Switching and filtering audience levels

Configure an Audience process to switch between audience levels or to filter out IDs by a specific audience level.

Before you begin

To use the Audience process, you must work with tables for which multiple audience levels are defined.

About this task

The options that are available in the Audience process configuration dialog depend on various choices that you can make:

  • Whether the input and output audience levels are the same or different
  • Whether the audience level values are normalized in these tables
  • Whether there are multiple audience levels defined for the selected tables

For this reason, not all of the options described below are available for all pairs of input and output table selections.

Procedure

  1. Open a flowchart for editing.
  2. Drag the Audience process Six circles two lines from the palette to your flowchart.

    The Audience process can select from any defined tables, so you can use it as a top-level process in your flowchart to initially select data. You can also use a process such as Select or Merge to provide input to the Audience process.

  3. Double-click the Audience process in the flowchart.

    The Audience process configuration dialog box opens and the Source tab is open by default.

  4. On the Source tab, open the Input list and select a data source for the process. You can select a Segment, a Table, or the output cell from any process that is providing input to the Audience process.

    The audience level for the selected input is displayed next to the Input field. If there is no input, the audience level is shown as not selected.

    Tip: Notice that the Select options indicate the input audience level. For example, if the audience level is Customer, you can select One entry per Customer. If the audience level is Household, you can select One entry per Household.
  5. Select an output audience level from the Choose audience list.
    Note: If you do not see the expected audience level, you can try remapping a table.

    The Select options now reflect both the input and the output audience levels.

    For example, if your input is Household and your output is Customer, the Select options are labeled All Customer entries, Some Customer entries, One Customer entry per Household.

  6. Use the Select and Filter options to specify how to select records. The available options depend on whether you are selecting All IDs (in which case filtering is not allowed), switching levels, or staying at the same level.
    For details on how to select and filter based on whether you are switching audience levels, see:
  7. Optionally, use the Cell size limit tab to limit the number of IDs generated by the process during production or test runs. See Limiting the size of output cells.
  8. Use the General tab to set the following options.
    1. Process name: Assign a descriptive name to identify the process in the flowchart and in various dialogs and reports.
    2. Output cell name: This name matches the Process name by default. It is used in dialogs and reports to identify the output cell (the set of IDs that the process retrieves).
    3. (Optional) Link to target cell: Perform this step if your organization pre-defines target cells in a target cell spreadsheet. To associate the pre-defined target cell with the flowchart process output, click Link to target cell, then select a target cell from the spreadsheet. The Output cell name and Cell code are inherited from the target cell spreadsheet, and both of those field values are shown in italics to indicate that there is a link relationship.
    4. Cell code: The cell code has a standard format that is determined by your system administrator and is unique when generated. Do not change the cell code unless you understand the implications of doing so. By default, the name of a cell created in a process matches the process name. When you save changes to an output cell name, if Auto generate is selected, the cell code is regenerated. If you do not want the cell code to change, uncheck Auto generate. See Cell names and codes.
    5. Note: Use the Note field to explain the purpose or result of the process, such as Contact one individual per household. The contents of this field appears when you rest your cursor over the process box in a flowchart.
  9. Click OK to save and close the configuration.

    The process is now configured. You can test run the process to verify that it returns the results that you expect.