Projects overview

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:

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.
Show more	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.
Tags	Tags that were applied to the project.
Scheduled	Indicates whether projects are scheduled to be emailed to recipients. See Schedule projects.
Shared link (anyone)	Projects can be shared with anyone, even with people who don’t have access to Analysis Workspace. This column shows whether projects have been shared in this way. See Share a project with anyone (no login required) in Share projects for more information.
Project Role	Indicates your role for the project - owners, edit, duplicate, view.
Report suite	The report suite that the project is associated with.
Owner	The person who created this project (either you or someone who shared the project with you.)
Shared with	Users that the project has been shared with.
Last Modified	Date and time when the project was last modified.
Last Opened	Date and time when the project was last opened.
Last Used	Date and time when the project was last used.
Project ID	The ID of the project.
Longest Date Range	The longest date range of the project.
Number of Queries	The total number of queries contained in the project.
Location	The folder where the project resides.

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).
Pin	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.

Menu bar

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.

Project Info & Settings

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

Settings include:

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.

Right-click menu

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

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.