Refining data

Patrick Smith Updated by Patrick Smith

In Studio, conditions refine the data shown on a chart or a KPI. They are the equivalent of refinements in widgets, but you can preview instantly the refined data in the preview pane of Studio.

When editing a page, you can apply a condition to a chart or a KPI using Studio.

Combining conditions

You can use one or more conditions. By default, conditions are combined using an "AND" operator: it is then true if all conditions are met.

You can also combine conditions using the "OR" operator: it is then true if any conditions are met.

You can also combine conditions using both operators. The "AND" operator has then precedence over the "OR" operator.

Configuring conditions

A condition includes the following elements:

  • One field from the input dataset
  • An operator that varies according to the field type

Field types

Available operators

Text

  • contains
  • does not contain
  • is empty
  • is not empty

Numeric

  • strictly superior to
  • strictly inferior to
  • equal to
  • superior or equal to
  • inferior or equal to
  • is empty
  • is not empty

Date

  • strictly prior to
  • strictly post
  • equal to
  • prior or equal to
  • post or equal to
  • is empty
  • is not empty
  • One or more values

Managing conditions

Adding a condition

When editing a chart or a KPI, you configure the visualization styles. At this step, you can add a condition to refine the data shown to the audience:

  1. Click Add a condition
  2. Select the field from the input dataset
  3. Select an operator
  4. Add a value
  5. (optional) Click + to add another value. Values are combined using the "OR" operator
  6. Click Next to continue with the configuration

Deleting a condition

Once validated, a condition can be deleted or duplicated to another subset, or combined with other conditions.

When deleting a condition, it only applies to the selected condition. If you duplicated this condition beforehand, the duplicated conditions are not deleted.

When editing a chart or a KPI, you configure the visualization styles. At this step, you can delete a condition that you previously added:

  1. Hover over the condition to be deleted
  2. Click the bin icon
  3. Click Next to continue with the configuration

Duplicating a condition

Once you have added a condition to a subset, you can reuse it on another subset. When duplicating a condition, the condition is applied to all the subsets in the block and added at the last position available in the subset.

Reusing a condition creates a copy of the condition. If you later edit the condition, it will not impact the duplicated conditions.

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