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Group, Rank, and Limit Segment Audience
The grouping, ranking, and limiting rules in Data 360 Segmentation adds advanced, multi-level filtering to the segment builder. After your standard filters are applied, you can use sequential logic to group, rank, and limit your segment population, creating more structured and balanced audiences.
Required Editions
| Available in: All Editions supported by Data 360. See Data 360 edition availability. |
The grouping, ranking, and limiting rules provide these advanced filtering options:
- Group Data: Bundles records together based on a shared attribute (for example, grouping all contacts that belong to the same Account ID).
- Sort Data (Rank): Orders the records within each group based on a specific attribute, such as sorting accounts by a Fit Score in descending order.
- Limit Data: Restricts the number of records selected from each ranked group (for example, keeping only the top 10 accounts).
For example, you can:
- Rank accounts within a region and target the top three accounts per region.
- Within each shortlisted account, rank contacts by authority level and target the top three contacts per account.
Considerations
- Grouping, ranking, and limiting is available only for segments based on Profile DMOs. When building rules, you can only use direct attributes and aggregatable calculated insights. Ranking and Limiting aren’t supported for related attributes.
- A segment that uses grouping, ranking, and limiting rules can be nested inside another segment only in Last Membership mode. The Segment Criteria option isn’t available for these segments. Grouping, ranking, and limiting is not supported for DBT, realtime, rapid, or dynamic segments; for waterfall segments, these rules can only be applied to child segments; and segments using these rules don’t qualify for approximate count.
- Include a limit rule in each ruleset (or container). You can create a ruleset with a limit rule by itself, or combine it with one or more sort and group rules.
- A maximum of three group rules and three sort rules are allowed within a single ruleset.
- To preserve the filtering logic, you can delete only the last ruleset in a sequence. You can add a new ruleset only if the preceding container includes a Group By rule.
- Records filtered out by these rules are added to the 'Excluded Population' count for your segment
- When you add an attribute to a ruleset, Data 360 determines the relationship path back to your main segment-on entity (for example, Individual or Account Contact). Sometimes, there can be multiple relationship paths to the same data. For consistency, you only select a container path once per object within a ruleset. This path is then automatically reused for any other attributes you add from that same object.
- Refine Segments with Grouping, Ranking, and Limiting
In Data 360 Segmentation, after setting your initial criteria in the Include and Exclude tabs, go to the Rank and Limit tab to further refine your segment. The first container is automatically created and locked to your segment's primary entity. This container defines your innermost filtering rule.
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