An overview of the Segments on Sprinkle, with a walkthrough on how to use it to generate reports.
The Segment is a report that gives a deep analysis of a particular dimension.
A Model is needed to create segments. By choosing dimensions and measures on your model, segments can be created. Dimensions are used to bucket or group the measures example by country, city, or region.
There can be multiple dimensions in a model, for example, total sales by a country, top 10 users by the sum of sales, etc. Here total sale is a measure, the country is a dimension. By choosing the country as the dimension see the total sales by a country. Thus, multiple segments reports can be created from a model.
generate detailed reports with explicit visualizations from the existing model, with little effort
Through the left navigation pane,
click on the Analytics drop-down, and then
Click on the Segments to use the feature.
On the segments page, there are two tabs, My Segments & Shared With Me.
Click on New to create a new segment report.
Segments Home Page
On successful creation of the new segment, the Edit page comes up.
The Edit Page is made of 5 sections:
Edit Segment UI Sections
From this section, you can select the Model from which the report is to be made. The models can be searched & selected from the available models in the warehouse.
2️⃣Dimension & Measures
The Dimensions & Measures that were created during the Model creation is visible in this section under the tabs.
Dimensions are Qualitative data like names, dates, geographical locations, etc. which are used to categorize or Segment your data.
Measures are Quantitative data like Amounts, Averages, Count, Prices, quantity, etc. Measures can be aggregated and used to derive other measures.
3️⃣Filter, Measure Filter & Sort
The Filter option, lets you filter the data as per the reporting requirements. The options available to filter the data is shown below. Advance filter logic can be built using the Add Condition & Add Group Options on the right.
The Measure filter is used to filter our data for the report based on the Measures, the aggregate quantitative values.
Measure Filter Options
You can also sort the output data based on any of the columns, in an ascending or descending order.
The Save and Run button on the right saves the segment options and produces the output in the chart section. The Job section shows the last three jobs that were run and related information.
Save & Run Button
Click on Show Details to view the details of the Job & the SQL query that was run in the background to produce the required output.
On Saving & Running the Job, the result is shown in the charts section. By default, the results appear in a tabular form. As shown below
Sample Output in Tabular Form
You can select from an exhaustive list of visualizations like Line, Column, Bar, Combo, Scatter, Pie, Bubble, Histogram, Funnel, Map, Geo, Stat to aptly present the data in the report. To Know in detail about the visualization options, refer here.
Scatter Plot of the Example Data
More Options on Edit Page
Auto-Run: Set Auto-Run, to run the Segment periodically and update the results automatically
Email: Set for Email
Notification when the Segment is Set to Auto-Run, by defining the Trigger, Notification Type, To & Subject of the Email
Settings: Control the General, Drilldown & Embed Settings through the Settings Option
Drilldown enables to drill down into the details of the reports without the need to create separate reports
Embed segment enables users to visualise the Sprinkle segment in any other third party tools or platform
Share: Segments can be shared with users and user groups like Admin, Developer, Analyst, Report Viewer
Clone: Segments can be Cloned (or Copied) and used to build over the top of existing Segments.
Delete: To Delete the Segment
View Activity: User activity on Segments can be viewed using this option
Three Dots: More Options on the Edit Page
clicking the View Button on the top right, the result can be viewed full page, and visualization can be applied from the list of 12 available visualization options.
Click on the three dots on the right to reveal the Add to Dashboard Option. The Segment report can directly be added to the existing Dashboard.
Through the Download 📥 Icon on the right, the report can be downloaded in CSV format.
Add to Dashboard & Download CSV
The Segment owner or other users with the access can add Business Metadata to the Segment. Go through the detailed documentation on the Business Metadata.