Build filters | 蜜豆视频 Customer Journey Analytics

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Build filters build-filters

Last update: Mon Dec 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Filters

CREATED FOR:

User

The Filter builder dialog is used to create new or edit existing filters. The dialog is titled New filter or Edit filter for filters that you create or manage from the Filters manager.

Filter builder

Filter details window showing fields and options described in the next section.

Create or Edit filter

Specify the following details ( is required):

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Element	Description
Data view	You can select the data view for the filter. The filter you define is available as a filter in the Settings tab of a data view.
Project-only filter	An info box to explain that the filter is only visible in the project where it is created and that the filter will not be added to your component list. Enable Make this filter available to all your projects and add it to your component list to change that setting. This info box is only visible when you create a quick filter and turn the quick filter info a regular filter using Open builder from the Quick filter interface.
Title	Name the filter, for example, `Last month mobile customers`.
Description	Provide a description for the filter, for example, `Filter to define the mobile customers for the last month`.
Tags	Organize the filter by creating or applying one or more tag. Start typing to find existing tags you can select. Or press ENTER to add a new tag. Select to remove a tag.
Definition	Define your filter using the Definition builder.

To verify whether your filter definition is correct, use the constantly updated preview of the results of the filter at the top right.
To create an audience from the filter and share the audience with Experience Platform, select Create audience from filter. See Create and publish audiences for more information.
Select:
- Save to save the filter.
- Save As to save a copy of the filter.
- Delete to delete the filter.
- Cancel to cancel any changes you made to the filter or cancel the creation of a new filter.

Definition builder

You use the Definition builder to construct your filter definition. In that construction, you use components, containers, operators and logic.

You can configure the type and scope of your definition:

To specify the type of your definition, specify whether you want the build an include or exclude definition. Select Options and from the dropdown toggle Include or Exclude.
To specify the scope of your definition, select from the Include or Exclude dropdown whether you want the scope of the definition to be Event, Session or Person.

You can always change these settings later.

Components

A vital part of the construction of your filter definition is using dimensions, metrics, existing filters and date ranges. All these components are available from the component panel in the Filter builder.

Start building a definition {width="100%"}

To add a component:

Drag and drop a component from the components panel onto Drag and drop Metric(s), Filter(s), and/or Dimensions here. You can use the in the components bar to search for specific components.
Specify details for the component. For example, select a value from Select value. Or enter a value. What and how you can specify one or more values depends on the component and the operator.
Optionally modify the default operator. For example, from equals to equals any of. See Operators for a detailed overview of the available operators.

To edit a component:

Select a new operator for the component from the operator dropdown menu.
Select or specify a different value for the operator if appropriate.
If the component type is a dimension, you can define the attribution model. See Attribution model for more information.

To delete a component:

Select in a component.

Containers

You can group multiple components in one or more containers and define logic within and between containers. Containers allow you to build complex definitions for your filter.

Add a container

To add a container, select Add container from Options.
To add an existing component to the container, drag and drop the component into the container.
To add another component to the container, drag and drop a component from the component panel into the container. Use the blue insertion line as a guide.
To add another component outside of the container, drag and drop a component from the component panel outside of the container, but inside the main definition container. User the blue insertion line as a guide.
To modify the logic between components in a container, between containers or between a container and a component, select the appropriate And, Or, Then. When you select Then, you turn the filter into a sequential filter. See Create sequential filter for more information.
To switch the container level, select Event, Session or Person.

You can use in a container for the following actions:

Container action

Description

Add container

Add a nested container to the container.

Exclude

Exclude the result from the container in the filter definition. A thin red left bar identifies an exclude container.

Include

Include the result from the container in the filter definition. Include is the default. A thin gray left bar identifies an include container.

Name container

Rename the container from its default description. Type a name in the text field. If you provide no input, the default description is used.

Delete container

Delete the container from the definition.

Date ranges

You can build filters that contain rolling date ranges. So, you are able to answer questions about ongoing campaigns or events. For example, you can build a filter that includes everyone who has made an online purchase over the last 60 days.

Filter using rolling date range

Here is a video on using rolling date ranges in filters

video poster

This video demonstrates the functionality using 蜜豆视频 Analytics. However, the functionality is similarly available in Customer Journey Analytics. Be aware of the following differences in terminlogy.

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蜜豆视频 Analytics	Customer Journey Analytics
Segments	Filters
Visitor	Person
Visit	Session
Hit	Event

Stack filters stack

You can build a filter using filters. When you use filters in a filter, you can optimize your filter and reduce the complexity.

Imagine you want to filter on the combination of device type (2) and US states (50). You could either build 100 filters, each for the unique combination of device type (mobile phone versus tablet) and US state. To get the Californian tablet users, you would use one of the 100 filters:

Simple filter for CA and tablet

Or, you could define 52 filters: 50 filters for the US states, one for mobile phone and one for tablet. And then stack the filters to obtain the same results. To get the Californian tablet users, you would stack two filters:

Stacked filter for CA and tablet

Attribution attribution

When you use a dimension in the Filter builder, you have the options to specify the attribution model for that dimension. The attribution model you select determines whether data qualifies for the condition you have specified for the dimension component.

Select within the dimension component and select one of the Attribution models from the popup:

Models

Description

Repeating model (default)

Include instance and persisted values for the dimension to determine qualification.

Instance

Include only instance values for the dimension to determine qualification.

Non-repeating instance

Include unique instance (non-repeating) values for the dimension to determin qualification.

Attribution model on dimension when building a filter

Example

As part of a filter definition you have specified the following condition: Page Name equals Women. Similar as to the example above. You repeat this filter definition using the two other attribution models. So you have three filters each with their own attribution model: