Choose this option if the input and output audience levels are the same, but a different
audience level is used to scope the output.
About this task
An example is to select the one customer in each household who has the oldest account. (Input
audience level is customer, output audience level is customer, scoping by Household level, using
MinOf(BaseInfo.AcctStartDt) to select.) Specify a business rule to indicate
how the single entity is selected (for example, the minimum, maximum, or median of some field), or
else choose Any one (in this case, no field choices are available).
Procedure
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In the Audience process, select an input source for Input.
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Choose the same audience level for the output audience.
The relevant Select options become available.
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Select the One entry per option.
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Select an audience level from the list.
All alternate defined audience levels (other than the input audience) appear in the
list.
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Choose a value from the Based on list:
- Any One eliminates the need to pick a Based on
value
- MaxOf returns the maximum value of the selected field
- MedianOf returns the median value of the selected field
- MinOf returns the minimum value of the selected field
Each of these functions will return exactly one member from the input audience level. If more
than one entry is tied at the maximum, minimum, or median value, the first encountered entry is
returned.
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If you selected a Based on criterion other than Any
one, select a field on which the function operates. This list includes all the fields
from the table selected in the Choose audience field and any mapped
dimension tables. Expand a table by clicking the " + " sign. Created derived
fields are listed at the bottom.
For example, to select the account holder from each household with the highest account balance,
select MaxOf for the Based on criteria and
Acct_Balance from the list of table fields.
You can also create or select derived fields by clicking Derived
fields.
- (Optional) If you selected a count to be based on, the Filter button
becomes available.
Use the Filter function to reduce the number the IDs that will be
available to the Based on calculation. For example, you might want to select
customers based on their average account balance in the last 6 months, but prior to doing that, you
would want to filter out all customers whose accounts are inactive.
To filter records before performing the Based on computation, click
Filter. The Specify selection criteria dialog appears.
You can enter a query expression to specify which records will be used in the Based
on calculation. The filtering criteria is applied before performing the Based
on calculation, thereby allowing you to remove records from consideration.
Tip: You create a query expression in the
Specify selection
criteria dialog the same way that you would for a Select process. For instructions, see
the topic
Selecting a list of contacts.
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Click OK to save your query and close the Specify selection
criteria dialog.
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Continue configuring the Audience process by completing the fields on the remaining
tabs.