Create a data view in Customer Journey Analytics

Last update: March 11, 2025

CREATED FOR:

  • Admin
NOTE
Follow the steps on this page only after you complete all previous upgrade steps. You can follow the recommended upgrade steps (recommended for most organizations), or you can follow steps that are dynamically generated for your organization with the Customer Journey Analytics Upgrade Guide.

  • Recommended upgrade steps (Recommended for most organizations)

    A set of steps that lead to an ideal Customer Journey Analytics implementation.

    For detailed information, see Upgrade from Adobe Analytics to Customer Journey Analytics.

  • Customer Journey Analytics Upgrade Guide (Custom steps tailored to the specific needs of your organization)

    A new upgrade guide is available that dynamically generates upgrade steps that are tailored for your organization and your unique circumstances.

    To access the guide from Customer Journey Analytics, select the Workspace tab, then select Upgrade to Customer Journey Analytics in the left panel. Follow the on-screen instructions.

Creating a data view involves either creating metrics and dimensions from schema elements or using standard components. Most schema elements can be either a dimension or a metric, depending on your business’s requirements. Once you drag a schema element into a data view, options appear on the right where you can adjust how the dimension or metric operates in Customer Journey Analytics.

To create a data view:

  1. Log in to Customer Journey Analytics and go to the Data views tab.

  2. Select Create new data view. Alternatively, you can select an existing data view from the list of data views to edit it.

  3. On the Configure tab, specify a name for the data view and configure its basic settings, components, and calendar options.

    For detailed information about each field, see Configure in Create or edit a data view.

    Configure data view

  4. Select the Components tab.

    The Components tab is where you set a data view’s components, which means you can create metrics and dimensions from schema elements. You can also use standard components.

    Components tab

  5. From the Components tab, drag schema elements from the left rail into the Metrics section or the Dimensions section. The schema elements that you add become metrics or dimensions in the data view.

    For detailed information about the options available when adding components to a data view, see Components in Create or edit a data view.

  6. Select the Settings tab. From here, you can configure filters to apply to your entire data view and configure session timeout and metrics.

    For detailed information about the options available when configuring settings for a data view, see Settings in Create or edit a data view.

  7. Select Save to save the configuration for your data view.

  8. After all desired settings are specified, select Save and finish.

  9. Continue following the recommended upgrade steps or the dynamically generated upgrade steps in the Customer Journey Analytics Upgrade Guide. To access the guide from Customer Journey Analytics, select the Workspace tab, then select Upgrade to Customer Journey Analytics in the left panel. Follow the on-screen instructions.

Customer Journey Analytics