Building Segments

Building Segment

Follow these instructions to build a segment. Ensure that you have already created the source report (ex: blended report).

  1. Open the source report
  2. Click on the “Actions” button in the top left corner

  3. Select “Create Segment” from the drop down menu
  4. In the “New Segment” window that appears, enter the following for the sections:

    1. Basic Information
      1. Report Name - Enter a report name
    2. Extraction / Grouping
      1. Name - Select the column from the data source
      2. Process - Select the data transformation you’d like to apply to your selected column. Here are the various types of data transformations:
        1. No process - Default
        2. Querystring extraction - Extract a part of the string value found in the selected column
        3. Substring - Extract a part of the string value found in the selected column
        4. Substring replace - Basically a find and replace transformation, enter the starting value to find and velue to be replaced with in the selected column
        5. Values - Enter the text value (in quotes) to be counted in the selected column
        6. URL path
        7. Date - Transforms and extracts only the date of the value in the selected column
        8. Date/Time - Transforms and extracts only the date and time of the value in the selected column
        9. Time - Transforms and extracts only the time of the value in the selected column
        10. Year - Transforms and extracts only the year of the value in the selected column
        11. Month - Transforms and extracts only the month of the value in the selected column
        12. Week - Transforms and extracts only the week of the value in the selected column
        13. Json parameter - Enter the parameter name for the value to be extracted 
        14. Avg - Averages the values of the selected column
        15. Min - Displays the minimum value of the selected column
        16. Max - Displays the maximum value of the selected column
        17. Sum - Aggregates the numeric values of the selected column
        18. Count - Counts the entries of the selected column
        19. Cardinality
      3. Derived Column - Enter the name of the column to appear in the final report. By default this will be the original column name from the source report.
    3. Metrics
      1. Name - Enter the name of the calculated metric
        1. Calculation - Enter the column names and the formula. Use the following:
          1. Addition: +
          2. Subtraction: -
          3. Multiplication: *
          4. Division: /
    4.  Click the purple “Apply” button to generate and save
  5. To locate your Segment, click on “Segments” in the “People” section on the left sidebar. Enter the report name in the search box in the top left corner. You should see the report in the table below the search box.

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