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Analysis Workspace overview analysis-workspace-overview

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.

Interface

The following image and accompanying table explain the main elements in the Analysis Workspace user interface:

Location

Name and function

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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 .

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Button panel: Contains buttons for accessing the key features of Analysis Workspace:

• Panels
• Guided Analysis
• Visualizations
• Components
• Table of contents
• Data Dictionary

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Left panel: This area contains individual panels, visualizations, components, or lists. The content depends on the button selected in the button panel.

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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.

Features

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:

• Dimensions
• Metrics
• Filters
• Date ranges

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.

Menu

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.

Data sources

You synchronize visualizations to control which data table or data source corresponds to a visualization. See manage data sources for more information.

Use Analysis Workspace

To start using Analysis Workspace:

Create a project

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.

Save and share a project

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.

Additional resources resources