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How can I exclude test User IDs from Insights data?
  • 18 Jul 2024
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How can I exclude test User IDs from Insights data?

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Article summary

You may want to exclude test User IDs while visualizing your Insights data to eliminate the noise and focus on real-time users' interactions with your product. Removing the test users' interactions helps refine your analytics data and improve decision-making.

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  • Whatfix enables you to filter data by actual User IDs, such as email, if you have User Identification enabled in your account.
  • You cannot filter User IDs if you've enabled the encryption of User IDs feature.

Use the following steps to exclude test User IDs from Trend Insights:

Consider that you want to analyze the User IDs that interacted with a feature-related User Action, excluding test users.

  1. On the Whatfix Analytics dashboard, click Insights.
    ia_left%20nav_insights

  1. Click Create Insights.
    create_insights

  2. Click Trend Insights.
    trend_insights

  3. To name your Insight, click the Edit icon.
    feature_adoption_ts

  4. Click Add event and select the event that you want to analyze.
    create_new_insight_add_event

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Add Default (Whatfix-related events) and Custom events. For more information, see List of Whatfix-related events.

  1. Click Add user filter, and then click User Id.
    select_user_id

  2. Select the condition as Does not equal to using the dropdown.
    does_not_equal_to_user_id

  3. Enter the User ID that you want to exclude, and then click Search.
    search_user_id

  4. Click Apply, once the User ID appears.
    click_apply_user_id

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The following image shows how the excluded User ID appears:
excluded_user_id

  1. Click Add user breakdown, and then click User Id.
    user_breakdown_user_id
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  • Scroll down to see the data chart that is generated.
    data_chart_ti

  • The data chart is generated without the data for the excluded filter. It is excluded from the User Breakdown as well.

  1. Click Save.
    user_id_save

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