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Use filters as dimensions in Analysis Workspace

Learn how to compare and visualize filters when used as dimensions in Analysis Workspace projects.

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Transcript
In this video, I鈥檒l show you how to use filters as dimensions in Analysis Workspace for Customer Journey Analytics. Now, while filters and dimensions each have their own primary function, filters can be used like dimensions in certain scenarios, and that鈥檚 the focus of what I鈥檒l be showing you. Now normally, you would take a filter and drag and drop it into the drop zone here. This filter contains all events that occurred in 11 through 20 days from the current date. I鈥檝e added this to my first panel in my project, and you can see that these metrics are updated based on this filter and relative to the date range that I鈥檓 using. Usually, this is how you would use filters. I鈥檒l add the same filter to my top 10 pages panel. This one contains a table, among other visualizations. The page title is a dimension that was added from the dimensions panel in the left. This shows me the breakdown of sessions for each page title displayed based on the filter I applied at the top. So, what am I talking about when I say you can use filters as dimensions? One of the things you can do, and I have this empty freeform table right above, is put those segments into the table just like you would with dimensions. For example, I鈥檒l use that 11 through 20 days filter and drag and drop it to the dimensions drop zone in the left of this table here. As you can see, it鈥檚 treated like a dimension. It even uses the correct container metric associated with the filter, which is events. Notice it even uses the label filters up here. Now I鈥檒l add in a couple of others. When you do this, make sure the action is add and not breakdown though, before you release your mouse button. Okay, so now I have 1 through 5, 6 through 10, and 11 through 20 days. I can finish off my table the way I want to show it, so maybe I鈥檒l sort by the filter name by clicking this arrow next to the filters heading right here. There鈥檚 a comparison I鈥檒l show you now. I鈥檇 like to add a couple of metrics to this table. First, I鈥檒l add sessions to the left of events and price total to the right of events. Now price total is reflected as revenue in the summary panel above. Okay, so why did I do this? Well, I wanted to show you that the metrics for the row with 11 through 20 days match up with the metrics in the first panel, which contains summary numbers for these metrics and have the 11 through 20 days filter applied at the panel level. So there鈥檚 144.3k sessions, which is abbreviated in the summary section, and the full number is displayed in the table, which is 144,258. Now you might ask, is it better to apply the filter on the panel with the summary numbers, or is it better to use a table with each filter in a row and the metrics added to it in columns? First, if you want to look at a lot of different visualizations in the same panel, then drop the filter in the drop zone at the top. I鈥檓 using a lot of different panels in my project, so I鈥檇 have to drop this to each panel. It鈥檚 really just a design consideration. It is possible to drop all of those segments to the top of a panel, which is really helpful. Let me show you how that鈥檚 done. I鈥檒l simply select all the filters I want. On a Mac, I鈥檒l hold down the Command key while I select each of the filters, and if I was using a Windows machine, I would hold down the Control key. Then, as I hover over the filter鈥檚 drop zone, it tells me to hold down the Shift key as I release. Now I could select each filter separately and see how the metrics change as I do this. If you want a quick glance at multiple filters to see how they compare, then using the filters as dimensions in a table is really useful. You can even add a visualization to it like this. I鈥檓 adding a donut visualization. Now there鈥檚 another way we can treat a filter like a dimension. I鈥檒l come down to my Top 10 Pages Visited table, and I鈥檒l drag and drop one of my filters to one of the dimensions in the table to do a breakdown by that filter. I鈥檝e broken down the Category 5 page by the Demographic Group 35 through 44 filter. This is something typically done with dimensions, but I鈥檝e just shown you how to do it with a filter. And that鈥檚 a wrap! I鈥檝e shown you how filters can be used as dimensions and explained why you would want to do this. Have a great day!

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