How do I define a new cohort?

The cohort creation screen is split into 4 main parts:

• Cohort summary section: this section at the top of the tool represents the main numeric result as well as a summary of your cohort groups in verbalized form.
• Cohort visual representation: a diagram that describes the logical relationships between groups and conditions in your cohort.
• Cohort definition section: the main panel where you define cohort groups and their conditions. Each cohort group is defined by 1 or more conditions that are joined together by logical operators like AND/OR/NOT.
• Dimension selection dropdown: use the dropdown in the top right to determine on what dimension you will be counting.

Once you are on the cohort creation screen, notice that the indicator you are basing your cohort on is pre-selected -- this is the basis of your cohort design. From here, you can continue to customize your cohort definition in numerous ways:

• Add condition: each cohort group can have 1 or more conditions. Click on ‘Add condition’ to add a new logical statement to your cohort group. When you add a new condition, you will also need to (1) select an indicator for your condition, (2) select the logical operator that joins all your conditions (e.g. AND ALL, OR ANY etc.) and (3) apply a NOT operator on your condition by clicking on the blue text ‘that had’ so it now reads ‘that did not have’.
• Add filters to each condition: you can add both categorical and numeric filters to each condition by hovering over the condition and clicking on ‘Add filter’. For example, this enables you to filter each indicator on a place or time(category) or by value (numeric).
• Add cohort groups: you can add entirely new cohort groups to your cohort definition. Each cohort group is joined to your other groups logically with ‘AND’ / ‘OR’. Click on the ‘AND’ that joins each cohort group to toggle between ‘AND’ and ‘OR’.

With these 3 key functions, you can now create arbitrarily complex cohorts. Defining cohorts is an advanced use case that may require some trial and error, since working with logical operators can be tricky. Some recommendations:

• Every time you make an update to your cohort definition, the diagram on the left and the numeric result on the top will automatically update. These are useful features to validate that your cohort definition is well designed logically and the numeric result seems sensible.
• Make sure to rename your cohort groups into something semantically meaningful. You can do so by clicking on the blue underlined text and typing in a new name. This name will be used in the cohort summary section and diagram.

Updated on: 25/09/2025