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Using Segments in Insights
Using Segments in Insights

How to filter your Insights dashboards with dimensions that matter to you.

Timothy Davis avatar
Written by Timothy Davis
Updated over a week ago

In this article:

  • Why Use Segments in Insights

  • How to Create a Segment for Insights

  • FAQs

Why Use Segments in Insights

Each Insights dashboard features "dimensions" about the students counted in each visualization. Territory, major, address, and gender to name a few. But not every dimension is available by default.

To solve this, Insights allows you to use the same calculated Segments you've already created in Element right within Insights. Look for the Segment control filter or Segment tab in your Insights dashboard to get started.

How to Create a Segment for Insights

Insights allows you to use calculated Segments in your Insights dashboards. To create a new calculated Segment for Insights:

  1. Visit the People module and filter by the dimensions you need

  2. Save your filters as a new Segment.

  3. Go to the Segments module.

  4. Find your new Segment and click the green person plus icon to "Make it a calculated segment".

  5. You're done!

In some cases, Insights may need 24hrs to refresh before the new Segment is visible and filtering data correctly.


Why aren't all student dimensions available by default?

Students have can have over one hundred dimensions associated with their record, not counting custom fields unique to each partner school using Element451. Providing all of those dimensions in one data model is not something we can currently provide at scale. Segments already solve this problem throughout other Element modules, making its inclusion in Insights a natural fit.

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