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Guide to Creating Dimensions and Filters

Quick Refresher

The business has asked the Sitecore team to provide additional reporting views on already being collected by Experience Analytics.

This post covers the first two steps

  1. Create New Dimensions
  2. Create New Filters
  3. Create New Segment
  4. Applying the New Segment

Step 1: Create New Dimension

All data that is reported against starts with a dimension. Dimensions consist of a Sitecore Artifact in the Marketing Control Panel and a corresponding compiled aggregation method and table(s) to support the proper data.

Therefore creating new dimensions is a task that involves both developers and business intelligence analysts. The BI Analysts works with the business to help define the questions they want to ask of the data, and then helps the developer understand how the currently collected data can be aggregated to get the needed answers.

This is a process in itself which will investigate further in future posts.

Step 2: Create New Filter

Filters are created once, and can be reused throughout different segments. Filters are built using the Sitecore Rules engine to define conditions that must be matched so the element will be added to the resulting data set.

  1. Launch the Marketing Control Panel from the Sitecore Launchpad
  2. In the content tree expand Experience Analytics -> Filters
  3. Right click on Filters, chose Insert from the context menu, and select Filter.
  4. In the dialog box, provide a Name for the filter.
  5. Click OK, to close-out the Message Dialog.

    Created Dimensions 1

     

  6. There are minimal fields to be entered for a filter. Expand the Data section of the item, and you will see a Rule field to complete.
  7. Click Edit Rule, to open the standard rule editor.
  8. Choose the rule that best fits the data you are looking to filter for. Sitecore has done some backend magic, which spoofs the ‘current contact’ to allow rules to properly pull users into the filter in the form of Sitecore.ExperienceAnalytics.Aggregation.Rules.AggregationAdaptor.AggregationAdaptorTracker object.
  9. Finally, be sure to select the action ‘add visit to segment’ to be sure the contacts are added to the resulting data set.
  10. Click OK

Created Dimensions 2

As always if you want to continue the conversation or have some questions reach out to me on Twitter @thecodeattic or on Sitecore Slack Community as @gillissm.