Working with Segmentations

Segmentations

Segmentations are used to generate the optimal structure for a visualisation (e.g. table or chart) by defining how data will be aggregated. Segmentations are a part of the reporting business logic (see Business Logic (Concepts Guide)).

This page describes the features of a segmentation. See also Best practices to use Segmentation for a more in depth discussion about how to use segmentations.

Syntax of rule language
Security?

Types of segmentations

Type

Description

Base Segmentation

Base segmentations like currency, country, asset class are typically delivered by the source systems (e.g. a portfolio management system) and are described by a source API segmentations delivering

the native order of the segments
the structure of a multi-level segmentation (tree)

Derived Segmentations

In reporting we typically don’t want to list all currencies invested but a rather more optimised break down to populate a table or chart., e.g. CHF, USD + next 3 largest currencies + a rest segment (aggregating all other currencies).

Derived segmentations allow features like grouping, ordering, selection of segments on top of base segmentations or even other derived segmentations.

The Segmentation Editor

To create or modify a derived segmentation, the Segmentation Editor can be used. The UI is organised into the following sections:

Listing of segmentations	The list of segmentations allows to search for segmentations upload a segmentation from a json file create a new segmentation filter for drafts or published segmentations on a segmentation (icons appear when hovering): duplicate/export/delete a published segmentation publish/export/revert a draft segmentation
Header and Settings
Segments (Grouping)	create and define segments
Rest Segment	define a rest segment
Ordeing	define the order (sorting) of segments
Selection	define segments to be mandatory