Creating profile aggregates

You can summarize a data set created on the basis of a selected event within a specified time range. This analysis includes profile context, allowing for displaying the result for an individual profile. Within the aggregate preview, you can select a profile identifier to view the results for that specific profile.

Examples of what you can calculate with profile aggregates:

Segmentation, expression, and aggregate definitions are cached for 20 minutes after a node with the analysis is activated in a journey.
When another journey in the Automation Hub requests a result of the same analysis in that period, the cached definition is used to calculate the results. This means that if you edit a segmentation, aggregate, or expression used in a workflow, it takes 20 minutes for the new version to start being used in journeys.
This includes definitions of segmentations, expressions, and aggregates nested in other analyses and used in Inserts.

Creating a profile aggregate


A blank configuration form of an aggregate
A blank configuration form of a profile aggregate
  1. Go to Behavioral Data Hub icon Behavioral Data Hub > Live Aggregates > Create aggregate.
  2. As the aggregate type, select Profile.
  3. Enter the name of the aggregate.
  4. By clicking the Expander arrow icon button next to Analyze profiles by, define the type of aggregate result. You can choose from:
    Function Description Profile aggregate Event aggregate
    Exists Returns a boolean value informing you whether a chosen event occurred in the selected time range. Green checkmark Green checkmark
    Sum Returns the total value of an event parameter from all matching event occurrences. Green checkmark Green checkmark
    Min Returns the minimal value of an event parameter. Green checkmark Green checkmark
    Median Returns the value separating the higher half from the lower half. For example, if you examine the total value of purchases for a single profile, the aggregate returns the middle value of amounts spent. Green checkmark Green checkmark
    Quantile Returns the value dividing the ordered statistical population into equal parts. For example, selecting the 80 quantile shows the value above which 20% of results are higher and the rest are lower. Green checkmark Green checkmark
    Max Returns the maximal value of an event parameter. Green checkmark Green checkmark
    Average Returns the average value of an event parameter. Green checkmark Green checkmark
    Count Returns the number of event occurrences. Green checkmark Green checkmark
    Count Distinct Returns the number of unique occurrences of an event parameter. Green checkmark Green checkmark
    Last Returns the latest value of an event parameter. Green checkmark Green checkmark
    Last - Time Window Works the same as Last, with the addition of a time window that limits results to event occurrences within a defined period. The maximum time window is 5 years. Red checkmark Green checkmark
    First Returns the first value of an event parameter. Green checkmark Green checkmark
    First - Time Window Works the same as First, with the addition of a time window that limits results to event occurrences within a defined period. The maximum time window is 5 years. Red checkmark Green checkmark
    First Multi Returns a list (of a size you define) of items. The list can include parameters from only the first event, or from the first event and subsequent events if the first one did not contain enough items. Green checkmark Green checkmark
    First Multi - Time Window Works the same as First Multi, with the addition of a time window that limits results to event occurrences within a defined period. The maximum time window is 5 years. Red checkmark Green checkmark
    Last Multi Returns a list (of a size you define) of items. The list can include parameters from only the last event, or from the last event and preceding events if the last one did not contain enough items. Green checkmark Green checkmark
    Last Multi - Time Window Works the same as Last Multi, with the addition of a time window that limits results to event occurrences within a defined period. The maximum time window is 5 years. Red checkmark Green checkmark
    Top Returns the most popular occurrence of an event parameter. Green checkmark Green checkmark
    Bottom Returns the rarest occurrence of an event parameter. Green checkmark Green checkmark
    Top Multi Returns a list (of a size you define) of items, showing the most popular occurrences of an event parameter. Green checkmark Green checkmark
    Bottom Multi Returns a list (of a size you define) of items, showing the least popular occurrences of an event parameter. Green checkmark Green checkmark
  5. From the Choose event dropdown list, select an event.
  6. If you want to be more specific and analyze a particular aspect of the event click the Where button, to select event parameters.
  7. To determine the time range from which the data will be analyzed, click the calendar icon.
  8. Optionally, if you want to show this aggregate on a customer card, switch the Show in Profiles option on. As an effect, you can check the results of the aggregate for a particular customer on a customer card.
    List of analyses on the profile card
    List of analyses on the profile card
  9. To complete the process, click the Save button.

Canonical URL: https://hub.synerise.com/docs/crm/aggregates/creating-profile-aggregates