DocumentationCustomer Journey AnalyticsCustomer Journey Analytics Guide

Analysis Workspace overview analysis-workspace-overview

Last update: Wed Oct 23 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Analysis Workspace allows you to build analyses quickly to gather insights and then share those insights with others. Using the drag-and-drop browser interface, you can craft your analysis, add visualizations to bring data to life, curate a dataset, and share and schedule projects with anyone you choose.

View a video showing the possibilities of Analytics Workspace.
embed

https://video.tv.adobe.com/v/26266/?quality=12

This video demonstrates the functionality using Adobe Analytics. However, the functionality is similarly available in Customer Journey Analytics. Be aware of the following differences in terminlogy.

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 1-align-center 2-align-center 4-align-center 5-align-center 7-align-center 8-align-center 10-align-center 11-align-center 13-align-center 14-align-center
Adobe Analytics Customer Journey Analytics
Segments Filters
Visitor Person
Visit Session
Hit Event

Interface

The following image and accompanying table explain the main elements in the Analysis Workspace user interface:

Analysis Workspace window highlighting the far left and left panel, the canvas, and data view drop-down menu.

Location
Name and function
🅐
Contains the name of the project, a menu structure to access functionality, a button ChevronLeft to return back to your Project list, and a Share button to share your Workspace project.
Select the name of your project (for example: New project) at any time to change the name.
Select StarOutline to mark your project as a favorite project Star .
🅑

Button panel: Contains buttons for accessing the key features of Analysis Workspace:

🅒
Left panel: This area contains individual panels, visualizations, components, or lists. The content depends on the button selected in the button panel.
🅓
Canvas: The main area where you drag content from the left panel to build your project. The project dynamically updates as you add panels, add visualizations to panels, and add components to visualizations. You can create multiple panels, and within each panel you can create multiple visualizations.
Each panel is based on a selected data view. The selected data view determines available components like metrics and dimensions. See Panels - Data view for more information.

Features

The key features of Analysis Workspace are available through the button panel:

Icon
Feature
Description
WebPage
Panels
Panels are used to organize your analysis within a project and can contain many tables & visualizations. Many of the panels provided in Analysis Workspace generate a full set of analyses based on a few user inputs.
Guided Analysis
Guided Analysis
Guided analysis allows you to self-serve high quality data and insights about the customer journey through guided workflows. You can create an analysis for inclusion in your Workspace project, or include an existing analysis previously saved.
GraphBarVertical
Visualizations
Visualizations, such as a bar or line chart, can be used to bring data visually to life. On the far left panel, select the middle Visualizations icon to see the full list of visualizations available.
Curate
Components

Components include the following elements:

ViewList
Table of contents
The table of contents organizes all panels and visualizations included in the project into a collapsible list, allowing you to access a specific panel or visualization quickly.
Bookmark
Data dictionary
The Data dictionary helps both users and administrators keep track of and better understand the components in their Analytics environment.

Most of the functionality of Analysis Workspace is available through drag and drop, and trough context menus within panels, visualizations and components.

Functionality is also available through the Workspace menu and shortcuts or hotkeys. Shortcut keys differ depending on the operating system that your browser is running on. See the tables below for an overview.

Note that on your keyboard the following symbols might be used:

  • ⇧ for shift.
  • ⌘ for cmd (command).
  • ⌃ for ctrl (control).
  • ⌥ for opt (option).
  • ⎇ for alt (alternate).

See the tables below for an overview of the available menus.

Project
Shortcut Mac
Shortcut Windows
Description
Create project
shift+cmd+p
shift+ctrl+p
Create a new project.
Create a mobile scorecard
Create a new mobile scorecard.
Open…
cmd+o
ctrl+o
Open an existing project.
Open previous version…
opt+cmd+o
alt+ctrl+o
Open earlier versions of your project.
Save
cmd+s
ctrl+s
Save your project.
Save with notes…
opt+cmd+s
alt+ctrl+s
Add notes to the project version that you save.
Save as…
shift+cmd+s
shift+ctrl+s
Save the project using a different name and details.
Refresh project
opt+r
alt+r
Refresh the project.
Download CSV
shift+cmd+v
shift+ctrl+v
Download the project as a CSV file.
Download PDF
shift+cmd+b
shift+ctrl+b
Download the project as a PDF document.
Project info & settings
Define settings for your projects, such as name, tags, color palette, and more.
User settings
Configure preferences for using Analysis Workspace.
Edit
Shortcut Mac
Shortcut Windows
Description
Undo
cmd+z
ctrl+z
Undo the previous action.
Redo
cmd+shift+z
ctrl+shift+z
Redo the previous action.
Clear all
opt+w
alt+w
Clear all panels in the current project.
Insert
Shortcut Mac
Shortcut Windows
Description
Blank panel
opt+b
alt+b
Insert a Blank panel.
Media concurrent viewers
opt+h
alt-h
Insert a Media concurrent viewers panel.
Media playback time spent
opt+i
alt+i
Insert a Media playback time spent panel.
Media average minute audience
opt+m
alt+m
Insert a Media average minute audience panel.
Attribution
opt+e
alt+e
Insert an Attribution panel.
Freeform
opt+a
alt+a
Insert a Freeform panel.
Quick insights
opt+j
alt+j
Insert a Quick insights panel.
Experimentation
opt+x
alt+x
Insert an Experimentation panel.
Freeform table
opt+1
alt+1
Insert a Freeform table visualization.
Line
opt+2
alt+2
Insert a Line visualization.
Bar
opt+3
alt+3
Insert a Bar visualization.
Combo
opt+4
alt+4
Insert a Combo visualization.
Components
Shortcut Mac
Shortcut Windows
Description
Create filter…
shift+cmd+e
shift+ctrl+e
Create a new filter.
Create metric…
shift+cmd+c
shift+ctrl+c
Create a new calculated metric.
Create date range…
shift+cmd+d
shift+ctrl+d
Create a new date range.
Create annotation…
shift+cmd+o
shift+ctrl+o
Create a new annotation.
Create audience…
shift+cmd+u
shift+ctrl+u
Create a new audience.
Refewsh components
opt+shift+r
alt+shift+r
Refresh the components in the project.
Share
Shortcut Mac
Shortcut Windows
Description
Share with Workspace users
cmd+h
ctrl+h
Share the project with other Workspace users.
Share with anyone
opt+l
alt+l
Share a read-only version of the project with anyone.
Send file
opt+s
alt+s
Send the project as a CSV or PDF file to other recipients.
Schedule file export
shift+opt+s
shift+alt+s
Send the project on a schedule as a CSV or PDF file to other recipients.
Curate project data
shift+cmd+g
shift+ctrl+g
Curate the project data.
Help
Shortcut Mac
Shortcut Windows
Description
Videos
Open the Customer Journey Analytics YouTube channel in a new browser tab.
Help documentation
Open the documentation (you are actually reading just now…) in a new browser tab.
Help forum
Open the Adobe Analytics Experience League communities forum in a new browser tab.
Hotkeys
Show an overview of the hotkeys (shortcuts) you can use in Workspace.
Enable debugger
Enable the debugger. Your project will reload.
Disable debugger
Disable the debugger. Your project will reload.
Performance
Show a dialog displaying metrics on the Analysis Workspace performance. Use Download as CSV to download a CSV file of the performance metrics.
About Workspace
Show an About Analysis Workspace dialog with version information, feature access levels and active feature flags.

Data sources

You synchronize visualizations to control which data table or data source corresponds to a visualization. See manage data sources for more information.

Use Analysis Workspace

To start using Analysis Workspace:

  1. Log in to Adobe Experience Cloud.
  2. Select Customer Journey Analytics from the app switcher App at the top right of the interface.
  3. The Projects page of Analysis Workspace is shown by default. If a specific project has been selected for you or you have been working on recently, then that project is shown by default.

Create a project

An analysis in Analysis Workspace is referred to as a project.

You can create a project in Analysis Workspace as described in Create projects.

Projects can be organized into folders and subfolders, as described in Folders in Analysis Workspace.

Save and share a project

As you create an analysis in Analysis Workspace, your work is automatically saved.

When you finish building out the project and it’s gathering actionable insights, others might want to consume the project. You can share the project with users and groups in your organization, or even with people outside your organization. For information about sharing a project, see Share projects.

Additional resources resources

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