Managing the Segment Map
- Understanding Node Status
- View Counts
- Navigate the Map
- Work with Nodes and Paths
- Copying and Pasting Nodes
On the Segment Map tab, you can build and edit your segment nodes, change how you view the segment map, and update the node counts. When you open a segment map, the entire map diagram is centered and scaled to fit within the window. You can right-click the area around the nodes in the map to zoom to specific areas in the map or to select a node in the map. For more information, see Navigate the Map.
Understanding Node Status
The nodes in your segment map might include a status icon that provides the following information about that node.
|
Status Icon |
Description |
|---|---|
|
No status icon (blank) |
The node contains criteria, but the count is not calculated. |
|
|
The node is complete and contains a count. Note: This status is available only on the last node of the segment map. |
|
|
A node with this icon is incomplete. An example of an incomplete node is a node that does not contain criteria. For example, when you first add a node, it is incomplete until you open the node and add criteria to it. Note: While a node is incomplete, you cannot update the node counts on the segment map. |
|
|
The member count failed. You can choose to update the count on the segment map to try again. |
|
|
The member count is currently being calculated. Note: This status is available only on the last node of the segment map. |
View Counts
A node count represents the number of people
that satisfy the criteria listed in the node. Click to update the segment count on the last node of your map. To update
counts, all nodes must contain criteria. Unlike on-premises segments, uploaded data
segments
display a count only for the last node in the segment map.
You can reset the counts on all nodes at any
time by clicking .
Updating the segment count does not run the segment. As a
result, membership is not affected when counts are updated. Uploaded data segments
are
run once a day. When an uploaded data segment is run, the membership of the segment
is
updated and the Date Run value is updated on the Targeting
Segments page.
Navigate the Map
Click to select one of the following actions:
- Pan
-
moves the map so that different parts of it are displayed.
- Overview Window
-
displays a navigation window for your map.
You can right-click the area around the nodes to see a complete set of actions that you can take on the map. The following additional options are available by right-clicking the map workspace:
- Select all nodes.
- Zoom to make the map larger or smaller.
- Select a different Layout to change the orientation of the map.
- Click Find item to quickly select a node in your map.
Work with Nodes and Paths
You can right-click a node or path to see a set of actions that you can take. For example, by right-clicking a node, you can select one of these actions:
- Open to display the properties of the node.
- Add (Before) and Add (After) to add nodes either as input or output nodes.
- Remove to
delete the node.
Note: You can also remove a node by selecting it and pressing the Delete key.
- Copy (Ctrl+C) and Cut (Ctrl+X).
- Show summary to show the summary of the targeting criteria for the node.
Copying and Pasting Nodes
You can copy and paste nodes into the same uploaded data segment map or into a different uploaded data segment map. Copying and pasting can increase productivity because you can reuse complex node settings and selected sections of the segment map instead of re-creating existing items.
You must copy and paste nodes within the same browser tab.
To copy a selected node, click on the Segment Map tab and select
Copy (Ctrl+C). To paste a copied node, click
on the Segment Map tab and select
Paste (Ctrl+V).
The following considerations apply when you copy and paste nodes into an uploaded data segment map:
- All nodes
-
A pasted node is named nodename (n), where n is an incremented number unless the name of the source node ends in a number (for example, Employed = Full Time 1). If the source node ends in a number, another number is appended (for example, Employed = Full Time 1 1).
When nodes are pasted, settings are retained but counts are cleared. The status of a pasted node is reset.
When a pasted node references a variable and the source of the variable is not copied, the node status is Incomplete (
).
When you copy and paste a node in a segment map, new codes are created for the new nodes if SAS Customer Intelligence 360 is configured to use the Automatic Editable or Automatic Not-Editable code settings. If SAS Customer Intelligence 360 is configured to use the Manual code setting, the new node has the same code as the source node. For more information, see Code Settings in SAS Customer Intelligence 360: Administration Guide.
- AND node
-
If an AND node is copied and the upstream nodes are not included, the subject is undefined and no items appear in the Input Nodes table in the pasted node. In this instance, the status of the AND node is Not ready and the node is Incomplete.
- OR node
-
If an OR node is copied and the upstream nodes are not included, the subject is undefined and no items appear in the Input Nodes table in the pasted node.