Initiatives and Tags

Initiatives in Exponea work as folders for better file management. Every analysis, campaign, metric, or definition can be a part of an initiative. Each component can belong to only one initiative but can be assigned multiple tags. Initiative and tags help with better orientation within your project and also make searching for a specific component easier.

Watch this short introductory video about this feature:

You can find a list of your initiatives in the navigation bar on the left side. Here you can also see the components of each initiative, or create new initiatives altogether. When you click on one of the initiatives, you can then create a new component (analysis, campaign...) that will be automatically assigned to it.

You can also assign individual components to an initiative later in the editor. The button is located at the top next to the name of your component:

By default, objects inside an initiative can only be used by other objects within the same initiative. For a component to be visible and usable outside of the initiative, it is necessary to select the option "global object". This is a common explanation when you cannot see your aggregate / segmentation etc. in the drop-down list of attributes.

Searching

To ensure that finding your previous work is easy the Exponea application also supports searching through the tables of your campaigns, analyses, data and assets, and initiatives. You can easily filter the results by typing what you are searching for into the text box located on the top left of your screen, as highlighted in the picture below. The application will then generally search through the names of the saved files, names of the creators, names of the last person who made changes to the file, tags, and finally name of initiatives and display only the relevant results.

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Searching with tags and initiatives

Because Exponea allows you to search also through tags and initiatives, their proper use can save you a lot of time and frustration while looking for that one piece of work you did ages ago.

Importing initiatives

To import an initiative you need to go to Initiatives > Import.

Then, you only need to drag the relevant JSON file and click on Import.

Cloning and Exporting initiatives

Similarly to reports, scenarios, predictions, or almost any other Exponea modules, you can clone, i.e. "copy-and-paste" your initiatives from one project to another.

To do so, open the desired initiative, and click on the 3 dots in the upper right corner -> Clone to another project, as shown on the picture below. To learn more about cloning data, please visit our Data Management article.

Exporting the initiative is also available in the same space. Upon clicking on Export, Exponea will automatically download the data as a JSON file.

Updated 8 days ago


Initiatives and Tags


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