Analysis Workspace Templates

Hello, this is Travis Seywin with Adobe Analytics Product Management and today we’re going to walk through templates in Analysis Workspace. So here on our landing page on the far left we’ve got three columns. We have projects, our new one templates and learning. So if I come to templates, I’m going to start with Adobe templates. So we have out of the box reports or templates that are curated as get start guides for users to quickly start their analysis. These are merely starting points. They can serve to answer high level questions and are here as a way to help you orient your analysis and then build and customize to meet particular business questions or needs. So within the template structure, this is very similar to what has been in Adobe Analytics for a few years now, but we’ve added a few new features both to Adobe Analytics and to Customer Journey Analytics. So here in this column view, I can see some of my templates that have our most popular. I have some favorites, I have some web ones and I have some time parting templates. There is a second view that I can see this is the standard column view that we’re used to in Adobe Analytics, but there’s also now a card view which you can see a quick thumbnail of all the different templates and what they contain, a brief description, the title I can favorite directly on the card. So now I can orient myself here to try and find a template this way. We have a filter rail here on the left to help organize this. So if I want to view just my favorites, I can see those. If I want to see by channel, if I want to see all my mobile templates, I can do that. Or if I want to see all my web ones, I can do that. Or if I want to view it by use case, if I want to see engagement, conversion, audience, whatever it might be, I can use the filters on either of the views to curate what things I’m looking at here. So these are great filters to help navigate and create your analysis. These are data view or report suite dependent. So depending on what you’ve got here, there’s a new drop down here at the top. If you are in the card view, there is a sorting function here. So right now it’s defaulted to most recently used, but you can sort by popular, alphabetical, categorical, things like that. So because of the flexibility that you are given in customer journey analytics, some of the templates have to be pre-configured. So in the filters column, there’s this not ready for use checkbox. If you click that, that just means that you have some components that still need to be mapped and tied to a particular report. So if I click on the site sections preview here, this was one of the ones that was not ready for use before I can see it’s telling me here under the preview, I have some components that are missing. So I’m going to add a site section to my component library within customer journey analytics. So to do that, I click on add, I come into my data view settings. I come to components. I’m going to find my site section here. Here’s my dimension right here. And to do that, I click on the dimension. And what I need to add is a context label that ties my site section to my site session context label. So I’m going to start searching here on my context labels. I see site sections, I add that, and now I save it. And now that I’ve tied my component to this context label, it will enable me to use that template directly back in workspace. I’m going to save and continue. So now I come back to workspace and I reload my page. And now I’ve got site sections here with my not ready for use is off. I can see if I click on it. Now I have my site sections properly mapped with my context label. And I’ve got this out of the box template that I can use for quick reporting to see the different sections of my site and how they’re tracking in terms of session numbers. So that’s what that not ready for use is within customer journey analytics. So if you have any components that need to be mapped, that’s the workflow for doing that. So some of the things to highlight here are I showed you the preview a little bit there, but here on the card, you can see this really easy. If I click on the preview, the preview is a great overview of what the report or the template is all about. So I’ve got a screenshot of the data here, a brief description, whether it’s fair or good or not, why you might want to use the template, what channel it applies to, what use case it has, and then the key dimensions, metrics, and things like that. If there are any other templates that are similar or related to it, then those can be populated here at the bottom. So this is a great way to get to know if you’re not sure what templates to start with, you can click through some of these previews and take a look at them to see what might be helpful for you. Now you can also create new templates for your own organization. These are all the out of the box Adobe templates, but there are organizational templates that are created here as well. So this is a dynamic naming, whatever your org name is, it will automatically populate here with a template stored after it. And then you can have again, the card or column view of the templates themselves here within your org templates. I have some that I’ve created before, but if I wanted to create a new one, person ID, and let’s say I want to modify this and add another component here. Let’s see, I want to see people who have also loaded a project, for example, maybe I care about that. I could go to this and customize it however I wanted to save it as an organizational template. We come to the project menu, click save as template, change the name. This is where all those fields in the preview come into place. You have the description, why you might want to use it. You need to select what channels it applies to. You can select multiple channels if you want, and then at least which use case it would fall under. So engagement, conversion, audience, and so on. So this one I’m concerned about audience. And then you can also give it a tag if you wanted to. And then I click save and come to my org templates. And if I come to audience, I can see I’ve got my person ID template with Travis edits already saved here under my organization templates. I can open that up and I can see the edits that I applied to it. So that’s the option if you have a specific organizational templates that you would like to build for your customers. Only specific admins can create organizational templates, but org templates and Adobe templates are available for consumption by all users. So that is templates coming to customer journey analytics and Adobe analytics. Thank you for your time.