Adding Rules

A single rule is a column and value combination that identifies the people you will either include or exclude from the segment based on the operator used i.e. Equal to, Not equal to. The database columns available for a rule are determined by the top resolution level table.

Rules can be added directly to a Segment or grouped together in a Group. See Adding a Group.

Select Column

Either select and drag the required column from the Data Tree or click the down arrow in the Select Column field to display the drop down menu.

You can navigate to the column or you can search for it by clicking the search icon

The following icons are used for Column Types:

Icon	Data Type	Description
	Text	The column can contain alphanumeric data (text or numbers).
	Integer	Numeric data that has no decimal values, for example, an order number.
	Real	Numeric data with decimal numbers.
	Date	For columns containing dates, where format will be driven by user settings.
	Time	Times - hour, minutes and seconds, where format will be driven by user settings.
	DateTime	Dates and times, where format will be driven by user settings.

Select the required Column and click the Select button:

This will add the Column to the Select Column field.

Select Operator

Select the Operator for the rule that will specify the inclusion criteria to used based on the selected column and entered values. Click on the Equal to field drop-down. The options available will depend on the selected Column Data Type e.g. Text or Numeric:

Select Values

To create a quick "equals" query rule, simply select one or more values from the value picker in the Data Tree panel using the check boxes, and drag to the required location on the Segment document, or select the value or values that the rule will be calculated against using a rule with values yet to be defined.

Enter a value manually or click the value picker icon to view the values available for the Column and the Counts for each value.

Value blue bars - the value picker displays available values and their respective counts, along with blue bars that represent the frequency of that value relative to the size of the table. The counts and the blue bars will reflect the selected operator. For example, in the Age column, the counts and blue bars will change if you first select the Equal operator (all age values displayed) and then select the Greater than operator (only values greater than your selected value are displayed).

Tick the check box next to the required value.  For certain operators e.g. equal to, multiple values can be added to the field by ticking the check box next to all required values.

Once a value has been added to the field, click the x next to it to remove it or untick the check box next to it, in the list.

Click the Add icon at the required level to add another Rule if required.

Rules and Groups can be rearranged if required, see Re-arranging Rules and Groups.

See also

Create a Segment

• Segments Overview
  • View or Edit an Existing Segment
  • Create a Segment
  • Adding Rules
  • Adding Groups
  • Re-arranging Rules and Groups
  • Move a Segment
  • Rename a Segment
  • Delete a Segment
  • Record Viewer