Apply filters in fallout analysis

Last update: 2024-10-02
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You can create filters from a touchpoint, add filters as touchpoint, and compare key workflows across various filters in Analysis Workspace.

IMPORTANT

Filters used as checkpoints in Fallout must use a container that is at a lower level than the overall context of the Fallout visualization. With a person-context Fallout, filters used as checkpoints must be session or event-based filters. With a session-context Fallout, filters used as checkpoint must be event-based filters. If you use an invalid combination, the fallout is 100%. You see a warning to the Fallout visualization when you add an incompatible filter as a touchpoint. Certain invalid filter container combinations lead to invalid Fallout diagrams, such as:

  • Using a person-based filter as a touchpoint inside a person-context Fallout visualization
  • Using a person-based filter as a touchpoint inside a session-context Fallout visualization
  • Using a session-based filter as a touchpoint inside a session-context Fallout visualization

Create a filter from a touchpoint

  1. Create a filter from a specific touchpoint that you are especially interested in and that might be useful to apply to other reports. Right-click the touchpoint and select Create filter from touchpoint.

    The Touchpoint drop-down menu with Create segment from touchpoint highlighted.

    The Filter builder opens, pre-populated with the pre-built sequential filter that matches the touchpoint you selected:

    The Filter Builder displays the pre-populated and pre-built sequential filter.

  2. Give the filter a title and description and save it.

    You can now use this filter in any project you wish.

Add a filter as a touchpoint

If you want to see, for example, how your US users trend and affect the fallout, just drag the US users filter into the fallout:

The US Users filter selected and  highlighted to drag into the fallout.

Or you can create an AND touchpoint by dragging the US users filter onto another checkpoint.

Compare filters in fallout

You can compare an unlimited number of filters in the Fallout visualization.

  1. Select the filters that you want to compare from the Filter panel on the left. In the example, three filters are selected: Flight Details: Page Version A, Flight Details: Page Version B, and Flight Details: Page Version C.

  2. You drag the three filters onto the Filter drop zone at the top of the visualization.

  3. Optional: You can keep All Visits as the default container or delete the container.

    The Fallout showing All Visits along with the two filters dragged in the previous step.

  4. You can now compare the fallout across the three filters, such as where one filter is outperforming another, or other insights.

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