1.3 - Creating Analytical Segments and Running Analysis - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.3
created_date
December 2020
category
User Guide
featnum
B035-3800-099K
  1. Select "" > Analytical segments .
  2. Choose one of the following options:
    Option Action
    Create new Select Create New.
    Edit existing Select the segment or select "" > Edit.
    From the edit page, you can:
    • Change the segment name and description.
    • View the segment details including the event path and dataset.
    • Display and copy the generated SQL for the dataset.
    • Generate the count for the segment.
    Generate count Select Retreive Count.
    Because the generated count may change depending on the the segment details, the system does not save the generated count. You must retrieve a new count each time.
  3. Define the path parameters.
    Parameter Description
    Path count Defines the number of pattern-matching paths to display. Default is 25.
    The larger the number, the more unique paths display.
    Data source Select the dataset that contains the event table data.

    See Datasets.

    Events Pattern For the Starting and Ending Patterns, select a specific event (or use the Any event or Use all events options).
    Filter events does not affect the list of selectable events.

    Select Swap Patterns "" to reverse the event path order.

    Select specific start event (Starting pattern) and ending event (Ending pattern), or use Any Event.

    [Optional] Select Starting anchor to define Event A as the starting anchor or Event B as the ending anchor in the path .

    Filter attributes [Optional] Select + Add a Filter to create a filter to limit the data.

    Select the Column, Filter type (such as Equals or Contains), and Value for the filter, and select Save.

    Select "" to edit or delete an existing filter.

    Filter events Select Use all events, or to analyze a subset of events, use Selected events.
    Filter events works when you select Run. It does not limit selectable events for Event A or Event B.
    Date range [Optional] Use Start and End dates to limit events to a specific date range.
    Session Use Field and Value to define the session using a datestamp, entity_id, event, or session_id.

    This allows you to group events together.

  4. [Optional] Select Show SQL to preview the generated SQL.
  5. Select Run.
  6. Review the resulting visualizations and data. See Analyzing the Analytical Segments