Apply filters to views

Apply filters to views in Google Analytics — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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I need the three reporting views for our storefront set up so analysts stop pulling raw data.…
I need the three reporting views for our storefront set up so analysts stop pulling raw data. Create a view that excludes internal traffic from IPs 203.0.113.5 and 203.0.113.18, another that includes only paid-channel sessions, and a third that contains only transactions from our US store. Verify the filters by comparing session counts to the unfiltered master view and tell me which filter order you used.

Improve — make it easier to accept

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Before I hand this filtered view to the weekly reporting team, make the user-facing metrics simple:…
Before I hand this filtered view to the weekly reporting team, make the user-facing metrics simple: surface the difference in sessions from the master view at the top, label which filters removed traffic, and flag if any filter would drop more than 15% of sessions. Also highlight any page paths that disappear entirely when the view is applied.

Decide — diagnose the stuck moment

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I just added the exclude-internal-IP filter and web sessions dropped by 28% for this view; the…

I just applied an exclude-internal filter and sessions plunged

I just added the exclude-internal-IP filter and web sessions dropped by 28% for this view; the operations lead Tom will assume we broke tracking. I do not have server logs to validate and I cannot tell whether those IPs are larger ISP ranges or actual office desks. What likely caused the plunge and what should I do next to prove the filter is correct or roll it back?

Become — change the pattern

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Every quarter I recreate the internal-excluded, paid-only, and US-transactions views because…

We keep rebuilding the same three filtered views from scratch

Every quarter I recreate the internal-excluded, paid-only, and US-transactions views because filters get lost or misordered, and that wastes days and erodes trust. Which habit change will stop this — a checklist, a canonical view state, or a different naming and verification routine — and give the exact steps I should take now to make it stick?

Next to this one

Other web analytics work people do in Google Analytics.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.