What’s New in Analysis Workspace

The Components > User preferences page enables you to manage Analysis Workspace settings and its related components for your user. User preferences applies to all new projects and panels.
Note: the following settings have moved to the User preferences page:

• Report Settings: Thousands separator (now called Number format)
• Report Settings: CSV separator
• Workspace projects: Help > Enable tips
• Workspace projects: Blank panel Start new projects with this panel option

• You can show or hide the X-axis and Y-axis of any Line visualization. This can be especially helpful when your Line visualizations are more compact.
• You can overlay a minimum and maximum value label on any Line visualization to quickly highlight the peaks and valleys in a metric.
• You can overlay different regression trend lines on any Line visualization to more easily see the trend in the data. Options include Linear, Logarithmic, Exponential, Power and Quadratic.

• Collapse/Expand All panels: alt + m
• Collapse/Expand Active panel: alt + ctrl + m
• Search left rail: ctrl + /
• Move to next panel: alt + Right Key
• Move to previous panel: alt + Left Key

Learn more…

• When a panel or visualization is dropped into Workspace, the left rail will now auto-switch to components for a more seamless workflow.
• Template components can now be actioned upon (e.g. tagged, favorited, approved).
• Filtered metric and segment lists offer the + button to add a new component if you don’t find what you need.

With Table Builder enabled, you can drag and drop in many dimensions, breakdowns, metrics and segments to build tables that answer more complex business questions. Data will not update immediately. Instead, updates occur after you click Build, saving you time once you know what table you want to construct. Additionally, this feature offers:

• Preview: You can preview the format of a table before spending time to render real data.
• Flexible Row and breakdown settings: You can set your row and breakdown levels for every dimension row. Previously, Workspace imposed defaults that could not be changed until after the data was returned.
• Breakdown by position: You can set dimension rows to always breakdown by position instead of by specific item (the default).
• Manual static row ordering: You can manually order static rows so that the table rows are displayed exactly as you need them. Previously, static rows could be sorted only by a metric column or alphabetically.

New Cohort Analysis settings have been added:

• Only show percent
• Round percent to nearest whole
• Show an average percent row

Major improvements to Cohort Analysis let you:

• Apply a segment inclusion and return metrics separately.
• Show churn instead of retention.
• Show latency tables (time elapsed before and after an inclusion event).
• Customize cohort dimension (to group visitors based on an eVar, not just time).
• Do a rolling cohort calculation: calculate retention/churn based on prior time period, not original cohort.
• Add in multiple metrics in inclusion & return fields, as well as apply segments. (Calculated metrics are not supported)

This new setting lets you see more data on a single screen by reducing the vertical padding of the left rail, freeform tables and cohort tables. Accessible via Project

Project Info & Settings.

You can now change the color scheme used in Workspace, by choosing from a different color palette or specifying your own palette. This affects many things in Workspace, including most visualizations. It does NOT affect Summary Change, conditional formatting in Freeform tables, and the Map visualization.

Note: Color palette support is not enabled for Internet Explorer 11.

These guides help you more easily understand what each drag and drop action will do. For example, when you hover over a column, we will show things like Add, Replace, Filter By, and Breakdown.

We also added yellow/red guides that alert you when you are taking an action that is not recommended or prohibited, such as stacking two metrics on top of one another (which leads to invalid data).

Made improvements to the left rail to make it more intuitive and easy to use:

• Brought the Create (+) function for components (metrics, segments, dates) inline with the headers.
• Added "+ See All" to the bottom of each section list to make it apparent that there are more than 5 options.
• Surfaced actions (like tag, favorite) with icons when components are selected.
• Made aesthetic improvements to the user interface.

Previously, when a dimension was dropped on a column, we showed the top 5 values for non-time dimensions (and 15 for time dimensions) and kept those values static (i.e., the 5 values picked never changed).

From now on, by default, we show dynamic values instead of static ones, with the option to turn them into static values. Other things to note:

• Click (i) on dynamic dimension and you will see the ranking (top 1 of 5) and dimension type.
• As your data updates, the dynamic dimension columns will update to show the current 5/15 dimension items.
• A dynamic dimension column that is copied or moved will become static.
• When hovering a static dimension column you will see a lock icon, indicating that the dimension is static.

We will provide Tips of the Day (along with a short video) in the bottom right-hand corner of the interface. These tips are meant to familiarize you with a multitude of cool Analysis Workspace features. You can choose to dismiss these Tips or access them through Help > Tips at any time.

A new visualization setting on area stacked/bar stacked/horizontal bar stacked visualizations turns the chart into a "100% stacked" visualization, so you can gauge relative proportions.

Anomaly Detection and Contribution Analysis have been removed from the Reports & Analytics feature set and are now available only via Analysis Workspace.

Note that Adobe Analytics Select and Adobe Analytics Foundation customers have access only to "daily-granularity" Anomaly Detection in Workspace.

To be able to show period-over-period (such as, year-over-year) comparisons in the Map visualization, we have added these enhancements:

• The Map visualization can now show negative numbers. For example, if you are plotting a year-over-year metric, the map can show -33% over New York.
• With metrics that are of type "percent", clustering averages the percentages together.
• A new color scheme: Positive/Negative (green/red)

For the recently released custom templates, we have

• Added a template icon to the top of the project (near the title) to help differentiate the edit template mode from using a template as a starting point for a project.
• Allow non-admins to create (save-as) and edit Workspace project templates, provided they have been granted the Create/Curate Projects in Analysis Workspace permission. ( Admin > All admin > User management > Groups > Edit All Report Access > Customize Analytics Tools > Create/Curate Projects in Analysis Workspace ).

Clicking "new project" launches a new screen that gives you the choice to start from

• a blank project, or
• a standard (built-in) Workspace template, or
• a custom Workspace template (see above)

The "percentage of total" shown in columns was capped at 100%, even when certain scenarios lead to rows being more than 100% of the total (such as with averages).

We now show percentages greater than 100%, to be more accurate. We are also moving the upper bound cap to 1,000% to ensure columns can grow in width too large.

These (advanced) filtering options for dimension items have been added (besides the existing "contains" and "does not contain" options):

• Contains all terms
• Contains any term
• Contains the phrase
• Does not contain any term
• Does not contain the phrase
• Equals
• Does not equal
• Starts with
• Ends with

You can now right-click and copy a visualization or panel, and then paste ("insert") that copied element into another place within the project, or into a different project.

You can use this capability to create "building blocks" - predefined visualizations/panels - that can be copied into other projects to get started more quickly, with data specific to your business.

Two new project templates have been added:

• A new Mobile project template for "Messaging" that focuses on in-app and push messaging performance.
• A new Mobile project template for "Location" that includes a Map showcasing location data.

Previously, when you copied a project or did a "save as", all the intra-links saved in the project pointed to the original project, not the copied project.

The intra-links are now relative to the project they live within, after you copy/save-as.

If your company has a limited number of Contribution Analysis tokens, the Analysis Workspace UI now shows a notification when you consume a token. It lets you know how many tokens you have left.

(Admin users: you can restrict who can use these tokens, by editing the group permission. The permission is called "Anomaly Detection and Contribution Analysis" under Analytics > Admin > All admin > User management > Edit Groups > Edit All Report Access > Customize Report Suite Tools > Tools And Reports . )

Event#, eVar#, and prop#, which were added to dimension names in the left rail (in 2017), will only appear when you search for the component.

(Also applies to virtual report suite builder.)

Changed how None/Unspecified works in Analysis Workspace so that it is consistent with Reports & Analytics, the Segment Builder and the dimension items menu in Analysis Workspace.

This means that the value will show up as "Unspecified" instead of "None" in most projects in Analysis Workspace.

The new Map Visualization lets you easily view your customer interactions within the context of their location. From a macro (global) view to a micro (city) view, you can easily zoom in and out of various hierarchy levels in the visualization to see clusters of users across regions.

You can visualize location data via IP address (for non-mobile data sets) or you can bring latitude and longitude data (for customers using the Mobile SDK) to life in Analysis Workspace.

Previously, you could drop only dimension items, date ranges, or segments into segment drop zones. You can now drop a full dimension or event into the segment drop zone. In both cases, Analysis Workspace will create "exists" hit segments.

Examples: "Hit where eVar1 exists" or "Hit where event1 exists".

Note: You cannot drop calculated metrics into a segment zone. Only those dimensions/metrics for which you can build segments qualify for the segment zone.

If there are visualizations connected to a freeform or cohort table, the top left dot (Data Source Settings) will now list the connected visualizations. Hovering will highlight the linked visualization, and clicking it will take you to it.

In addition, there is a "Show/Hide Data Table" checkbox that lets you show or hide the data table.

Prior to October 2017, evar# and prop# were appended to the dimension names, and you could search on those numbers. The same functionality is now available for events.

Example: "Subscriptions" now shows up in the left rail as "Subscriptions (event1)".

Keep in mind:

• The event number does not show in the table (to keep the titles short).
• For consistency, props and eVars no longer show their numbers within tables, either.

The default sort order for some out-of-the-box dimensions has been updated in these cases:

• When they are dragged into a freeform table.
• When they are viewed in the left rail.

For example, if "Hour of Day" is dropped into a table, it will be sorted from 12AM-11PM. You still have the option to sort by any metric column.

The Anomaly Detection Confidence interval does not automatically scale the y-axis of a visualization to potentially make the chart more legible.

You now have the option to allow the confidence interval to scale the chart.

In the Alert Manager, when one or more alerts are selected, they can be renewed by clicking Renew .

This extends their expiration dates to 1 year from the day Renew was clicked, regardless of their original expiration date.

• Blank panel: We now start out by highlighting all the visualizations you can add to the panel, such as Map, Fallout, Flow, Histogram, Cohort, and Venn. You have the option to save this panel as your default project starting state.
• New left rail styling make Panels, Visualizations, and Components on the left rail more visible and usable.
• Freeform table: Blank freeform tables will now show an animated GIF that demonstrates the drag-and-drop paradigm of Analysis Workspace.

Dimensions based on timestamp have been added out-of-the-box to Analysis Workspace. Dimensions include:

• Hour of Day (e.g. 01, 12, 15, 23)
• AM/PM (e.g. AM PM)
• Day of week (e.g. Monday, Tuesday, Wednesday,etc)
• Weekend/Weekday (e.g. Weekend, Weekday)
• Day of Month (e.g. 1, 2, .... 30, 31)
• Month of Year (e.g. January, February, March)
• Day of Year (e.g. Day 1, Day 2 , etc)
• Quarter of Year (e.g. Q1, Q2, etc)

Previously, there were 2 counting methods in a Histogram visualization: Visit and Visitor (default).

You can now use a third counting method, "Hit", as a segment container. "Occurrences" is used as the y-axis metric in the freeform table.

Rather than manually deleting each element, you can now Clear All elements in the following Workspace areas:

• Contribution Analysis Excluded Components
• Segment Comparison Excluded Components

Two current Summary Change Options were renamed to clarify their meaning:

• Show Change > Show Percent Change
• Show Difference > Show Raw Difference

Previously, abbreviated Summary number/change visualizations showed 0 decimal places.

You can now choose 0-3 decimal places to enhance your reporting.

For Anomaly Detection-based alerts, two new confidence levels (99.75% and 99.9%) have been added. The defaults for some granularity selections have also changed:

• hourly: now 99.75%
• daily: now 99%

Lets you rename series names in visualization legends (Fallout, Area, Area Stacked, Bar, Bar Stacked, Donut, Histogram, Horizontal Bar, Horizontal Bar Stacked, Line, Scatter, and Venn) to help you make visuals more consumable.

Legend editing does not apply to: Treemap, Bullet, Summary Change or Number, Text, Freeform, Histogram, Cohort or Flow visualizations.

We've redeveloped how data sources (powering the visualizations) are managed. There are no longer separate, hidden tables when you lock your data source to a table.

Instead, we will keep the visual tied to the table you created it from. This will also resolve a bug with live-linked tables, where you change the granularity and then it reverts to the old granularity on the next project load.

• Unlimited segments for comparison
• Ability to name and more easily manage touchpoint groups (add, remove, move, etc.)
• Right-click > Trend Touchpoint % : trends the total fallout percentage
• Right-click > Trend All Touchpoint % : trends all the touchpoint percentages in the fallout (except for All Visits if it's included), on the same chart.
• Ability to constrain individual touchpoints to the next hit (as opposed to eventually) within the path

• Added a new visualization setting called Disable Label Truncation (default = unchecked).

Changes to the calendar to bring it in line with the Reports & Analytics calendar:

• The first click starts a date range selection. Then highlight the range in either direction until the second click, which selects the end of the date range. If the Shift key is held down (or right-click is used) while clicking the first date, it will append to the range.
• Extended look-back periods for the various rolling date pieces (e.g., allow days to go back up to two years)

• Enhanced speed
• A Show Top Items from the Last 6 Months option that pulls in more data, if necessary

• Added a checkbox to denote percent cutoffs, especially for percent-based metrics (also works with non-percent based metrics).

• Added expiration dates for alerts and scheduled projects

• Added the ability to enable/disable alerts.
• Added an enabled/disabled column.
• Added a filter for enabled/disabled alerts.

Added the following hotkeys:

• alt + shift + 1 = Go to Panels pane
• alt + shift + 2 = Go to Visualizations Pane
• alt + shift + 3 = Go to Components Pane

Note: The People template and its associated People metric is available for use only as part of the Adobe Experience Cloud Device Co-op.

The template is based on the People metric, which is a de-duplicated version of the Unique Visitors metric. The People metric provides a measure of how often consumers using multiple devices interact with your brand.

Allows breakdown by table position. Example: "I always want the top 7 rows in a Freeform table to be broken down." There is now a checkbox when you create a Freeform table that allows you to enable "Breakdown by Position." This setting is disabled by default.

Previously, the list of values in the breakdown was "locked". This led to a situation where, for example, if you did a breakdown of Date by Page , you got a list of the top 50 pages for your selected date range.

If you saved that report and then ran it a month later, the top 50 pages would likely have changed. However, Analysis Workspace "trusted" the results from the original breakdown and returned the same pages, but with the current month as the date range.

The new Date Comparison feature lets you take any column and create a common date comparison, such as: year-over-year, quarter-over-quarter, month-over-month, and do on.

Date Comparisons automatically include a Difference column, which shows the percentage change.

The new fallout feature will bring marketing funnel functionality to Analysis Workspace. A funnel lets you identify where customers abandon a marketing campaign or divert from a defined conversion path while interacting with your website or cross-channel campaign. Fallout Analysis allows you to build robust funnels with new visualizations and the inherent flexibility that Analysis Workspace provides in order to identify conversion for key success metrics. Fallout Analysis lets you

• Drag, drop, and rearrange funnel steps (touchpoints)
• Analyze multi-dimensional fallout (mix and match values from different dimensions and metrics)
• Identify next steps to know where customers go immediately after falling out

The new flow feature allows you to view customer flow/journey through sites/apps via new, updated and flexible visualizations in Analysis Workspace in order to discover how customers are moving and progressing through their sites/apps. Flow lets you

• Visualize the customer journey through assets
• Analyze immediate next steps from entry, exit, or a specific dimension item in the customer journey
• Dynamically create a segment of users by designating a specific point in a chosen path

As the new alert system for all of Adobe Analytics, Intelligent Alerts let you create and manage alerts in Analysis Workspace, complete with alert preview and rule contribution. You can:

• Build alerts based on anomalies (90%, 95%, or 99% thresholds; % change; above/below).
• Preview how often an alert will trigger.
• Send alerts by e-mail or SMS with links to auto-generated Analysis Workspace projects.
• Create "stacked" alerts that capture multiple metrics in a single alert.

Lets you know if a change in trended data is significant, and what caused it.

Both Anomaly Detection and Contribution Analysis are now core workflows in Analysis Workspace.

Important: Contribution Analysis is available only to Adobe Analytics Premium customers.

You can:

• Automatically detect statistically significant data anomalies in your data.
• Run Contribution Analysis against any daily anomaly and embed it in your Analysis Workspace project.

To make it easier for users to get started with Analysis Workspace, we have created some pre-built project templates for common business problems, such as

• User Retention
• Mobile App Acquisition

Histograms let users see distributions of users across any success event. You can customize the buckets and bucket sizes to accommodate any distribution and to identify high-value and low-value users.

• Added "Count Repeat Instances" as a project-level setting ( Project > Project Info & Settings ). This setting specifies whether repeat instances are counted in reports. If you have multiple sequential values for the same variable, you can count them either as one or as multiple instances of the variable.
• Added a new button called "Apply to All Panels" next to "Cancel" and "Run" in the Calendar. Changed "Run" to "Apply". If you click the new button, it will not only change the selected date range for the current panel, but also for all other panels within the project.
• Added an "Actions" button on the left navigation rail that features these actions: Tag, Favorite, Approve, Share (new!), Delete (new!).
• Added a filter to the search bar that lets you filter on tags, favorites, approved items, and components.
• Added a preview icon to manual rows (not to dynamic rows which list dimension items) that lets you preview segments, metrics, date ranges.
• For visualizations, we added a right-click option called Start Over from the context menu (will work for Flow, Venn, Histogram), which deletes the configuration for the current visualization and opens a new panel where you can re-configure it.
• A new visualization setting called "Legend Visible" lets you hide the filter details text for the Summary Number/Summary Change visualization.
• A new visualization setting for Summary Change visualizations lets you "Show Difference" between 2 percentages. For non-percentage values, if you select the "Show Difference" option, it will show a number.
• Adjusted the number of rows for time dimensions.
• Updated the look and feel of the left navigation rail in the Segment Builder and the Calculated Metric Builder to look like Analysis Workspace.

Applies the following colors to cells, based on data values:

• Green: high values
• Yellow: midpoint values
• Red: low values

Replacing a dimension in the table resets the conditional formatting limits. Replacing a metric recalculates the limits for that column (where a metric is on the X axis and a dimension is on the Y axis).