Workspaces and Projects
In this exercise, you’ll create a workspace project looking at different data points, visualisations and segments.
Objectives
- Understand the Analysis Workspace UI in CJA
- Understand the concepts of data preparation in Analysis Workspace
- Learn how to do data calculations
Analysis Workspace UI in CJA
Analysis Workspace removes all of the typical limitations of a single Analytics report. It provides a robust, flexible canvas for building custom analysis projects. Drag-and-drop any number of data tables, visualisations, and components (dimensions, metrics, segments, and time granularities) to a project. Instantly create breakdowns and segments, create cohorts for analysis, create alerts, compare segments, do flow and fallout analysis, and curate and schedule reports for sharing with anyone in your business.
Customer Journey Analytics brings this solution on top of Experience Platform data.
Setting up your project
To get an overview of the available projects to you, click on Workspace, on the top menu.
- Click on Create project for a new Workspace project.
- From the pop-up, select Blank Workspace project, and click Create.
- if you are prompted to choose a folder, create this project in the AEP Bootcamp.
There is a pre-built project if you want to preview what we will be building in these hands-on exercises. The AEP Hands-on Lab - Customer Analysis workspace project in the Company Folder.
Creating your first panel - Key KPIs
First of all, we want to rename the project so it's in your name.
- Click on the title New project and rename this [your name] - AEP Hands-on Lab Customer Analysis;
- e.g. [angeli] - AEP Hands-on Lab Customer Analysis.
To keep your changes, save your project by going to Project > Save.
There will be one panel in the Workspace already, click on the name Freeform to rename this Key KPIs.
- Click on the drop down of Data Views on the top, right hand side of the panel, and select AEP Bootcamp - Cross-channel Data View.
- Finally, select the date range Last 6 full months from the date selector below the Data View box, and select Apply to all Panels.
Now you are ready to start building with Data.
- Click on Search Components in the left hand side panel;
- search for Channel, and drag this dimension (orange component) onto the main part of the freeform table, this will display the values in the Channel dimension with Events as the metric.
- Search for People in the components list, then drag this in front of Events; search for Sessions in the components list, then drag this in front of People. You can play around with the order of the metrics.
- Hold down "Ctrl" on Windows (or "Command" on Mac) your keyboard, click on the "mobile", "web" and "callcenter" items in the table; this will select that lines of data. Right click on the selected items, click on Visualize, then Donut. This will build out 3 donuts for you. You can move the donut underneath the data by simply dragging and dropping them.
You can create more freeform tables with the following data points, and play around with the Visualisations:
Dimensions | Metrics |
|---|---|
Channel | Product Views, Add to Cart, Checkout * |
* Suggestion - select all the data, right click, click on visualization and select horizontal bar.
Dimensions | Metrics |
|---|---|
Event Type | Events |
-
You have now completed your first panel! Let's create some visualisations to see how our customers interact across channels...