Create an Analysis Workspace Project

Create a project and add components (dimensions, metrics, segments, date ranges) to the freeform panel.

This article familiarizes you with the Analysis Workspace interface elements and shows how to create a project. For specific use cases, see Analysis Workspace Use Cases.

To create an Analysis Workspace project

  1. Specify user permission to create and curate projects.

    Before creating or curating an Analysis Workspace project, administrators must add you to a group with the Create / Curate Projects in Analysis Workspace permission enabled, or to the All Report Access user group. (Admin > User Management > Groups).

  2. In the Experience Cloud, click Analytics > Workspace.

    Alternatively, enter a forward slash (/) to open the report search bar, then type workspace.

  3. Click Create New Project.
    You can choose whether to create a project from
    • A blank project (default). For instructions, see below.
    • A standard template. These templates are created by Adobe and ship out of the box. For instructions, see Templates
    • A custom template. These templates are created by users with admin rights. For instructions, see Templates



  4. To create a project from a blank project, click Blank Project.
    • Then click Create, or
    • Simply click Enter.

    A blank project displays, showing a freeform panel and a data table visualization.



    Note: Sometimes, an "Incompatible Report Suite" message shows up when loading a project (or switching to a report suite) where not all of the components (metrics/dimensions) included in the project are included in the report suite. You can see a list of the components that are not compatible, so that you know why you are getting the message.
    Element Description
    Components

    Dimensions, metrics, segments, and date ranges that you can drag into projects.

    Visualizations

    Items you can drag to the panel or project areas of the interface.

    Freeform Panel

    The canvas or workspace with which you interact in Analysis Workspace.

  5. Save your project. Name the project, provide a description (optional, but useful) and tag the project (optional), then click Save Project.


  6. You can now right-click and copy a visualization or panel, and then paste ("insert") that copied element into another place within the project, or into a different project.
    You can use this capability to create "building blocks" - predefined visualizations/panels - that can be copied into other projects to get started more quickly, with data specific to your business.
    Note: After you copy/save-as, the intra-links are now relative to the project they live within, not the original project they were copied from.

Add Components and Visualizations

  1. Build your project by dragging components and visualizations to the project.

    Components

    The Component toolbar displays searchable dimensions, metrics, segments, and date ranges that you use most frequently.

    Component Description
    Dimensions (orange)

    Apply at the project level



    Prop#, eVar#, and event# are appended to the dimension names, and you can search on those numbers. Example: "Internal Campaign" shows up in the left rail as "Internal Campaign (evar2)".

    Note that the prop, eVar, and event numbers do not show in the table (to keep the titles short).

    There is a default sort order for some out-of-the-box dimensions, when they are dragged into a freeform table or when they are viewed in the left rail. For example, when "Hour of Day" is dropped into a table or viewed in the left rail, it will be sorted from 12AM-11PM. You still have the option to sort by any metric column.

    Metrics (green)

    Apply at the project level.

    Occurrences is the default metric for the data table.

    Segments (blue)

    Draggable only at the panel level, but you can create inline segments in the data table.

    See Analysis Workspace Use Cases for more information.

    Date ranges and granularities (purple)

    Draggable only at the panel level. You can create a project from the Calendar, when configuring a date range.

    Visualizations

    The Visualizations panel provides standard Analytics graphs, charts, donuts, data tables, cohort tables, Venn diagrams, and so on. You can drag-and-drop multiple visualizations into your project.


Use the Right-Click Menu to Customize Your Data

The right-click menu lets you perform the following actions, depending on which cell in a table you right-click.



Action Description
Add time period column
Compare time periods

Copy to Clipboard

Delete selected

Create alert from selection
Breakdown
  • Dimensions
  • Metrics
  • Segments
  • Time
Visualize
Download as CSV
Trend selection
Create segment from selection
Run in segment comparison
Display only selected rows
Display all rows

See Hotkeys Available in Analysis Workspace for information about copying and selecting rows.