---
title: Create an Analysis Project
slug: lab-retail-agentic/create-an-analysis-project
description: >-
docTags: 
createdAt: 2024-01-30T23:36:00.578Z
---

# Access

:::hint{type="info"}
To log into the Adobe Experience Platform, check the [Environment & Access](docId\:T2Lk46Ms2HbsLfweShv4B) page.
:::

To go to **Customer Journey Analytics**:

- Click on the product selector (nine-dot icon) at the top right.
- Select **Customer Journey Analytics**.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/rioGZz9MS8Rnl8O-OO9wH_image.png)

# Setting up your project 

To get an overview of the available projects to you, click on **Workspace -> Projects**.

- Click on **Create Project** for a new Workspace project.
- From the pop-up, select **Blank Workspace project**, and click **Create.**

:::hint{type="info"}
There is a pre-built project if you want to preview what will be built in these hands-on exercises. The`Retail Customer Analysis` workspace project.
:::

![](https://adbecdn.azureedge.net/labs/archbee/emeaProjectsAEPBootZurichLab3Cja/Screenshot2023-09-21at12.39.22.png)

:::hint{type="info"}
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, filters, and time granularities) to a project. Instantly create breakdowns and filters, create cohorts for analysis, create alerts, compare filters, 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. 
:::

# Creating your first panel 

:::hint{type="warning"}
**IMPORTANT**: numbers shown in this guide, including screenshots, may differ from your reports due to different underlying datasets.
:::

- First of all, **rename** the project so it's in your name. Click on the title **New project** and rename this `{{LASTNAME}} - Retail Customer Analysis`.
- There is be one panel in the Workspace already, click on the name (**Freeform Table**) to rename this as `Key KPIs`**.**
- At any point, you can save your project by going to **Project > Save.**
- Click on the drop down of **Data Views** on the top, right hand side of the panel, and select **Hol Retail - Production /1 (dv).**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/owUMwZF8uOkHM5r0mKxRy_image.png)

You can choose now to build your panel, either manually using the drag and drop controls or leverage the AI assistant to build it for you.  

::::ExpandableHeading{isOpen="true"}
## Add visualisation and chart

Follow the steps below to create table and visualisations manually — and understand exactly how it works behind the scenes.

- Select the date range **Last 4 full weeks** from the date selector below the Data View box, and select **Apply to all Panels.**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/HDk5mifH6nng9YBNmq5YC_image.png)

- Click on **Search Components **in the left hand side panel.
- Search for** Interaction 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.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/lfCaeD7hOy1sPa_6ABAvv_image.png)

- Search now for **People** and drag it into the panel next to** Events. **

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/Pxe8hd7x-zedXssPJLdTu_image.png)

- Repeat the same for** Sessions.**
- In the freeform table, select multiple rows by clicking each one while holding the Shift key. Right click on the selected table, click on** Visualize,** then** Donut**. This will build out 3 donuts for you.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/LOMeMkvuAZUYg2rxfZVtz_cja-donuts.gif)

:::hint{type="warning"}
To keep your changes, save your project by going to **Project > Save **(or press Ctrl+S on Windows, or Command + S on Mac).
:::
::::

:::hint{type="success"}
You have now completed your first panel! Create some visualisations to see how customers interact across channels...
:::