---
title: Introduction
slug: edu/introduction
description: Learn how to navigate and utilize the Analysis Workspace Interface with this comprehensive document. Discover the various menus and features available, including the Panel, Visualisation, and Components menus. Stay up-to-date with the latest terminology c
docTags: 
createdAt: 2023-10-26T15:01:08.076Z
---

The left side rail contains the Panel menu (where new panels can be dragged to the project), the Visualisation menu (where visualisations can be dragged to a panel), and the Components menu (where Dimensions, Metrics and Filters are found and can be dragged to the panel visualisations).  

## Create a new project

1. Create a new project

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/mVfASQWnrTCWySLCQhJTz_image.png)

2.  Ensure that the **Higher Ed Data View** is selected in the Data View selector

3.  Set Reporting Date Range to **Nov 15 2023 - Jan 15, 2024** from table below and click **Apply**.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/5MrHoNsFPS_Cdt4qwwDI3_image.png)

4.  Drag the **Week** dimension from the Components menu and drop it into the Freeform Table visualization in the Panel.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/dVtde82jL8r52ROzcTbcL_image.png)

5\.  Drag the **Sessions **and the **People** metric from the Components menu and add these to the table

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/hJa_TZ30d2d7d6UkLD4SP_image.png)

## Add a Line Visualization

1. Click on Visualisations in the left menu and drag the Line visualisation to the Dashboard panel above the Base KPIs Trended table.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/c98pt3VndjUv-5EWkyfPC_image.png)

2\.  The Line visualisation will automatically connect to the data table closest to it and will visualise the dimensions and metrics in that table. The dimension is the x-axis and the metrics are trended. You can click individual metrics to disable them in the visualisation. 

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/IaT4k95JVNWLRBFo7-3a0_image.png)

3\.  You can adjust the settings of the visualisation by clicking on the cog icon at the top right.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/-wbdisbOoANdSowg4QZiN_image.png)

4\. You can use Adobe Sensei to generate intelligent captions describing the trends seen from your data by clicking the AI icon in the top right.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/0tTa-lNuTfns6xMQ4FjzX_image.png)

## Understanding the data

Unlike traditional digital analytics, CJA is reporting on events from any channel and any source system.   This means we can include in a single dashboard, not just the number of page views, but how many emails or sms were sent, how many calls have been made or received from students and prospects as well as offline or custom events like how many events have been attended or applications completed. 

1. Pull the following metrics and add these to your free form:
   - Page Views
   - Emails
   - Inbound Calls 
   - Event Attended
   - Applications Completed

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/5aZ9Q6UNKqBOOAf7gJRvS_image.png)

All of these events are coming from different datasets and source systems.  Drag the **Interaction Channel** dimension into your freeform and replace the **week **dimension.   

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/7h0MRbe-pABxsGp_TKesc_image.png)

Now we can can see where the event originated from.  

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/o8QlCt4vj42bbdPhAVZTV_image.png)

## Save your project

1. Now would be a good time to save this Project so we don't lose any of our work.
2. Click on Project and then Save, or Control/Command S to open the Save Project window.
3. Name the project **HOL Dashboard** **- \{your initials} **and select **Company Folder **to store it in.   Then click to Save the project. 

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/bzhVazc7kPVnO711z_hpX_image.png)

Click Save Project.

:::hint{type="success"}
**Congratulations**! You have created your first CJA project!
:::