Dynamic Segments

Mwatson
Mwatson Member
in Charting

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?

Best Answer

  • Mwatson
    Mwatson Member
    Answer ✓

    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.

    image.png

Answers

  • ArborRose
    ArborRose Coach

    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

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  • Mwatson
    Mwatson Member

    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
    ArborRose Coach

    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.

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  • ArborRose
    ArborRose Coach

    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.

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  • Mwatson
    Mwatson Member

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

    image.png

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

    image.png
    image.png

    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.

    image.png
    image.png

  • Mwatson
    Mwatson Member
    Answer ✓

    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.

    image.png

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