DocumentationCustomer Journey AnalyticsCustomer Journey Analytics Guide

Edit component entries

Last update: Mon Oct 07 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

Customer Journey Analytics administrators can edit component entries in the Data Dictionary for a given data view. Any changes made are visible to all users of the data view.

To edit a component in the Data Dictionary:

  1. Go to the Analysis Workspace project that contains the component that you want to edit.

  2. Select the Data Dictionary icon in the button panel of Analysis Workspace. (Alternate ways of accessing the Data Dictionary are described in “Access the Data Dictionary” in Data Dictionary overview.)

    The Data Dictionary window displays.

    Data Dictionary administrator view showing Dictionary Health

  3. Ensure that the correct data view is selected in the drop-down menu. By default, the data view that you are already in is displayed.

  4. (Optional) In the search field, begin typing the name of the component you want to edit.

    The type of component can be identified by both color and icon. Dimensions Dimension icon are orange, Filters Segment icon are blue, Date ranges Date range icon are purple, and Metrics Metric icon are green. The Adobe icon indicates either a calculated metric template or a filter template, and the calculator icon Calculator icon indicated a calculated metric that was created by an Analytics administrator in your organization.

  5. (Optional) Select the Filter icon Data Dictionary Filter icon , then select any of the following filter options to filter the list of components:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2 11-row-2 12-row-2 layout-auto
    Option Function
    Approved Show only components that are marked as Approved by an administrator.
    Favorites Show only components that are in your list of Favorites. For information about adding components to your list of favorites, see Components overview.
    Dimensions Show only components that are Dimensions. (This option is also available in the Quick filters tab when you first access the Data Dictionary.)
    Metrics Show only components that are Metrics. (This option is also available in the Quick filters tab when you first access the Data Dictionary.)
    Filters Show only components that are Filters. (This option is also available in the Quick filters tab when you first access the Data Dictionary.)
    Date ranges Show only components that are Date Ranges. (This option is also available in the Quick filters tab when you first access the Data Dictionary.)
    Show all Show all components. This option is available only for administrators.
    Unapproved Show only components that are not yet marked as Approved by an administrator. As an administrator, this is helpful when identifying components that require your review and approval. This option is available only for administrators.
    Missing Description Show only components that do not yet have a description in the Description field. This option is available only for administrators.
    Show duplicates Show only components that have either the same name or the same description as that of another component in the selected data view. This includes components you create as well as those provided by Adobe. Names or descriptions must be exact matches in order to show as duplicates. This option is available only for administrators.
    No recent data Show only components that have not collected any data in the past 90 days. This option is available only for administrators.
    Created by Adobe Show only components that were created by Adobe. Components that were created by an administrator or another user in your organization are not shown.

  6. (Optional) Select the Sort icon Sort components icon , then select any of the following filter options to sort the list of components:

Option
Function
Recommended
Sort components for each type (dimension, metric, filter and date range) based on their recommendation. Components that are used most frequently and most recently by you or by others in your organization are shown higher in each list.
Last modified
Sort components for each type (dimension, metric, filter and date range) based on their last modified date. Components that are modified most recently are shown highter in each list.
Alphabetical
Sort components for each type (dimension, metric, filter and date range) in ascending alphabetic order.
Categorical
Sort components for each type (dimension, metric, filter and date range) based on their category. For example Curated versus Non-curated data view components.

  1. From the list of components, select the component you want to edit.

  2. Select the Edit icon Data Dictionary Edit icon next to the component name.

  3. Edit any of the following information about the component:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2 11-row-2 layout-auto
    Option Function
    Approved

    Indicates that the component has been reviewed and approved by the administrator.

    Administrators see an option to Unapprove. Selecting this option marks the component as “Not approved” to users.
    Not approved

    Indicates that the component has not yet been reviewed and approved by the administrator.

    Administrators see an option to Approve. Selecting this option marks the component as “Approved” to users.
    Description Describes the intended function of the component. (This information is added by the Analytics administrator, as described in Add component descriptions.)
    Frequently used with

    Shows components that are most commonly used with the component you are viewing.

    Up to 5 components are shown across the 5 primary component types: Metric, Calculated Metric, Dimension, Filter, and Date Range.

    This list is based on data from the past 90 days. Only components that you have access to view are shown.

    Administrators can curate the components that users see in this section by selecting the desired components in the Always Include and Always Exclude drop-down fields. Before you curate the components that users see, first apply the Show all filter to ensure you are seeing any components that are not shared with you that might have been added by another administrator.
    Similar to

    Shows components with similar names to the component you are viewing.

    Up to 5 components are shown across the 5 primary component types: Metric, Calculated Metric, Dimension, Filter, and Date Range.

    Only components that you have access to view are shown.

    Any duplicate components in your data view will display here. Analytics administrators should identify and remove all duplicate components, as described in Monitor Data Dictionary health.

    Administrators can curate the components that users see in this section by selecting the desired components in the Always Include and Always Exclude drop-down fields. Before you curate the components that users see, first apply the Show all filter to ensure you are seeing any components that are not shared with you that might have been added by another administrator.

    NOTE: Currently, the Similar to section includes only components you create and not those provided by Adobe. Adobe-provided components will be added in a future release.
    Product compatibility

    Indicates where in Customer Journey Analytics this calculated metric can be used.

    The possible values are:

    • Everywhere in Customer Journey Analytics: The calculated metric can be used throughout all of Customer Journey Analytics, including in Analysis Workspace, Report Builder, and so forth.

    • Everywhere in Customer Journey Analytics (excluding experimentation): The calculated metric can be used throughout all of Customer Journey Analytics, except in the Experimentation panel.

      For information about the criteria that determine whether a calculated metric can be used with experimentation, see Use calculated metrics in the Experimentation panel in Experimentation panel.
    Tags Shows all tags that are applied to the component. Users with administrator access can add tags when editing the component.
    Component type Lists the type of component it is, whether a Dimension, Metric, Filter, or Date Range.
    Created by Displays the name of the user who created the component.
    Preview Shows a preview of how the component looks in Analysis Workspace.
    Date last modified Displays the day the component was last modified. This section is displayed when viewing Filters, Metrics, Calculated metrics, and Date ranges.

  4. Click the Save icon Data Dictionary Save icon to save your changes.

recommendation-more-help
080e5213-7aa2-40d6-9dba-18945e892f79