Save Filters as Segments

Published on November 30, 2015

In this post, I’ll show you how you can create segments without manually writing expressions.

Segmentation is a core activity in many visualization and analytics exercises, so making it easier is essential to being more productive. In Arcadia, you can create segments following these steps. This way, you manually enter the expressions in the Filters field in the Add Segment window. Alternatively, you can use the following trick to create a segment by saving a filter as a segment.

Dataset

We are working with the dataset SFPD Reported Incidents Since 2014 [data source]. The data shows the categorized number of incidents reported by the San Francisco Police Department in the year 2013. We will create four segments Q1, Q2, Q3 and Q4 for the year 2010.

Save Filters as Segments

The following steps demonstrate how to save filters as segments:

  1. Create a New Visual.
  2. Under Measures, select date and drag it over Filters shelf on the main part of the screen. Drop to add it to the shelf.
  3. On the Filters shelf, on the date field, click the down arrow icon, select Pick values from a list.
     
    image03
     
    The Pick values for date window appears.
  4. From the list, select the dates ranging from January through March. 
     
    image05
     
  5. Click Save.
    The selected dates appear on the Filters shelf.
  6. Find the Save icon in front of the Filters shelf.
    Hover mouse or pointer over it. A tooltip appears showing Save as segment
     
    image00
     
  7. Click the Save as segment icon.
  8. On the drop-down window that appears, click Create a new segment.
     
    image01
     
    The Add Segment window appears.
    Note that the window has the selected dates already entered in the Filters field.
  9. Make the following changes to the Add Segment fields.
    • Write Q1 in Segment Name field.
    • Write 2010 in the Segment Group field.
       
      image04
       
  10. Click Save
  11. Repeat steps 1 through 10 to create the segments Q2, Q3, and Q4. Find Q1, Q2, Q3 and Q4 under Segments in the left navigation menu. 
     
    image02
     
  12. Now, you can represent your segments in the visual with dimensions, colors, and so on.