Create and manage custom templates in Analysis Workspace create-and-manage-custom-templates-in-analysis-workspace

Learn how to use out-of-the-box templates and create custom templates in Analysis Workspace, so that you and your team can start from a predefined set of reports.

Hey, what’s up everybody, this is Doug. In this video I want to talk about using templates in Analysis Workspace to create your projects. Now you probably know what a project is. I have a list of them here. You can see these are all workspace projects. And this is a group of visualizations and tables and data to help you do your analysis on your website, on a mobile app, etc. and when you create new projects, in fact, I’m going to jump right in and go over to this Create Project button. And when you do this, you have an opportunity to create either a blank project or use some templates. And so you can see you have a number of templates here that you can use in order to get you started. So whether you’re a brand new user and you don’t really know what to do first, or maybe you’re an experienced user and you know what you want, and so you know that one of these templates has, you know, the majority of what you need. either way, this can save you time and give you a head start into the creation of your project so you can do your analysis. Now, when you get to this modal, you have an option of standard or custom templates. And so you say have all here. And these are mostly all standard out-of-the-box templates. I have created one custom template. So if I click on that you’ll see I have one here. And this is where the different templates will reside that you have created for yourself or for others to use. But let’s go back to standard and just kind of see what it gives us when we use a template. So let me just drop down. How about content content consumption for the web. Here’s a good one. So you can either double click on it or you can hit create once you’ve selected it.
And this will create that brand new project for you. And, you know, fill it with stuff for content consumption, including in this case, examples like, you know, the flow from entry. So when people come to your site, where do they go first or the top pages and the number of metrics for those pages, or how do people leave your site from what page? Or, you know, working with different site sections instead of just individual pages, etc.? So all these different templates have different visualizations and tables and such to get you started in the direction that you want to go. Another great reason for using templates is to standardize on some metrics that are most important to your business. So if I just scroll up here and you see this top pages report, and I have a number of metrics in here, well, there’s a lot more metrics that are not here. And so if you want people to use these specific metrics for pages or really this can apply to any of your dimensions, right? Maybe it is as you can see over here, a referrer type or, you know, some different things like marketing channel and those kinds of things. If you want them to use certain metrics that will give them the right idea of what they should be analyzing, then you might want to, you know, start with a template or have your users start with a specific template that has this on it already, so that they can be using the same language that you are. As you talk about your website, etc… So it’s very easy to actually create your own templates. Let me show you that real quick. Let’s just start with a brand new template. I’m going to go here and even create a brand new project. And I’m going to go over here to visualizations, and let’s just throw a map on there and we’ll just put that there. We’re going to get rid of that table and we’re going to say visitors and build that. So you know, let’s say I add some other tables. But this is generally around to Geo. And so we can actually go here to project and save it as a template. So we can say go template and save that as a template. Now when people are looking to create a new project and they have these company templates in here that you’ve created, also if you go here up to the project open and create a project, then you’re going to once again be able to see all those different templates, including the custom and standard templates. Now you can see here that I also created, if I do still create this custom click on that custom. We have this beginners start with this template template that I’ve created. And so another reason to use templates is to really give people a starting point. I guess it’s kind of the same thing, but you can gather the things that they might need and use it kind of as a building blocks template. So kind of knowing that they’re not really going to use all of those things. Let me go ahead and open this one. I just double click on that. And then you can see here that I’ve even just added some text to say how to use this template. Either, you know, save this template as a project and add or delete visualizations. Or maybe you also create another blank project and then copy stuff out of here into that project if you want specific things that are in here. So you can see, for example, from this first panel, let’s go ahead and open that up. I have, you know, that pages report or you know, I have some other things about time on page time on site, different site sections and stuff. Let’s say that I really like this entire panel, and I can right click at the top of it. I can copy this panel and then paste it into a brand new project, even a blank project. Or maybe I just like one visualization at a time. I can grab the visualizations by right clicking at the top of the visualization here, and copy the visualization and paste it into that new project. So you can kind of use these projects here as source of pre-created visualizations and even pre-created panels. And then, you know, copy and paste those over into another one, or just save this as a project and delete and add to it and those kinds of things. So anyway, you know, at this point and probably it’s probably overkill on how much I’m talking about it. But one more thing before I go, and that is where can you manage these? Well, if you go up to this components menu here and click on that, go down to projects. I’m just going to describe those changes. And you get all of your different projects here including templates. So you can see that I have my geo template right there. And my beginner’s template, you can see that by the fact that these are templates. And we have a little icon right here for these templates. So whether you want to manage your templates or even just manage any other projects, you can do that from this same spot again under Components and projects. So for example Mike yeah, I don’t need that geo template anymore. I can select that and I can delete it. I can rename it. I can market as approved like my company. This is a special approved template for us to use etc… So anyway, pretty straightforward stuff here. But that’s how you get to the list of projects and templates so that you can manage those. I hope that was helpful and that you can use these templates to really, you know, jumpstart your analysis. Good luck.

Analysis Workspace comes with several predefined templates that can help jumpstart your analysis. That being said, sometimes you also just want your own template. Learn how to create any project into your own custom template. You can help new users get up to speed, find your favorite dashboards / projects, or share your dashboard across teams.

For more information on standard and custom templates, please visit the documentation.