Analytics Filtering

Xponent’s enhanced filtering capability supports deep journey exploration against a number of dimensions. These capabilities allow you to drill down by custom date ranges, channels, journey steps, and journeys to gain insights into specific patterns in behavior and usage rather than be hidden by noise. It can also highlight journey steps used in multiple journeys to help visualize the non-linear paths taken by your customers. 

When applied, the filter settings accordingly impact all the modules on the Journey Discovery Analytics Dashboard. You can filter by:

• Date
• Segment
• Channel
• Journey Steps 
• Journey 

By default, the Journey Discovery Analytics Dashboard will display data from the last full quarter of the year. All of the filters can be combined to drill down to a particular set of behaviors. The filter affects all of the page's visualizations and Dynamic Cards. 

Filter by Date

The date range filter is the global filter that will impact all the Journey Discovery Analytics Dashboard components. You can filter by date through the following ways: 

Week

The Week filter selects seven days from the starting date you have clicked. 

For Example:

Clicking on the 1st of July 2024 would choose the seven days of data from Monday 1st July 00:00:00 AM through Sunday 7th July Sunday to 11:59:59 p.m. Saturday inclusive.  Each day starts and ends at midnight UTC. 

Month

The example below shows a click anywhere in the month of August 2024 and will select from the 1st to the 31st of August 2024. 

Quarter

The Quarter filter is split up into four calendar quarters: 

• Q1: January, February, and March
• Q2: April, May, and June 
• Q3: July, August, and September 
• Q4: October, November, and December

The default setting is for the last full quarter of the current year. For example, in September 2020, the selection will default to Q2 (April, May, and June) as that is the last complete quarter. 

Year

The Year filter allows you to select a whole year, including the current year, from 1970. 

Custom

The Custom date range filter allows you to input specific months, dates, and years. If the input dates are invalid, the “Apply” filter" button will not be activated, and the date range text will remain as “Select Date Range”. 

All date-related information is stored and calculated in UTC. 

Filter by Segment

The Segment filter allows you to search and select the required segment created in the segment builder. By default, all segments that have been created within the Hub would be included in the filter drop-down.

All Customers: Comprehensive list encompassing all customers, irrespective of segments.

Filter by Channel

The Channel filter allows you to select profiles that have had an interaction in the selected channel. This will be combined with the other filters and will impact the Activities Over Time, Most Popular Channels, Channel Behavior Flow, and Interactions card on the Journey Discovery Analytics Dashboard and potentially the Total Profiles card as you are essentially filtering out interactions within a channel, and Profiles tied to an interaction.

Filter by Journey Steps

The Journey Step filter allows you to select profiles with one or more journey steps. The Journey Steps filter allows you to remove noise from the right and left Sankeys on the Journey Discovery Analytics Dashboard and focus on key journey steps.

You can search for specific journey steps to deselect as needed and choose journey steps that have no data recorded against it if so desired. Search functionality will only allow you to search within the drop-down list. 

The journey steps shown are as currently defined in the Xponent ID Manager page but may not match against the data exported into your Data Lake  / Performance Dashboard. Using the object ID (Journey Step / Interaction ID) is recommended to match the appropriate step ID to the step name. 

Filter by Journey

The Journey filter acts as a highlight to understand the journey steps that created the journey map and highlight those in the Sankey. The information is pulled from your created Journey Maps, and selecting a blank journey within the drop-down is possible. A color within the Sankey will represent each journey.

If there are journey steps in multiple journeys, then the step node will display the various color separations on the node itself; however, hovering over the step node within the Sankey will pull up a tooltip as an indication of which journey(s) this step is in as shown below. 

The Rule for Filter Combination

Journey Discovery Analytics Dashboard follows the inclusion over exclusion rule when it comes to counting the Profiles. This means removing a journey step from the filter will not necessarily remove that profile if they have taken an interaction in a selected channel and vice versa. As an example: 

• Person A did an interaction on the Web Channel 
• Then Person A performed a journey step ABC 
• Client filters out Web channel but keeps Journey Step ABC in the Sankey view

• Effectively removing Person A from the Web Channel
• But Person A will still be included in the Profile card because the client is including Journey Step ABC in the filter setting

For Example:

When either All Customers or specific segments is selected, the related channels will be available accordingly.

To fully remove a profile: 

• Remove all journey steps that the profile has taken
• Remove all channels on which they have interacted
• Please choose a time period in which they have no journey step or interaction recorded

Visualizations that will be impacted when using filters

Segment Definition

Segment Definition widget visualizes the criteria and/or rules used in the segment. The segment definition becomes visible whenever the user selects a segment from the filter. To view the segment definition widget, follow these steps:

1. Navigate to the segment filter section on the segmentation window.
2. Choose the specific Segment you want to explore from the dropdown.
3. Once you've selected the Segment, ensure to click on the Apply button to confirm your choice.

Upon applying the segment selection, the Segment Definition widget will automatically become visible at the bottom of the page.