Sitecore Experience Platform

Create a custom report filter and segment

Abstract

How to create your own dimensions and filters to use in reports.

In Experience Analytics, you use dimensions and segments to create charts used in reports.

Dimensions and segments work together to define the data available in the reports. Dimensions determine how visits are analyzed, and segments control which visits are analyzed. For example, you can have a dimension called By Goal, followed by a segment called All visits by Goal.

Experience Analytics has several default dimensions and segments, but you can also create your own if your business requires it. You create segments by combining a dimension with a filter.

This topic describes how to:

In the Content Editor, you can create a custom filter to use with segments. To do this, you create a new item in Sitecore and then create a rule.

To create a new filter item:

  1. In the Content Editor, navigate to and click the Filters folder (/sitecore/System/Marketing Control Panel/Experience Analytics/Filters).

  2. On the ribbon, on the Home tab, in the Insert group, click Filter.

  3. In the Message dialog box, enter a name for your filter, for example, My Filter, and click OK.

  4. Click Save.

  5. To configure your new filter item, in the right pane, in the Data section, click Edit rule.

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  6. In the Create rule dialog box, in the Choose conditions field, search for or scroll down the list for a relevant condition, and then click the condition. For example, to create a rule for your filter that displays statistics on a contact that has downloaded a brochure from your website, search for Asset, and then select the rule: where the Asset was downloaded.

  7. To set and configure the options for a rule, in the Edit rule section, click the underlined words to enter a value, select an alternative keyword, or to select the value.

    For example, to select an asset, in the Edit rule section, in the Rule 1 field, click the underlined word Asset. In the Select item dialog box, on the Browse tab, navigate to the folder where you store your assets and select the relevant asset.

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  8. When you have finished configuring the rule, click OK.

  9. Click Save.

When you have created a custom filter, you can create a segment item to link your new filter to.

To create a segment for a custom filter:

  1. In the Content Editor, in the content tree, expand the Dimensions folder (/sitecore/System/Marketing Control Panel/Experience Analytics/Dimensions) and expand the folder where you store your dimensions. For example, the Pages folder.

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  2. To create the custom segment definition item, click the relevant dimension. For example, the By entry page dimension.

  3. To create a custom segment item, on the ribbon, on the Home tab, in the Insert group, click Segment.

  4. In the Message dialog box, enter a name for your custom segment, for example, My Segment, and then click OK.

  5. To link your custom segment to your custom filter, in the right pane, in the Data section, in the Filter field, click the drop-down arrow, select the custom filter, for example My Filter, and then click Save.

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  6. To save your changes and start data collection for this segment, on the ribbon, on the Review tab, in the Workflow group, click Deploy.

    By default, data collection starts 30 minutes after deployment.

    Note

    Once you have deployed a new segment and data collection has begun, you cannot change the segment because this could cause inconsistencies in your collected data.