Training Tutorial Template in Analysis Workspace
- Topics:
- Panels
CREATED FOR:
- Beginner
- User
The Analysis Workspace Training Tutorial walks users through common terminology and steps for building their first analysis in Workspace.
Transcript
Hi, this is Jen Lasser with Adobe Analytics Product Management. In this video, I wanted to give you an overview of our first Training Tutorial Template in Analysis Workspace. The training tutorial was added to workspace to help teach business users the workspace fundamentals as well as answer common business questions that they might have. To get to the training tutorial, you go to New Project and right next to Blank Project is the New Tutorial Template, so, we can go ahead and select this and click Create. In the tutorial, we go through some common terminology used throughout workspace, things like, what is a project? What is a panel and what are these different component types and colors that I see on the screen? We share a few tips for working within projects like the best tip of all, which is, Control + Z to undo a mistake and then the user can proceed through the tutorial. So, we start by having them analyze the dimension to answer a business question of what’s the top content that is visited on my website or my app? The user can self navigate through the steps, we go through metrics, date ranges, breakdowns, segmentation and then adding a visualization. Now the user can continue through the project, we teach them a little bit about data democratization such as curation and saving and once they reach the bottom they have the option to either continue on, to continue learning or go check their work in the answer key. So, in Continued Learning, we cover off on a few more advanced visualizations such as flow and fallout, we also do cohort and map in here as well.
At the very bottom we have the answer key, so they can go through each step and see if they got the same the answer that we got when we put this together. So, point all of your new users to this training tutorial template. You know, first day on the job, this is a great place for them to kind of get a primer and then you can dive in with them a little bit deeper on any of the concepts that they need additional help on. So, for the analysts listening, there’s some more that you can do with this. So, we built this training tutorial template on all out of the box dimensions, metrics and segments that it would apply for any customer that wants to use it. But since this is a template, you can go ahead and modify it if you’d like, you can change any of the text that you want, you can change the dimensions that you want them to drag over and really customize this for your business so that it uses, eVars, props and other custom events. From there you can choose to share it and you can also set it as the recipient’s landing page if you’d like or you can save this as a custom template and that will allow it to show up in that new project window. So, let’s say that we saved this as a Project Template, users would then go access it through Project > New and it would be available under the Custom Templates area. So ahead of this, I created a couple other template versions, I built one for internal search and that leveraged all the custom dimensions and metrics that I’ve collected to help with analyzing this and I also did marketing analysis so that I could train my users to use the Marketing Channel dimension instead of a stock campaign. Along with any of the templates you create, when you save that project, you can add a description so you can provide some helpful information about what that user is going to learn within this particular template. So, this is the training tutorial template that we’ve added to Analysis Workspace, we hope it helps your business users get up to speed and also you as analysts to train those users even further through the custom templates that you create. -
This template is available as a standard template in the New Project modal. From this template, you can create your own tutorials, tailoring them to your organization’s unique use cases and data structure (eVars, custom events).
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