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Transcript

In this video, I’ll cover the basics to orient you to Analysis Workspace as used with Customer Journey Analytics. If you’re familiar with using Analysis Workspace with ÃÛ¶¹ÊÓƵ Analytics, you’ll notice many similarities in the Workspace user interface. However, there’s also quite a few differences. I’ll point those out along the way. I’m logged into Experience Platform, and I’m in the Customer Journey Analytics user interface, specifically on the landing page. There’s a video that goes into more details about the components of this landing page, so I’ll just point out a couple of the basics. In the center area, there’s a list of all pre-existing Workspace projects that you can open. And in the upper right-hand corner, you can create a new Workspace project. We’ll look at the user Workspace user interface shortly, but before we do, it’s a good idea for you to familiarize yourself with some terminology differences between Analytics and CGA as it pertains to objects used by the Analysis Workspace interface in each solution. Don’t worry if you’re new to Analysis Workspace. This is a quick detour for people who are already familiar with ÃÛ¶¹ÊÓƵ Analytics. Analysis Workspace is designed to be a flexible, freeform analysis environment where you can explore and visualize data to generate insights to share in projects or dashboards to others in your organization. I’ve opened a pre-existing project I created a while back. I’ll start at the right section of the first report displayed. When a component is added to a project, you must select a data view that will be the basis of the data you can choose to display in the component. Data views are configured by administrators of CGA. They specify all dimensions and metrics that can be used in a project as well as where they obtain their data from an experience platform. They’re created in preparation for reporting in Analysis Workspace. It’s required that you have at least one data view as a prerequisite to building a project. In Workspace for ÃÛ¶¹ÊÓƵ Analytics, this is where you’d specify the report suite. In the leftmost corner, under the toolbar, there is a collection of objects that are used for building your analysis. The default item displayed is the third object from the top, which is Components. This impacts what’s shown to the right. Dimensions, metrics, filters, and date ranges. You can use these things in reporting panels to display data. There’s a couple of ways to explore what these mean and how they can be used. If I click on the info icon for a specific item, it displays a pop-up informing me about the top values for this item, the distribution of events for each value, and the XDM path for the item. This one aligns with EVAR 11 in ÃÛ¶¹ÊÓƵ Analytics, which maps to the XDM path shown here in Experience Platform. Another way to investigate what’s contained in a dimension is to click on the arrow to the right of the name. I’ll click on the arrow for Unpaid Social Referrer, and this shows me the value stored in this dimension. In the left column, I’ll click on the last object, which opens a data dictionary pop-up. Since I had Day selected in the Dimensions section previously, it shows details about this item. For example, I can see a description, components this item is commonly used with, as well as components it’s similar to. If you have the proper permissions, like admin, you can click on the pencil to make edits and then save updates. It’s the admins who are responsible for assembling much of the information used in the data dictionary, and this helps users understand how to use the components. Now we’ll look at metrics. These are commonly used with dimensions, though they can also be displayed in aggregate and report panels. I’ll click on the plus sign at the bottom of my dashboard, and I’ll select Freeform Table. I’ll add a dimension from the left navigation. The events metric is automatically added to the report. Remember, Events is synonymous with Instances, or HIT, for folks familiar with ÃÛ¶¹ÊÓƵ Analytics. I’ll pull in Sessions per Person and drop that to the left of Events. I’ll quickly update the title at the top as well. Now, as mentioned earlier, Analysis Workspace for CJA uses the term Filters instead of Segments. Any filter previously saved for the Data View used in the project will be available to use. Just like dimensions, you can see the definition of the filter by clicking on the info icon. If you want to use a filter at the panel level, just drag and drop it over like this. Now I’ll show you the Panels component. Panels help you organize your analysis within a project, and they can contain many tables and visualizations. For example, my current project contains three panels. I can add a new panel by clicking on the plus sign at the bottom, or dragging and dropping one from the Panels list on the left, which I’ll do now. I’ll quickly configure this to use the marketing channel’s dimension, and then I’ll configure the dimension item to show me the next channel used to enter my website after email. It’s quite straightforward as you can see. Once you know the data you have available to use, it becomes very easy to work with. Analysis Workspace has a robust number of visualizations you can use to enhance your reports. You can view these by selecting the second object in the leftmost panel. The iconography used to the right of each visualization gives you an idea of the format. You can also click on the info icon to the right to get more details. Another handy way of using visualizations entails selecting some data from a table, then right-clicking in the selected area, choosing Visualize, and selecting the type of visualization you want to use. Once I do that, the visualization appears above the data table, as you see here. Now that I’ve made changes to my project, I’ll select Project in the menu and save it. I hope this video has been helpful for providing you with a quick orientation to the basic components and objects used in Analysis Workspace for Customer Journey Analytics. Thanks and good luck!