Skill Exchange Event Aug 2023 - Learn track - Adobe Analytics: Analyzing the data
Freeform Tables are the flexible foundation of Analysis Workspace - mastering these powerful tables will take you far in your Workspace journey
Segments are a highly flexible way to filter and dig deep into your data, and can be applied globally, at the metric level, or can be used as standalone dimensions
Panels offer shortcuts to complex analyses - the quick insights panel in particular is a great option to simply answer questions facing your business
Thanks for having me. I’m Taylor Baker and I’m a product manager with Adobe Analytics. Sean just walked you through the basics of the workspace user interface. Now I’ll show you how to take it one step further and discover insights from your data. First, a bit about me. I’ve been a product manager at Adobe for about a year, and I’ve been working in analytics both in consulting and in tech for about five years. I joined Adobe after getting my MBA from Northwestern, and I was excited to move back to Utah, close to family and the outdoors. Outside of work, I love bike rides with my kids, snowboarding and baking sourdough bread. I’ll be live for a Q&A, so if you have questions, go ahead and drop them in the chat, and I’ll answer them later in the presentation. I’m first going to quickly review the common metrics used in Adobe Analytics. After that, I’ll show you how to build a freeform table, which I like to say forms the foundation of data analysis in a workspace. I’ll then show you how to dig deeper with different workspace components, and we’ll wrap up with an exploration of panels, another way to quickly discover insights. Before we dive into analyzing our data, let’s define some of the foundational metrics we’ll use in our analysis. Three metrics form the foundation of analysis in workspace. First is a visitor. This is a single person or a unique user. A visitor may consist of multiple visits, and visitor KPIs might be called people, users, devices, or more. Second is a visit. A visitor may visit more than one page during a single sitting. This single sitting is referred to as a visit or a session. A visit is always tied to a time period. The most common way that a session ends is if the user has been inactive for more than 30 minutes. Finally, a page view. A page view is counted for each server call that is sent. In the analytics world, you may also hear this referred to as a hit. As mentioned, there may be multiple page views associated with a single visit or a session. Let’s recap with an example. If I visit my favorite retail website, let’s say, Lego.com, I’m a dad after all, and a huge fan of the new sports car Lego sets, I’ll be counted as a single visitor. When I visit Lego.com, I’m going to browse through several different pages, looking at different items I’d like to buy. For example, maybe a Lego set for my kid that’s focused on Star Wars, or if I want to buy something for myself, the new Lego Land Rover Defender model. I’m still counted as a single visitor with a single visit, but the page view count increases with each page I visit as I browse. If I return to Lego the next day because I got to sign off from my spouse to buy that Defender model or to buy a toy for my kid, I’m still only counted as a single visitor. But now the number of visits associated with me has increased to two, and the number of page views will again increase by the number of pages I visit that second day. A visit is always tied to a time period, and the most common way that a session ends is if the user has been inactive for more than 30 minutes. Now that you understand the foundational metrics that we will be using, I’m going to show you how to build a freeform table. A freeform table is one of the easiest and most flexible ways to get answers from your data. Let’s start by creating a new blank project in Workspace. From the landing page that Sean shared with you, click Create New Project, and then select Blank Project. Or you can simply click the Blank Project card in the Show More banner at the top of the landing page.
A blank project typically opens with an empty freeform table. If you need to add a freeform table, you have several different options. First, you can navigate over to the left rail and select the panel icon, and then drag and drop the freeform table into your workspace.
Second, you can navigate to the left rail and select the viz icon, and then drag and drop the freeform table within your panel. Third, you can select the freeform table from the blank panel selector.
Fourth, you can click the plus button at the bottom of any panel within your project and select the freeform table icon. After adding a freeform table to your workspace, click the plus button at the bottom of any panel within your project After adding a freeform table to your workspace project, whichever way you decided to do it, the first thing you want to do is select the date range we want to explore from the calendar in the upper right-hand corner. We’ll select the last 53 full weeks.
Now, we’ll select a metric to create what’s called a time series or a trended table. I’m going to drop in Unique Visitors. As you can see, the freeform table automatically adds the day dimension to complete my table. If I go to the top, I can control how many rows I want to view at one time.
I can also use the arrows here to go back and forth between pages so that I can skip between different data points. To swap out a dimension, all I need to do is go into the left rail, drag and drop a new dimension over the column header. We’ll drop in the page dimension to see what pages our visitors are exploring. To create a breakdown, I can drag and drop another dimension into the table while I drag Customer Tier, or I can right-click that dimension and create a breakdown from a list or by searching for it. We’ll look at the location country for one of these tiers. Each time you create a freeform table, think about these three key requirements. When, what, and how many. When is your date range, what is what you’re trying to analyze, is your dimension, and how many is your metric. Second, think about what you want your finished table to look like. Typically, you’ll want your metrics to be your columns and your dimensions to be your rows. So drag your metrics over to the right half of the table and your dimensions to the left. Let’s try what we just learned with an exercise. Let’s think about how we would answer the question, what page was the most visited in the month of April. The when is a date range from April 1st to April 30th. The what is the page name dimension. And the how many is the metric visits. Putting it together in my data set, I get a table that looks like this, where I have a row for each page, and I can see how many visits each page received in April. My home page ended up being the most visited page.
Let’s try another example question. Which browser did your visits originate from in the month of March? The when, or date range, is the month of March. The what, or dimension, is browser type. The how many, or metric, is visits. And here’s what the table would look like for browser visits in March.
As you can see, Google Chrome is the most used browser. Now that we’ve mastered building our table, I’d like to point out some tips. Have you noticed those blue prompts that show up as we built our table? These are drop zone guides, and they’ll pop up and help you as you build your table. The add guide, like what’s shown here, will help you find the right spot to drop a metric or a dimension.
The replace guide will appear when you’re dropping a dimension over another dimension. And the breakdown guide will appear when you break down one or more dimension items by another dimension. Lastly, the filter by guide will appear when you filter the table by segments. We’ll talk more about segments later, but in this example, online revenue will be filtered by new visitors, so that only revenue from new visitors will show up in the table. Now, let’s talk about date ranges. While choosing our date ranges from the calendar in the last example was pretty simple, there are several flexible and powerful options for creating just the right date range for your analysis. The calendar and analysis workspace lets you select a date range from a calendar or from a drop down menu of presets. When you select a date range, it applies only to its panel within your workspace project, where you have the option to apply the date range you’ve just selected to all panels within a project. If you don’t specify a date range, workspace will default to the current month. Dates don’t have to be limited to a panel. You can also drag and drop dates and time dimensions into a workspace project. For example, in our first example project, unique visitors were broken down by the day dimension. Lastly, rolling dates allow you to create reports based on when you ran the report. For example, a report that always gives the data for the last 30 days. You can select preset rolling dates or you can create your own, and we’ll get into that more in just a few slides. Date ranges can be provided by Adobe or can be created custom. They can be applied in the panel calendar or created using the date range builder. You can find pre-created date ranges in the calendar or in the left component rail. You’ll notice various components in a separate date range section in the left rail. You can drag these date ranges into a workspace project. You can also create your own custom date ranges that will show up in the calendar as well as in the date range section of the left rail. Let’s learn about those next. In this example, I’m showing you how to easily compare visits from this year to total revenue in a different time frame. This month, and then unique visitors from a third time frame today.
Here we’re adding this year, and then unique visitors will add the date range today.
It’s as easy as dragging and dropping.
You can create a new date range either by going to the components menu and selecting create date range or by clicking the plus button next to the date range component in the left rail. Let’s create a custom date range with a rolling time period of one month, two months ago. To do that, select the month two months ago and use the rolling dates box. Open the details to make sure it’s set up the way you want it. Then you can drag that from the left rail. We called it skills exchange two months ago. And use the date month to add or subtract the number of months, weeks, or days that you need for the perfect date. Now the date range, which we called skills exchange two months ago, will show up in the left rail where you can drag and drop it into your analysis.
A common use case of date range components is when you want to compare a metric over two different time periods. Analysis workspace lets you compare metrics year over year, quarter over quarter, month over month, week over week, and more between any two custom date ranges. It also has a date comparison feature that automatically includes a difference column which shows you the percentage change between two time periods, which I’ll show you next. Let’s head over to the freeform table. Here I have visits for pages during the month of May. Right click on the metric column to navigate to compare time periods. The three options that show up depend on the table’s date range. You’ll notice that workspace creates the date comparison, adding another column with visits, and filtering that by a custom date range of the previous month.
Also, a new column with the percentage change between the two metrics is auto-created. This feature can quickly help you compare any metric over a specific time frame for your analysis.
See, in this case, those two columns were created automatically so we can quickly compare. Here’s an example. If you want to know the percent change in revenue for each of your products between May and April, you’d start with a freeform table with your product mention and revenue metric and set your date range to May. Then you would right click the revenue column and choose a time period comparison prior month to this date range. There you have it, a freeform table showing percent change in revenue for your products between May and April. There you go. Now, let’s talk about applying segments. Adobe Analytics lets you build, manage, share, and apply powerful, focused audience segments to your reports using Analytics capabilities. The Adobe Experience Cloud, Adobe Target, and other integrated Adobe products. In this section, we’re going to learn about how to leverage these segments to help you manage your products. First, what is a segment? Segments allow you to identify subsets of visitors based on characteristics or website interactions. Segments are designed as codified audience insights that you can build for your specific needs and then verify, edit, and share with other team members or use in other Adobe products and Analytics capabilities. Broadly, segments can be of four types. You can segment visitors based on attributes, which might include browser type, device, or country. You can also segment visitors based on interactions, which describes how they interact with your touch points, which campaign, keyword search, or search engine. Third, you can use the service service for service management. In this section, we’re going to talk about the different types of service that you can use to manage and manage your products. Third, you can segment visitors based on entry and exits, which define where they’re entering your website from, where they land, and the last page before they exit your website, and more. Finally, you can build segments around visitors based on custom variables, product ID, form field, or anything else. You can find segments in Workspace in the left rail with your other components. There are three main use cases for segments. First, they can be dragged and dropped into any panel you may be working on to filter data in tables or in visualizations. Second, segments can also be used as dimensions to compare against metrics. And third, you can also break down dimensions by segments. That’s a lot of power and flexibility, so let’s see some examples of these use cases. There are a couple of ways you could use segments to filter data in your panel. The first is to apply the segment globally so that it applies to all the data in the panel. Here I have a freeform table, and I’m going to pick my segments and drop them onto the segment drop zone at the top of the panel. As I’m adding these segments, you’ll notice from the data that this table is dynamically changing and is being filtered by the segment applied. I can add more segments here too and stack them so that they’ll filter down to only the data that exists in all the segments at the top of the panel.
So here we’re filtering for new visitors and for purchases and for users in the US.
Another way to apply segments is to apply them at a metric or column level. This is helpful when you’re trying to compare a metric filtered by some condition against the same metric without the filter. So let’s say I want to compare my visits against all of my pages from mobile phone to visits against all of my pages from a non-mobile phone.
Now I’m going to start with my freeform table here with pages as the dimensions and visits as my metric. I’m going to search for a segment I’ve created called visits from mobile device and drag and drop. And now I’m going to add a second visits column and I’ll search for my segment, visits from non-mobile devices and drag that over to the second visit column.
Now I can easily compare and contrast for every page the visits from a mobile device versus visits from a non-mobile device.
Another really great way to use segments is to use them as dimensions. I have a table here with visits and page views as two column metrics and page as the dimension. I’m going to go ahead and replace the page dimension with a segment, visits from social sites. Now that I have replaced the page dimension with just that one segment, visits from social sites, but I want to see another segment in this list. Let’s do visits from search engines.
As I drop segments onto the header, it adds another row, allowing me to easily compare visits and page views from search engines to visits and page views from social sites.
So you’ll see here adding from search engines to compare.
How would we use segments to find the most popular page visited in the United States from a mobile device in July of 2022? Let’s start with a free form table with the date range set to July, 2022 with visits as a metric and page as the dimension. Now we’re going to stack two segments to get the answer we need. Drag and drop the segment, visits from mobile devices and the segment USA into the top panel to find the most popular page visits in the United States from a mobile device.
And it’s as easy as that.
Let’s take it up a notch. Let’s find the month over month change in visits and page views from visits from mobile devices between June and July. We start with a free form table with visits and page views as the metrics and July as the date range. Use the segments, visits from mobile devices in USA to filter the panel. And now we use the compare time period feature twice. Once for the visits metric and once for the page views metric. So we’d give a great month over month view of visits and page views for visits from mobile devices.
Here’s the first comparison and here’s the second comparison. Moving into our final section and one of my favorite features of workspace, panels. Quick Insights is a panel specifically built to answer business questions quickly and is a great tool for beginners. You have two ways to access the Quick Insights panel. First, you can navigate to the left rail and click on the panels icon and then drag and drop the Quick Insights table into the project. Otherwise, if you prefer, you can simply click the Quick Insights card in the bottom panel and then click the Quick Insights card in the blank panel vis selector.
So here’s dragging it from the left rail and here’s clicking on it in the panel.
Two quick ways to get the Quick Insights panel.
When you first start using Analysis Workspace, you might wonder what visualizations would be most useful, which dimensions and metrics might facilitate insights and where to drag and drop items. Quick Insights can help you with this. It uses an algorithm to show you the most relevant dimensions, metrics, segments, and date ranges based on your company’s usage and data. In fact, you’ll see dimensions, metrics, and segments tagged as popular in the dropdown list. Quick Insights helps you properly build a data table and an accompanying visualization, learn the terminology and vocabulary for basic components, do simple breakdowns, add multiple metrics, or compare segments easily within the table. You can even change visualization types to help you try out new ones and see what works best with your data. When you first start out, go through the short tutorial that teaches you some of the Quick Insights panel basics.
You’ll start by selecting your building blocks, also known as components. These are the same components we use just to build our freeform table. You must select at least one dimension and one metric for a table to be built automatically. And here, as we’re scrolling through, we can see which ones are tagged as possible or popular within this dataset. And same thing for the metrics here.
And that will show up relevant to your company’s data.
You can drag and drop your components from the left rail, like we did in the freeform table, or you can use the dropdown. Notice that these first dimensions are labeled as popular, indicating that others in my company might have been using them. You can also search for a dimension right from the dropdown menu. Here I’m adding page from the dropdown menu and visits metric via the left rail after I drag and drop it.
If you know what you’re looking for, start typing and Quick Insights will fill in the blanks for you. Here I’ve searched for page underneath dimensions and visits underneath metric.
When you’ve added at least one dimension and one metric, the following will be created for you. A freeform table with a dimension, here marketing channel, and the metric here, bounce rate. You’ll notice that the segment iOS has also been applied to the metric. An accompanying visualization, in this case, a bar chart, will show up. The visualization that’s generated is based on the type of data you added to the table. For any time-based data, such as visits per day or month, that defaults to a line chart. For any non-time-based data, such as visits per device, that defaults to a bar chart, as we see here. You can change the type of visualization by clicking on the dropdown arrow next to the visualization type, which we’re swapping out here.
Quick Insights can also make breakdowns easier. Click on the plus breakdown option below your dimension to select what to break down your dimensions by. Here we’ll break down marketing channel by page. There’s the add breakdown, and select page. And that automatically breaks down the data. You can use up to three levels of breakdowns on dimensions to drill down to the data you really need. Here we break down further by page, as well as by ad.
Just taking it one step further from the last example. You can also add up to two more metrics by clicking add metric. You can add up to two more segments and choose to either combine or compare them in the table.
The second panel we’re going to explore is the attribution panel. A given customer journey isn’t linear and is often very unpredictable. Each customer proceeds at their own pace. Often they double back, stall, restart, or engage in other nonlinear behavior. These organic actions make it difficult to know the impact of marketing efforts across the customer journey. It also hampers efforts to tie multiple channels of data together. Attribution gives analysts the ability to customize how dimension items get credit for success events. And Adobe Analytics enhances attribution by letting users first define attribution beyond paid media. Second, break down attribution by segments. Third, inspect channel crossover and multi-touch analysis. And fourth, analyze key marketing sequences visually. A visitor to your site clicks a paid search link to one of your product pages. They add the product to the cart, but don’t purchase it. The next day, they see a social media post from one of their friends, click that link, and then complete the purchase. Attribution gives analysts the ability to customize how those marketing efforts get credit for the success event completing a purchase. The attribution panel is an easy way to build an analysis comparing different attribution models. There are two primary ways to add the attribution panel. First, you can click the panel icon on the left rail and drag the attribution panel into your analysis workspace. Otherwise, similar to the Quick Insights panel, you can select it from the blank panel of this selector.
Add a metric that you want to attribute. Here, I’m interested in learning more about online orders.
Next, add any dimension to attribute against. Examples include marketing channels or custom dimensions such as internal promotions. Here, we’ll use campaign version, which will show us the impact of a few different campaigns on our online orders.
Then, select the attribution models that you want to use. The model describes the distribution of conversions to the hits in a group. Common models include first touch, last touch, and linear models. We’ll select these three for this example and compare results.
Finally, you’ll select a look-back window you want to use. The look-back window describes which groupings of hits are considered for each model. It should be the amount we want to look back to include touch points towards conversion. As you can imagine, attribution models that give more credit to first interactions see larger differences when viewing different look-back windows. Once you’ve chosen your inputs, click Build.
The attribution panel then lets you look across the different models of attribution and see what dimension is making the biggest difference. The top of the panel returns your total metric value, in this case, total online orders, and a visualization showing the different levels of impact for the dimension we selected. In this example, I can see that whether I look at it from first touch, linear, or algorithmic attribution, the campaign B had that biggest impact on online orders followed by A and then C. Below the summary visualization and number at the top, there’s a table to help you better compare and contrast the results for the various attribution models selected in the panel. Below that, there are additional visualizations that help explain the differences in impact between the levels of the dimensions selected.
That wraps up the Analyze section of today’s session. I hope I helped you give a sense of how easy it is to get answers in the business questions you have with the power of Analysis Workspace. I’m going to stick around for the Q&A, and if you haven’t already, go ahead and drop your questions in the chat and I’ll answer them now. Hey, Taylor, nice to see you.
Thanks so much for joining us. Thank you, Brad. I’m happy to be here. Thanks for having me. All right. Are you ready for some questions? I’m ready. Let’s do it. All right. The chat pod was active, so we’ve got a few questions for you to start off the bat. The first one is from Jafar. For a quick search, does the generic data for such questions such as which page we visited exist? That one, I might need a little more clarification on. Jafar, if you can chat in and explain what you mean by quick search, I’m happy to help. As far as page visits, that’s data that definitely most companies should have right off the bat, but yeah, I’d love to hear a bit more about what you mean by quick search.
Sounds good. Jafar, it is back with some more info on that one. All right, our next question from anonymous. What does EVAR mean? Yeah, EVAR, great question, is also known as a conversion variable, and it’s a way to tag conversion events, to tag individual visitors who visit your webpages. The conversion events is basically the manner in which they are taking an action. That conversion event could be clicking a specific button, it could be making a purchase, and an EVAR is a way to track those conversion events for individual visitors. It’s a really powerful way to figure out how well your website’s performing and figure out how to optimize it.
Awesome, thanks.
Next question, can you create a date range that excludes certain dates, perhaps an outlier that you can kind of contain in a promotion? Yeah, within the custom date dimension builder, the custom component builder, you can’t, unfortunately, but there are ways definitely to get at that data. So if let’s say there was an anomaly on March 15th, you could look at the entire month of March and put that into a free form table, and then looking at the rows for every single day, you can break that down and delete the row for March 15th, if that’s when the anomaly was, and then you can see that data without that anomaly, without that date that you want to exclude. So you can definitely do it within a free form table, but it’s sort of a post analysis type thing. You can’t do it within the custom date range builder, unfortunately, but I think that’s a great future idea, and I’ll add it to my list of things to explore.
Nice, leaving here, not only with questions answered, but a new idea to create a better version of Adobe Analytics, it’s awesome. Send more, I’m happy to add more to my list. Nice, nice, nice. Question from Jessica. She mentioned that she loved your part of the Skill Exchange so far, but she wants to know if there’s any exercises on how to create new reports. Yes, Jessica, there’s a great one that actually we’re working on and looking at the second version of right now, but even the first version is fantastic, and it’s called the training tutorial template. Once you get into Workspace, if you go to the learning page and open up the training tutorial card, it’s a way that will take you step by step through building a freeform table for the first time, building a report or a project for the first time. It’ll explain what’s a metric, what’s a dimension. It’s essentially a lot of the PowerPoint presentation that I just gave, but you can take actions yourself the entire time, and I think it’s a fantastic way to learn how to build a new report from scratch, so I definitely recommend that as your first place to go, and beyond that, we also have a lot of default templates for different reports that you can use to explore different ways to analyze your data and not have to build things from scratch, but if you want that from scratch process, the training tutorial template on the learning page is a great way to go.
Awesome, awesome, awesome. Another question, where can we get a full list of available segments and dimensions and their descriptions and definitions? Yeah, that’s a good question, and the first place that I’d look is actually within the live data that’s in Adobe Analytics. If you’re in Workspace, if you look at the left rail, you can filter and search through your dimensions and metrics and look at the entire list, all in that left rail. You can also see the descriptions and definitions for those components in the left rail. If you hover over the eye icon or the information icon, it will give you the description and definition that either your admin or the user who created that component gave when they created it, which ideally should tell you how to use it, when, and what other metrics that you can use in combination with it. That’s all on the left rail. Got it, got it, got it. Question from Kristen. When asking Adobe to calculate a metric or compare time periods to calculate percentage change, for example, can we set the percentage change to be dynamic and update as the date range changes, or is it a static metric? Yeah, so let me take a second to think about that. When asking Adobe to calculate a metric or compare time periods, yes. So that’s actually automatically dynamic. So let’s say that you have a certain month that you’re looking at and comparing, but you’re not all the way through the month, that percent change column will automatically look at the number of days that have already happened in the month and compare it to a different month. And then as days continue to happen over time within that month, the percent change column will dynamically automatically update. You don’t need to change that setting. It’s automatically dynamic.
Awesome, thank you for that question, Kristen. Next one is from Inderpreet. What if a user is using both mobile device and a laptop with the same account ID? Will the Adobe account be as a single visitor or as two visitors? I wish that I could answer that. Unfortunately, I’m not the right expert for that. I mostly focus on the UI and what you interact with within Workspace, how you build out data visualizations, not as much on the backend with ingesting data. But Experience League does have a lot of content on that, and I highly recommend going there. There are customer support threads that you can chat into to ask that exact question, and within Experience League, quickly, I know all the product managers that work on it, they’ll respond quickly and get back to you with an answer on that. And I’m sure other people have had that exact same question. So fingers crossed that’s on Experience League, and you can find that right away. But unfortunately, I can’t help right now. No worries, all roads lead back to Experience League. It’s all good, it’s all good. All right, next question. For A-B testing and conversion rate optimization, can Adobe Analytics calculate the sample size and durations needed to run an A-B test, as well as calculating conversion rates for each variation call to action within the experience? Yeah, I have not worked on Target very much, but I would point you to Experience League to the Target resources specifically, and that will, you’ll be able to find an answer for that one pretty quickly. But yeah, I apologize for not being able to give more details on that.
No worries, no worries.
Next question. Is there a way to specify a subset of pages for analysis? The report suite is just our whole company website, and I’m interested in only a couple of pages associated with my department. Yes, yeah, of course. There should be a page dimension within that report suite, and in the page dimension, you can break down any page on your website as long as it’s tagged when the data is ingested initially by your admin. The page dimension could be anything from the homepage to the purchase website, and that page dimension will break down every single page automatically. I recommend dragging that page dimension into a freeform table within a workspace project as your first action, and then you’ll be able to see all of the pages that are in that report suite. If you wanna filter it down to only select pages, you can either filter within the freeform table by the name of the page, or you can delete specific rows dynamically within the freeform table to only look at a specific subset.
Nice. This next question actually has a little bit more deeper on that rows part that you just made, so it was perfect, perfect segue. Yeah, sure. Can you customize how many rows of a dimension can have the breakout applied? Like example, can you have a breakout applied to only 20 or 50 rows of that dimension? Yes, yeah. So within the freeform table, you can specify how many number rows you want to see. You can do the same thing when you’re breaking down a specific part of a dimension. So let’s say you’re breaking down a page by the personas that are on that page. If you drag that personas metric or the personas dimension onto the page dimension, you can see either five, which is the default, or you can click the little five number and expand that out to 20, 30, however many you want, and you can show that all within the freeform table. So there’s a lot of flexibility in breaking that out.
Got it, thanks, thanks, thanks. Yeah. Next question is from Cy. He’s got a question about ClickMap and the object ID. He thought that it is like recorded in the Adobe Debugger, but he can’t seem to find it in the analytics report. Do you know why that is? Cy, unfortunately, I don’t. I’m not familiar with ClickMap, but again, sorry to keep on harping on Experience League. It is fantastic though, but I’d point you back to Experience League to search for more on that. And I’m happy to dig in more and reach out directly, but right now, don’t have a great response. No worries, thank you so much. Next question is from Will. On creating a table with segments as the dimension, is it possible to have the top of the columns put in averages instead of a sum? Yes, so if you’re, yeah, if you’re looking at segments as a dimension, it is possible to look at averages instead of the sum. You can create also custom metrics, and those custom metrics can be averages, sums, whatever you want them to be, any combination. You can do any kind of math you want on that, on those custom metrics. And I think that may be the best way to do it because then you can really customize it and get it the insight that you need. But yes, yeah, by default, you can definitely do averages, sums, those types of analyses within a freeform table.
Awesome. Next question is from Brian. Is there a way to create a dynamic table of contents of all the visualizations with links to those visualizations in a panel or panel description, and possibly a table of contents for the entire workspace that looks at all panels and all visualizations? Yeah, there are a couple of ways that you can do it. One, there is a table of contents vis that you can use that will create a basic table of contents for the project. However, if you want to get really deep into it, you could use the text vis, and you can look at all of the individual visualization links and copy and paste those links into this text vis and create your own custom table of contents that gets a bit more detailed than the default one that we offer. But yeah, there are a couple of ways to get at that, and I’ve used it before in my projects. I usually go the custom text vis route and build my own table of contents because I like to be able to really make it my own. But we offer the default option as well. Got it, got it. Okay, next question. Workspace seems to have a lot of different capabilities, but let’s say I’m not really sure where to start. Where should I focus as a new user to try to learn analysis workspace? There are a few great places to look. The first, I’m biased because I helped build it out, is the learning page within Adobe Analytics. Underneath the landing page, you can look under learning and you’ll find learning resources that are tailored by experience level, your business goal, and more. And there are specific learning paths for your different business objectives that you can look at. The second one, which you may be tired of hearing about by now is Experience League, which I know that the team who builds that Experience League content, and they’re highly, highly invested in your learning outcomes and building simple, accessible materials to answer anything from beginner to expert. And then the third is another option, which is our YouTube channel on Adobe Analytics. And it has the same content as Experience League, but it’s packaged into some playlists that are built out by Experience League or by experience level feature, and then your business need. But first I focus on the learning page and on Experience League, which are both really dynamic and have a lot of content.
Awesome, awesome, awesome. Next question. How does the Freeform Table Vis differ from other visualizations in Adobe Analytics? And what are some specific use cases where it can be really, really powerful? Yeah, the Freeform Table is probably my favorite visualization. It’s also our most flexible visualization, and it’s not only me, it seems, it’s also our most used Vis in general in Adobe Analytics because it’s so flexible. The best part is that you can drag in any metric, dimension or date range into the Freeform Table and really quickly find relevant insights. You can delete certain rows to only highlight certain insights. And it’s really simple to filter and break down the data as we talked about earlier with some of the other features. One of my favorite feature is that comparison feature that was highlighted earlier, where you can right click on a column metric and then choose a time period comparison. And I love how quickly it adds on those columns and quickly compares the two with that percentage metric, which is really helpful.
Awesome. Got one last question for you. When creating a custom date range, is it possible to have the date roll backwards instead of forward? Hmm.
I know I worked with the team that built that, the rolling dates, and I am confident that you can roll it. Yeah, I’m pretty positive that you can roll it both ways. I honestly need to look into it more to confirm, but I do believe that you can do it both ways.
Awesome, awesome, awesome. Well, that’s all the time we have with you here today, Taylor. Thank you so much, everyone, for all of your thoughtful questions. And Taylor, thank you so much for joining us live. Thank you. Thanks for having me. Thanks everybody.