Guide to Segments in xAnalytics

Wednesday, May 25, 2016 @ 09:00

By: Scott Gillis, Lead ConsultantQuick Refresher: The business has asked the Sitecore team to provide additional reporting views for data already being collected by Experience Analytics. (To understand the full request take a look at the first part of the guide.

This post covers the final steps to using custom views on our data

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.

  • Launch the Marketing Control Panel from the Sitecore Launchpad
  • In the content tree, expand Experience Analytics -> Dimensions
  • Expand the grouping folder for your dimension
  • Right-click on the dimension, choose Insert from the context menu, and select Filter
  • In the dialog box, provide a Name for the filter. This will also be the name of the segment when it is shown on charts and tables. (It is possible to change the display name in the item's properties)
  • Click OK, to close-out the Message Dialog box
    Guide to Segments in xAnalytics - Image One
  • 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)
  • Click the Filter drop-down to select the filter that will set the conditions on the type of contact data that will be included
    Guide to Segments in xAnalytics - Image Two
  • Save your changes
  • For the segment to begin collecting data for reporting, it must be deployed. In the ribbon, click the Review tab
  • From the available options, click Deploy
    Guide to Segments in xAnalytics - Image Three

Once a new segment is created, there will be a 30 minute delay before any actions on the website are aggregated into the 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 site/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 of the data to be aggregated into the segment.

Step 4: Using the New Segment

Creating the segment to slice data can be done by more advanced Content Editors with access to the Marketing Control Panel section of the content tree. Sadly, by default, just because a segment is created, does not make it readily available on any existing tables or charts in xAnalytics.

  • Before adding the new segment to an existing table or chart, we need to open xAnalytics and identify where we would like to see our segment overlaid. For our sample segment, I've chosen the 'Top entry Pages by Visits' bar chart found on the Behavior -> Pages -> Entry Pages dashboard
    Guide to Segments in xAnalytics - Image Four
  • Launch the Sitecore Desktop from the launch pad
  • 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 of the screen
  • A menu will display listing all databases of the system, click on Core
    Guide to Segments in xAnalytics - Image Five
  • Click the Sitecore Start icon in the bottom-left corner
    Guide to Segments in xAnalytics - Image Six
  • Click Content Editor from the options
  • Expand the content tree to / Sitecore / client / Applications / Experience Analytics / Dashboard / Behavior / Pages / Entry Pages / Page Settings
    • 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
    • The 'Page Settings' child item is where the Sitecore Artifacts are assigned as the data source for the charts and tables
  • Click the item that defines the table or chart you wish to change. For my example, this would be Top Entry Pages by Visits
  • In the Segments field, drill through the dimensions until you find your custom segment. Move it to the left by either double-clicking it or using the selection arrows
    Guide to Segments in xAnalytics - Image Seven
  • Save item, return to the launch pad and open xAnayltics. You should now see your segment listed as an option on the table or chart
    Guide to Segments in xAnalytics - Image Eight

As always, feel free to tweet me questions or comments @thecodeattic or on Sitecore Slack Community as @gillissm.

 

 

Scott Gillis, Lead Consultant at Paragon and 2017 Sitecore MVP, has been working with Sitecore for several years. He has a deep passion for helping clients leverage their content and data into powerful new capabilities in Sitecore and has produced successful outcomes as the technical lead on numerous, complex implementations. Recently, Scott has been focusing on helping these clients take advantage of the wealth of data collected by Sitecore Experience Analytics.