Guided analysis overview
Guided analysis enables users, from marketing to product to analysts, to self-serve high quality data and insights about the customer journey through guided workflows, built on the cross-channel data of Customer Journey Analytics. Similar to Analysis Workspace and Mobile scorecards, Guided analysis uses data from a Data view, which references data in Adobe Experience Platform through a Connection. Many reports created in Guided analysis can seamlessly transfer to Analysis Workspace for additional research.
The following guided analyses are available:
Access
You can access Guided analysis from the Customer Journey Analytics homepage.
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Select Guided analysis from the homepage, which takes you directly to the Trends analysis.
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Select Create new to see the different view options and choose a different starting point for your analysis.
You can also access Guided analysis from within an Analysis Workspace project.
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Select Blank project from the homepage to create an empty Workspace project.
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Select
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Drag any new analysis onto the Workspace canvas, then select Create to generate the desired analysis (for example: Create Trends). You can also drag an existing analysis onto the Workspace canvas from under the Saved section.
Interface
The interface for Guided analysis follows a question and answer format. Form your question in the query rail, then get an answer with a written insight, chart, and table. You can then ask the next question with analyses and visualization settings.
Guided analysis uses the following UI elements:
![Query rail](./media_1a1893d3aa64d54b3cec45dc56f2bd673200af7b8.png?width=750&format=png&optimize=medium)
Configure your question by selecting the desired components (events, properties, and segments) that make up an analysis. The following options are available across all analysis, with additional settings available on a per view basis.
- View: Select from the options to switch to a new analysis. Your query selections are maintained within the allowed limits for the new analysis.
- Events: The events that you want to measure. Each analysis enforces different limits to the number of events that you can configure. Events are sometimes labeled as Start and return events, Steps, or Key indicators. Events are identified in the analysis using 1, 2, …
Select - Factors: If available, allows you to specify factors such as date since and first time event.
- Counted as: The counting method that you want to apply to the selected events. Select from the dropdown menu.
- Segments: The segments that you want to measure. Each analysis enforces different limits to the number of segments that you can configure. Segments are identified in the analysis using A, B, …
Select - Breakdown: If available, the breakdown you want to apply to the analysis.
On some of the settings, additional configuration is available.
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Filters: Use
Select
Select -
More actions: Use
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![Chart](./media_1b3a7c4f822e60e773f97b297d2b7786cda9ddcf8.png?width=750&format=png&optimize=medium)
A visualization of the data returned based on your input from the query rail and settings. Which visualization you see depends on the view and settings above the chart. The chart also includes:
- Tooltips: Hover over any chart data point to expose a tooltip with more information.
- Legend: Hover over the chart legend series to view definitions where available, focus on that series, and temporarily hide other series. Select a series in the legend to hide the series.
- Annotations: Applicable annotations are visible between the visualization and the legend. It is shown as a
- Select actions: Expose the next available actions by selecting any data point. Options include Save segment.
![Table](./media_1f4e37808b19e27f048e65b402f8893379d14e2cc.png?width=750&format=png&optimize=medium)
A table representation of the data returned based on your input from the query rail and settings. Rows in the table using event (1, 2, …) and segment identifiers (A, B, …) for reference. Columns in the table depend on the analysis above the chart. The table also includes for each row:
- Select actions: Toggle
![Visualization settings](./media_11dca736e2b7469b9dd25be59cbc1f356335d3ed7.png?width=750&format=png&optimize=medium)
Options above the chart that allow you to ask the next question and customize how the chart and table return data. The following options are available across all analysis, with additional settings available on a per analysis basis.
![Menu icon](./media_15e6a5de7a8c9248ccd95b6eca7fe43bad4845397.png?width=750&format=png&optimize=medium)
Available in a Guided analysis project
Commands in the top-right of a Guided analysis project that provide overarching actions for your analysis.
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- Share: Opens the sharing modal, with further options for sharing to individual users or groups. You can share an analysis with other users, or generate a link to share with anyone.
- Save: Saves the analysis. If you’re saving a new analysis, the Save analysis dialog appears that requests a name and description. Once saved, an Analysis saved dialog allows you to share your analysis.
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Select
- Save as: Saves the analysis separately from the current analysis, creating a copy. A dialog appears that requests a new name and description.
- Export to Workspace: Recreates the current Guided analysis query in Analysis Workspace. The Workspace project is created in a new tab, preventing interruption while working within Guided analysis. It is a copy of the analysis, and does not remain in sync with the original analysis once opened. Use this command when you want to handoff to your analyst team, or dive deeper into the data than what the analysis allows for.
- Copy chart to clipboard: Copies the chart graphic to your clipboard, to be pasted in other applications. The query rail and table are not included in the graphic.
- Download PNG: Downloads the chart graphic as a
.png
. The query rail and table are not included in the graphic. - Download CSV: Downloads the table data as a
.csv
. The query rail and chart are not included in the file.
![Menu visualization](./media_1aee17a02abfd23ad543861af19908a051ae1860c.png?width=750&format=png&optimize=medium)
Available in a Guided analysis visualization in Analysis workspace.
Commands in a Guided analysis visualization in Analysis workspace.
Provisioning
Guided analyses are included in Customer Journey Analytics packages in the following way:
Product profile administrators can add or remove access to Guided analysis in the Adobe Admin Console.
- Log in to the Adobe Admin Console.
- Select Customer Journey Analytics in the list of products.
- Select the desired product profile for the permissions that you want to edit.
- Select the Permissions tab, then click Edit under Reporting Tools.
- Select
- Select Save.
See User level access for more information.