Quick Refresher: The customer has asked the Sitecore team to provide additional reporting views using data already being collected by Experience Analytics. (To understand the full request take a look at the first part of the guide.)
This post covers the first two steps
Step 1: Create New Dimension
All of the data that is reported against, starts with a dimension. A dimension consist of a Sitecore Artifact in the Marketing Control Panel and a corresponding, compiled aggregation method and table(s) to support the proper data.
Therefore, creating new dimensions is a task that involves both developers and business intelligence analysts. The BI Analysts work with the customer to help define the questions that they want to ask of the data, and then help the developer understand how the currently collected data can be aggregated to get the needed answers.
This is a process in itself, which we will investigate further in future posts.
Step 2: Create New Filter
Filters are created once, and can be reused throughout different segments. Filters are built using the Sitecore Rules engine to define conditions that must be matched so the element will be added to the resulting data set.
- Launch the Marketing Control Panel from the Sitecore Launchpad
- In the content tree, expand Experience Analytics -> Filters
- Right-click on Filters, choose Insert from the context menu, and then select Filter
- In the dialog box, provide a Name for the filter
- Click OK to close-out the Message Dialog
- There are minimal data fields to be filled out for a filter. Expand the Data section of the item and you will see a Rule field to complete
- Click Edit Rule to open the standard rule editor
- Choose the rule that best fits the data that you are looking to filter. Sitecore has done some backend magic, which spoofs the ‘current contact’ to allow rules to properly pull users into the filter in the form of Sitecore.ExperienceAnalytics.Aggregation.Rules.AggregationAdaptor.AggregationAdaptorTracker object
- Finally, be sure to select the action ‘add visit to segment’ to ensure that the contacts are added to the resulting dataset
- Click OK
This post originally appeared at https://www.paragon-inc.com/resources/blogs-posts/guide_to_creating_dimensions_and_filters.