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DocumentationAnalyticsComponents Guide

Segments manager

Last update: Thu Sep 19 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

The Segment Manager offers many ways of curating segments, such as sharing, filtering, tagging, approving, copying, deleting, and marking as favorites.

The Analytics Segment Manager shows you all the segments you own and that have been shared with you. Admin-level users can see all segments in the organization. This overview presents the user interface and the capabilities of the Segment Manager.

Segments manager

Access the Segment Manager

  1. In ÃÛ¶¹ÊÓƵ Analytics, select the Components tab, then select Segments.

    Or

    In an existing report, select the Segments icon in the left navigation, then select Manage.

Available actions in the Segment Manager

In the Segment Manager, you can:

Configure columns

You can configure the information displayed for each segment in the Segment Manager by configuring the columns that are displayed.

To configure the visible columns in the Segment Manager:

  1. In ÃÛ¶¹ÊÓƵ Analytics, select the Components tab, then select Segments.

  2. In the Segment Manager, select the Customize columns icon Customize columns icon , then select the columns that you want to be displayed in the Segment Manager.

    The following columns are available:

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    Column title Description
    Title and description These values are provided in the Segment builder. To edit the title and description, select the title link to open the Segment builder.
    Favorites Displays star icons next to each segment, allowing you to mark segments as favorites. For more information, see Mark segments as favorites.
    Report suites This column indicates in which report suite the segment was last saved.
    Owner Indicates who owns the segment. As a non-Admin, you can see only segments you own or those that were shared with you.
    Tags (not checked in column selector, hence column not appearing) Tags that were applied to the segment, either by you or by people who shared the segment with you.
    Shared with

    Lists individuals or groups (Admin only) or All (Admin only) that you shared the segment with.

    When a segment is being shared by you or with you, a share icon displays next to the segment name.
    Date modified Shows the date that the segment was last modified.
    Used in

    Shows where segments are currently being used, and how many times they are being used in each area.

    For example, if the segment is being used in 40 projects and 2 alerts, then the value of this column shows as 42 components.

    Select the value in this column to see the breakdown of where the segments are being used (for example, Projects (40), Alerts (2)). Furthermore, you can view the list of items where the segments are being used. For example, so see the list of projects where they are being used, select the Projects (40) link.

    Each of the following areas shows the number of instances of segments being used in that area:

    • Projects

      Contains segments that were created in the segment builder and are available for all projects.

    • Ad hoc components

      Contains segments that were created as quick segments and are available only within a single project.

    • Scheduled projects

    • Mobile Scorecards

    • Annotations

    • Alerts

    • Calculated metrics

    • Report Builder

      Selecting this option downloads a CSV file, with the following columns of data:

      • Report Builder Name
      • Last accessed
      • Last accessed IMS User ID
      • Last accessed user name

      When viewing information for Report Builder, usage information is available starting in September 2024.

    This information can help you determine whether a component is valuable to users in your organization, where it is used, and if it needs to be deleted or modified.

    Consider the following when viewing this column:

    • This information is available only to system administrators.
    • The Used in column does not display by default. Configure columns to display it.
    • If a segment includes another segment in its definition, any use of that segment is not shown in the Used in column. If a segment is included in the definition of another type of component (such as a calculated metric), then usage is shown in the Used in column.
    • This information does not include usage from the API or Data Warehouse.
    • If there is no data in this column for a given component but it has a Last used date, the component might have been used in an analysis without being saved.
    • Usage information is available starting in September 2023.

    You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization.
    Last used

    Shows the date when the segment was last used in any of the following component types:

    • Alerts
    • Calculated metrics
    • Projects
    • Scheduled projects
    • Segments

    This information can help you determine whether a component is valuable to users in your organization, where it is used, and if it needs to be deleted or modified.

    Consider the following when viewing this column:

    • This information does not include usage from the API, Report Builder, or Data Warehouse.
    • For some components, this column might not contain data if the component was last used prior to September 2023.
    • This information is available only to system administrators.

    You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization.

How-To Video section_B3C5DA22DC5248DBA17C56E03DA2D4F2

This ÃÛ¶¹ÊÓƵ Analytics video gives a short overview of how to use the Segment Manager.

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