Create an Analysis Project
Access
To log into the Adobe Experience Platform, check the Environment & AccessEnvironment & Access page.
To go to Customer Journey Analytics within the sandbox environment:
- Click on the product selector (nine-dot icon) at the top right.
- Select Customer Journey Analytics.
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.
There is a pre-built project if you want to preview what will be built in these hands-on exercises. TheRetail Customer Analysis workspace project.
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
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 will be one panel in the Workspace already, click on the name 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).
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.
Follow the steps below to recreate the same table and visualisation 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.
- 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.
- Search now for People and drag it into the panel next to Events.
- Repeat the same for Sessions
- Now click on web in the freeform table (this will select that line of data), hold down shift, and select the remaining lines of data in the table so it is all selected. Right click on the selected table, 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.
Click on the chat bubble icon with stars on the top right corner to open the AI Assistant.
If you're prompted to accept legal disclaimer about the usage of AI Assistant, accept by clicking Close.
Ask the Assistant to generate a table with the data you need by using this prompt:
The Assistant will start working on the request and in a matter of seconds a new panel will appear; it contains two elements: a table and a bar chart.
Please note that:
- the table contains the metric and dimension specified in the prompt;
- the panel is set to show the data of the last 4 weeks of data.
With the first table ready, you can continue the conversation with the AI Assistant to make some changes. Try this prompt:
The AI Assistant has updated the table according to your request, and it now includes three metrics:
- People
- Sessions
- Events
As the table contains all the metrics you need, let's update the visualisation to better analyse the data. Try this prompt:
The bar chart has been replaced by three donut charts.
The agent is still learning and might not get the answers right every time, if you see a result that's unexpected, use the thumbs up and thumbs down feedback buttons to provide context on what went wrong and help us to improve the accuracy of the agents results.
You have now completed your first panel! Create some visualisations to see how customers interact across channels...