Expand my Community achievements bar.

Use segment tags as dimension/grouping in Workspace table

Avatar

Level 2

9/3/24

Description

The ability to use tags assigned to segments to bring all related segments in a workspace visualization

Why is this feature important to you

We frequently have to create segments that are just OR groups of other segments, especially for cross-market (eg EMEA region or APAC region) or cross-product (eg Category A or Section X) analysis. This is time-consuming and imperfect since we have to update the grouped segments.

How would you like the feature to work

We already have the option to add tags to segments. Ideally, these tags should translate to an OR segment grouping in Workspace so we can quickly pick all relevant segments for a report. For example, I could tag all relevant regional segments as EMEA and then be able to report on individual regions as well as the cumulative view by simply dragging the "EMEA" tag in the report. I could also group segments that are used frequently as panel filters by tag, for example by tagging all segments for excluding internal visitors or potential bots under one tag. This also means that if I create a new segment and tag it accordingly, the report will automatically update. Ideally, I should also be able to choose if I want to use a tag or if I want to display the segment breakdown.

Current Behaviour

No current behavior is enabling this. The workaround is manual and involves creating "grouped" segments and/or reusing the same set of segments in similar reports.