DocumentationCustomer Journey AnalyticsCustomer Journey Analytics Guide

Panels overview panels-overview

Last update: Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

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A panel is a collection of tables and visualizations. You can access panels from the top-left icon in Workspace or a blank panel. Panels are helpful when you want to organize your projects according to time periods, data views, or analysis use case.

Panel types

The following panel types are available in Analysis Workspace for Customer Journey Analytics:

Panel name
Description
Blank panel
Choose from available panels and visualizations to start your analysis.
Attribution
Quickly compare and visualize any number of attribution models using any dimension and conversion metric.
Experimentation
Compare different user experiences, marketing, or messaging variations to determine which is best at driving a specific outcome.
Freeform
Perform unlimited comparisons and breakdowns, then add visualizations to tell a rich data story.
Media average minute audience
Analyze the average minute audience for a specific piece of content, or over a customized time period.
Media concurrent viewers
Analyze concurrent viewers over time, with details on peak concurrency and the ability to break down and compare.
Media playback time spent
Analyze playback time spent to understand where peak concurrency occur or where drop-offs happen.
Next or previous item
Show the next or previous pages people go to.
Quick insights
Quickly build a freeform table and an accompanying visualization to analyze and uncover insights faster.

Quick insights, Blank and Freeform panels are great places to start your analysis, while Attribution lends itself to more advanced analyses. A AddCircle is available at the bottom of your canvas, so you can add blank panels at any time.

The default starting panel is the Freeform panel, but you can make the Blank panel or Quick insights your default as well. See Projects & Analysis preferences.

Create a panel

To create a panel :

  • Drag and drop a panel from the Panels left panel onto your canvas.

  • Select a panel from the Blank panel.

  • Use Insert menu in Workspace and select your panel. Alternatively, you can use any of the shortcuts to insert a panel.

    Create a panel

You can:

Manage a panel

You can manage a panel in the following ways:

Manage panel

  • To collapse a panel, select ChevronDown .
  • To reveal a collapsed panel, select ChevronLeft .
  • To delete a panel, select CrossSize400 . To undo, select Edit > Undo (cmd+z | ctrl+z).
  • To move a panel, drag and drop the panel whenever a Move is visible (usually when you hover over the header).

Data view

Each panel is associated with a data view. You can identify the Data name of data view in the drop-down menu at the top right of the panel.

When you create a Blank Workspace project, the default data view for the initial panel is the data view you last worked on in Customer Journey Analytics.

When you create a new panel, the default data view is based on the data view of the panel you last worked on in the Workspace project.

IMPORTANT
The selected data view determines what dimensions, metrics, and segments are available for building visualizations in a panel.
When you switch a data view for a panel, some of the components might not be available in that new data view. This change can cause your visualization not to render properly. You might see warnings like:
  • This panel contains components that are not enabled in the selected data view. Please change the data view or enable the required components in the data view.
  • Unable to render visualization: Please check your columns and rows to ensure they contain valid components.

Calendar

The panel calendar controls the reporting date range for tables and visualizations within a panel.

NOTE
If a Calendar Date range component is used within a visualization or panel (for example, as a segment), the date range component overrides the panel calendar.

The calendar window showing the selected date range.

  1. Select a date range by selecting first the start date and then the end date.
    Alternatively, you can select a Preset from the Select a preset drop-down menu.

  2. Optionally, select Show advanced settings to:

    • Specify Start time and End time other than the default 12:00 AM (0:00) and 11:59 PM (23:59). End times always include 59 seconds. For a date range that spans many days, the start time applies to the first day of the date range and the end time applies to the last day in your date range. Use (Reset time values) to reset start and end time to their defaults.

    • Make date range components relative to panel calendar. If disabled, date range components that are used in the panel are relative to the current time. If enabled, date range components that are used in the panel are relative to the panel calendar.

    • Use rolling dates. If enabled, preset date ranges like Last 7 full days dynamically update as the current date and time progress. If disabled, such presets are not updated once applied.

      Rolling dates

      You can select the text in brackets (for example fixed start - rolling daily) to extend the panel and specify details for Start and End.

      1. Select Start of, End of, or Fixed day.

      2. When you have selected Start of or End of, you can build a full expression. For example: End of current year plus 1 day. Pick the appropriate value for each individual part of the expression.

        • Select a value for current. For example, current year.
        • Select a value for additional calculation. For example, plus.
        • When you have specified an additional calculation, specify a value. For example, 1.
        • When you have specified an additional calculation, select the time period to use for the calculation. For example, day.

      Select Hide details to hide the details for rolling dates calculation.

  3. Select Apply to apply the date range to the panel from which you invoked the calendar.
    Select Apply to all panels to apply the date range to all panels in the Workspace project.

Drop zone dropzone

The panel drop zone, labeled Drop a component to filter or break down the data, enables you to filter or break down the data for the panel. The segments or breakdowns you use to filter or break down the data applies to all freeform tables and visualizations within the panel.

Segments and breakdowns allow you to interact with the data in a controlled way. For example, you can add a segment drop-down menu for Mobile Device Types so that you can filter the panel by selecting Tablet, Mobile Phone, or Desktop.

Segments can also be used to consolidate many projects into one. For example, if you have different versions of the same project with each a different country segment applied, you can consolidate all versions into a single project and add a Country segment drop-down menu.

The illustration below shows the different variations of (quick) segments or breakdowns that result when you add components to the drop zone.

Drop zone for a panel

Add or replace

To add or replace (quick) segments or breakdowns:

  1. Select one or more components from the Components rail. Use ⇧+ Select or ^+ Select to select more than one component.

  2. Drag the selection to the drop zone, labeled Drop a component to filter or break down the data ❶, or over an existing component already placed nearby the drop zone.

  3. You have two options when you see Add Add (press “shift” to create dropdown) or Switch Replace (press “shift” to add to dropdown):

    Add or replace to drop zone

    • Drop the selection to create the following components:

      • Segment for any segment components that you drop ❷.
      • Quick segment for any non-segment components (date ranges, metrics, dimensions, dimension items) that you drop ❸.

    • Drop the selection while you hold ⇧ (shift) to create the following components:

      • Static segment drop-down menu with items to filter on for the selected segments that you drop ❹.
      • Static segment drop-down menu with items to filter on for the selected date ranges that you drop ❺.
      • Static segment drop-down menu with items to filter on for the selected metrics that you drop ❻.
      • Static segment drop-down menu or breakdown drop-down menu with items to filter on or break down on for the selected dimension items that you drop ❼.
      • Dynamic segment drop-down menu or breakdown drop-down menu with items to filter on or break down on for the selected dimensions that you drop ❽.

Segment

Any segment component that you drop is used to segment the panel. Use segments to gain segmented insights into the data and visualizations of your panel.

Quick segment

Any non-segment component (dimension, dimension item, metric, date range) that is dropped defines a quick segment to segment the panel. Use any non-segment component to create a quick segment without using the Segment builder. A segment that is created in this way is automatically defined as an event-level segment and labeled Quick segment by default.

Alternatively, you can use FilterAdd to create a quick segment.

See Quick segments for how to create and manage quick segments.

A drop-down menu that is created while you hold ⇧ can:

Static

Static drop-down menus are created for selected dimension items, metrics, segments, and date ranges. The items in a static drop-down menu are based on the selected components you drop and the items do not change when you add or replace components.

Dynamic

Dynamic drop-down menus are created only when you drop dimensions components. Dynamic drop-down menus are indicated with FilterRefresh as part of the label.

The available items in a dynamic drop-down menu are based on:

  • the data resulting from selected items in other drop-down menus, segments and quick segments within the panel’s drop zone, and
  • the data available within the panel’s reporting range.

For example, you can add two dynamic drop-down menus using a countries dimension and a cities dimension. When you select a country from the Countries drop-down menu, the Cities drop-down menu dynamically adjusts to show only cities within the selected country. When you have additional static drop-down menus, items selected in those drop-down menus also affect the available items in the dynamic drop-down menus. Items that are selected in dynamic drop-down menus do not affect available items in static drop-down menus.

Filter a panel

For any metric, segment, or date range component that you drop while you hold ⇧, a segment drop-down menu is created. That drop-down menu allows you to filter the panel based on items available for the dropped component.

For any dimension component that you drop while you hold ⇧, a segment drop-down menu is created. That drop-down menu allows you to filter the panel based on the items available for the dropped dimension items (static segment drop-down menu) or dimension component (dynamic segment drop-down menu). To configure the drop-down menu explicitly to filter using segments:

  • Select Breakdown and select Filter from the context menu for the component ❾.

Break down a panel

For any dimension component that you drop while you hold ⇧, a segment drop-down menu is created. You can configure the drop-down menu to break down instead. To configure the drop-down menu explicitly to break down using breakdowns:

  • Select Filter and select the Breakdown from the context menu for the component ❾.
IMPORTANT
Breakdowns are only available for dimensions and dimension items, not for segments, date ranges, or metrics.

Segments versus breakdowns

Consider to break down a panel instead of to filter a panel (using segments) in the following scenarios:

  • If you are using attribution-enabled metrics within your panel, segments often clear out your attribution-enabled metrics. Breakdowns are applied at a different point within the query that is executed to retrieve the data for your panel. As a result, breakdowns do not clear out these attribute-enabled metrics.

    As an example, see the difference between the attribute based Online Revenue metric when using a Luma: Product Category Filter Women segment versus a Luma: Product Category Breakdown Women breakdown.

    Attribute based metrics: filter versus breakdown

  • If you are using a sub-event level dimension within a breakdown drop-down menu, the breakdowns execute at that sub-event level. Instead, segments within a segments drop-down menu execute at the event level.

    As an example, see the difference between the Online Revenue metric when using a Luma: Product Subcategory Filter Tops segment versus a Luma: Product Subcategory Breakdown Tops breakdown. The breakdown executes the query explicitly at the sub-event level, while the segment executes the query at the event level.

    Sub-event based metrics: filter versus breakdown

Manage

You can manage the components in the drop zone as follows:

What to do in the panel drop zone…
How to do…
To remove a segment or quick segment.
Select CrossSize300 within the component.
To remove a selected item from a drop-down menu.
Select CrossSize100 within the item.
To remove all selected items from a drop-down menu.
Select CrossSize200 within the drop-down menu.
To edit the label of any component.
Hover over the label for the component and select Edit .
To delete the label of any component.
Hover over the label for the component and select Delete label from the context menu for the component.
To delete the component from the drop zone.
Select Delete drop-down from the context menu for the component.
To get info on a segment or quick segment.
Hover inside the component and select Info to open the Data Dictionary with info on the component.
To get info on the component that defines a drop-down menu.
Hover inside the drop-down menu and select InfoOutline to open the Data Dictionary with info on the component.
To edit a quick segment.
Hover inside the quick segment and select Edit . See Quick segments for more details.
To require a selection for a drop-down menu.
Select Require selection from the context menu for the component.
To allow no filter for a drop-down menu.
Select Allow no filter from the context menu for the component.
To reset all components and clear all selections for drop-down menus.
Select Reset all.
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See VideoCheckedOut Using filters in Analysis Workspace for a demo video.

This video demonstrates the functionality using Adobe Analytics. However, the functionality is similarly available in Customer Journey Analytics. Be aware of the differences in terminology between Adobe Analytics and Customer Journey Analytics (for example visits versus sessions).

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See VideoCheckedOut Dynamic drop down filters for a demo video.

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Context menu

Additional functionality for a panel is available through a context menu (right-click) on the panel header.

The right-click options for a panel header.

The following options are available:

Option
Description
Insert copied panel
Let you paste a copied panel to another place within the project, or into a different project.
Insert copied visualization
Paste a copied visualization to another place within the panel, project, or into a different project.
Apply Data view to all panels
Apply the data view for this panel to all other panels in the project.
Copy panel
Copy a panel, so that you can insert it to another place within the project, or into a different project.
Duplicate panel
Makes an exact duplicate of the current panel, which you can then modify.
Collapse all panels
Collapse all project panels.
Expand all panels
Expand all project panels.
Collapse all visualizations in panel
Collapse all visualizations in the current panel.
Expand all visualizations in panel
Expand all visualizations in the current panel.
Edit Description
Add (or edit) a text description for the panel.
Get Panel Link
Direct someone to a specific panel within a project. When the link is selected, the recipient is required to log in before being directed to the exact panel linked to.

Configuration

Some panels (like Attribution, Experimentation, Media average minute audience, and others) have a configuration dialog to assist you in building the visualization. Use Edit at the top of the panel to access and change the configuration.

Configure a panel

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