Guide To Creating Dimensions And Filters

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
    Image One
  • 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
    Image Two

As always, feel free to tweet me questions or comments @thecodeattic or on Sitecore Slack Community as @gillissm.

This post originally appeared at https://www.paragon-inc.com/resources/blogs-posts/guide_to_creating_dimensions_and_filters.

 

 

How to describe Sitecore to a SharePoint guy?

I have kicked off a new series of posts this week, on Paragon’s blog. This series explains a competitive web content management platform Sitecore to a SharePoint user.

The first post is called “How to describe Sitecore to a SharePoint Guy” and can be read in its entirety at http://sitecorecleveland.com/resources/blogs-posts/how_to_describe_sitecore_to_a_sharepoint_guy.

Your comments are always encouraged; feel free to leave them here or on the post. The next post will begin the dig into the practical details of Sitecore from the mindset of a SharePoint user.