Besides creating segments in the dataset detail view, Arcadia Enterprise also lets you create segments from a filter definition of a visual.
See the following topics to create a new segment from a filter in a visual, then edit the filter to add another segment, and finally update an existing segment.
Follow these steps to create a new data segment, Mountain from a filter definition:
originstate
to the Filters shelf.In the Filter for originstate window modal, select CO and WY, and click Apply.
Click the (save down) icon to the left of the Filters shelf.
From the menu, select Create New Segment.
In the Add Segment window modal, specify the following:
[originstate] in ('CO', 'WY')
. Click Save.
Now, let's edit the filter defined in the first segment and create a second segment.
On the Filters shelf, at the right of the originstate
filter, click the (down arrow)
icon to open the Filter Properties menu.
From the Filter Properties menu, select Clear values.
Again, click the (down arrow)
icon to the right of the originstate
filter to open the
Filter Properties menu.
From the Filter Properties menu, select Select values.
In the Filter for originstate window modal, select WA.
Click Apply.
To define the next segment, select Create New Segment from the Save as Segment menu.
In the Add Segment window modal, specify the following:
[originstate] in ('WA')
. Click Save.
In the side navigation bar of the visual interface, click Segments.
Notice that the two segments (and the segment group) we just defined appear in the Segments menu.
Let's add a new state, OR, to our existing segment North West.
To add the new selection to an existing segment, do the following:
Notice that when the Edit Segment modal window appears, it shows the existing configuration for the segment North West.
However, its Filters specification now includes Oregon:
[originstate] in ('WA', 'OR')
.
Click Save to finish adding the specification to the segment.
To view how segments work in a visual, see Using Segments in Visuals.