Customer Journey Analytics - documentation updates

The following updates were made to the Customer Journey Analytics documentation since its inception.

2024

Feature
Description
May 2024
Required information when exporting Customer Journey Analytics reports to Google Cloud Platform while using organization policy constraints

Added the Adobe-owned Google Cloud Platform organization ID to the Configure cloud export locations documentation for exporting Customer Journey Analytics reports to Google Cloud Platform.

This information is required only for organizations that are using Organization policy constraints in Google Cloud Platform.

Documentation about adding components to projects
Added general information about how to add the various types of components to projects in Analysis Workspace.
Data export use cases
Set of new articles describing data export use cases and how to use Experience Platform and Customer Journey Analytics functionalities to implement these use cases
New documentation for upgrading from Adobe Analytics to Customer Journey Analytics

For organizations upgrading from Adobe Analytics to Customer Journey Analytics, there are multiple upgrade options and many considerations to keep in mind based on an organization’s current Adobe Analytics implementation and long-term goals.

New documentation resources are now available to help you better understand:

  • The various upgrade paths that exist
  • Which upgrade paths are available based on an organization’s current Adobe Analytics implementation
  • The advantages and disadvantages of each upgrade path
  • Step-by-step guidance for each upgrade path
  • Considerations for handling historical data
  • And more!

Get started with the upgrade to Customer Journey Analytics.

Updated documentation about custom date ranges
Updated screenshots and procedures related to creating custom date ranges in order to match the current product features and design.
Overview information about Dimensions
Added information about dimensions.
Examples of source connectors
Added examples of source connectors that are available when describing how to use a source connector for ingesting data.
April 2024
Forecasting statistical techniques
Added article describing the statistical techniques used in forecasting service.
Added information recommending Full Table Export for high cardinality dimensions
Added bullet in Best practices for high cardinality dimensions to recommend using Full Table Export for high cardinality dimensions.
Added documentation on Intelligent Captions in mobile scorecards
Intelligent Captions can help non-analysts better make sense of their data without the help of analysts.
New documentation for Adobe Product Analytics features
March 2024
Usage information regarding the “Used in” column is available only starting in September 2023.
Clarified that usage information regarding the Used in column on the projects landing page goes back only as far as September 2023.
Added documentation on permissions enhancement for project-only Workspace components
If you share a project with other users, those users can edit quick filters and other project-only components that are embedded in the shared project.
February 2024
Updates to project sharing documentation

Added information about how to view projects that are shared with you.

Also streamlined information about sharing individual or multiple projects.

Added permission requirements for uploading files to Azure SAS and Azure RBAC when configuring cloud export locations
Added exact permission requirements for uploading files to Azure SAS and Azure RBAC when configuring cloud export accounts and configuring cloud export locations.
Added permission requirements for uploading files to Amazon S3 Role ARN and GCP buckets when configuring cloud export locations
Added exact permission requirements for uploading files to Amazon S3 Role ARN and Google Cloud Platform buckets when configuring cloud export locations.
Clarified that Product Admins always have access to export full tables

Made the following changes to clarify that users who are assigned the Product Admin role have access to export full tables from Analysis Workspace by default:

Clarified that segments are re-created during component migration from Adobe Analytics
In the User Guide for Adobe Analytics users, clarified that segments are automatically re-created in Adobe Analytics as part of the component migration process, and don’t need to be manually re-created.
Skipped record details
Added documentation on the skipped record details functionality in Connections. See Connection details for more information.
January 2024
Forecasting
Added documentation on forecasting, the new Analysis Workspace feature to forecast a standard or calculated metric with any supported time granularity (hourly, daily, weekly, monthly and yearly) for freeform tables and line charts.
Updated the documentation for adding accounts and locations when exporting full tables

Updated the documentation to reflect minor interface updates when configuring a new account or location when exporting full tables from Analysis Workspace.

A new Add account option is now available in the Account drop-down menu. The Add location option that was previously available as a button next to the Location name drop-down menu is now available within the menu itself.

New component migration information when migrating from Adobe Analytics
Added information to Evolution from Adobe Analytics that references the new component migration capabilities that are documented in the Adobe Analytics Admin Guide.
Clarified that certain information is available only to administrators
Added information stating that the “Last used” and “Used in” columns that are described in Calculated metrics manager and the Filters manager are available only to system administrators.
Permissions required for exporting datasets
Added information explaining the permissions required to export datasets to cloud destinations.
Manage connections
Updated the Manage connections article, based on customer feedback.
Derived fields
Added summary of function limitations and explanation on how to determine number of operators used in a function.

2023

Feature
Description
December 2023
Data centers
Added an article on Customer Journey Analytics hosting locations.
Guardrails
Added article listing Customer Journey Analytics guardrails.
Currency conversion updates
Clarified documentation about how to configure currency conversion.
Updates to Anomaly Detection documentation

The documentation for Anomaly Detection was previously located in a section about Virtual Analyst. The following changes were made:

  • The term Virtual Analyst was removed from the documentation.
  • The section about Anomaly Detection was moved directly beneath the Analysis Workspace section.
October 2023
Using derived field for setting goals / targets
Added use case article illustrating how to use derived fields for setting goals / targets and reporting on these.
Export full tables to the cloud

Added documentation about exporting full tables with millions of Workspace rows to cloud destinations.

Exporting full tables offers one-time or scheduled delivery of data tables designed within Workspace with support for up to five breakdowns, five metrics, filters, and calculated metrics, all in a concatenated table. It is the evolution of Data Warehouse reports in Adobe Analytics, with many new, often-requested features that are not available in Data Warehouse today.

For more information, see Export Customer Journey Analytics reports to the cloud.

Reporting Activity Manager

Added documentation for the Reporting Activity Manager.

The Reporting Activity Manager lets you see the reporting capacity for each connection in your organization. It provides administrators with detailed visibility into reporting consumption in order to easily diagnose and fix capacity issues during peak reporting times.

The following new articles were added:

New columns on management pages
Documented new columns that are now available in the Calculated metrics manager and the Filters manager.
Comparison with Adobe Analytics
Added an overview page as an introduction on comparing and understanding the differences between Customer Journey Analytics and Adobe Analytics.
Additional derived fields functionality
Updated documentation for the new Lookup function.
September 2023
Updated structure of articles for the Media Playback Time Spent panel

Removed the folder called Media Playback Time Spent, and combined the contents of the folder into a single article: Media Playback Time Spent panel.

This change is more in line with the documentation for other panels.

Additional derived fields functionality
Updated documentation for the new Lowercase and Trim functions and for the additional CSV capabilities added to the Classify function.
Regional data collection
Updated FAQ with information on regional data collection when using Customer Journey Analytics.
August 2023
Media Playback Time Spent panel
Updated content for Media Playback Time Spent panel to improve readability.
Report Builder enhancements
Updated content for Schedule workbooks to provide information for downloading scheduled tasks. Updated content for Create a data block to provide information for using Start date as a dimension.
Moved content about managing scheduled projects
Created a new article in the Analytics Components Guide called Scheduled projects. This content was previously located in the Schedule projects article in the Analytics Tools Guide.
Adobe Customer Journey Analytics feature support
Added more information in the Supported in a new way table on the sessionization capabilities in Customer Journey Analytics compared to Adobe Analytics. Learn more
Evolution from Adobe Analytics
Updated the (Re-)Configure Marketing Channels section with a reference to the Derived fields Marketing channels function template. Learn more
Data ingestion quick start guides for mobile applications and other platforms
Added additional data ingestion quick start guides outlining how to ingest and use data from mobile applications or other platforms (like desktop applications, games on consoles, applications on set-top boxes and IoT devices) in Customer Journey Analytics. Learn more
July 2023
Session settings
Added a topic for this data view setting. Learn more
Adobe Product Analytics
Adobe Product Analytics is a new way to interact with cross-channel data and insights in Customer Journey Analytics. These new capabilities enable Product teams to self-serve data and insights about their product experience through guided analysis workflows​.
Derived fields
A derived field allows you to define (often complex) data manipulations on the fly, through a customizable rule builder.
Expanded lookup support for Profile and Lookup data
Provides the ability to add datasets as lookups of fields within Profile or Lookup datasets. Previously, only Event datasets were supported. Learn more
Report Builder enhancements
Edge Network geo lookups
Datastream settings how has a geo lookup service that provides unified geographic data.
June 2023
Cross-channel analysis and stitching
In anticipation of the upcoming changes to enable stitching and to further clarify how cross-channel analysis can be elevated using stitching, documentation related to Cross-Channel Analytics functionality is edited to refer to cross-channel analysis as the Customer Journey Analytics capability and use case, and Stitching as an important functionality to accomplish this.
PowerBI & Tableau access to Customer Journey Analytics data views
The Customer Journey Analytics BI extension enables SQL access to data views that you have defined in Customer Journey Analytics. Learn more
Adobe Journey Optimizer data views
Customer Journey Analytics Admins have access to some extra data views in Customer Journey Analytics, entitled “AJO Data view (Sandbox-name)”. Learn more.
Currency conversion
Updated documentation for currency conversion support.
Calculated metrics updates

The following updates were made to calculated metrics documentation in order to align it with current Customer Journey Analytics functionality:

  • Updated the list of default calculated metrics available in Customer Journey Analytics
  • Updated screen shots and procedures in various calculated metrics articles
May 2023
Deep Linking (Mobile App) documentation
Allows users to send links to scorecards that will lead them directly to the scorecard project in the app. Learn more
Doc on “Select data view from cell” in Report Builder
This feature allows users to select the data view for a data block from a cell. Learn more
Documentation for updated Home screen for the Analytics dashboards app (Mobile App)
The new updated Home screen allows you to view all of your scorecards in one consolidated scorecard list. Learn more
Optimization update
Updated article on Optimizing Customer Journey Analytics performance
Analysis Workspace overview
Updated Analysis Workspace overview to include more general overview information and links to relevant content.
Create projects
Created a new article that explains in detail how to Create projects in Analysis Workspace.
Sort components in the left rail
Added information about sorting the list of components in the left rail.See the “Search, filter, and sort the component list” section in Components overview.
Delete rows containing dynamic dimensions from a Freeform table
Added information about how to quickly delete specific rows that contain dynamic dimensions using the x icon. See the “Quickly exclude specific rows from a table” section in Filter and sort tables.
Button to add a visualization within a panel
Added information about a new button at the bottom of each panel in Analysis Workspace that allows you to quickly add a visualization. See the “Add visualizations to a panel” section in Visualizations overview.
Intelligent captions documentation
Enrich storytelling for users with natural-language summaries of a Line visualization.
Derived fields
Added documentation for derived fields functionality.
April 2023
Video about using filters as dimensions

Updated the video about using filters as dimension.

This video is linked from the Create filters page.

Following is a direct link to the video: Use filters as dimensions in Analysis Workspace.

Filter documentation

Added article about using the Filter builder.

Streamlined documentation in Create filters and Filters overview.

Update to Experimentation panel documentation
Added a section on interpreting non-randomized dimensions.
Project filters (Ad hoc and quick filters)
Streamlined documentation about project filters and removed duplicated information. The steps for creating ad hoc filters are now combined with the steps for creating quick filters.
March 2023
Integrate Decision Management data
Added content explaining how to integrate Adobe Journey Optimizer Decision Management data in Customer Journey Analytics.
Create data stories in mobile scorecards
A data story is a collection of supporting data points, business context, and related metrics built around a central theme or metric.
Updated feature support
Updated Customer Journey Analytics feature support with a table of features available in Customer Journey Analytics but not available or supported in AA.
Default calculated metrics
Added content explaining the default calculated metrics provided by Adobe.
Data Dictionary

Added new documentation for the Data Dictionary, including an Overview, Viewing, Editing, and Monitoring the Data Dictionary.

Information in Adding component descriptions was updated to account for Data Dictionary functionality.

Link sharing for projects (no login required)

Updated existing documentation to explain how to share a read-only link of a project with people who do not have access to Analysis Workspace.

Updated user documentation includes Share projects and Create shareable links.

Options for administrators were added to Preferences.

February 2023
Compare Customer Journey Analytics to BI solutions
New document on a comparison of Customer Journey Analytics to typical BI solutions.
Update to Audiences documentation
New section on latency considerations.
Update to Audiences documentation
After you have created an audience, Adobe creates an Experience Platform streaming segment for each new Customer Journey Analytics Audience.
Workspace calendars and date ranges
Updated content to describe relative date ranges, formula calculation updates, and calendar UI changes. See About relative panel date ranges.
Mobile scorecards
New documentation section to describe how to show and hide comparison date ranges. See Show comparison date ranges in Customer Journey Analytics.
January 2023
Filter and sort tables
Updated content (including adding procedures and explaining available options) in the Filter and sort tables article. Renamed this article from “Pagination, filtering and sorting tables.”
Data ingestion quick start guides
New documentation section on how to ingest and use data in Customer Journey Analytics.
Workspace Folders
Dedicated pages for Folders management.
Workspace User preferences
Many additional user preferences are now available in Preferences.
Auto-save for Workspace projects
Updated content to include auto-save functionality in Save projects.
Landing page
New landing page updates landing page.
Schedule Workbooks
Dedicated page to describe how to Schedule Workbooks in Report Builder.
Object array support for profile and lookup datasets
Updated Use arrays of objects and Ingest Adobe Experience Platform audiences to reflect object array support for profile and lookup datasets.

2022

Date
Update description
December 2022
December 16, 2022
New topic on measuring and managing your Customer Journey Analytics data usage.
October 2022
October 2022
New topic on password protection of scheduled projects. This feature is in support of HIPAA readiness.
October 2022
New topic on Customer Managed Keys. This feature is in support of HIPAA readiness.
October 2022
New topic on Customer Journey Analytics Audit Log.
October 2022
New topic on Key metric summary visualization.
October 2022
New section on date and date-time functionality in data views
October 2022
Mobile app: New topic on custom detail views.
October 2022
Updates to the Customer Journey Analytics feature support topic.
September 2022
September 2022
New use case on Migrating Google Analytics data to Customer Journey Analytics.
September 2022
New topic on Combo charts in Workspace.
September 2022
New topic on Experimentation panel in Workspace.
August 2022
August 2022
Adobe Experience Platform article on Cross-region support for Analytics source connector.
August 2022
Significantly updated article on Customer Journey Analytics access control.
August 2022
New article on Customer Journey Analytics support for Data Governance labels and policies.
August 2022
New article on Comparing terminology for Analytics data passed through the Analytics source connector.
August 2022
New documentation on Audience publishing to Real-time Customer Profile.
July 2022
July 2022
Media Playback Time Spent panel documentation.
July 2022
Media Concurrent Viewer panel documentation.
July 2022
First Session reporting documentation.
June 2022
June 2022
New article on AAID, ECID, AACUSTOMID and the Analytics source connector
June 2022
New article on Adobe Analytics processing rules, VISTA and classifications vs. Data Prep for the Analytics source connector.
June 2022
New article on virtual reporting environments and sandbox environments.
June 2022
New article on comparing data processing across Adobe Analytics and Customer Journey Analytics reporting features.
June 2022
New article on combining report suites with different schemas.
June 2022
New article on sharing annotations in Mobile scorecards.
June 2022
New article on Analytics Labs in Customer Journey Analytics.
June 2022
New section on support for numeric fields as lookup keys and lookup values.
June 2022
Updates to the Flow visualization workflow.
May 2022
May 2022
Significantly updated article on creating connections in Customer Journey Analytics.
May 2022
New article on how to manage data blocks in Customer Journey Analytics Report Builder.
May 2022
New article on ingesting Adobe Experience Platform audiences into Customer Journey Analytics.
April 2022
April 2022
Documentation on dimension substrings.
April 2022
New Customer Journey Analytics User Guide for Adobe Analytics users.
March 2022
March 2022
New Customer Journey Analytics Annotations API documentation.
March 2022
New documentation on Annotations in Workspace.
March 2022
Significantly updated content on estimating connection size.
February 2022
February 2022
A new guide aimed at Administrators who are moving from Adobe Analytics to Customer Journey Analytics: Adobe Analytics to Customer Journey Analytics evolution
January 2022
January 2022
New use case for Using binding dimensions and metrics in Customer Journey Analytics
January 2022
Added new feature documentation on binding dimensions and metrics and on new First Known and Last Known allocation settings
January 2022
New article on comparing your Adobe Analytics data to Analytics data in Customer Journey Analytics

2021

Date
Update description
November 2021
November 2021
Updated documentation for Records skipped on the Connections Details page.
October 2021
October 2021
Documentation for Report Builder in Customer Journey Analytics.
October 2021
Customer Journey Analytics Audit Log API documentation
October 2021
Documented Visualizations for Analytics dashboards
October 2021
Doc for rolling window for Connection data retention.
September 2021
September 2021
Metric deduplication doc
September 2021
Daylight Savings Time support in reporting
September 2021
Customer calendars documentation
September 2021
Boolean fields documentation
September 2021

Broke out the component settings in data views into individual files:

September 2021
New section on the implications of merging report suites in Customer Journey Analytics.
August 2021
August 2021
New section on the enhanced Connections experience in Customer Journey Analytics.
August 2021
New section on case sensitivity in Data View dimensions.
June 2021
June 2021
New documentation on previous project versions in Workspace.
April 2021
April 2021
New topic on persistence.
April 2021
New documentation on support for scheduled projects in Workspace.
April 2021
New topics on the enhanced Data Views experience.
April 2021
New topics on ingesting Google Analytics data and analyzing that data.
April 2021
Added topic on scheduled reports in Workspace.
April 2021
New topic on high-cardinality dimensions in Customer Journey Analytics.
March 2021
March 2021
Added topic on support for Analytics dashboards (mobile app).
March 2021
New topic on user preferences in Workspace.
February 2021
February 2021
New topic on using Marketing Channel dimensions in Adobe Experience Platform.
February 2021
Published the new Customer Journey Analytics API documentation.
January 2021
January 2021
New topic on adding standard lookups to your dataset.

2020

Date
Update description
November 13, 2020
New topics on Cross-Channel Analysis, which allows you to rekey a dataset’s person ID, and enables a seamless combination of multiple datasets.
November 13, 2020
A new use case on importing call center and web data was added.
November 10, 2020
Added a section on the implications of deleting data components to the FAQ.
November 2, 2020
Updates to the Customer Journey Analytics feature support page.
November 2020
Added content on removing backfill limitations for connections.
October 7, 2020
Added a topic on combined event datasets.
September 15, 2020
Added a topic on data ingestion.
September 2, 2020
Updated section on user permissions.
August 7, 2020
New topic on B2B use case - lookup dataset added.
July 2020
Added information on Identity Map option for Person ID.
July 2020
New topic on object arrays or ‘data hierarchies’ added.
April 14, 2020
Updates to the latest UI in the Create Connections topic.
February 27, 2020
Updates to the Customer Journey Analytics feature support
December 2019
First draft of Customer Journey Analytics documentation
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