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Quick segments

Last update: Fri May 17 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

Quick segments allow you to easily explore data within a given project, without the need of creating a more complex component-list segment in the segment builder.

Consider the following when creating quick segments:

  • Quick segments apply only to the project where they were created. They are not available in other projects and cannot be shared to other users.
  • A maximum of 3 rules are allowed.
  • Nested containers or sequential rules are not supported.

The following video demonstrates how to use quick segments:

Create a quick segment

Any user in Anlysis Workspace can create a quick segment.

To create a quick segment:

  1. Choose one of the following methods to begin creating the quick segment:

    • Ad hoc (drag-and-drop): From the left rail, drag a component to the segment drop zone in the panel header.

      drop a segment in the drop zone

      You can edit the segment as described in Edit quick segments.

      note note
      NOTE
      Consider the following when creating a quick segment ad hoc (drag-and-drop):
      • The following component types are not supported: calculated metrics and dimensions, as well as metrics from which you cannot build segments.
      • For full dimensions and events, Analysis Workspace creates 鈥渆xists鈥� hit segments. Examples: Hit where eVar1 exists or Hit where event1 exists.
      • If 鈥渦nspecified鈥� or 鈥渘one鈥� is dropped in the segment drop zone, it is automatically converted to a 鈥渄oes not exist鈥� segment so that it is treated correctly in segments.

    • Using the segment icon: In a Freeform table, select the Segment icon in the panel header.

      Segment filter

  2. Adjust any of the following settings:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2 11-row-2 12-row-2
    Setting Description
    Name The default name of a segment is a combination of the rule names in the segment. You can rename the segment to a more friendly name.
    Include/exclude You can either include or exclude components in your segment definition, but not both.
    Hit/Visit/Visitor container Quick segments include one segment container only that lets you include a dimension/metric/date range in (or exclude it from) the segment. Visitor contains overarching data specific for the visitor across visits and page views. A Visit container lets you set rules to break down the visitor鈥檚 data based on visits, and a Hit container lets you break down visitor information based on individual page views. The default container is Hit.
    Components (Dimension/metric/date range)

    Define up to 3 rules by adding components (dimensions, metrics, date ranges, or dimension values). There are 3 ways to find the right component:

    • Start typing and the quick segment builder automatically finds the appropriate component.
    • Use the drop-down list to find the component.
    • Drag and drop components from the left rail.
    Operator Use the drop-down menu to find standard operators and Distinct Count operators. See Segment operators.
    Plus (+) sign Add another rule
    AND/OR qualifiers You can add 鈥淎ND鈥� or 鈥淥R鈥� qualifiers to the rules, but you cannot mix 鈥淎ND鈥� and 鈥淥R鈥� in a single segment definition.
    Apply Apply this segment to the panel. If the segment contains no data, you are asked if you want to continue.
    Open builder

    Opens the Segment Builder. After you save or apply the segment in the Segment Builder, it is no longer considered a 鈥渜uick segment鈥�. It becomes part of the component-list segment library.

    To make the component available across all of your projects and in the left rail, select the option Make this segment available to all your projects and add it to your component list.

    For more information, see the section Save a quick segment as a component-list segment in this article.

    Note: Only users with the Segment Creation permission in the 蜜豆视频 Admin Console can open the Segment Builder.
    Cancel Cancel this quick segment (don鈥檛 apply it).
    Date range The validator uses the panel date range for its data lookup. But any date range applied in a quick segment overrides the panel date range at the top of the panel.
    Preview (top right) Lets you see whether you have a valid segment and how broad the segment is. Represents the breakdown of the data set you can expect to see when you apply this segment. You might get a notice that indicates that this segment has no data. In this case, you can proceed or change the segment definition.

  3. Select Apply to save your changes.

Edit quick segments

  1. Hover over the quick segment and select the Edit icon.

    Edit ad hoc filter

  2. Edit the segment definition and/or the segment name.

  3. Select Apply.

Save a quick segments as a component-list segment

IMPORTANT
Consider the following when saving a quick segment:

  • To save a quick segment, you need the Segment Creation permission in the 蜜豆视频 Admin Console.

  • After you save or apply the segment, it can no longer be edited it in the quick segment builder. Instead, you must use the regular Segment Builder.

You can choose to save quick segments as component-list segments. Advantages of component-list segments include:

  • Availablility across all your Workspace projects
  • Support more complex segments as well as sequential segments

You can save segments either from the quick segment Builder or from the Filter Builder.

Save in the quick segment builder save2

  1. After you apply the quick segment, hover over it and select the info (鈥渋鈥�) icon.

  2. Select Make available to all projects and add to your component list.

  3. (Optional) Rename the segment.

  4. Select Save.

    The segment now appears in your component list in the left rail. Also, note that the segment鈥檚 side bar changes from light blue to a darker blue, indicating that it can no longer be edited or opened in the quick segment builder.

Save in the Segment Builder save3

  1. After you apply the quick segment, hover over it and select the info (鈥渋鈥�) icon.

  2. Select Save segment

  3. (Optional) Rename the segment, then select Apply.

    Go back to Workspace and note that the segment鈥檚 side bar changes from light blue to a darker blue, indicating that it can no longer be edited or opened in the quick segment builder. And by saving it, it becomes part of the component list.

After you apply the segment, you can choose to add it to your segment component list and make it available to all your projects.

  1. Hover over the saved segment and select the pencil icon.

  2. Select Open builder.

  3. At the top of the Segment Builder, notice the Project-only segment dialog:

    project-only segment dialog

  4. Select the checkbox next to Make available to all your projects and add to your component list.

  5. Select Save.

    The segment now appears in your segment component list for all your projects.
    You can also share the segment with other people in your organization.

Quick segment example

The following example of a segment combines dimensions and metrics:

Known issue

  1. Create a quick segment with 2 entries and Save it as Test1.
  2. Click Save as and save this quick segment as Test2.
  3. Edit the Test2 quick segment and save it again as Test2.
    Notice that the Test1 quick segment gets modified by Test2.
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