Analysis Workspace allows you to build analyses quickly to gather insights and then share those insights with others. Using the drag-and-drop browser interface, you can craft your analysis, add visualizations to bring data to life, curate a dataset, and share and schedule projects with anyone you choose.
This video demonstrates the functionality using Adobe Analytics. However, the functionality is similarly available in Customer Journey Analytics. Be aware of the following differences in terminlogy.
Adobe Analytics | Customer Journey Analytics |
---|---|
Segments | Filters |
Visitor | Person |
Visit | Session |
Hit | Event |
The following image and accompanying table explain the main elements in the Analysis Workspace user interface:
Location | Name and function |
---|---|
🅐 | Contains the name of the project, a menu structure to access functionality, a button to return back to your Project list, and a Share button to share your Workspace project. Select the name of your project (for example: New project) at any time to change the name. Select to mark your project as a favorite project . |
🅑 | Button panel: Contains buttons for accessing the key features of Analysis Workspace: |
🅒 | Left panel: This area contains individual panels, visualizations, components, or lists. The content depends on the button selected in the button panel. |
🅓 | Canvas: The main area where you drag content from the left panel to build your project. The project dynamically updates as you add panels, add visualizations to panels, and add components to visualizations. You can create multiple panels, and within each panel you can create multiple visualizations. Each panel is based on a selected data view. The selected data view determines available components like metrics and dimensions. See Panels - Data view for more information. |
The key features of Analysis Workspace are available through the button panel:
Icon | Feature | Description |
---|---|---|
Panels | Panels are used to organize your analysis within a project and can contain many tables & visualizations. Many of the panels provided in Analysis Workspace generate a full set of analyses based on a few user inputs. | |
Guided Analysis | Guided analysis allows you to self-serve high quality data and insights about the customer journey through guided workflows. You can create an analysis for inclusion in your Workspace project, or include an existing analysis previously saved. | |
Visualizations | Visualizations, such as a bar or line chart, can be used to bring data visually to life. On the far left panel, select the middle Visualizations icon to see the full list of visualizations available. | |
Components | Components include the following elements: | |
Table of contents | The table of contents organizes all panels and visualizations included in the project into a collapsible list, allowing you to access a specific panel or visualization quickly. | |
Data dictionary | The Data dictionary helps both users and administrators keep track of and better understand the components in their Analytics environment. |
Most of the functionality of Analysis Workspace is available through drag and drop, and trough context menus within panels, visualizations and components.
Functionality is also available through the Workspace menu and shortcuts or hotkeys. Shortcut keys differ depending on the operating system that your browser is running on. See the tables below for an overview.
Note that on your keyboard the following symbols might be used:
See the tables below for an overview of the available menus.
Project | Shortcut Mac | Shortcut Windows | Description |
---|---|---|---|
Create project | shift+cmd+p | shift+ctrl+p | Create a new project. |
Create a mobile scorecard | Create a new mobile scorecard. | ||
Open… | cmd+o | ctrl+o | Open an existing project. |
Open previous version… | opt+cmd+o | alt+ctrl+o | Open earlier versions of your project. |
Save | cmd+s | ctrl+s | Save your project. |
Save with notes… | opt+cmd+s | alt+ctrl+s | Add notes to the project version that you save. |
Save as… | shift+cmd+s | shift+ctrl+s | Save the project using a different name and details. |
Refresh project | opt+r | alt+r | Refresh the project. |
Download CSV | shift+cmd+v | shift+ctrl+v | Download the project as a CSV file. |
Download PDF | shift+cmd+b | shift+ctrl+b | Download the project as a PDF document. |
Project info & settings | Define settings for your projects, such as name, tags, color palette, and more. | ||
User settings | Configure preferences for using Analysis Workspace. |
Edit | Shortcut Mac | Shortcut Windows | Description |
---|---|---|---|
Undo | cmd+z | ctrl+z | Undo the previous action. |
Redo | cmd+shift+z | ctrl+shift+z | Redo the previous action. |
Clear all | opt+w | alt+w | Clear all panels in the current project. |
Insert | Shortcut Mac | Shortcut Windows | Description |
---|---|---|---|
Blank panel | opt+b | alt+b | Insert a Blank panel. |
Media concurrent viewers | opt+h | alt-h | Insert a Media concurrent viewers panel. |
Media playback time spent | opt+i | alt+i | Insert a Media playback time spent panel. |
Media average minute audience | opt+m | alt+m | Insert a Media average minute audience panel. |
Attribution | opt+e | alt+e | Insert an Attribution panel. |
Freeform | opt+a | alt+a | Insert a Freeform panel. |
Quick insights | opt+j | alt+j | Insert a Quick insights panel. |
Experimentation | opt+x | alt+x | Insert an Experimentation panel. |
Freeform table | opt+1 | alt+1 | Insert a Freeform table visualization. |
Line | opt+2 | alt+2 | Insert a Line visualization. |
Bar | opt+3 | alt+3 | Insert a Bar visualization. |
Combo | opt+4 | alt+4 | Insert a Combo visualization. |
Components | Shortcut Mac | Shortcut Windows | Description |
---|---|---|---|
Create filter… | shift+cmd+e | shift+ctrl+e | Create a new filter. |
Create metric… | shift+cmd+c | shift+ctrl+c | Create a new calculated metric. |
Create date range… | shift+cmd+d | shift+ctrl+d | Create a new date range. |
Create annotation… | shift+cmd+o | shift+ctrl+o | Create a new annotation. |
Create audience… | shift+cmd+u | shift+ctrl+u | Create a new audience. |
Refewsh components | opt+shift+r | alt+shift+r | Refresh the components in the project. |
Share | Shortcut Mac | Shortcut Windows | Description |
---|---|---|---|
Share with Workspace users | cmd+h | ctrl+h | Share the project with other Workspace users. |
Share with anyone | opt+l | alt+l | Share a read-only version of the project with anyone. |
Send file | opt+s | alt+s | Send the project as a CSV or PDF file to other recipients. |
Schedule file export | shift+opt+s | shift+alt+s | Send the project on a schedule as a CSV or PDF file to other recipients. |
Curate project data | shift+cmd+g | shift+ctrl+g | Curate the project data. |
Help | Shortcut Mac | Shortcut Windows | Description |
---|---|---|---|
Videos | Open the Customer Journey Analytics YouTube channel in a new browser tab. | ||
Help documentation | Open the documentation (you are actually reading just now…) in a new browser tab. | ||
Help forum | Open the Adobe Analytics Experience League communities forum in a new browser tab. | ||
Hotkeys | Show an overview of the hotkeys (shortcuts) you can use in Workspace. | ||
Enable debugger | Enable the debugger. Your project will reload. | ||
Disable debugger | Disable the debugger. Your project will reload. | ||
Performance | Show a dialog displaying metrics on the Analysis Workspace performance. Use Download as CSV to download a CSV file of the performance metrics. | ||
About Workspace | Show an About Analysis Workspace dialog with version information, feature access levels and active feature flags. |
You synchronize visualizations to control which data table or data source corresponds to a visualization. See manage data sources for more information.
To start using Analysis Workspace:
An analysis in Analysis Workspace is referred to as a project.
You can create a project in Analysis Workspace as described in Create projects.
Projects can be organized into folders and subfolders, as described in Folders in Analysis Workspace.
As you create an analysis in Analysis Workspace, your work is automatically saved.
When you finish building out the project and it’s gathering actionable insights, others might want to consume the project. You can share the project with users and groups in your organization, or even with people outside your organization. For information about sharing a project, see Share projects.