Adobe Analytics: Simple hacks for greater efficiency and self-service

Last update: July 24, 2023

CREATED FOR:

  • Intermediate
  • Admin
  • Leader

Part 2: In-tool strategies

This article describes the key challenges that analytics teams face today, and our recommendations to overcome them using in-tool strategies. Go here for part one.

Keys to efficiency: In-tool strategies

Effective self-service is often an exercise in removing perceived barriers and boosting confidence. Here are some recommendations:

Take advantage of all features

  1. Standard templates:

    • They are out-of-the-box and cover common use cases, making it a timesaver if the user is looking for quick access to common KPIs.
    • They are grouped by the vertical they belong to and are populated with different dimensions, segments, metrics, and visualizations.

  2. Custom templates:

    • Any project can be saved as a custom template (must be an admin or have proper use permissions).
    • This is a great option if you find yourself building the same type of report repeatedly with minor changes.

  3. Master the right-click.

    • Several right-click options exist in Workspace to save you time.

  4. Drop-down filters.

  5. Hotkeys.

Optimize Workspace performance

The Analysis Workspace performance help page shows the network, browser and project factors that impact project performance. Drive adoption by creating faster dashboards. It also links to tips for optimization and can be accessed in the Workspace menu under Help > Performance.

Intra/inter Workspace panel linking

Use panel linking to improve Workspace performance. Use collapsed panels to break up large reports while not burdening users with having to understand and swap between multiple Workspace projects.

Create a knowledge repository

  • Set everyone’s default Workspace to an evergreen library of self-enablement resources.
  • Curate great links from Adobe Experience League.
  • Share release videos from the Adobe Analytics YouTube channel.
  • Share an office hours schedule.
  • Link to information about Analytics release and bug fixes.

Training tutorial Workspace

The Analysis Workspace training tutorial walks users through common terminology and steps for building their first analysis project in Workspace. This template is available as a standard template in the New Project modal, and allows you to create your own tutorials, tailoring them to your organization’s unique use cases and data structure (eVars, custom events, etc.). This is a form of scalable, automated enablement.

Quick insights panel

Quick insights provides guidance for non-analysts and new users of Analysis Workspace to learn how to answer business questions quickly and easily. It is also a great tool for advanced users who want to answer a simple question quickly and easily without having to build a table themselves.