Hidden Segments and Attribution Model. Adobe Analytics Workspace Tips 2019

hi this is Andrey Osadchuk I welcome
you to another training on analysis workspace in adobe analytics today I’m
going to show you a few tips the first one is how to make a copy of somebody’s
segment then I will show you how to find hidden segments in calculated metric
builder UI and finally I will show you a tip how you can make a pageview metric
with attribution model which is not possible by default by design so let’s
start with the first scenario why you may want to make a copy of somebody’s
segment if you look at what I have in the segments my top five segments are
shown as you see them on the left and let’s have a look at the first segment
which is purchasers this segment is one of the templates or one of those that
were inherited by my account and we can see that this will return all visitors
who have ever placed an order on our site when we triggered a purchase event
or order metric which is out-of-the-box metric and the challenge here or let’s say
my concern here is that I don’t think that the purchasers is the right name
for this metric and I also may want to add some additional comments so that it
will be clear for myself and for those I will be sharing my project with or
this segment with what this segment is about so why I think that this is not
the accurate name for this segment because this would mean that every
person who came to my site and placed an order has to pay for that order however
it’s not always the case it’s possible to go through the checkout flow place
an order but then it’s up to the customer whether to pay or not to pay for it
because if on your site there are different payment options and one of
them allows the customer to either pay for the order offline or pay
for the order not at the time when the person goes through the checkout process
but let’s say afterwards in other words if your site supports deferred payment
options then this is the case this is when this purchasers segment will not
return the accurate data so and this is why I want to rename this segment I want
to name it like those who placed in order but obviously not those who
purchased something because purchasers for me personally is somebody who paid
for something on my site when I really know that I sold a product or service
and since I’m not an administrator what I can do in this case I can make a copy
how I can make a copy of this segment if you go to components and segments you
won’t find this segment there because it’s not your segment it’s not the
segment that was shared with you because this is as you see the icon is referring
to kind of a template segment or the segment that was created in let’s say a
legacy version of Adobe Analytics I don’t really know how it’s called but
it’s very common to see such segments in your segments menu and what you can do
you can actually create a free-form table move the segment to metrics and
then you just need to right-click on this segment and select create segment
from selection and this will open the segment builder and you can very easy to
update the segment the way you want and it will be now your own segment that you
will just save so imagine that this wasn’t so that’s a simple segment but
this was quite big segment in terms of how many definitions or
components were grouped together under definition area and this is why it’s
very simple to create a copy using this scenario now you can rename it now you
can add description the way you want and this segment will immediately become
available for you so let’s call it visitors who placed an order okay so now
I will have this segment and I will be the author of this segment and now I
want to show you how you can find the segment so in most of the cases if you
work with the report suites you will see the segments on the top because you have
just created this segment however as you can see I do not see it under the
segment’s why it’s happening because I currently work with so-called virtual
report suites and maybe this is something that is exactly how you work
with Adobe Analytics your administrators may not give you access
to report suites but they may give you access to virtual report suites and when
you work with the virtual report suites the segment menu actually as metrics
menu as well they work slightly differently and let’s look for this
segment that I have created so its visitors and
we already can see that it’s not in the list after applying a filter however
what you can see here is this show all components button and this is one of the
tips that I wanted to show you today that if you can’t find your segment but
you see such a button this means that you work with the virtual report suite
and to find your segment you need to click on this button so let’s do this
now we can see other segments that include the segment that I have created
just a moment ago so I will just add it to my table and using this mechanic you
can create a copy of your segment and then find this segment in the menu what
else I wanted to show you today show you how you can find what I call hidden
segments in calculated metric builder so let’s imagine that now I want to create
a new metric with this segment that we see and I will go to the metric builder
however take a look at my left rail menu I do not have segments group at all so
how can I use segments so for example let’s imagine that I want to have a look
at how many visits I had on my site by those who at least placed one order so I
had to find that segment but I can’t see it here and this is very confusing
because you basically can’t find your own segments so what you do in this case
the tip is you can use this search field and apply a filter that will be called
segments when you apply this you will have this button show all components and
now we can find this segment that I created a moment ago so this is a very
powerful tip for you so if you are confused while you can’t see your
segments this is the way how you can find them in the metric builder I won’t
save this calculated metric just wanted to show you this method and now tip
number three or last tip for this small video training is how you can apply an
attribution model to a pageview metric so let’s have a look at again at the
metric builder and I will add a few out-of-the-box metrics pageviews visits
and if you click on the gear icon you can see that the attribution is grayed
out so you can’t use this and you can see that non-default attribution models
are unavailable for this metric and same for visits and for some other metrics
and afterwards you may think okay probably this is a limitation of the
solution and this is what I meant when I said that by default it’s not possible
to apply an attribution model for the page views metric however there is a
trick the trick is the following there is a metric which is called Content
velocity also you may find page velocity metric so for example in my
case I already can see page velocity a metric in my list if you can’t find
these metrics in your menu for example I will look for velocity and if you do not
see either of these metrics you will need to create a new project in
analysis workspace and select let me show you a template in the template you
need to look for content consumption web and when you open this template you will
find the metric somewhere in the project in the template project but since I
already have this metric I will add this metric to my table and why do you need
to add it to your freeform table because this is again the only way how you can
create a copy and afterwards configure the attribution model for pageviews
metric so I will right-click and I will select actually I can’t select it here
so we’ll need just to regroup a little so I will just add this metric to the
metrics area and now I can right click and now I will go to create metric from
selection it’s quite kind of similar to how we created a copy of this segment I
will go to calculated metric builder and there you go so now you can see how this
metric is built and here you can find page views with an attribution model so
now you can click on the gear icon and you can see that the checkbox is still
greyed out however there is an edit link and if you click on this link you
can select any type of attribution available as an attribution model
capability within analysis workspace and there you go so you can set any type of
attribution and then delete the components that you don’t need for your
calculated metric and this is the way how you can set it up for pageviews so
now we can just name it the way you want and you will have this metric available
for your analysis this is it for today hope you found this helpful also if you
want to know more tips of how to use analysis workspace and let’s say hidden
opportunities for configuration and analysis don’t miss my other videos that
you can find on the channel and for today this is it thank you for watching
and talk to you next time bye

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One Comment

  • Andrey Osadchuk says:

    Do not miss another tip about creating Invisible Panels in Analysis Workspace https://youtu.be/z4Xm1Q16nnQ

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