User preferences
You can manage settings for Analysis Workspace and its related components for all new projects or panels that you create. Existing projects and panels are not affected.
Update preferences
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In Customer Journey Analytics, go to the Projects landing page, then select Edit preferences.
Or
Product Administrators can update IMS Organization preferences by going to the Components tab, then selecting Preferences.
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For information about the available preferences on each tab, continue with any of the following sections in this article:
General preferences
General preferences apply to your Customer Journey Analytics experience in the browser. For information about how to access these preferences, see Update preferences.
Choose what page displays as the default page when you access Adobe Analytics:
- Project list (default)
- Blank project
- Specific project selected from a list
Displays tips in a blue box in the lower-right area of Analysis Workspace.
This option is enabled by default.
Choose how many of each component to display in the Components menu in the left rail.
If you choose 0, the component is no longer accessible from the left rail of your workspaces.
By default, 5 components display for each of the following:
- Dimensions
- Metrics
- Filters
- Date ranges
For more information about Components in Analysis Workspace, see Components overview.
IMS Organization preferences
You can update company preferences that apply to all users and projects within your organization. For information about how to access these preferences, see Update preferences.
When this option is enabled, users in your organization cannot see the “Share with anyone” option in the Share menu. This means that users cannot share projects with people who don’t have an Analysis Workspace account in your organization as described in Share a project with anyone (no login required) in Share projects.
This option is disabled by default for all organizations (meaning that users can share projects with people outside the organization) except for customers who have licensed Healthcare Shield.
Consider the following when enabling or disabling this option:
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When you enable this option, people who previously received access to a project through the “Share with anyone” share option can no longer access the project.
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If this option is enabled (to allow sharing only with Workspace users) and then later disabled (to allow sharing with anyone), people who previously received access to a project through the “Share with anyone” share option do not automatically regain their access to the project. In this case, the user who shared the project must enable the Link is active option that is available when sharing a project with anyone (Share > Share with anyone), as described in Share a project with anyone (no login required) in Share projects.
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For customers who license Healthcare Shield: This option is enabled by default and cannot be disabled. Before you can disable this option so that users can use the “Share with anyone” share option, you first need to add the Share project links with anyone permission (located under Reporting Tools) in the Adobe Admin Console. After the permission is added, you can disable this option, then accept the resulting legal notice. For information about how to add a permission in the Admin Console, see Manage product permissions in the Admin Console.
When enabled, people who are given access to a project from the “Share with anyone” option in Analysis Workspace must authenticate using their Experience Cloud credentials.
After this option is enabled, any time a user shares a project using the “Share with anyone” share option, the “Require Experience Cloud authentication” option is enabled in the share dialog and it cannot be disabled by the user who is sharing the project. (For information about how users can share projects with anyone, see Share a project with anyone (no login required) in Share projects.)
Consider the following when enabling this option:
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When you enable this option, all projects that were previously shared with the “Share with anyone” share option, and do not have the “Require Experience Cloud authentication” option enabled, are deactivated.
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If this option is enabled (to require Experience Cloud authentication) and then later disabled (to allow anyone with the link to access the project), people who previously received access to a project through the “Share with anyone” share option do not automatically regain their access to the project. In this case, the user who shared the project must enable the “Link is active” option that is available when sharing a project with anyone (Share > Share with anyone > Link is active), as described in Share a project with anyone (no login required) in Share projects.
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This option is available only if SSO is implemented in your organization. For information about how system administrators can enable SSO for your organization, see Set up identity and Single Sign-On.
If SSO is configured for your organization, check to see if any kind of auto-account creation is implemented in the console. Typically, a system administrator would set this up, as described in Enable automatic account creation.
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If your organization licenses Healthcare Shield, this option is enabled by default and cannot be disabled.
Projects & Analyses preferences
You can customize these preferences for all new Analysis Workspace projects, new Analysis Workspace panels, and new guided analyses. For information about how to access these preferences, see Update preferences.
Some of these same preferences can also be customized for individual projects in Analysis Workspace, as described in Project overview.
Click the linked preference titles for more information and context about each preference.
Choose how much content to display on the screen by reducing the vertical padding of the left rail, freeform tables, and cohort tables.
- Compact
- Comfortable
- Expanded (default)
Choose the visualization color palettes that are used in Analysis Workspace and guided analysis.
- Categorical palette: Applied to many visualizations in Analysis Workspace and guided analysis. Each color represents a distinct categorical value. Choose from Adobe-provided options or enter a custom palette defined by comma-delimited hex values.
- Divergent palette: Applied to the Cohort table in Analysis Workspace and User growth guided analysis. This palette holds a numeric meaning with two extremes and a baseline in the middle.
- Sequential palette: Applied to the Frequency trends (stacked bar) guided analysis. This palette holds a numeric meaning from light to dark.
Choose from where tables and visualizations derive their data.
- Most recent (default)
- Specific data view selected from a list
Select from a list of:
- Adobe-provided ranges (default is This Month)
- Custom-defined ranges
- Freeform (default)
- Blank
- Quick Insights
Specifies whether repeat instances are counted in reports. For example, this setting (when activated) treats multiple consecutive page views to the same page as multiple page views. With it off, they count as a single page view.
Note: This setting affects only certain metrics (such as Single Page Visits) and it does not apply to Flow or Fallout visualizations.
- 1,000.00 (default)
- 1.000,00
- 1 000,00
- Comma (default)
- Semicolon
- Colon
- Pipe
- Period
- Space
- Tab
Freeform table preferences
You can customize freeform table preferences for all new projects that you create in Analysis Workspace. For information about how to access these preferences, see Update preferences.
Some of these same preferences can also be customized for individual tables.
Click the linked section titles for more information and context about the available preferences.
- Freeform
- Table builder
- Occurrences
- Unique Visitors
- Visits
Determines if a cell shows/hides all cell formatting, including the bar graph and conditional formatting
- Bar graph
- Shows a horizontal bar graph representing the cell’s value relative to the total for the column. Conditional formatting For more information about conditional formatting, see “Conditional formatting” in Column Settings
- Column
- Row
- Display sum of rows: Shows the sum of the individual line items
- Display grand total: Shows the de-duplicated sum of rows.
Visualizations preferences
You can update visualization preferences for all new prjects that you create in Analysis Workspace. For information about how to access these preferences, see Update preferences.
Some of these same preferences can also be customized for individual visualizations.
Click the linked section titles for more information and context about the available preferences.
If you have multiple metrics in a chart, you have to hover over each anomaly to see the confidence band for that metric. To make the visualization more legible, the Anomaly Detection confidence interval does not automatically scale the y-axis. This option allows the confidence interval to scale the visualization.
For more information, see View anomalies in Analysis Workspace.
- Emphasize percent change
- Emphasize number value
In the Key Metric Summary section
- Show percent change
- Show raw difference Raw difference between the total value of the metric in the primary date range and the secondary date range
Lets you switch between Visit and Visitor to analyze visitor pathing. The default is Visitor. These settings help you understand person engagement at the person level (across sessions), or constrain the analysis to a single session.
The following options are available:
- Visit
- Visitor
In the Flow section
- Visit
- Visitor
This setting on area stacked, bar stacked or horizontal bar stacked visualizations turns the chart into a “100% stacked” visualization.
For more infomration, see Bar and bar stacked.
Choose the number of data ranges (buckets) in the visualization. The maximum number of buckets is 50.
For more information, see Histogram.
Choose from the following options:
- Hit
- Visit
- Visitor
For example, when used in conjunction with page views, you could choose page views per person, page views for visit, or page views per event. For Hit, “Occurrences” is used as the y-axis metric in a freeform table.
- Percent change
- Raw difference
Restore default preferences
You can restore all your user preferences to the system defaults. This does not affect administrator preferences under the Company tab.
This action cannot be undone.
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In Customer Journey Analytics, select Components > Preferences.
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In the upper-right, select Restore defaults.
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When prompted, select Restore defaults.
Dark theme
If you prefer to have a dark background for your Adobe Analytics user interface, you can toggle to Dark theme.
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Click the Experience Cloud user icon at the top right.
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Move the Dark theme toggle to the right.