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Introduce "Merge Segments/Filters" option for Panels in Analysis Workspace

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Community Advisor and Adobe Champion

7/6/23

Description -

The option to use many Segments in AA or Filters in CJA at the same time in Analysis Workspace is amazing. Especially with the new Dynamic Dropdowns, users can easily dive deeper and deeper into their data sets and truly understand user behavior. However, adding more and more Segments during analysis or using many Filters usually leads to a picture like this, where many types of Segments are used together, creating clutter in the interface, confusion for users, and potential for errors when adding or removing Filters:

FrederikWerner_0-1688655436993.png

To help with that, I want to propose a "Merge Segment" option for Panel filters in Analysis Workspace.

Why is this feature important to you -

To prevent confusion and friction through long lists of Components, Segments, and Filters, while allowing for new, sophisticated segmentation workflows.

How would you like the feature to work -

As part of the Filter row of a Panel, introduce a new button to merge currently applied Filters:

FrederikWerner_1-1688655715779.png

Clicking this button does two things:

  • It builds a merged Segment, containing all of the currently applied Segments
  • It replaces all manually applied Segments with the merged one

Currently applied Dropdown filters would remain untouched:

FrederikWerner_3-1688655962757.png

Some research will certainly be needed to nail the exact user expectations, but a feature like this will be highly useful to allow novice users to create advanced Segments.

Current Behaviour -

Many things, much confusion