7 Tips and Tricks That Make Creating Custom Analytics Projects Faster and Easier

Expand your Analysis Workspace skillset!
Analysis Workspace is a powerful tool within Adobe Analytics that can help you create more impactful analytics projects. It has a vast feature set that allows you to do any kind of freeform analysis, but a simple user experience that makes this power and scale accessible.

Build: Drilling down to the right data points

Tip 1: Drop any dimension, date range, segment, or metric into any part of your project

Simply drag and drop a segment or any other component to the segment drop zone at the top of any panel, and you can quickly segment that panel down to certain data points. For example, you can segment your panel to show only hits where orders exist by dropping the metric “orders” into the segment drop zone. You can even segment by data that does not exist within a component (to see hits with no orders, for example) by dropping the dimension item “unspecified” or “none” in the zone.

TIP
Try This: There is a world of efficiency waiting for you in the right-click menu. From this menu, you can access many tools and capabilities right in your Analysis Workspace workflow. When in doubt, right click to see if the tool or capability you need is close at hand

Tip 2: Create simple metrics without leaving your workflow

With Quick Calculated Metrics, you can create new metrics right in Analysis Workspace instead of navigating away to the Calculated Metric Builder. Just select the metric columns you want to calculate, and then, from the right-click menu, select “Create Metric From Selection.” Now, you can add, subtract, divide, multiply, and more, without leaving your project and breaking your train of thought.

TIP
Helpful Hint: Up to two metric columns can be selected when using Quick Calculated Metrics. Use the Calculated Metric Builder to create metrics that include more than two metrics.

Visualize: Bringing the data within projects to life

Tip 3: Copy and insert visualizations and panels anywhere

Easily copy visualizations and panels from one place, and add them to another, even into a different project. That means you can easily move data around as your project grows, and share your findings with new users so they don’t have to start an analysis from scratch. Simply right-click on the panel or visualization you want to copy, select “Copy Visualization,” and right-click on a blank panel to insert it.

TIP
Highly-Requested Capability: Our customers asked us to make it easy to copy and insert visualizations and panels. Now, they spend less time recreating insights, and more time discovering new ones.

Tip 4: Switch between time granularity visualizations in just one click

Easily change the time view when working with trended visualizations. In previous Analysis Workspace iterations, changing time meant unhiding a source table, dragging in a new dimension, and then re-hiding the table. Now, it’s as easy as selecting the time granularity you want to demonstrate right from the “Visualizations Settings” (top right gear) dropdown menu.

Share: Making it easy for others to use and understand findings

Tip 5: Create a custom Virtual Report Suite for specific business units

Adobe Analytics collects vast amounts of data. Component curation in Virtual Report Suites allows admins to craft a data set for every business unit in an organization. That means analysts working in Analysis Workspace don’t have to wade through data to find what matters most to them. Simply check the box titled “Enable Customization of Virtual Report Suite Components” in the Virtual Report Suites builder under “Components,” and then select the components that match what a specific team measures.

Transcript
Hey, everybody, it’s Doug. In this video, I want to double click down a little bit on the virtual report suites and talk about component curation. So when you are creating a virtual report suite, and you can see we’re in here in this wizard for a virtual report suite creation. And we’ve gone to the third step over here, which is components. And this is the name of the virtual reports, you’d appear mobile, we can select which components we want to include for this virtual report suite. So if we don’t want to include everything, because the people who will be viewing and using this virtual report suite don’t need all of the components, and so we want to limit it down, or maybe we just don’t want them to use it. In any case, we can select which ones we want them to have access to. So in that case, we can go ahead and click this enable customization of virtual reports or components. So we want to customize that click that, and we can start moving these components in the excluded section over to the included section. You can do it all in one fell swoop if you want with add all but you know, you don’t need to do that. You can also just add things one at a time. If you want to add this one right here, you can just add that one over there. Now it’s over there and you can do it one at a time if you want Let me go ahead and remove that one. And you can also then find them because there’s a ton of them in here. You can see how small this thing is. There’s a lot of them in here. And so if I don’t want to go through them one at a time, maybe I have tagged them appropriately. And if I had this is a great reason for tagging, you know, putting the labels the tags on your dimensions. Because if I go over here to this filter, I can filter it by tags, there’s some like built in ones. And then here’s all the other ones that I have created. So for example, if I had a video, virtual report suite, and I had tagged all of the components with this video tag, then when I click on that, it will show all of them now I’ve only done one of them in this demo data. But if you are doing it for your real stuff, you probably want to, these tags on your different components as you use them. So I will just get rid of that one for a minute. Now we also have if you click on that again, a couple of built in ones as well. So you can see here, mobile group. So these are ones that might be used by mobile report suites. So you can see all these here. So I can actually take all of those if I want to. And now the add all button is add all of them that I’m looking at. So I can add all 48 of those over there. And then again, I can get rid of that and I can add other ones if I want. I could search for anything that has the word add on it like that, you know, if I was doing something with these ads and, and media based reports, etc, then I could, I can actually use the search as well. But let’s call that good for a minute over here with these included components. Now the next thing I can do is also rename them if I want to change the name of the dimension to something that the users might find more comfortable or more understandable. So for example, if I just don’t jump down here, and you can see, I’ve actually already done this for visits and changed it to sessions. And I think I already did this for another one. Yes, I’m I changed page views to app screen views, since maybe that’s a little more appropriate for a mobile app. And if I wanted to, for example, I could even change unique visitors. If I want to change when I can go to this edit button, and then I can just change that to say users, for example, and just hit Enter. And now it has changed it to users. You can see here that the original one was unique visitors. And I’ve already saved that one. So let me just jump back to my report suite. You can see again, I changed visits to sessions. So if I jump back here, and I have changed it to my mobile virtual report suite, right, so I’ve gone into the selector and selected that mobile virtual report suite, there’s the identifier that it is indeed a virtual report suite. And now over in the metrics, you can see that I have sessions and have app screen views. And I didn’t save the other one. But if I were to save it, then come back over here, then I would have had users instead of, you know, unique visitors as well. So you can change the names of all these components, you can limit the components that are available in the virtual report suite. And hopefully that will help everybody understand what they’re looking at even better. Good luck.
TIP
Helpful Hint: You can also change the name of components within a Virtual Report Suite to match the nomenclature of specific business units. Simply click on the pencil icon next to the component and type in a new name.

Create links that take audiences anywhere within Analysis Workspace. Just right-click on the panel you want to link to, select “Get Panel Link,” and copy. Then highlight the text you want to link from, select the link icon in the text editor of a text box or description, and paste. To link to an entire project, simply click on the “Share” tab, select “Get Project Link", and follow the same steps as above.

TIP
Helpful Hint: There are several ways linking can improve your readers’ experience. You can point them to illustrations that match findings and recommendations in projects. Or allow them to jump from a table of contents directly to the sections they’re interested in. You can also link to other users’ projects that relate to your analysis

Tip 7: Save projects as reusable custom templates

You can now easily turn any project into a custom template. Simply select “Save As Template” from the “Project” dropdown menu, add tags that make the template easy to find, and click “Save Project As Template.” Now, the template will be available to all Analysis Workspace users under the “Custom Templates” tab. This allows analysts to start their projects with meaningful data points, instead of starting from square one.

TIP
Highly-Requested Capability: Several customers asked us to make saving projects as custom templates possible. Now, this capability has become one of their favorites.

Click here to find more tips and tricks on Experience League

About the Author
Jen Lasser
Jen Lasser is a manager on the Adobe Analytics product management team.
In this role, she meets with customers to understand their business needs,
using what she learns to inform the Adobe Analytics product roadmap
and to prioritize new product features. Prior to her current position,
Jen was a principal consultant on the Adobe Consulting team, working as a
subject matter expert in data visualization, Analysis Workspace, and Report Builder.

With the benefit of her real-world insight, we’ve curated the following tips and tricks to
help make building, visualizing, and sharing your Analysis Workspace projects easier
recommendation-more-help
b5d9c99f-be9f-4b96-8809-4e7d6ae353ba