Components overview

Components are features in Customer Journey Analytics that can be used in visualizations (like Freeform table), or to complement reporting features.

To manage components from the main Customer Journey Analytics interface:

1. Select Components from the top bar.
2. Select Components to see an overview of the components you can manage, or directly select the component you want to manage from the menu.

You can manage the following components:

• Filters: Build, manage, share, and apply powerful, focused audience filters to your reports. Filters let you identify subsets of persons based on characteristics or interactions.
• Calculated metrics: Use metrics and formulas as new components for use in reporting
• Date ranges: Customize and refine the date ranges Analysis Workspace offers.
• Annotations: Communicate contextual data nuances and insights to your organization.
• Intelligent alerts: Allow you to be notified based on changed percentages or specific data points.
• Scheduled projects: Manage your scheduled projects.
• Preferences: Manage the preferences for Analysis Workspace.
• Audiences: Create and publish audiences from Customer Journey Analytics to Real-Time Customer Data Platform in Experience Platform for targeting and personalization.
• Exports: Manage your export account and locations.

Analysis Workspace components

Components in Analysis Workspace consist of metrics, dimensions, filters, and date ranges that you can drag-and-drop onto panels and visualizations in your Workspace project. Custom components that you create are added to these panels, such as a calculated metric, or a custom date range.

To access the Components panel, select Components in the button panel.

See Create a project for information on how to use components in a project.

Manage components

You can quickly create a new component using the Components menu in Analysis Workspace. See the Analysis Workspace menu for more details.

You can manage components (individually or by selecting more than one).

1. Select one or more components.

2. From the context menu, or from the Component actions button (at the top of Components), select one of the following actions.

   TIP

   You can select multiple components by holding Shift, or by holding Command (on macOS) or Ctrl (on Windows).

   

   Component action	Description
   Tag	Organize or manage components by applying tags to them. You can then search by tag in the left panel by selecting the filter or typing #. Tags also act as filters in the component managers.
   Favorite	Add the component to your list of favorites. Like tags, you can search by Favorites in the left panel and filter by them in the component managers.
   Un-favorite	Remove the component from your list of favorites.
   Approve	Mark components as Approved to signal to your users that the component is organization-approved. Like tags, you can search and filter by Approved in the left panel. A identifies approved components.
   Share	Share components to users in your organization. This option is available for custom components only, such as filters or calculated metrics.
   Delete	Delete components that you no longer need. This option is available for custom components only, such as filters or calculated metrics.

Custom components can also be managed through their respective Component managers. For example, see Manage filters.

Manage the component list

You can search, filter, and sort the component list in the left panel of Analysis Workspace to locate a particular component.

Search

1. Select Components in the left panel.

2. In the search field, begin typing the name of the component you want to use in your project.

   A color and icon identify the type of component. Dimensions are orange, Filters are blue, Date ranges are purple, and Metrics are green.
   The Adobe icon indicates either a calculated metric template or a filter template. The calculator icon indicates a calculated metric that an administrator in your organization has created.

3. Select the component from the drop-down list.

Filter

1. Select the Components icon in the left panel.

2. Select Filter , or enter # in the search field.

3. Select any of the following filter options to filter the list of components:

   Icon	Filter option	Description
   	Approved	Show only components that are marked as Approved by an administrator.
   	Favorites	Show only components that are in your list of Favorites. For information about adding components to your list of favorites, see Manage components.
   	Dimensions	Show only components that are Dimensions.
   	Metrics	Show only components that are Metrics.
   	Filters	Show only components that are Filters.
   	Date ranges	Show only components that are Date ranges.
   	Tag name	Show only components with the specific selected tags. A dedicated tag is available for Adobe Template which are the default calculated metrics from Adobe.

   Select in a filter to remove the filter.

4. You can optionally sort the component list, as described in Sort the component list.

Sort

1. (Optional) Apply any filters to the component list, as described in Filter the component list.

2. Select Components in the left panel.

3. Select Sort , then select any of the following filter options to sort the list of components.

The following sort options are available:

Access permissions

In Analysis Workspace, administrators can curate which components are exposed to users in reporting.