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Visitor level segment with rolling date range

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Level 2

12/11/24

Description - Currently, we are trying to run a report that will pull back all visitors that have placed an order in the last 30 days, what have they done in the last 365 days.  We can set the calendar for the last 365 days, but we are unable to have a segment that will automatically look back to the last 30 days.  Using day, or month will be a manual solution, but is an extra step.  And using granularities will over-ride the current calendar, meaning we cannot look at behaviour previous to the order.  

 

Why is this feature important to you -  Currently, most in the business is using granularities to do this, without realising the impact is has on the reporting.  This means false information / analysis is being used to make business decisions.  

 

How would you like the feature to work - For the short term, can there be a pop-up when granularties is used in the segment to warn that this will override the calendar date range?  Long term: can we have an update to have the Day metric work more like granularities, or have granularities to turn on / off the feature to over-ride the calendar?

 

Current Behaviour -  Currently, granularities is over-riding the functionality of the segment partially by overriding the calendar date range.  The only solution to do what we want is either manually updating the segment each time this report wants to be ran, which is inefficient and beats the purpose of creating segments, or alter the business use-case to not focus on the last 30 days.  

1 Comment

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Community Advisor and Adobe Champion

12/11/24

I think you can do this.. with some difficulty... I did a sample:

 

Jennifer_Dungan_0-1733937107641.png

 

(Note, I used "Last 90 Full Days" as that was available, you would need to make a custom range for "Last 365 Days")

 

Essentially, since the "Last 30 Days" overrides the panel date, I have added two containers... one looking for Orders in the last 30 days, but any traffic in the last 90 (replace with 365) days....

 

My table will now show traffic back 90 days, but the bulk of my orders is in the last 30 (technically this will not exclude orders made before the last 30 days, but every user must have made a purchase in the last 30 days.

Jennifer_Dungan_1-1733937316326.png

 

 

Still giving you an upvote though... since it shouldn't be this complicated... (also, it didn't used to be... when Adobe added the "relative dates to panels" function, they broke the original logic of the segments that used to allow us to do this easier....)