Specifying Segments

To specify segments in the dataset, you can save information from the Filters shelf of a visual as a segment. Follow the steps outlined in our article Creating Segments from Filter Definitions.

Alternatively, you can specify the filters in the Dataset Segments interface, as described in Creating Segments.

This article uses the dataset Customer Value Analysis, which is based on datafile customer-value-analysis.csv.

Let's define the following segments:

Definitions of Segments on the Dataset Customer Value Analysis
Group Name Filters
Geographic Regions California ([State] in ('California'))
Geographic Regions Mountain ([State] in ('Arizona', 'Nevada'))
Geographic Regions North West ([State] in ('Washington', 'Oregon'))

After you define these segments in your dataset, your Dataset Segments interface should look like this:

segments defined on Customer Value Analysis dataset
Segments Defined on Dataset Customer Value Analysis