Adobe Analytics

Training on Analysis Workspace (Part 1)

Analysis Workspace, the dynamic reporting interface for the Adobe Expertise Cloud, is actually a tremendous piece of know-how. Over the previous few years, Adobe has made super strides in reporting by miraculously shifting the functionality from the Ad-Hoc app to an identical, but web-based experience. You already know the know-how is sweet when, given a selection between the previous “Reports” interface and the “Workspace” interface, most users voluntarily migrate over to the brand new one (although some Ad-Hoc users are nonetheless not comfortable about Ad-Hoc being sundown).

At present, I’m in the midst of coaching roughly five-hundred individuals on Analysis Workspace for a shopper. Once you conduct coaching courses on a product, you achieve a new perspective on it. This consists of being amazed by its cool elements and annoyed by its dangerous elements. You never really know a product until you need to get up in front of thirty individuals, two occasions a day, five days every week and attempt to train them tips on how to use it. Since I have completed loads of training, when conducting a class, I can easily see in individuals’s faces once they get something and once they don’t. I additionally make psychological notes of issues that generate probably the most questions on a constant basis. As a power consumer myself, there are lots of issues in Workspace I take as a right which are confusing for those newer to the product and those casual users who might only work together with it a number of occasions per week.

Subsequently, the following will share things I observed while training individuals on Workspace in case it helps you when training your workforce on Workspace. The gadgets that my college students discovered confusing may additionally confuse your co-workers, so consider this as a solution to know the place potential land-mines could be so you’ll be able to anticipate them. This is not at all meant to be crucial of Adobe and the Workspace product, but moderately simply an accounting of areas my students struggled with.

So what follows is a laundry listing of the things that I observed confused my students most about Workspace. These have been the occasions I was explaining something and I either obtained questions, noticed confused seems on faces, or had students unable to easily complete hands-on workouts. Whereas I don’t have time in this publish to doc how I explained the gadgets under, what you discover under is just meant to spotlight things that you could be encounter.

Distinction between segments and dimension values

There are various instances in Workspace the place you need to use segments or particular values of a dimension to slender down the info you’re analyzing. For instance, you possibly can apply both to the drop zone at the prime of a undertaking panel or within columns of a freeform desk. Sadly, it isn’t straightforward to elucidate to novices that using a Phase can slender down knowledge by Guests, Visits, or Hits, but that filtering using a dimension value is restricted to applying a Hit filter (until you edit it and turn it into a phase). That is very true when utilizing dimension values to create cross-tabs.

Difference between utilizing dimension and dimension values

There are some instances the place your customers may be confused about whether they should drag over the dimension or the dimension values (using the hidden dimension chevron-more on this subsequent week!). For instance, once you use a Move visualization, despite the fact that it’s labeled within the packing containers, I found many customers have been confused about the fact that they might only drag the dimension to the Entry/Exit field, however might drag either a dimension or a dimension value to the middle box.

It was additionally confusing to them that dragging over the dimension picks a dimension value for them, which then needs to be replaced with the actual dimension worth they want by dropping it on prime of the main target worth of the movement (with no sort of indicator letting them know that it was even attainable to drop a page worth onto the prevailing page worth).

Pathing visualizations with Visit or Visitor radio button

While on the topic of the Movement pathing visualization, I also acquired numerous questions about whether they should use the Go to or Visitor choice (radio button) for Circulate and Fallout. If using Customer, does it matter if the same customer repeated steps or took slightly totally different paths of their second/third go to? Why does Workspace default to Customer? Is there a solution to make Go to the default for all new visualizations?

Rely Situations

Within the Undertaking – Information & Settings, there’s an choice to rely situations or not. This was very complicated to individuals and it will be good if Adobe might provide extra context round this and what it impacts.

I additionally tried to avoid conversations about “Repeat Instances” in Circulate stories for my novice users since I discovered early on that this concept was only actually understood by more skilled customers.

Default Occurrences Metric

For those who make a new freeform table in Workspace and start by dragging over dimensions earlier than metrics, the table defaults to the Occurrences metric.

As you possibly can imagine, explaining what an Prevalence is versus a Web page View could be tough for individuals who only casually use Adobe Analytics. Whereas I exploit it as a superb interview question, everyday customers can discover this confusing, so it might be higher to default new tables to Web page Views or Visits. I also beneficial that my college students all the time add metrics to tables before dimensions to attenuate seeing the Occurrences metric.

Time Dimensions/Elements

Once I was doing workouts with students, I might typically ask them to make freeform tables and show me the info by day, week or month. So, they might use the left navigation to look and see this:

At this point, they might ask me whether they should use the “orange” model of the week or the “purple” model of the week. This led to a dialogue about how Time elements alter the dates of the challenge and often was a downward spiral from there for novice users! One factor you can do is to make use of Workspace challenge curation and share a venture that has fewer gadgets to limit what novice users will see.

Viewing the identical dimension as eVar and sProp

Whereas this is not actually a Workspace challenge, I typically received questions on instances through which doing a search in the left navigation produced multiple versions of a dimension:

Putting aside the awkward conversation about eVar Situations and the Entry/Exit variations of sProps, this forces a dialog about when to make use of the eVar version and when to make use of the sProp version that very few novice customers will perceive. This is the reason I encourage my clients to remove as lots of their sProps as they will to keep away from this confusion. In the “Reports” interface, eVars and sProps are segregated, but in Workspace, they can be seen next to one another in lots of situations. Once more, you should use Workspace undertaking curation and share a venture that has fewer gadgets to limit what novice customers will see.

Filtering & Column Totals

Once I explained how users might use the textual content filter field in the column header of Freeform tables (which they will only see if they hover) to choose the precise values they need to see, users didn’t understand why the column totals didn’t change to mirror the newly filtered values.

They expected that the column totals and the row percentages would change based mostly upon what was filtered. Once I defined that this might be accomplished by way of segmentation versus filtering, I obtained loads of head scratches. Maybe at some point, Workspace will add a function to let customers select in the event that they need to have filter impression column totals and row percentages.

Momentary Segments & Metrics

There are a number of locations in Workspace where you’ll be able to shortly create segments or new metrics. The previous may be executed within the phase area at the prime of each panel and the latter could be carried out by right-clicking on columns. Sadly, in each of these instances, the segments/metrics created are “temporary” such that they don’t seem in the left navigation or in different tasks (until you edit them and select “make public” choice). I’m positive this function was added to scale back muddle within the left navigation element area, but as a coach, it is arduous to elucidate why you need to create segments/metrics a method if you’d like them to be “public” and one other method if they are “temporary.” I am not positive of the solution right here, but I will inform you that your users could also be confused about this as nicely.

Fallout with Success Events vs. Calculated Metric with Success Events

When doing courses, I typically requested students to point out me the conversion fee between two Success Occasions. For instance, there may be a Leads Began occasion and a Leads Accomplished event and I needed them to tell me what % of Leads Began have been Accomplished. To me, this was an train to have them show me that they knew how you can create a new Calculated Metric. Nevertheless, I was stunned that on a number of occasions college students chose to reply this query by creating a Fallout report that used these two Success Events as an alternative. Unfortunately, the ensuing conversion price metric won’t be the same because the Fallout report is a rely of Unique Visitors and the Calculated Metric divides the precise Success Event numbers. Typically they have been close, however I received questions about why the numbers have been totally different. This is simply an schooling thing, but be prepared for it.

Derived Metrics & Cohorts

One of many things I really like probably the most about Adobe Analytics is the power to create derived metrics. These are Calculated Metrics which have a phase or dimension value associated with them. Once I defined Cohort tables to students, they thought they have been cool, particularly once I showed them how one can apply segments to Cohorts. Sadly, you can’t use Calculated Metrics (of which derived metrics are a subset) in Cohort reviews. Upon learning this, my college students astutely identified which you could add a metric and a phase to a Cohort desk, however you can’t add a derived metric, which is just a metric and a phase combined. They didn’t perceive why that may be the case. I’m positive there’s a legitimate cause for this, however I simply needed to spotlight it as another question you might obtain.

Segmentation and Containers

Ever since segmentation was created in Adobe Analytics, it has been one thing that confused novice users. Since you possibly can add so much to a phase and use so many operators, it can be overwhelming. Educating segmentation is usually the toughest part of courses on Adobe Analytics and since it is front and middle in Workspace, it is unavoidable.

One notably complicated area is the topic of containers inside segments. Most people can [eventually] understand why they want containers when totally different operators are being used, however what I found in my courses is that understanding that every container may be set to Visitor, Go to, or Hit degree can push novice users over the edge! If customers add a container, it defaults to a “Hit” container which may produce no knowledge in certain conditions like this:

Summary

To summarize, the above gadgets are ones that I found generated probably the most questions and confusion persistently across many courses with college students of various degrees of expertise with Adobe Analytics. When these kind of questions arise, you’ll have to determine if you want to deal with them and, in that case, how deep you need to go. For now, I just needed to share my expertise as one thing to think about earlier than you practice your staff on Workspace. In subsequent week’s submit, I will outline a number of the Workspace UX/Design things that my students struggled with in courses.