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DocumentationAnalyticsTools Guide

Preferences

Last update: Wed Nov 29 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

You can manage settings for Analysis Workspace and its related components for all new projects or panels that you create. Existing projects and panels are not affected.

View this video for a brief overview of preferences:

Update preferences

  1. In ۶Ƶ Analytics, go to the Project landing page, then select Preferences.

    User preferences

  2. For information about the available preferences on each tab, continue with any of the following sections in this article:

General preferences

You can customize general preferences for all new projects that you create in Analysis Workspace. For information about how to access these preferences, see Update preferences.

Preference
Options
Landing page

Choose what page displays as the default page when you access ۶Ƶ Analytics:

  • Project list (default)
  • Blank project
  • Specific project selected from a list
Show tips

Displays tips in a blue box in the lower-right area of Analysis Workspace.

This option is enabled by default.

Components displayed in left rail groups

Choose how many of each component to display in the Components menu in the left rail.

If you choose 0, the component is no longer accessible from the left rail of your workspaces.

By default, 5 components display for each of the following:

  • Dimensions
  • Metrics
  • Filters
  • Date ranges

For more information about Components in Analysis Workspace, see Components overview.

Company preferences

You can update company preferences that apply to all users and projects within your organization. For information about how to access these preferences, see Update preferences.

Section
Preference
Options
Reports tab
Hide Reports Tab
Hides the Reports tab for all users in your organization.
Project sharing
Allow sharing only with Workspace users

When this option is enabled, users in your organization cannot see the “Share with anyone” option in the Share menu. This means that users cannot share projects with people who don’t have an Analysis Workspace account in your organization as described in Share a project with anyone (no login required) in Share projects.

Consider the following when enabling or disabling this option:

  • When you enable this option, people who previously received access to a project through the “Share with anyone” share option can no longer access the project.

  • If this option is enabled (to allow sharing only with Workspace users) and then later disabled (to allow sharing with anyone), people who previously received access to a project through the “Share with anyone” share option do not automatically regain their access to the project. In this case, the user who shared the project must enable the Link is active option that is available when sharing a project with anyone (Share > Share with anyone), as described in Share a project with anyone (no login required) in Share projects.

Require Experience Cloud authentication

When enabled, people who are given access to a project from the “Share with anyone” option in Analysis Workspace must authenticate using their Experience Cloud credentials.

After this option is enabled, any time a user shares a project using the “Share with anyone” share option, the “Require Experience Cloud authentication” option is enabled in the share dialog and it cannot be disabled by the user who is sharing the project. (For information about how users can share projects with anyone, see Share a project with anyone (no login required) in Share projects.)

Consider the following when enabling this option:

  • When you enable this option, all projects that were previously shared with the “Share with anyone” share option, and do not have the “Require Experience Cloud authentication” option enabled, are deactivated.

  • If this option is enabled (to require Experience Cloud authentication) and then later disabled (to allow anyone with the link to access the project), people who previously received access to a project through the “Share with anyone” share option do not automatically regain their access to the project. In this case, the user who shared the project must enable the “Link is active” option that is available when sharing a project with anyone (Share > Share with anyone > Link is active), as described in Share a project with anyone (no login required) in Share projects.

  • This option is available only if SSO is implemented in your organization. For information about how system administrators can enable SSO for your organization, see .

    If SSO is configured for your organization, check to see if any kind of auto-account creation is implemented in the console. Typically, a system administrator would set this up, as described in .

  • If your organization is in an industry that requires HIPAA compliance, this option is automatically enabled and cannot be disabled.

Projects & Analyses preferences

You can customize project preferences for all new projects that you create in Analysis Workspace. For information about how to access these preferences, see Update preferences.

Some of these same preferences can also be customized for individual projects, as described in Project overview.

Click the linked preference titles for more information and context about each preference.

Section
Preference
Options
Display
View density

Choose how much content to display on the screen by reducing the vertical padding of the left rail, freeform tables, and cohort tables.

  • Compact
  • Comfortable
  • Expanded (default)
Color palette

Choose the visualization color palettes that are used in Analysis Workspace.

  • Categorical palette: Applied to many visualizations in Analysis Workspace. Each color represents a distinct categorical value. Choose from ۶Ƶ-provided options or enter a custom palette defined by comma-delimited hex values.
  • Divergent palette: Applied to the Cohort table in Analysis Workspace. This palette holds a numeric meaning with two extremes and a baseline in the middle.
  • Sequential palette: Applied to the Frequency trends (stacked bar) guided analysis. This palette holds a numeric meaning from light to dark.
Data
Report suite

Choose from where tables and visualizations derive their data.

  • Most recent (default)
  • Specific report suite selected from a list
Calendar

Select from a list of:

  • ۶Ƶ-provided ranges (default is This Month)
  • Custom-defined ranges
Panel Type
  • Freeform (default)
  • Blank
  • Quick Insights
Count repeat instances

Specifies whether repeat instances are counted in reports. For example, this setting (when activated) treats multiple consecutive page views to the same page as multiple page views. With it off, they count as a single page view.

Note: This setting affects only certain metrics (such as Single Page Visits) and it does not apply to Flow or Fallout visualizations.

Number format
  • 1,000.00 (default)
  • 1.000,00
  • 1 000,00
CSV separator character
  • Comma (default)
  • Semicolon
  • Colon
  • Pipe
  • Period
  • Space
  • Tab
Show annotations
Choose whether annotations are visible in your projects. For more information about annotations, see Annotations overview.

Freeform table preferences

You can customize freeform table preferences for all new projects that you create in Analysis Workspace. For information about how to access these preferences, see Update preferences.

Some of these same preferences can also be customized for individual tables.

Click the linked section titles for more information and context about the available preferences.

Section
Preference
Options
Table
Table type
  • Freeform
  • Table builder
Default table metric
  • Occurrences
  • Unique Visitors
  • Visits
Default table dimension
Choose from Minute, Hour, Day, Week, Month, Quarter, or Year.
Align dates
Select this option to align dates from each column to all start on the same row.
Column
Wrap header text
Lets you wrap the header text in Freeform tables to make headers more readable and tables more shareable. This is useful for .pdf rendering and for metrics with long names. Enabled by default.
Show totals
This total is typically equal to or a subset of the Grand Total. It reflects any table filters applied within the freeform table, including the Include None option.
Show grand totals
This total represents all hits that have been collected, sometimes referred to as ‘report suite total’. When a segment is applied either at the panel level or within the freeform table, this total adjusts to reflect all hits that match the segment criteria. Grand total is not supported for tables or breakdowns with static rows.
Show sparkline
Show or hide line charts at the bottom of the chart. When hidden, the legend changes to no longer visually reference the lines.
Number
Determines if a cell shows/hides the numeric value for the metric. For example, if the metric is Page Views, the numeric value is the number of page views for the row item.
Percent
Determines if a cell shows/hides the percent value for the metric. For example, if the metric is Page Views, the percent value is the number of page views for the row item divided by the total page views for the column. Note: We can show percentages greater than 100%, to be more accurate. We are also moving the upper bound cap to 1,000% to ensure columns can grow in widths too large.
Show anomalies
Determines if anomaly detection is run on the values in this column.
Interpret zero as no value
For cells with a 0 value, determines whether to show a 0 or a blank cell. This is useful when you look at data for each day of a month, and some days haven’t happened yet. Instead of showing 0’s for future dates, blank cells can be shown instead. Charts respect this setting as well (i.e., they do not showing a line or bar with 0 values when this setting is checked).
Background

Determines if a cell shows/hides all cell formatting, including the bar graph and conditional formatting

  • Bar graph
  • Shows a horizontal bar graph representing the cell’s value relative to the total for the column. Conditional formatting For more information about conditional formatting, see “Conditional formatting” in Column Settings
Cell preview
Shows a preview of how each cell appears with the currently selected formatting options applied.
Row
Breakdown by position
Select this option if you want the breakdown to remain with the position of the item rather than with the item itself. For more information about breakdowns, see Break down dimensions.
Percentage calculation
  • Column
  • Row
Column totals (Static rows only)
  • Display sum of rows: Shows the sum of the individual line items
  • Display grand total: Shows the de-duplicated sum of rows.

Visualizations preferences

You can update visualization preferences for all new projects that you create in Analysis Workspace. For information about how to access these preferences, see Update preferences.

Some of these same preferences can also be customized for individual visualizations.

Click the linked section titles for more information and context about the available preferences.

Section
Preference
Options
General Defaults
Percentages
Displays values in percentages for all visualizations.
Legend visible
Lets you hide the detailed legend text for all visualizations.
Limit max items
Reduces the number of items on the X-axis for all visualizations. This can be useful if you have a large data set.
Display dual axis (when applicable)
Only applies if you have two metrics - you can have a y-axis on the left (for one metric) and on the right (for the other metric). This is helpful when plotted metrics are of very different magnitudes.
Normalization (when applicable)
Forces metrics to equal proportions. This is helpful when plotted metrics are of very different magnitudes.
Anchor Y-axis at zero
If all the values plotted on the chart are considerably above zero, the chart default will make the bottom of the y-axis NON-ZERO. If you check this box, the y-axis will be forced to zero (and it will re-draw the chart).
Allow anomalies to scale Y-axis

If you have multiple metrics in a chart, you have to hover over each anomaly to see the confidence band for that metric. To make the visualization more legible, the Anomaly Detection confidence interval does not automatically scale the y-axis. This option allows the confidence interval to scale the visualization.

For more information, see View anomalies in Analysis Workspace.

Line
Percentages
Displays values in percentages for the Line visualizations.
Legend visible
Lets you hide the detailed legend text for the Line visualization.
Limit max items
Reduces the number of items on the X-axis in the Line visualization. This can be useful if you have a large data set.
Display dual axis (when applicable)
Only applies if you have two metrics - you can have a y-axis on the left (for one metric) and on the right (for the other metric). This is helpful when plotted metrics are of very different magnitudes.
Normalization (when applicable)
Forces metrics to equal proportions. This is helpful when plotted metrics are of very different magnitudes.
Show x-axis
Displays the x-axis on the Line chart.
Show y-axis
Displays the y-axis on the Line chart.
Anchor Y-axis
If all the values plotted on the chart are considerably above zero, the chart default will make the bottom of the y-axis NON-ZERO. If you check this box, the y-axis will be forced to zero (and it will re-draw the chart).
Show min
Overlay a minimum value label to quickly highlight the valleys in a metric. Note: The min values are derived from the visible data points in the visualization, not the full set of values within a dimension.
Show max
overlay a maximum value label to quickly highlight the peaks in a metric. Note: The max values are derived from the visible data points in the visualization, not the full set of values within a dimension.
Show trendline
Show a regression or moving average trendline to your line series. Trendlines help to depict a clearer pattern in the data.
Cohort
Granularity
For trended visualizations, you can change the time granularity (Day, Week, Month, Quarter, or Year). This change also applies to the data source table.
Only show percent
Removes the number value and only shows the percentage.
Round percent to nearest whole
Rounds the percent value to the nearest whole instead of showing the decimal value.
Show average percent row
Inserts a new row at the top of the table and then adds the average for the values within each column.
Cohort Preview
A preview of how the color palette appears in the cohort visualization.
Cohort Palette
The color palette used in the cohort visualization.
Combo charts
Show X-axis
Displays the x-axis on the Combo chart.
Show Y-axis
Displays the y-axis on the Combo chart.
Display barbells on lines
Show barbells on lines in Combo charts.
Key Metric Summary
Summary display type
  • Emphasize percent change
  • Emphasize number value
Show sparklines
how or hide line charts at the bottom of the chart. When hidden, the legend changes to no longer visually reference the lines.
Show max and min on sparklines
Show minimum and maximum values on primary and comparison line charts.
Show comparison
Show comparison data. When hidden, both the comparison line chart and summary change objects will be hidden from view.
Number value options

In the Key Metric Summary section

  • Show percent change
  • Show raw difference Raw difference between the total value of the metric in the primary date range and the secondary date range
Fallout
Container

Lets you switch between Visit and Visitor to analyze visitor pathing. The default is Visitor. These settings help you understand visitor engagement at the visitor level (across visits), or constrain the analysis to a single visit.

The following options are available:

  • Visit
  • Visitor
Flow
Container

In the Flow section

  • Visit
  • Visitor
Wrap labels
Normally, the labels on the Flow elements are truncated to save screen real estate, but you can make the entire label visible by checking this box. Default = unchecked.
Include repeat instances
Flow visualizations are based on instances of a dimension. This setting gives you the option to include or exclude repeated instances, e.g. Page reloads. However, repeats cannot be removed from Flow visualizations that include multi-valued dimensions, such as listVars, listProps, s.product, merchandising eVars, etc. Default = unchecked.
Show tooltips
Determines whether tooltips containing node data are shown when hovering over individual nodes within a flow visualization.
Number of columns
Determines how many columns you want in your Flow diagram.
Items expanded per column
How many items you want in each column.
Stacked Charts
100% stacked

This setting on area stacked, bar stacked or horizontal bar stacked visualizations turns the chart into a “100% stacked” visualization.

For more infomration, see Bar and bar stacked.

Histogram
Number of buckets

Choose the number of data ranges (buckets) in the visualization. The maximum number of buckets is 50.

For more information, see Histogram.

Counting method

Choose from the following options:

  • Hit
  • Visit
  • Visitor

For example, when used in conjunction with page views, you could choose page views per visitor, page views for visit, or page views per hit. For Hit, “Occurrences” is used as the y-axis metric in a freeform table.

Map
Plotting dimension
  • Mobile latitude/longitude
  • Geographic dimension
Map type
  • Bubbles
  • Heat map
Color theme
Choose from Coral, Reds, Greens, Blues, Heatmap, and Positive/Negative.
Map style
Choose from Basic, Streets, Bright, Light, Dark, and Satellite.
Summary Change
Value
  • Percent change
  • Raw difference
Percentages
Displays values in percentages for the Summary Change visualizations.
Legend visible
Lets you hide the detailed legend text for the Summary Change visualization.
Summary Number
Percentages
Displays values in percentages for the Summary Number visualizations.
Legend visible
Lets you hide the detailed legend text for the Summary Number visualization.
Summary value by
Choose from Max, Min, Mean, Median, and Sum.
Abbreviate value
In the Summary Number section
Treemap
Percentages
Displays values in percentages for the Treemap visualizations.
Limit max items
Reduces the number of items on the X-axis in the Treemap visualization. This can be useful if you have a large data set.
Venn
Legend visible
Lets you hide the detailed legend text for the Venn visualization.
Scatter
Percentages
Displays values in percentages for the Scatter visualizations.
Legend visible
Lets you hide the detailed legend text for the Scatter visualization.
Limit max items
Reduces the number of items on the X-axis in the Scatter visualization. This can be useful if you have a large data set.
Anchor y-axis at zero
If all the values plotted on the chart are considerably above zero, the chart default will make the bottom of the y-axis NON-ZERO. If you check this box, the y-axis will be forced to zero (and it will re-draw the chart).

Restore default preferences

You can restore all your user preferences to the system defaults. This does not affect administrator preferences under the Company tab.

This action cannot be undone.

  1. In ۶Ƶ Analytics, select Components > Preferences.

    User preferences

  2. In the upper-right, select Restore defaults.

  3. When prompted, select Restore defaults.

Dark theme

If you prefer to have a dark background for your ۶Ƶ Analytics user interface, you can toggle to Dark theme.

  1. Click the Experience Cloud user icon at the top right.

    dark-theme

  2. Move the Dark theme toggle to the right.

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