Dynamic Segments

Mwatson

Good Afternoon,

I am needing assistance with making a segment on my line graph dynamic based on the applied filters. Currently, I have a segment that sums the total spend by paid ad sources. However, when I apply filters for different sources the total segment number remains unchanged. Ideally, I would like this segment to reflect the total spend of the filtered sources.

For example, the initial graph displays various sources with a total segment shown in black. (Screenshot provided.) Suppose the total segment indicates $400,000 on 6/9, and the individual sources add up to this amount. If I filter to only include Amazon and Facebook, I want the total segment to update and reflect the combined total spend of those two sources, instead of maintaining the original $400,000.

Capture.PNG

Similar to how a nested bar graph works. Is there a chart property or setting I might be overlooking that would enable this dynamic update based on the filters applied?

Mwatson

I was able to figure it out. It was because on the Segment I created I selected all of the sources; however, that prevents them from being dynamic. So, just had to make sure it looked like this.

ArborRose

It sounds like you're trying to create a dynamic segment that updates based on filters, reflecting the total spend of filtered paid ad sources in your line graph. Assuming you have a dataset that includes columns like Date, Paid Ad Source, and Spend.

CASE WHEN Paid Ad Source IN ('Amazon', 'Facebook') THEN Spend ELSE 0 END

Mwatson

Yes, I want the total segment to update based on when I filter the card to the particular source. So, for example if I have the source filtered to Amazon and Facebook - I would want the total line to only reflect Amazon and Facebook spend.

Are you saying to use that formula as a beast mode and use that on the Y-axis? Because I don't see an option to make the segment as a formula.

ArborRose

My formula was an example to show you how you might replace spend with a formula based on specific paid ad sources. If you want a dynamic total that updates based on filters, you don't need a specific formula just for filtering if the existing data.

On the card with your graph, make sure your filters are applied to the entire dataset and not to a limited series or segment. Put the [spend] field on the Y-axis. [date] on the x-axis. And [paid ad source] to the series or category axis. When you use filters on the card and select sources (Amazon, Facebook, etc), this should automatically update the entire graph, including the total.

ArborRose

Make sure your filters are based on the same dataset as the graph. Filters work across cards, based on common fields with exact same naming.

Mwatson

Unfortunately, it doesn't which is the issue I'm running into. This is an example of how the data is being broken down.

Here is a screenshot of the fields I'm using on the card and the chart type I'm using.

No matter what sources I have selected and deselected the total segment line is staying constant of the overall total. The black line is the total.

Mwatson

I was able to figure it out. It was because on the Segment I created I selected all of the sources; however, that prevents them from being dynamic. So, just had to make sure it looked like this.