How to Use the Data Segmentations Transformation

Before you begin: The Data Segmentations Transformation is part of the Transformation Hub. If you do not see the Transformation Hub under the Data menu, please contact your TapClicks Account Manager to have it enabled. For more information about the Transformation Hub in general, please refer to Transformation Hub Overview. 

Overview

The Data Segmentations Transformation allows you to categorize data into defined segments based on numeric ranges or conditions. This is useful for assigning labels to data like performance tiers, spend ranges, or audience buckets, helping you visualize and compare grouped metrics more easily.

How to Use the Data Segmentations Transformation

1] Log in to TapClicks and, on the Data Menu, click Transformation Hub.

2] From the list of available transformations, click Data Segmentations.

3] The Data Segmentations calculation workspace will open.

4] Enter a name for this calculation in the Name textbox.

5] Use the dropdown menus to select a Data Category and View.

6] Complete the fields in the Calculation Builder.

• Replace placeholder with the field you want to evaluate.
• Use WHEN to define thresholds for segmenting the values.
• Use ELSE to apply a default label to values that don’t match any conditions.

Example:

CASE Campaign Name
  WHEN CONTAINS "Brand A" THEN "Top Brand"
  WHEN CONTAINS "Brand B" THEN "Secondary Brand"
  ELSE "Other"
END

7] When finished, click Save at the bottom of the page.