a list of all of the dimension items and I can choose to hide unspecified or any other dimension item where I’m like, you know what? I don’t want to do that. That’s not appropriate for this audience. So if I only wanted to show like the five main ones that they’re interested in, for instance, let’s say like Kindle or Xbox or something like that was showing up. And I know that every time they pull it up, they’re going to ask like, what is this? Why is this being viewed on Xbox? And I just don’t even want to have that conversation. It’s not relevant. Yeah. You know, that’s funny. Yeah. I mean, it’s almost not almost definitely as important as what you’re showing people is what you’re not showing people. Right. You don’t want to get them moved over to get their brain on something that it’s not going to matter. Really. We just not get focused on that. Let’s stay focused with the one. So I love that. I love that being able to choose which ones are actually going to go into there. You’re not change. You’re not changing the data. Right. You’re just showing you’re just deciding what’s going to show up. Yeah, exactly. The whole point of mobile app here is allowing people to make decisions in the moments that matter. And so if they’re distracted by other noise and like stuff that you know is in the data, but you know is confusing to someone who’s not working in it on a daily basis, it’s really easy to curate and pare down to what it is that they need to focus on. Nice. And just to get really basic here for a second for anybody who is brand new to even knowing that there is such a thing as this as this app, as you’re creating things here in analytics, you created a project that was specifically specifically tailored. This is a new project for this for the dashboard app, right? This is. Yeah. Right. If anybody’s brand new to being able to do this when you create a new project, you get to decide whether it is for desktop or whether it’s for the app here. Right. Yeah. Let me show you how that works. That’s that’s. It’s going back to the beginning, Vinceny. Yeah. So here’s my home page in workspace. And you’ll see here that there’s a blank project, which is going to bring you to a deep analysis workspace project like what Eric is showing you. And then there’s blank mobile scorecard. And that’s what I’m showing you. And again, that is specifically being built for viewing on your phone. We know that that’s a problem with a lot of other, you know, V.I. data sharing solutions that if you’re trying to view on your mobile device, it is not a great experience. So this is entirely designed so that you can get to those insights super fast because it’s Taylor designed for mobile. Great. Thank you. I think with that, I’ll toss it back to Eric for next. Awesome. Awesome. Love it. Yeah, I think I think there’s great different ways that you can really tailor the experience that your end user has, which is the thing I love most about the analytics dashboard app. It’s really, really great at just making sure you’re you’re you’re giving just the right amount of information that the end user is going to have. So let’s talk a little bit more about doing about, you know, what happens on the desktop side within analysis workspace to to collaborate. Right. So there’s also I’ve got a ton of different visualizations here. I’ve got all sorts of analyses, segments applied, some lyrics to the next Taylor Swift hit. And I want others within my organization to be able to access the project that I’ve built here. It’s really, really incredibly easy. I just go ahead and go up to share and then share my project if I wanted to. I could also get a project link that will give that project to basically anyone else within my organization that could just click it and they’d be taken right to this project. But what I really prefer personally, is sharing through this share project UI. And so I can give anybody in my organization the access that they need without giving them the ability to overwrite or or even interact. So let’s talk about our options here. So first of all, I know Jen, for example, is going to do a great job collaborating on this project. And so I’d love to have her have edit access. What that means is she has the ability to save over anything that I’ve already done. Now, maybe there’s our team of writers that needs to be able to view the analysis that I’ve done, but they can’t save over anything I’ve done. They can save as they can remove things, they can edit things, they can delete things, they can add things, but they won’t be able to actually change my project. So they would have to save as if they want to change those those items. And then finally, there’s the view. And so maybe I want to, you know, send access to someone that I don’t really trust using Adobe Analytics. And I can say, you know what, you’ve got a curated view, you can only view the project. And in fact, when Ben opens up this project that I’ve shared to him, there won’t even be a left rail, it’s just simply everything over in the canvas that would be available to him. Now, I also, you know, Jen was walking us through a little bit of curation. So curation in the mobile app is a little different than how it works here in Analysis workspace. So when I click curate and share, what that’s going to do for the end user is it’s going to limit what is actually shown in the left rail. So for those people that I gave view access and edit access to and do or duplicate and edit access, they would only see these five segments, because they’re the only ones that have been curated into my project. You’ll see we also have three specific dimensions here as well, whereas normally we would have five. And again, that’s because we’ve curated the Analysis workspace project. And so let me actually just kind of turn off those curation pieces. But you can notice I also have the ability to add additional dimensions. So maybe for the folks that have edit access, or have duplicate access, I do want to give them more access to dig into the data than just these three, then I can just simply kind of drag and drop these additional dimensions over here if I want to. Now we’re up to the top five and any other metrics and segments, etc. And then they would also have that access. Now keep in mind, anyone that is an admin will be able to basically overwrite those items. So not really overwrite, but they can kind of override that limitation by clicking this show all components. So when they click that, they’ll also see these non curated project components, which is great for folks that need that additional access. So let me go ahead and actually remove that curation. And I thought that it could really just be a helpful way for you to see the how data and how projects in Analysis workspace can be collaborated on with with your peers, shared to different groups within your organization, and also limited in terms of the access that those end users have. Now when I go to project save, and actually it’s going to make sure Hey, just so you know, we’ve actually shared you as a reminder, you’ve shared this project to others within your organization, three different recipients. And so if I click Save, then that’ll automatically make that project updated for everyone else. But if for some reason, maybe I was doing just some tinkering with the data here, and I didn’t want to make those changes in the shared project, I could always go ahead and just save as if I preferred to do that. So what I was hoping, Doug, unless any questions. Yeah, yeah, yeah. We’ve got a few. We’ve got a few. Let me, let me bring in a couple of them here. Here’s one by Michael. Is there a way to share a workspace report or dashboard with someone that doesn’t have an Adobe account, other than sending them a PDF? Yeah, really, really good question from Michael there. So today, the answer is no. And the reason for that is really important in that we take data privacy, and compliance really, really seriously here at Adobe is we want to make sure that access to data access to the project access to workspace isn’t provided to someone that shouldn’t actually have access to it. So today, there’s no way to share access to a project within analysis workspace beyond a PDF email without them actually having access to Adobe Analytics, I think we could also send a CSV as well. And so those are really the only ways for sending data to someone from Adobe Analytics or Customer Journey Analytics beyond if they don’t have access to login. If I wanted to, I could just type in, you know, my dog, Howard at gmail.com. Then Howard would get a CSV of this project or a PDF. Nice. Great question. Okay, thank you. Yeah. And then, you know, Abhishek had a couple of questions he was asking about differentiating between Adobe Analytics and Google Analytics. I don’t know. Abhishek, maybe you can get a little more specific with that. That’s a big question overall. So if you want to kind of maybe get a little more specific if you’re asking about these specific features or then then then maybe give us a follow up follow up question there. Yeah, but I can answer really briefly. Yeah, yeah, yeah. So everything you’ve seen so far annotations, segments beyond the drop zone, sharing the customized mobile app, the tailoring and curation of workspace and analytics dashboards mobile app, and our last item that we’re going to show shortly. All of those things are actually not possible in the GA world. So they’re exclusive to Adobe Analytics and Customer Journey Analytics. Hopefully, that is a little bit helpful for you. Nice. Nice. And then one last question there from Abhishek also is, can you show some use cases for banking? Just wondering if there was maybe you could just speak to you know, how would this be used in maybe in the banking world? Yeah, absolutely. So we’ve actually got, you know, some demo data here about coming from FSI, it looks like these are more insurance, rather than financial. Oh, there we go. So you could basically do everything that we’re doing, but just swap out the metrics to two metrics that make sense in your mind. Swap out the dimensions to dimensions that make sense in your mind. So the annotations could be, we released an update to our mobile app, we released, we had an issue, you know, with our financial services platform that caused people to have failures when transferring data in the mobile app, those types of annotations that you would be able to apply. And then your metrics are going to be the core metrics that you care about within your business, whether it’s new registrations, account opens, logins, and all of those types of items as well. Yeah. Thank you. Great. Okay, awesome. Now we are going over to Jennifer. Thanks, Doug. So, again, we keep talking about curation and how to make sure that you’re showing only what you want to the people that you want. So I want to show you a new feature that we just really recently released. So if you end up using this, you are ahead of the curve. But let’s talk about how we can even further refine the information that we’re delivering to our audience. So I’m going to go ahead and create another tile here. I’ll drop in visits. And I’m going to do this by marketing channel. Okay. So the new feature that we just released is called custom detail views. So this is your detail view. Right. So when your stakeholder clicks on this tile, they want to know more about their visits. This is what they’re going to get. And what we’ve done is instead of just having this pre canned detail view like you see here, you can actually start to make some changes. So let’s say I want to give a little bit more information and I want to change the chart without changing the way it looks here on the tile. I can actually go up here to chart type and I’m going to change this to a horizontal bar. So this would allow you to have like a really condensed, really tight like first screen that just shows your top line metrics. And then you can still have that nice, beautiful visualization when you click into it. Now, let’s say that I I don’t necessarily want to show all of this information down here. You know, if I go into preview mode or look on the app, there’s actually like a long tail of all the different marketing channels. I really just want to limit the information to the top five because I know that that’s all they’re going to care about anyway. But maybe I get a lot of questions about what the different marketing channels are. So you can actually change the layout of this detailed view here. So I’m looking over here. I see my little chart. I see little icons. It looks like a table. This looks like text. So I’m going to choose one that has the chart on top and is going to allow me to give some explanatory text on the bottom. So now you can see there’s a space that says enter text here. So I’ll click that. And now I have this blank space that I can use to edit text. Now, I’m not going to make you watch me type. So what I’m going to do is I’m going to copy and paste some text that I’ve already put together. Just around some marketing channel definitions, let’s say this is something I know I get questions about all the time, and I’m just precluding some of those questions. So there’s a lot of styling options here as well. So, you know, if I take marketing channel definitions, I can apply heading. I can apply a subheading that explains what’s going on here. And I can even, you know, bold italicize different parts of the text here. You can even add a link. So let’s pretend that you’re referring to something on a specific page or, you know, like a specific advertising campaign and you want to be able to link out to show them what that is. You can actually create a link here that they can put on within this text box. So let’s go ahead and take a look at what that looks like. I’m going to close this. And again, I’m going to take you over here to preview vote, because what we have here is really designed for you to be able to build the scorecard, not interact with it. So to see what it’s going to look like for your stakeholders, you want to click the preview, which is going to allow you to scroll and view exactly what they’re seeing. Click on that there. Now I can see how my stakeholders would be able to, you know, this is what comes up first. This is what we’re asking them to focus on. And then I’m like, all right, and they’re going to have some questions and they can scroll down. This is beautifully displayed here. It looks like an article from like a magazine or something that’s really, really slick. I love it. Yeah, that’s nice. Hey Derek, I know our team worked pretty hard on the way that this folds and compresses. Another thing that’s really cool is like when you hover or click, you know, it highlights that particular section. So you can dive even deeper into like, I’m just looking at email right now. It’s something that we like a lot. I want to return to one of the earlier questions about a banking example, and I’m going to use this opportunity to get a little a little teaser for a feature that’s coming out here in the future that builds on what I just showed you. So I just showed you how you can customize this detail view. Right. So coming soon, sometime next year. I’m not going to be too specific because I know that that gets dangerous. But but sometime next year, we’re going to enable multiple detailed views. So we were asking about like, what’s a banking example? So if you have, you know, like an account open, you can have that is your top line metric here. Right. Like your stakeholder wants to know, like, how many accounts did we open this month? But we know that every time that you open an account, there’s this whole funnel of steps that customers have to go through all these different pages. And so what you can do is you can actually create a separate detail view for each step in that application process. And that allows you to dive in a little bit deeper and see, like, at each phase of the application, you know, what segments are doing well, what segments are not, and try and figure out, you know, what’s what’s happening from month to month and what’s really impacting those account open. So really looking forward to that. That’s that. That deserves one of these.

Yeah, that’s the cool stuff coming up. Yeah, I just I just had to sneak that because we’ve been building like the entire story and feature around this like banking use case. So when he asked for banking use cases, I was like, oh, man, are we building something for you? Cool. Well, we we have one more, right? So let’s we just have a very limited amount of time for one more. Right. So I’m going to jump back to you, Eric. But I am going to say we’re going to have to high level this one a little bit. Cool. You got it. So the last thing that we really like to do, whether again, we’re at our laptop or on the go is compare your time period to a previous time period. The same thing, you know, regardless of where you’re analyzing data is, did this happen last week, last month, last year, or how has it changed over time? And so we’ve built a ton of different ways for you to interact with the data within analysis workspace. To do that, one of them is just right clicking. You can either add a time period column and smart enough to recognize, you know, I’m looking at 14 days worth of data. So I want to look at the prior 14 days to the current data date range. And now you can see I’ve got side by side two columns there to compare and contrast my current 14 days versus the previous 14 days. Now, if I wanted to, I could add one more column to that by instead of choosing add time period, I can choose compare time period. And again, so I can choose prior 14 days or I can build something custom on the fly. But I’ll just in the sake of for the sake of speediness, just click previous 14 days. And look at that. Not only do I have the column with the prior 14 days applied, but I’ve got a percent change there as well. So really, really easy way to look at data over time and compare and contrast how it has changed. Even though my dimension over here is focused on retail bank campaigns. And so I don’t have to have dates or days or weeks or months as my dimension. And Jen, why don’t you walk us through how we could do that over on the mobile app side? That is so cool. Yeah, thanks, Eric. So the good news is on the mobile app side, it’s actually already built in. The entire app is built around this idea of getting you to not just your data, the insights. So I was in the app is the OK, how can we get this? So what? Why? What does this mean? So there’s always a time period comparison. And that gives you these handy little percentage changes that you see in the tops of your tiles. You see it here in the headline of every detail view. And if you go to. If you go to your table, you see the percent change for each and every dimension item. So, like I said, that’s built in and the way that you can change what those comparison dates are, what your dates are is here in the date range section. So I just clicked here on the top date ranges and here I have all of my options. So it comes with a bunch of pre-canned options, but you can always edit it. So if I click the little pencil here, I can choose anything from a dropdown. I can also create a new date range directly from the calendar here. And it comes with pre-canned comparison date ranges. So it’s always going to ask me, do you want to do this for the previous period? Do you want to do it for the same period? Fifty two weeks earlier. And depending on the length of your date range, those options are going to change. And so there’s always something that’s like pretty convenient. You’re like, yeah, I just want it to be last 14 days with like the same time last month, same time last week, last year. Nice. Awesome. Love it. Love how you can just build it on the fly. Yeah. Right. Mic drop. Mic drop. Mic drop. And I know we have some questions coming in. I’m not sure we’re going to have time for all of them, but but this one is especially important here. And that is, is this available for everybody to or or not? Because, again, this is like I’m not seeing that. Yeah, it should be available for every Adobe Analytics and customer journey, analytics customer. I don’t even think we have permissioning around it. So you should definitely see the ability to compare and add time periods within analysis space, as well as this great date range functionality that that Jen is showing over in the mobile app. Yeah. And I also just want to highlight that the mobile app is available for anybody with Adobe Analytics or CJA. Yes. Nice. Super. Very cool. And I will also add that I’m going back to yours here, Eric, for a second. It might also depend where you are right clicking. You know, you have to right click in the right spot. So you were right clicking on the metric up there to get that time period comparison. So if that you know, Fernanda, if that is what is happening, maybe that’s what happened there if you don’t see it. So that is awesome, you guys. We could go on for a long time. I could listen to you guys talk about this stuff all day. But we’re not going to. So instead, we have our last segment of the day because you can’t leave, you know, without this one. Unrelated cool tip. Yes. And so let’s just well, let’s just jump back here and kind of see everybody. And we’re going to we’re going to give you we love you guys so much out there that we’re going to double up and give you the double cool tip of the day. We’re going to start with Jennifer. Jen, you have you have a very important cool tip. Unrelated cool tip of the day. So let’s hear that. And I will say this. This was great because we had a very similar one like a year ago, October. So so tell us your your cool tip of the day. Sure. Thanks, Doug. So my cool tip is around how to cure hiccups. I know everyone has their own tips of how they’re carrying hiccups. My partner, for one, likes to scare the living daylights out of me, which I don’t appreciate. This is a much kinder way to cure your hiccups for yourself. So I have hiccups almost every day. And I was studying abroad in China where they paired us with local roommates and I get my daily hiccups. And she’s like, you like you can do something about this. I was like, yeah, please don’t scare me. Like what? And she shows me that if I just I take my fingers and tuck them inside the divot inside your collarbones and just hold them there. It’s a little uncomfortable. Your hiccups will go away and will also give me hiccups. I don’t have any hiccups. It’s a topic. Again, get hiccups daily and I’d say 90 percent of the time it works within one or two hiccups. Without passing out. Without passing out. I think maybe you’re just distracted because it is a little uncomfortable. I’m not really sure what the mechanism is. We’re not going to explain the science around it. Oh, that is awesome. OK, so now, Eric, you have one for us as well before we sign off. I do believe I do. Yes. And I’ve got a friend that is going to join me. So let me tilt my camera down if I can. Howard is going to join us. Howard is going to join me. So Howard does a really cool trick. OK. Oh, what a good boy. Oh, good. You could talk. Yeah. OK, let’s show them. Let’s show them the goods. Come here. Spin. Good boy. Spin. There’s a good dog. So we taught our dog, Howard, how to do a spin. And so the way that we taught him is just getting it piece by piece. I’ve got a whole lot of treats. Sit. And so what we did. Yeah, he’s really good at it now. But what we had to do is kind of start with just kind of bringing his neck around. When you bring his neck around, then the rest of his body follows. Good boy. And that’s all there was to it. It’s actually the easiest trick I’ve ever had to teach a dog is to spin. It’s especially what I’m talking about. Good boy. All right. Down. Leave it. Yeah, super dog. Take it. And that is that. Nice. Good boy. That is awesome. That’s what it’s all about. Yeah, that is awesome. And the special guest. Special thanks to Howard. Our extra guest today. And thanks, Eric. And thanks, Jen. Appreciate you guys coming on the show today and sharing these awesome features with us and showing everybody about analytics in the office and on the go. And I think that that, you know, especially from our comments and I’m sure that everybody else is going to find this very, very useful. So thanks, everybody. Thanks to all of you for being here today. And we’re excited that you joined us. And yeah, have a great day and we will see you next time. Thanks, Doug. Thank you, Doug. Thank you, Jen. Thanks, y’all.

Watch the video above to view this live stream event, where Adobe Analytics experts gave some great tips on customizing and accessing insights in Analysis Workspace and the Analytics Dashboards app.

Have questions about it? Continue the discussion on this topic on the Adobe Experience League Community post.

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