Wednesday, 28 December 2016


Filters and Segments

Segmentation: It is the key to greater understanding of your Web Analytics data. You want to use a segment if you are selecting entire visits and you want to use a filter if you are looking at specific events, page views etc..


·           Custom Variables: Custom variables can be used to define additional segments to apply to your visitors other than the ones already provided by Analytics. It is a powerful technique as it can be tailored to a website and its idiosyncrasies but, on the downside, it depends on additional website coding.

 ·           Advanced Segments: Advanced segmentation the other hand, allow you to apply and remove segments without removing data. They are considered less effective for long term segmentation purposes.
·           Profile filters: In Google Analytics, Filters are used by Views to segment the data into smaller groups. Filters can be used to include only specific subset of traffic, exclude unwanted data, or to search and replace certain pieces of information. Belong to a long-term segmentation strategy. The data collected in a specific profile in the past cannot be changed or removed, so please be careful when applying filters.
     Filter types and uses

                    Include and exclude filters
                    Search-and-replace filters
                    Advanced filters
                    Exclude internal traffic
                    Filter domain referrals
                    Filter on geography
                  Custom filter fields &Social Network filters

i.            Include and exclude filters

Use Include and Exclude Filters to eliminate unwanted hits.
If you apply an Exclude Filter and the pattern matches, the hit is thrown away and Analytics continues with the next hit. If the pattern does not match, the next filter is applied to that hit. You can create either a single Exclude Filter with multiple patterns separated by '|' or you can create multiple Exclude Filters with a single pattern each.

ii.            How search-and-replace filters work

Search-and-replace filters use regular expressions to find a search string in a filter field and replace it with a replacement string.

To create a search-and-replace filter:

1.      Follow the instructions to create a new filter for your view.
2.      Set the Filter Type to Custom.
3.      Click the Select filter type drop-down menu and select Search and Replace.
4.      Use the Filter Field drop down menu to select the field (dimension) you want search.
5.      Enter a regular expression in the Search String field.
6.      Enter the Replace String. To delete the search string entirely, leave this blank.
7.      Use the Case Sensitive checkbox if your regular expression is case sensitive. Otherwise, the search will be case insensitive.

iii.              Advanced filters

The Advanced filter lets you construct Fields for reporting from one or two existing Fields. Use expressions and corresponding variables to capture all or parts of Fields and combine the result in any order you wish. For general information on how filtering works, read About Filters.

iv.            Exclude internal traffic

Filter out traffic to your website from people on your corporate network.
Most of the time, Google Analytics is used to track how external customers and users interact with your website, since internal traffic patterns are typically different from external traffic patterns. When your reporting views contain hit data from both internal and external users of your website, it might become difficult to determine how your customers are actually interacting with your website.

v.            Filter domain referrals

Reduce spam traffic from your Google Analytics data.
Referral traffic is the segment of traffic that arrives on your website through another source, like through a link on another domain. Analytics automatically recognizes where traffic was immediately before arriving on your site, and displays the domain names of these sites as the referral traffic sources in your reports.

vi.            Filter on geography

Instructions for creating filters are in Create/manage view filters.
Here are two ways to use filters on geo-fields to track data based on geographical regions:

1. Consolidate countries into sales regions

2. Use Region-Specific Reporting


vii.  Custom filter fields

It Includes,
·         Content and traffic
·         Campaign or Ad group
·         E commerce
·         Audience /users
·         Location

viii.     Social Network filters

If you create a custom filter that uses any of the Social dimensions (Social Network, Social Action, Social Action Target), keep in mind that these dimensions apply only to Social interactions (social-hit data).
Create a filter at the account level
To create a filter at the account level:
        Sign in to your Analytics account.
        Select the Admin tab and navigate to the account in which you want to create the filter.
        In the ACCOUNT column, click All Filters.
        Click + New Filter.
        Select Create new Filter.
        Enter a name for the filter.
        Select Predefined filter to select from the predefined filter types.
        Select Custom filter to construct a custom filter from the options we provide. If you create a custom filter, consult our definitions of the filter fields.
        From the Available views list, select the views to which you want to apply the filter and then click add.
        Click Save.

To create a filter at the view level:
        Sign in to your Analytics account.
        Select the Admin tab and navigate to the view in which you want to create the filter.
        In the VIEW column, click Filters.
        Click + New Filter.
        Select Create new Filter.
        Enter a name for the filter.
        Select Predefined filter to select from the predefined filter types.
        Select Custom filter to construct a custom filter from the options we provide. If you create a custom filter, consult our definitions of the filter fields.
        From the Available views list, select the views to which you want to apply the filter and then click add.
        Click Save.

To change the filter order for a view
        Sign in to your Analytics account.
        Select the Admin tab and navigate to the view in which you want to create the filter.
        In the VIEW column, click Filters.
        Click Assign Filter Order, select the filter you want to move, then click Move up or Move down. Click save when you are finished.
        If you want to remove a filter from the view, click remove in the row for that filter.

To add existing filters to or remove them from a view
        Sign in to your Analytics account.
        Select the Admin tab and navigate to the view in which you want to add or remove filters.
        In the VIEW column, click Filters.
        Click + New Filter.
        Select Apply existing Filter.
        Add or remove the filters as necessary.
        Click Save.
Recommended Views
Unfiltered View: Always have a view called “Unfiltered View – Do Not Delete” defined to keep your raw data intact. This view is there to make sure if anything unexpected happens to the data at least you have a backup saved somewhere. You should never add any filters to this view.
Main View:  This view would be the one you use for reporting on a regular basis. Call it whatever you like, but make sure it’s communicated to your team which view should be used for reporting.
Test View: Apply your filters to this “Test View” first. Since the effects of applying a filter cannot be undone, it is recommended that you apply your new filters to a Test View first and let them run for a couple of days, to have enough time to verify the credibility of the results. If you have not already created and defined a “Test View”, it is a good time to create one now; your Test View should use the same exact settings as your “Main View” that you would normally use for your reporting purposes. If everything looks good after a few days, then apply to your Main View.
Filter Processing
Filters cannot be applied to your previous historical data; they can only be applied to your data moving forward. Filters are processed in order, so make sure you arrange the filters in the correct order.
Basic Filters
In this blog, I am going to cover some of the basic (as opposed to more customized) filters everyone can use to segment their data. We use these filters to make sure our data is valid, to clean up the data, and to find out where the data is coming from.
Data Collection
Exclude Internal IP
Include Internal IP
Include Specific Hostname
Include Specific HYPERLINK "http://www.lunametrics.com/blog/2015/12/10/basic-google-analytics-filters/"Subdomain
Exclude Dev Site Traffic

Introduction to segments
You can use any segment as a filter for your reports. Once you apply a segment, it remains active as you navigate throughout the reports until you remove it. You can apply up to four segments at a time, and compare results from each segment side by side in your reports.
The All Sessions segment is applied to all reports by default. This segment includes all data for every session in a date range, and lets you see performance for your entire user population.

Apply segments
To apply segments to a report:
        Sign in to your Analytics account.
        Open the View that includes the reports you want to use.
        Click the Reporting tab, then open the report you want. This example uses the Audience Overview report.
        At the top of your report, click + Add Segment...






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