How can I filter data in the Definitions Layer?

With liquid filters you can build metrics and dimensions in the Definitions Layer which you can then use in your Dashboards.

Common Questions

• how can I filter my customers for new and returning customers? or even more granular: new, returning, loyal, superfan?
• how can I create a new sessions KPI?

Available Liquid Filters

We support every generic liquidjs filter there is.

Generally speaking, the most useful filters are our custom liquid filters / window functions:

• Last Value: adtribute_last_value_by_attribute: <partition attribute>, <order attribute>
• First Value: adtribute_first_value_by_attribute: <partition attribute>, <order attribute>
• Sum: adtribute_total_sum_by_attribute: <partition attribute>
• Count: adtribute_total_count_by_attribute: <partition attribute>
• Count Distinct: adtribute_total_unique_count_by_attribute: <partition attribute>

You can use those filters within the Definitions Layer to format data or create logic on top of certain data.

Use Case Examples

1. Dashboard Filter: Create Dimension for Customer Segment based on Order Count

In this specific example we look to build a logic that differentiate between new and returning customers or in more detail:

• New Customer = 1 Order
• Returning Customer >=2 Orders
• Loyal Customer >=3 Orders
• Superfan >=5 Orders

You can build this logic under Definitions › Attributes (Add Attribute, Definition Type Event) with the Configuration Type set to “Formula”:

CASE
  WHEN {{ attributes.shopify_order_id | adtribute_first_value_by_attribute: attributes.identity, attributes.shopify_order_processed_datetime }} = {{ attributes.shopify_order_id }}
    AND {{ attributes.conversion_key }} = "custom_conversion_definition_shopify_order"
  THEN "New Customer"
  WHEN {{ attributes.conversion_key }} = "custom_conversion_definition_shopify_order"
    AND {{ attributes.shopify_order_id | adtribute_total_unique_count_by_attribute: attributes.identity }} = 2
  THEN "Returning Customer"
  WHEN {{ attributes.conversion_key }} = "custom_conversion_definition_shopify_order"
    AND {{ attributes.shopify_order_id | adtribute_total_unique_count_by_attribute: attributes.identity }} >= 3
    AND {{ attributes.shopify_order_id | adtribute_total_unique_count_by_attribute: attributes.identity }} < 5
  THEN "Loyal Customer"
  WHEN {{ attributes.conversion_key }} = "custom_conversion_definition_shopify_order"
    AND {{ attributes.shopify_order_id | adtribute_total_unique_count_by_attribute: attributes.identity }} >= 5
  THEN "Superfan"
END

It would look like this in the App and you could use it as Filter within the Dashboards after saving.

2. Dashboard Metric: New Sessions KPI

You can create a New Sessions KPI under Definitions › Attributes (Add Attribute, Definition Type Touchpoint) with the Configuration Type set to “Formula”:

CASE WHEN {{attributes.id}} = {{attributes.id | adtribute_first_value_by_attribute: attributes.identity, attributes.event_datetime }}
THEN 1
ELSE 0
END

It would look like this in the App and you could use it as a Metric within the Dashboards after saving.

Tip

Note: You can use these Liquid Filters to format and build logic on top of existing data to create metrics and filters that suit your needs. If you have an idea for a custom metric or filter but do not know how to set it up yourself, feel free to reach out to us!