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Guide to Segments in xAnalytics

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 final steps to using custom views on our data

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

Step 3: Create New Segment

Segments are used by Sitecore to show the summarization of a value (dimension) in context to a specific business question.

  1. Launch the Marketing Control Panel from the Sitecore Launchpad
  2. In the content tree, expand Experience Analytics -> Dimensions
  3. Expand the grouping folder for your dimension.
  4. Right click on the dimension, chose Insert from the context menu, and select Filter.
  5. In the dialog box, provide a Name for the filter. This will also be the name this segment is shown as on charts and tables. (It is possible to change the shown name in the item’s properties.)
  6. Click OK, to close-out the Message Dialog.

     

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  7. Update the Name field to the text that will be shown on charts and tables. (This is optional, as it will auto populate with the value entered at creation.)
  8. Click the Filter dropdown to select the filter that will set the conditions on the type of contact data that will be included.

     

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  9. Save your changes.
  10. For the segment to begin collecting data for reporting, it must be deployed. In the ribbon click Review tab.
  11. From the available options click Deploy.

 

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Once a new segment is created, it will take up to 30 minutes before any actions on the website are aggregated into this segment for reporting.

To allow historical data to aggregate into a recently created segment, you will need to rebuild the reporting database via https://your set/sitecore/admin/rebuildreportingdb.aspx. Before running the rebuild you will want to update the Deploy Date column of the Segments table in your MS SQL reporting database. This will allow all data to be aggregated into the segment.

Step 4: Using the New Segment

Creating the segment to slice data can be done by most advance content editors with access to the Marketing Control Panel section of the content tree. Sadly, by default, just because a segment is created, doesn’t make it readily available on any existing tables or charts in xAnalytics.

  1. Before adding the new segment to an existing table or chart, we need to open the xAnalytics and identify where we would like to see our segment overlaid on. For our sample segment, I’ve chosen the ‘Top entry Pages by Visits’ bar chart found on the Behavior -> Pages -> Entry Pages dashboard.

     

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  2. Launch the Sitecore Desktop from the launch pad
  3. Once in the Sitecore Desktop we need to switch which database we are working with. Sitecore artifacts that support the xAnalytics are kept in the Core database. Click the ‘hamburger menu icon’ in the bottom right corner.
  4. A menu will display listing all databases of the system, click on Core.

     

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  5. Click Sitecore Start icon in the bottom left corner

     

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  6. Click Content Editor from the options.
  7. Expand the content tree to / Sitecore / client / Applications / Experience Analytics / Dashboard / Behavior / Pages / Entry Pages / Page Settings
    1. After Dashboard, you will need to drill into the page of the chart you plan to supplement, for my example this would be the Entry Pages dashboard
    2. The ‘Page Settings’ child item is where the Sitecore Artifacts are assigned as the data source for the charts and tables.
  8. Click the item that defines the table or chart you wish to change. For my example this would be Top Entry Pages by Visits.
  9. In the Segments field, drill through the dimensions until you find your custom segment. Move it to the left by either double clicking or the selection arrows.

     

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  10. Save item, return to the launch pad and open xAnalytics. You should now see your segment listed as an option on the table or chart.

 

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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.

  • Thanks for this important post. I'm trying to build a report to show all pages that triggered a goal or "Pages per Goal". However, when adding the filter I couldn't find a rule to fit that need. I checked all standard Sitecore dimensions/segments and none of them have filter on them. Am I missing something? Regards,