Projects overview

Last update: January 31, 2025

Topics:
Workspace Basics

CREATED FOR:

User
Admin

Workspace projects allow you to combine data components, tables and visualizations to craft your analysis and share with anyone in your organization. Before starting your first project, learn about how to access, navigate and manage your projects.

Here is a video on how to build a Workspace project:

See Build a Workspace project for a demo video.

Project list

When you first go to Analytics > Workspace, the page lists all the projects you own or have been shared to you. This page is also the landing page for Adobe Analytics, unless you have previously set a custom landing page.

The Projects page contains the following information:

Element

Description

Edit preferences

Manage settings for Analysis Workspace and its related components for all new projects or panels that you create.

Create folder

Add a new folder or subfolder to the list of projects and folders.

Create project

Start a new project from scratch or from a report.

This selection reveals options for creating a blank project or mobile scorecard, viewing training tutorials, or viewing release notes.

To show or hide filters. You can filter on tags, report suite, owners, type (project, folder, mobile scorecard), and other filters.

Use the search field to search for folders, Workspace projects or mobile scorecards.

Show Folders & Projects

Choose whether to show the folder structure of projects. For more information, see About Folders in Analytics.

This icon allows you to customize the columns you see for each project in the projects list.

The list of projects can display the following columns:

Column

Description

Name

Name of the Workspace project. Select

to show a popup with more details on a project or folder. Select

to show actions available. See Manage projects for more details.

Type

Indicates whether this entry is a Workspace project, a folder, or a Mobile scorecard.

Manage projects

To manage projects, select one or more projects from the project list.

From the blue action bar, you can select the following actions:

Action

Description

Delete

When selected, a confirmation dialog prompts you to confirm the deletion of a Workspace project or Mobile scorecard. Select OK to confirm.

Share

This action allows you to share your project. See Share projects.

Rename

Opens up a Rename: name dialog to rename your project. Select Save to save the new name for the project.

Copy

Immediately copies the selected project to a new project with name original name (Copy).

Immediately pins the project to the top of the list. Adds the

indicator.

Tag

Opens up the Tag Project dialog. You can select an existing tag or add new tags. Select Save to save the tags for the project.

Approve or Unapprove

Approves or unapproves the project.

Export CSV

Immediately downloads a file containing a comma-separated value list of the projects.

Move to

This action allows you to move the project to a folder. In the Select Folder dialog, select a folder from the Folder list, and select Move.

Within a project, the menu provides options for managing your project, adding components, finding help, and more. You can also access each menu option by keyboard shortcuts.

Menu item

Description

Project

This menu includes common actions for project management, including New, Open, Save, Save as, and Save as company report. You can also refresh the entire project to retrieve the most recent data and definitions by clicking Refresh Project. Download CSV and PDF options enable you to export data from Workspace. Project Info & Settings offers many options for managing your project.

Edit

Undo or redo your last action. Clear All resets your project to a blank starting point.

Insert

Insert new panels or visualizations from this menu. You can also insert new panels and visualizations from the left rail.

Components

Create new segment, calculated metric, date range, or alert components from your project. You can also create new components from the left rail. If your component definitions have recently changed, Refresh Components retrieves the latest definitions.

Share

Curate, share and schedule PDF/CSV projects to recipients in your organization.

Help

Access help documentation, videos, and the Analytics Experience League community. Manage the visibility of Workspace tips as well as the debugger. Find details about Workspace and factors that impact project performance.

Share button or Owner

If you are in an Own or Edit for the project, the Share button in the top-right gives you one-click access to manage your project recipients. If you are in a Duplicate or View role for the project, you see the project owner’s name.

Project Info & Settings

Workspace > Project > Project Info & settings provides project-level information on the currently active project.

Project Info

Settings include:

Setting

Description

Project Name

The name given to the project. You can double-click the name to edit it.

Owner

Project owner name

Last Modified

Date of last modification to the project.

Left rail

Within a project, various icons are available in the left rail, and each represents important tools to build your project:

Icon

Functionality

Panels

Visualizations

Components

Data dictionary

Table of contents

Components (dimensions, metrics, segments, date ranges) in the left rail relate to the active panel data view. A blue border identifies the active panel, and the active report suite is listed at the top of the component rail.

Here is a video on using the right-click menu in Analysis Workspace:

See Using the context menu for a demo video.

Project canvas

The project canvas is where you bring together panels, tables, visualizations, and components to build your analysis. A project can contain many panels, and each panel can contain many tables and visualizations.

Panels are helpful when you want to organize your projects according to time periods, report suites, or analysis use case. The active panel has a colored border around it, and determines what components are available in the left rail.

Depending on the starting point you chose for your projects, you either have a freeform table or a blank panel in the canvas to begin with. The quickest way to start analyzing is to select one or many components and simply drag & drop them into the project canvas. A table of data is rendered automatically for you. Learn more about the different options for building a table, or leverage the available training tutorial for more guidance on building your first project.

Project list

Manage projects

Menu bar

Project Info & Settings

Left rail

Right-click menu

Project canvas