Analysis Workspace overview
- Topics:
- Workspace Basics
CREATED FOR:
- Beginner
- User
Get a high-level overview of Analysis Workspace, including project creation and templates, panels, visualizations, dimensions, metrics, segments, and high-value features.
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Transcript
Hey, what’s up everybody? This is Doug. Today, I’m going to give you an overview of Analysis Workspace. Now before we dive in and start actually doing stuff in the interface, and you can see that I’ve got a project up here, and I’m going to talk about all these different things in a minute, but before we really do that, I want to talk about what it is. Now Analysis Workspace is Adobe’s most powerful analysis tool. It’s designed to be a flexible, freeform environment where you can explore and visualize data and generate insights you can then share in projects or dashboards like this to others in your organization. Now this allows you to be a data-driven organization. You might have heard that phrase before but you can be a data-driven organization instead of just guessing on what is going on and what you should do next. Now the cool thing is that you’ll find Analysis Workspace or this interface in both Adobe Analytics, as well as Customer Journey Analytics, which is especially designed to analyze your data across multiple data sources. Having this Analysis Workspace interface in both of those applications means that you don’t have to relearn an interface when you move from one to the other, which is a very cool. Now there’s a lot of things you can do in here and in this short overview, I’m not going to tell you everything you’re going to need to know in order to become an expert. However, let me just jump up to another tab up here and you can always go over to Experience League at experienceleague.adobe.com, which is, you know, probably where you’re viewing this. And you can go to the documentation to learn about Analysis Workspace. You can also go to Learn, Tutorials, and then Analytics. That’s what I have here. And then, you can see that I’ve expanded this Analysis Workspace folder on the left, and you got basics and tips and tricks and all these different things here. And you’ve got really, you know, just an absolute ton of tutorials. So as I go through some things and you’re like, hmm, I want to really dig in deeper on that little thing, then you can come back here and you can either look for it in the navigation or up in the top, there’s also a search where you can then search for different topics as well. Last but not least over here, I’m going to go to this other tab which is right here for recommended courses. So once I’ve logged in over here to Experience League, then I can go up to Learn, Recommended courses. Having set up a little profile to say, you know, I’m an analyst or I’m a marketer, or I’m a developer, et cetera, then you can see these different courses by going again to Learn, Recommended courses, choose Analytics. And then, you can see I even have one here getting started with Analysis Workspace. And then, this will give you even more. You can see here about an hour and a half worth of videos to get you up to speed on the basics of using Analysis Workspace. There are then other courses in here as well that you can scroll down and see whether it’s administration or exporting and democratization, or filtering with segmentation and freeform tables. And anyway, there’s a lot of stuff that you can do here in these courses. Okay let’s get back over here to the actual product. Now when you’re just starting out here, you’re going to need to create a new project. This is a project and so I’ve already got one up here but you’re going to, you know, you won’t be in one like this but you’ll basically go to either open one that you’ve already created at some point or somebody else has created for you, or you can create a new one. So if I go over to Open, you’ll see that I have a list of them here that are available to me and I can also then just create a new one. I can go over here and say, Create project. When you do this, you can either create a blank project and start from scratch or you can create a project based on some templates whether they are standard or custom templates. And so I’m going to scroll down right here and I’m going to choose this one, content consumption which is, as you can see over here, which content is being consumed most and is engaging users. So I’m going to create a new project based on this template, so it will prefill some stuff in there for me, so that I don’t have to start from scratch, Create.
Now you can see that this created some stuff for me. And so if I scroll down, I’ve got some tables and some visualizations and things like that but let me just kind of go up here and let’s talk about what I have here because it’s important to know the building blocks of this project. So I’m going to go up here and I’m going to actually collapse this, and you can see this is just one entity here and this is called a panel, okay? So we’ve got panels and we’ve got over here on the left rail, Panels. We’ve got Visualizations and then we’ve got Components. And so these are hierarchical in nature, right? So Components are all added to Visualizations. Visualizations are added to Panels. So a panel is just kind of a canvas here. Again, if I expand that now, you can see that this panel has several visualizations on it, right? So these are different visualizations that have been added from this menu of different kinds of visualizations that you can add to your panels. For example, here’s a flow visualization. So you can see when people come in from this entry page, then where’s the first place they landed? What are the pages that they landed on? And you can expand that out by clicking on Home Page and that’ll take it out to the next page, you know, when they came in. People who went to the home page, that was like 25% of them, but from there, where did they go, et cetera? And then if we scroll down, we’ve got a freeform table which has a lot of great data, in this case, your top pages. So the pages people are hitting the most and how many times they’re hitting them, and on how many visits or sessions, how many people and lots of other information here about your pages. We’ve got another flow visualization here about how people leave your site. And then, we’ve also got a flow based on sections or groups of pages, and then the data as well for sections, or again, groups of pages. And these are just some examples of the visualizations that you can put on a panel. So again, you can see over here, I’m not going to go through all of these because we have other videos and the documentation that go through every single one of these, but just as an example, here’s an easy one. I’m going to grab this map visualization and drag it over here and just drop it in here, and I’m going to say this is going to be based on unique visitors. I’ll just select that and say go.
It puts in the map. It shows me how many visitors are in each location, et cetera. And as you go in, it’ll break it out to the different countries and even, for example, areas in the country if I zoom in even further. So anyway, you can see that this then moved over to Components. But again, going back to Visualizations where I got the map, you have all these different types of visualizations that’ll help you understand the data that’s coming to your site and the people that are coming to your site. So once again, these are visualizations that are on our Panel here which is a canvas. And then, the next thing down was components. So then you have these components, which are things like dimensions, which page, which refer type, which day, which campaign, those kinds of things, right? Which this and which that. And then you’ve got your metrics which is how many. You can see metrics across here, how many page views, how many visits, how many visitors, these kinds of things. So we have dimensions which would very commonly be in a row like this. Then, we’ve got the metrics which are very commonly in a column. Then, we have segments. So you can limit all of this data to just a subset of your data, and then date ranges so that we can narrow this down to the right time period. Then of course, at the top of each panel, you have, wait for it right up here, more date controls for that panel. Now as you use this interface, it’s very dynamic. It’s a very drag and drop, right? So I’m going to go back over here. I’m going to add another freeform table. I’m just going to put it right up here at the top. And now as you can see, this is waiting for me to drag stuff into it. So let’s say for example that I want to drag in marketing channel. So I’m going to drag this over here. This is which marketing channel or how did they get to my site? And then, I want to talk about, let me click X on that, and then it’ll bring me back here, and I want to choose revenue as my metrics. So instead of occurrences, or in other words, kind of like hits to my site that came from these different marketing channels or sources, I’m going to say, how much revenue did I receive on my site when people came from those? So I can just drag this over and drop it over here. Now if I’m going to add several metrics, you’ll see my little drop zones that says add. If I go into the middle here, it’ll say replace. I can add it down over here on the right as well. I’m just going to replace for now and drop it right in there. This rebuilds my data and now gives me the revenue coming from these different marketing channels. And since this is revenue as you can see and I do sell things on this site, I can also then break it down by things like product. I’m going to go to product here. And in fact, I’m going to say I’m not worried about unspecified right now. This is demo data but I’m just going to grab, I’m going to shift click some of these, say two through four, and I’m going to drag this product down on those 'cause I can break it down by one, or in this case, all three. I’m going to let go of that. And you can see by dragging this over and dropping it on those, when I had all three of those selected, it will now break all three of those down by the products that resulted in, you know, that much revenue. So the other ones it didn’t do because I didn’t have those selected. So this is a very drag and drop dynamic interface for you.
Now let’s do a couple more things to show you what we can do in this interface. I’m going to click on that X. I’m going to now add visits as another metric. So remember if I drag that over, I can actually put it before it. I can replace it. I’m going to actually put it over here on the other side, so that now I have revenue and visits, or you know, how many sessions where people, you know, came from social media, came from search, came from email, and then, you know, touched these different products in some way, which is then shown over here for the visits to those products. Now right here in the interface, you can also create your own metrics. As you can see, we had metrics over here and we’ve drag and dropped those, and this isn’t all of them. I can say show all. These are just kind of the most recent five that I’ve been working with but I can always create a new metric, what we call a calculated metric by clicking here. I can also just even click on revenue. I’m going to Command click both of these here. Now I’m going to right click and say Create metric from selection. Click on that and say divide it 'cause I want to do revenue divided by visits.
And now it has taken this and gone in and done revenue per visit and I’ve got those numbers here. Now if I want to look at that at all, I can also click on this little I right there and you can see what it’s built as. In fact, I can go in and edit that. It’ll bring up my calculated metric builder and I can go over here and say, you know what? Instead of being a decimal, I’m going to change that to currency and I’m going to apply that up here, and now that looks a little bit better because now I have $941 here per visit for this product when they came in from social media. So as you can see, you can get really deep doing these things. And again, I can’t show you everything just based on the time we have today. But in any case, I wanted to show you how powerful and flexible these freeform tables are. And then, you can actually create visualizations and add visualizations for this information. So for example, you can see, as I mouse over this, that I have this little icon right here. And what I can do, you know, if I want to look at all my social media trended here, I can click there. Or if I want to trend it just for a specific product, I can do that as well. I’m going to go up here to social media. I’m going to click on this Visualize button. I’m going to click on that and that will give me this line chart for these three different metrics that I have in there because I selected that row. So it’s just visualizing this data up here. And you can see as I get to one data point, that it will show those numbers across all three. And then I can, you know, move to a different time period, et cetera, and look at those numbers. In this case, there are three there but you can see this number of 38,000 is so much higher than 300, you know, or 200 et cetera, that those numbers are actually just down here a little further. But in any case, you can create these visualizations for that. Now I can also go down and say, you know what? Let me hit Search. I’m going to click on that one and now I have search there as well and I have another one. Maybe I didn’t need two. I’m going to go ahead and delete one of those. But on this one here, maybe I just click on Search. And as you can see, as I click around, that data will change. So it is tied to this table and you can even lock that, so if you click around, it doesn’t change. So lots of stuff you can do there. Again, there’s lots of other videos to show you the different things you can do with freeform tables, how you can right click and compare time periods. You can, if I scroll down, you can see that you can create alerts to say let me know when something happens, whether it’s too high or too low or it’s just outside of the norm, those kinds of things. So you’ve got lots of right click information here. Again, we have videos about the different right click options but it’s just a completely freeform and easy-to-use experience here so that you can understand your data. Couple more quick things, I will say that if I go back up here, you also have a text visualization so that you can drag that over. You can just add some information to give anybody who’s going to look at this, a frame of reference and say, you know, here’s what this means or take a special look at this data, that kind of thing. You can also add very specific annotations to any field or any visualization to say, here’s what this means or this number is high because we ran this campaign or any kind of things like that. And then when this is, you know, worthy of sending to somebody, then you can go up and you can share this as well. You can also curate this so it only has the data in it that people really need to look at. And then, you can share that to people and you can have them edit, or you can have them just look at it, and those kinds of things. So lots of flexibility here. Some great ways to look at your data, to share your data with other people in the organization. I hope that helps. Remember, if you want to learn more about how to use Analysis Workspace, just go over to the other tutorials and courses and documentation in Experience League at experienceleague.adobe.com and learn more. Have a great day. -
Analytics
- Analytics tutorials
- Introduction to Analytics
- What is analytics
- What Can Adobe Analytics Do For Me?
- How Adobe Analysis Workspace Can Change Your Business
- It’s More Than Data. It’s Customer Intelligence
- Adobe Sensei and Adobe Analytics
- Customer Use Case - ServiceNow
- Customer Use Case - Accent Group
- Customer Use Case - The Home Depot
- Summit 2019 Super Session - Travel and Hospitality
- Summit 2019 Super Session - Retail
- Summit 2019 Super Session - High Tech
- Strategy & thought leadership
- Transitioning from other platforms
- Analytics Basics
- Customizing the UI
- Getting Help
- Analysis Workspace
- Analysis Workspace Basics
- Analysis Workspace quick intro
- Analysis Workspace overview
- Navigate the new landing page
- Start your analysis with a pre-built report
- Building a Workspace project from scratch
- Create and manage custom templates in Analysis Workspace
- Understanding how data gets into your Analysis Workspace project
- Foundational metrics in Adobe Analytics
- Component management in Analysis Workspace
- Selecting a report suite in Analysis Workspace
- View Analysis Workspace performance metrics
- Create bot reports
- Tips and Tricks
- Navigating Workspace Projects
- Data Dictionary in Analysis Workspace
- Starting your first project
- Training tutorial template
- Use folders in Analysis Workspace
- Copy and insert panels and visualizations
- Create a table of contents
- Right-click for Workspace efficiency
- Keyboard shortcuts
- Annotations
- View density
- Use filters
- Use multi-select drop-down filters
- Real-time reports
- Using Panels
- Using Tables, Visualizations, and Panels in Analysis Workspace
- Quick Insights Panel in Analysis Workspace
- Using the Attribution IQ Panel
- Media Concurrent Viewers Panel in Analysis Workspace
- Media Playback Time Spent Panel
- Using Drop-down Filters
- Using Panels to Organize your Analysis Workspace Projects
- Choose segments for a panel
- Multiple Report Suites in Analysis Workspace
- Next/Previous and Page Summary Workspace Panels & Reports
- Understanding attribution panel and lookback windows
- Building Freeform Tables
- Understand your data–freeform tables
- Use the left rail to build freeform tables
- Easy drag and drop to blank projects
- Work with dimensions in a freeform table
- Work with metrics in a freeform table
- Row and column settings in freeform tables
- Freeform table totals
- Use the freeform table builder
- Right-click for workspace efficiency
- Reorder static rows
- Use Attribution IQ in freeform tables
- Cross-sell analysis
- Freeform table filters
- Time-parting dimensions
- Visualizations
- Visualization types and overview
- Visualization use cases
- Data visualization playbook
- Getting data into visualizations
- Using component drop-downs in Workspace
- Area and area stacked visualizations
- Bar and bar stacked visualizations
- Bullet graph visualization
- Donut visualization
- Histogram visualization
- Unlocking insights with histograms
- Line visualization
- Combo charts
- Adding trend lines to line visualizations
- Map visualization
- Summary number and summary change visualizations
- Key metric summary visualization
- Text visualization
- More than words - Using text visualizations and descriptions
- Scatterplot visualization
- Treemap visualization
- Venn diagram visualization
- Use the cumulative average function to apply metric smoothing
- Flexible layouts
- Changing the scale/axis on visualizations
- Dimension-graph live linking
- Set the granularity for visualizations
- Link inside or outside of your project
- Customize visualization legends
- 100% stacked visualizations
- Table and visualization data source settings
- Build a time-parting heatmap
- Analyzing Customer Journeys
- Applying Segments
- Apply segments to your Analysis Workspace project
- Apply ad hoc segments
- Use different Attribution IQ models with segments
- Choose segments for a panel
- Use segments as Dimensions in Analysis Workspace
- Use segments to limit data in Analysis Workspace
- Quick segments in Analysis Workspace
- Building Customer Journey Segments
- Building Customer Journey Segments - Part 2
- Metrics
- Dimensions
- Calendar and Date Ranges
- Curate and Share Projects
- Attribution IQ
- Using Cross-tab Analysis to Explore Basic Marketing Attribution
- Adding side-by-side comparisons of Attribution IQ Models
- Attribution IQ in Calculated Metrics
- Using Attribution IQ in Freeform Tables
- Using the Attribution IQ Panel
- Using different Attribution IQ models with segments
- Algorithmic Model in Attribution IQ
- Custom Look-back Windows in Attribution IQ
- Cohort Analysis
- Cohort Analysis in Analysis Workspace
- Understand your data–Cohort Tables
- Overview of Cohort Tables
- Cohort Table Settings
- Churn Analysis with Cohort Tables
- Cohort Analysis Using Any Dimension
- Latency Analysis with Cohort Tables
- Calculate Rolling Retention in Cohort Tables
- Use Cohort Analysis to Understand Customer Behavior
- Voice Analytics
- How to Manage and Track Your Voice Assistant App Data
- Understand Differences Across Voice-Enabled Devices
- Finding Opportunities To Increase Engagement for Voice Apps
- Reducing Error Rates and Improving Success Rates in Your Voice App
- Understand User Behavior on Voice Assistants
- Understanding the User’s Voice Journey
- Analysis Workspace Basics
- Administration
- Key Admin Skills
- Creating an empowered community
- Simplify and spend less time training users
- Getting the Right People on Your Analytics Team
- Gaining a seat at the table
- Telling impactful stories with data
- Translating Adobe Analytics technical language in a non-technical way
- Working cross-functionally
- Are you asking the right questions?
- Admin Tips and Best Practices
- Download the implementation playbook
- Audit your data dictionary
- Create standardized naming conventions
- Create standardized code templates
- Create basic videos and training
- Create an internal Adobe Analytics site
- Use a global report suite
- Create a news & announcements project
- Drive success with executive summary dashboards
- Create Operational Dashboards
- Company Settings
- User Management
- Manage Report Suites
- How to Configure General Account Settings
- Customize Calendar Settings
- Configure Paid Search Detection
- Set up marketing channels
- Create marketing channel processing rules
- Manipulating incoming data with Processing Rules
- Configuring Traffic Variables (props)
- Configure traffic classifications
- Configure hierarchy variables
- Configuring Variables in the Admin Console
- Configure conversion classifications
- Configuring List Variables
- Configure Finding Methods
- Set Internal URL Filters
- Configuring Zip and Postal Code Settings
- Enable the Timestamp Optional setting
- Configure bot rules in Analytics
- Data Governance and GDPR
- Traffic Management
- Logs
- Key Admin Skills
- Implementation
- Implementation Basics
- Experience Platform Tags
- Implement Experience Cloud solutions in websites using Tags
- Basic configuration of the Analytics extension
- Configure library management in the Analytics extension
- Configure general settings in the Analytics extension
- Configure global variable settings in the Analytics extension
- Use custom code in the Analytics extension
- Use a data layer to set variables
- Use doPlugins and implementation plug-ins
- Configure easy download link tracking
- Configure easy exit link tracking
- Prepare Tags for your Analytics implementation
- Create data elements for the Analytics implementation
- Create a global page load rule
- Validate the global page load rule
- Create rules for special pages
- Create rules for success events
- Publish Tags libraries to stage and production
- Using JavaScript
- Components
- Segmentation
- Segment builder overview
- Finding and creating segments
- Rolling date ranges in segments
- Segment comparison in Analysis Workspace
- Segment containers
- Segment management and sharing
- Applying segments in Analysis Workspace
- Using segments as dimensions
- Using segments to limit data
- Differences between the segment builder and quick segments
- Sequential segmentation
- Before/After sequences in sequential segmentation
- Segmentation on distinct dimension counts
- Dimension models in segmentation
- Use ‘equals any of’ in segmentation
- Analytics Insider Webinar - Customer Segmentation Strategies
- Now just wait a segment… Using segmentation to discover new insights
- Calculated Metrics
- Calculated metric builder overview
- Calculated metrics - implementation-less metrics
- Calculated metrics - segmented metrics
- Calculated metrics - functions
- Approximate count distinct function in calculated metrics
- Quick calculated metrics in Analysis Workspace
- Manage your calculated metrics
- Attribution IQ in calculated metrics
- Use dimensions in calculated metrics
- Take your data analysis to the next level with calculated metrics
- Classifications
- Virtual Report Suites
- Activity Map
- Segmentation
- Additional Tools
- Exporting
- From the UI
- Data Warehouse
- Data Feeds
- Report Builder
- Upgrade and reschedule workbooks
- Add Segments to Multiple Requests at Once in Report Builder
- Anomaly Detection in Report Builder
- Edit Metrics across Requests
- Using Report Builder to learn the Adobe Analytics API
- Get started with Report Builder
- Schedule a Report Builder request
- Use Report Builder advanced delivery options for Power BI
- Integrations
- Experience Cloud
- Audience Manager
- Target
- Adobe Advertising DSP
- Configuring Advertising Analytics
- Implementing tracking templates into search engines
- Introduction to the Adobe Advertising DSP integration
- Create a Pre-launch campaign analysis
- Report on Advertising DSP marketing channels
- Create Analytics site journey profiles
- Create Analytics segments for activation and reporting
- Create Advertising DSP alerts with Adobe Analytics
- Create Analytics custom metrics with Advertising DSP data
- Create Advertising DSP site entry reports
- Create Advertising DSP dashboards
- Ad Hoc Analytics
- Power BI
- Magento
- Data Science
- Vertical-Specific
- Media Analytics
- Mobile App Analytics
- APIs
- Analysis Use Cases