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Exploring the Adobe Customer Journey Analytics Interface: A Comprehensive Guide

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Employee

2/27/24

Introduction

This blog post is a resource for practitioners of Adobe Customer Journey Analytics (CJA) who want to gain a deeper understanding of the main navigation elements and access patterns. It offers a summary and breakdown of the different menu areas and functionalities within the CJA main interface as of February 2024. The aim is to assist users in developing a clear mental map of the navigation elements within CJA.

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Figure 1: Customer Journey Analytics - Main Navigation Header

This post highlights the need for CJA Product Admin privileges and administrative authority to access certain user interface elements. The Connections and Data Views options in the navigation menu are hidden for non-admins. Note that full access to Connections also requires extra permissions related to Adobe Experience (AEP), as detailed in Product Admin additional permissions. The main aim of this post is to equip users with the essential knowledge to maximize the use of CJA in their organization, improving their customer journey analysis.

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Figure 2: Customer Journey Analytics - Main Navigation Header Sub-Menu Options

The matrix below provides an overview of the primary access permissions for various functionalities within CJA. These permissions apply differently for non-product admins and CJA Product Admins.

Additionally, there's the Product Profile Admin role. Assigning individuals to this role grants them administrative rights for the product profile. They can create and manage individual product profiles, including adding new users or managing user groups and their associated product profiles.

Product Profile Admins can modify specific Data Views for which they have permissions, but they cannot create new Data Views. They do not have access to Connections, but they can access all other CJA features. Understanding these permissions allows users to effectively navigate and utilize CJA, aligning with their role and responsibilities within the organization.

CJA Product Functionality Non-Product Admins (Users) Product Admins
Data Views Cannot view/update/create/delete Can create/update/delete
Connections Cannot view/update/create/delete Can create/update/delete
Filters Can create Can create
Projects Can create Can create/update/delete
Calculated Metrics Can create Can create
Share Workspace Can share owned projects and can share to any group they are a member of, with the exception of “All” Can share any project to any group or user
Update/Delete Projects, Filters, Calc Metrics, etc. Cannot update/delete created by other users Can update/delete created by other users

Workspace

The Workspace section of the Adobe Customer Journey Analytics interface enables users to create custom projects and workspaces by adding and arranging various components. This feature provides flexibility and customization for reporting and analysis. Product administrators can grant access to CJA Analysis Workspace as an option for a given CJA Product profile under Reporting Tools. Analysis Workspace serves as the central collaboration hub in CJA, allowing users to take action based on consolidated data insights and finalize them into projects and workspaces. The creation process of the Project and Analysis Workspace includes several options for collaborative sharing and curation at different levels.

The Learning option in Workspace is a valuable resource for users looking to enhance their knowledge and skills in CJA. It serves as a comprehensive learning path, covering a wide range of core concepts and functionality in CJA. By utilizing this resource, users can develop a solid foundation and effectively explore and utilize CJA. The Learning option provides various enablement resources to deepen understanding of CJA and maximize its potential for your analytics needs.

Connections

The Connections section allows CJA product administrators to establish connections with different AEP data sources, such as event, lookup, and profile datasets. These connections enable the integration of data from a Connection to a derivative Data View in the CJA main interface. To set up and manage connections, you need to have CJA product administrator privileges. It is recommended to restrict access to Connections management to a core management group for CJA. Configurations at the Connection level have contractual implications regarding volume allotments for data brought into CJA. Connections are the foundation of CJA and are created from AEP source datasets. Access to Connections also provides the ability to view the connections manager, which allows for reviewing the underlying datasets that make up the connection, as well as making critical editing and configuration selections.

Data Views

The Data Views section is a powerful feature that empowers CJA product administrators with comprehensive control over their combined datasets. With the utilization of this feature, users are able to create highly customized and personalized views of their data, sourced from a specified Connection. This functionality enables users to narrow down their focus on specific datasets, global filter settings, derived fields logic, and associated compositions of components that are directly relevant to their unique analysis needs in CJA. By leveraging the Data Views section, administrators can maximize their efficiency and effectiveness in conducting data analysis and deriving meaningful insights from the data available to them.

It is important to note that creating Data Views requires product administrator privileges. This ensures that only authorized individuals can actively manage Data Views and access this feature. Therefore, access to Data Views should be limited to organization administrators who are responsible for managing Connections and possess the necessary expertise to effectively utilize this tool.

Components

Components are essential elements that play a crucial role in organizing and curating CJA component building blocks within Analysis Workspace, as well as other additional CJA features. The Components area serves as a management zone, providing a structured framework for users to efficiently navigate and utilize various features and functionalities. These include filters, calculated metrics, and date ranges. By leveraging the Component management options, users can incorporate specific configurations that align with their reporting needs and objectives. The Component area also allows users to add annotations, adjust scheduled projects, review preferences, configure audiences, and set up full table exports. It is important to note that the accessibility and utilization of these component options depend on the Reporting Tools permission settings at the Product Profile level, which are configured and administered by CJA product administrators. These permission settings serve as a safeguard, ensuring that users have the appropriate level of access and control in CJA.

Tools

The Tools section is a collection of features that enhance and extend the data analysis capabilities of the CJA. These tools not only empower users to delve deeper into their data but can also streamline their analytical workflows. One of the key highlights of this section is the Mobile App Analytics dashboards, which provide users with a mobile scorecard views of CJA dashboards. Another tool is the Excel Report Builder for CJA, a powerful solution that allows users to create customized reports and analyze data using the CJA API in Excel on macOS, Windows, or Web browsers. With the Audit Log feature, administrators have full visibility into the log and activity monitoring of CJA, ensuring the security and transparency of activities performed. Additionally, the Reporting Activity Manager allows for self-diagnosis to address CJA queue capacity issues without intervention from Adobe Customer Care. Overall, the Tools section in CJA offers a variety of tools that enable users to even further utilize the potential of CJA, provided they have the necessary access granted at the Product Profile level by CJA product administrators.

Labs

The Labs section is a dedicated space that showcases various experimental features and functionalities currently being developed for CJA. Although these features are not fully supported or released yet, they offer users the opportunity to preview early access capabilities of CJA. Additionally, users are encouraged to provide feedback to the Adobe Product teams, assisting in the refinement and improvement of these features. It is important to note that Labs is automatically enabled for all administrators, while other team members can request access through their respective product administrators.

Conclusion

In summary, this guide provides a detailed overview of the main header navigation elements in CJA. By understanding and familiarizing yourself with these important elements and their accessibility, you can navigate the CJA interface more effectively and utilize its capabilities for in-depth data analysis and generating insights. It is crucial to have a clear understanding of where these features are located within CJA to ensure optimal organizational adoption. With this knowledge and expertise, CJA practitioners can develop a comprehensive understanding of the main navigation elements, access patterns, and necessary requirements. This increased awareness and proficiency will empower practitioners to make well-informed decisions, optimize their use of CJA, and extract meaningful insights from their customer journey data.

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