Organization & Quick Actions: 5 Adobe Discover Workflow Tips
Adobe Discover work often comes down to an exercise in the management of several analysis tasks at once. In five tips I aim to showcase project efficiencies and workflow actions below the surface of typical user interactions. There are three levers at work: customization of the interface, menu options, and right click actions. Discover users can customize their Discover interface and quickly investigate specific data points with these agile actions.
Proper workspace area delineation and reports management is a key project component. Discover users can break up analysis areas into defined named workspaces with organized groups of reports. Single reports can be copied or moved across workspaces by right clicking within a report tab. If a user right clicks on a workspace tab there are three options to ‘Rename Workspace’, ‘Close Workspace’, or ‘Duplicate Workspace’. The ‘Duplicate Workspace’ option can replicate all existing report build work in a fresh workspace to make adjustments or apply different segment filters. Discover lends best to an exploratory approach and users gain efficiency advantages working through data investigations in this same manner.
Discover Workflow Tips 1.1: Workspace Right Click Actions
The second workspace option is to create a new workspace slate that is at first empty without any defined reports by clicking the + tab to the right of any active workspaces. A great number of reports can exist within a single workspace, but it quickly can reach the point where not all the reports can be visible in a workspace at once which requires user scroll efforts to reach a desired report. Therefore the recommendation is to leverage the ability to create multiple workspaces and work through various reports that hold the same analysis intent focus.
Discover Workflow Tips 1.2: Workspace Right Click Actions
The menu folder customization options are features of Discover that exist with the Metrics and Segments Windows. The ‘Organize Metrics’ option is selected by clicking on the small wrench icon within the Metrics left side menu panel. The ‘Organize Metrics’ window allows for the building of grouped metrics along whatever associations a user prefers. Given the vast amount of variations on a per metric basis that open up with Discover, the ‘Organize Metrics’ option can save sorting and search time to pull in frequently used metrics within a profile. While the standard non-editable categories of metrics will always exist and cannot be altered, the option to customize metrics and calculated metrics within grouped folders is a critical organization feature.
Discover Workflow Tips 1.3: Organize Metrics Menu Option
Discover Workflow Tips 1.5: Organize Metrics Menu Window
The next aspect of Discover folders is the ‘Organize Segments’ option which can be accessed by clicking on the small wrench icon within the Segments left side menu panel. The ‘Organize Segments’ menu allows for collections of segments to be logically grouped and set together. By default there is a ‘Favorites’ folder outside of the locked ‘Suite Segments’ and ‘Pre-Configured’ folders. It is recommended users organize segments on a functional basis, or on a per project basis to keep segments accessible and in order. The powerful option to share Discover segments across an entire company is also available as an optional check box option within the ‘Organize Segments’ window.
Discover Workflow Tips 1.6: Organize Segments Menu Option
Discover Workflow Tips 1.7: Organize Segments Menu Window
3– Left Menu Window Pane Customization & Report Hide Chart Option
Another aspect of deep customization is the layout of the entire left side Discover menu. The Default View (1) lays out the ‘Dimensions’, ‘Metrics’, ‘Segments’, and ‘Granularities’/‘Date Ranges’ in descending order. The layout can be wholly customized to only include the relevant analysis components to a project. For example a collapsed view which provides more coverage for the main values list can be customized via moving the windows into a Nested View (2). The Customized View (3) option completely hides specific layout menu content panes so that only the relevant values are present. The power within this feature is over the course of work users can shift their menu options to best meet their immediate needs in pulling data elements. Users can always revert back at any time to the Default View (1) by selecting the Window>Default View option from the top menu line in Discover.
Discover Workflow Tips 1.8: Left Menu Window View: Three Customization Option [(1) Default View, (2) Nested View, (3) Customized View]
A simple action which can greatly improve the visible data set range is to hide the main default Chart from a given Discover report. Users can click and drag the four dot selector beneath a chart upward and then the entire chart will be minimized which expands the amount of raw data values that are shown in the main table. Selection of the same four dot selector and dragging down will bring the chart visibly back. Often users in Discover want to bridge data value sets and export to Excel; if this is the case then hiding the Chart makes getting a better initial read on the data set easier.
Discover Workflow Tips 1.9: Step 1– Chart Hide Option User Action
Discover Workflow Tips 2.0: Step 2– Data Table Only View (Chart Now Hidden)
4– Trend Cell Right Click Action
The trend cell quick right click action allows for a single defined time range to be built into a new isolated trended report per user granularity date parameters. To initiate a user must right click a metric cell within a report, then select the ‘Trend Cell menu option. Next choose a defined date granularity setting. A new trended report is then automatically built and opened within the same workspace for user review. It is one of the best deep-dive on demand features in Discover because it provides fast side exploration of data trends and anomalies without disrupting the current report data view.
Discover Workflow Tips 2.1: Trend Cell Menu Option
5– Column Properties Right Click Action
The next within report right click action is the second menu item ‘Column Properties’ which alters the formatting of a given metrics column in terms of values shown and visible blue bar graph indicators. These options allow for users to do immediate switches and augmentation of raw metric counts to % of total values. The ‘Column Properties’ can save users time through holistic identification of metric drops and spikes in conjunction with the raw data counts for the period.
Discover Workflow Tips 2.2: Column Properties Menu Option
Discover Workflow Tips 2.3: Column Properties Menu
The Discover menu pane customization options and quick run actions can prove to be huge time savers over the course of analysis work. Users would be well served to keep these options in their back pocket as go-to methods of adjustments during analysis efforts. It bears emphasizing how an organized and coherent Discover project can benefit in repeatable work, work transitions to other users, and established work approach. Discover opens up a wide range of task flow capabilities and can bend to where users need to the tool to focus both short and long term.