Miscellaneous Ramblings on Hacking

May 9, 2012

Unica Customer Insight–Creating custom Bins

Filed under: Unica — Zack Bethem @ 4:05 pm

Unica’s Customer Insight product can quickly generate an EasySet of data allowing a user to start mining their customer base. The problem comes into play when the out of box configuration doesn’t match what you want to display.

By default, CustomerInsight will take all numeric data types from the source table and create “bins”. The “bins” created sometimes do not align with the desired buckets that a business may be accustomed to. Follow this process to create your own bins.

Scenario

We desire to set the bins for an attribute into 100 point increments to the following values:

  • 1 – 99
  • 100 – 199
  • 200 – 299
  • 300 – 399
  • 400 – 499
  • 900 – 1000

XML Modifications

File: cadimensions.xml

This file defines the bucket values that will be displayed. Within the existing <defaults><fields> tags, we will insert the following:

   1: <field name="ABILITY_TO_PAY">

   2:   <dimension name="ability_to_pay0" dimdisplay="Ability To Pay" singlefilterdisplay="Ability To Pay" multiplefilterdisplay="Ability To Pay" onlyincludedisplay="Ability To Pay" selectadisplay="%NTR_SELECTA_VALUE%" variable="ability_to_pay0code" filtertype="list" fill="true" keylookup="false" cgikey="abilitytopay0z">

   3:     <list source="self">

   4:       <item value="1" display="1 - 99" />

   5:       <item value="2" display="100 - 199" />

   6:       <item value="3" display="200 - 299" />

   7:       <item value="4" display="300 - 399" />

   8:       <item value="5" display="400 - 499" />

   9:       <item value="6" display="500 - 599" />

  10:       <item value="7" display="600 - 699" />

  11:       <item value="8" display="700 - 799" />

  12:       <item value="9" display="800 - 899" />

  13:       <item value="10" display="900 - 1000" />

  14:       <item value="11" display="0" />

  15:     </list>

  16:   </dimension>

  17: </field>

File: cavariables.xml

This file will create a variable for the translated codes. It defines the bins and maps those definitions back to the dimensions defined above. In the dimension definition above, note that we reference a variable ability_to_pay0code. This same variable name is used in the snippet below. The following would be inserted within the <defaults><fields> tags:

   1: <field name="ABILITY_TO_PAY">

   2:   <variable name="ability_to_pay0code">

   3:     <input type="db" entity="Fact1" element="ABILITY_TO_PAY">

   4:       <transformation type="intrange" destcolname="ability_to_pay0code" dbtype="int8">

   5:         <range start="1" end="99">1</range>

   6:         <range start="100" end="199">2</range>

   7:         <range start="200" end="299">3</range>

   8:         <range start="300" end="399">4</range>

   9:         <range start="400" end="499">5</range>

  10:         <range start="500" end="599">6</range>

  11:         <range start="600" end="699">7</range>

  12:         <range start="700" end="799">8</range>

  13:         <range start="800" end="899">9</range>

  14:         <range start="900" end="1000">10</range>

  15:         <range end="0">11</range>

  16:       </transformation>

  17:     </input>

  18:   </variable>

  19: </field>

File: caoutfmt.xml

This file defines the output format. Since we’ve modified the dimension and variables, the output format must also be defined. the following would be inserted within the <defaults><fields> tags:

   1: <field name="ABILITY_TO_PAY">

   2: <element name="ability_to_pay0" rowstoshow="10" showall="false" titleasc="Ability To Pay" titledsc="Ability To Pay">

   3:   <columns>

   4:     <column name="ability_to_pay0" type="listdimension" rankable="true" nowrap="true" trendable="true">

   5:       <header>Ability To Pay</header>

   6:       <format alignment="left" />

   7:       <exportfield>Ability To Pay</exportfield>

   8:       <datasettitle>Ability To Pay</datasettitle>

   9:     </column>

  10:   </columns>

  11:   <graph available="true">

  12:     <types>

  13:   <type default="true">bar</type>

  14:   <type>pie</type>

  15:   <type>line</type>

  16:     </types>

  17:   <crosstabtypes>

  18:     <crosstabtype>pathtab</crosstabtype>

  19:     <crosstabtype>barscape</crosstabtype>

  20:     <crosstabtype>barstacked</crosstabtype>

  21:   </crosstabtypes>

  22:   </graph>

  23: </element>

  24: field>

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