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Results – represents the display of the Segmentation results (tree-branches) with an Evaluation area to search for specific segment (tree-search) using different attribute values.
To populate the Field rows on the right area, you must select the source of data (Datamart) for this model. Open the drop-down and select Standard Sales Data (DM) option:
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As soon as you select the Datamart, the filters are displayed. It is very important to avoid negative values or null values in the model, so you must create a filter for data quality purposes. Click on the Set Filter option:
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Using the drop-down arrows, select the displayed filter options for Gross Margin Percent.
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You will need to create more than one filters at a time. Click on the Add Rule option, select the AND condition:
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Using the drop downs, complete the following filters for Gross Margin and Global List Price selections, and click on the Apply icon.
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Note: Using these filters will avoid using negative values (from the Datamart) for margin and list prices in the model calculations.
The additional displayed fields are used as the Mapping area that tells the system logic (behind the model) which data to bring into the model from the different Data Sources/Datamarts to perform the calculations. Using the dropdowns select the following options:
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Note: These selections are based on the business requirements and Datamart’s content to perform the model’s calculation.
The price optimization/Segmentation is based on percentiles of the target metric distribution. Every segment is given a floor and stretch percentiles that define guardrails for the target percentile. The system already displays the Percentile Values, such as floor and ceiling (stretch) prices, you can update them here based on your business requirements. If the Target is left blank, it will be calculated automatically based on the optimization/Segmentation model. For this exercise, you can leave this area as default it.
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Floor Percentile – represents the floor optimization target in the segment.
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Ceiling (stretch) Percentile – represents the stretch optimization target value in the segment.
The Additional Parameters area helps to determine the amount of data to be used in the Segmentation model calculation for the available transactions in the Datamart. This selection will help to build the dimensions, data profiling and drivers within the model. Update the following parameters.
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Max Cardinality – largest count of distinct values that a dimension is allowed to have, to be taken into the account for price drivers (across the spectrum).
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Policy Start Date/End Date – will provide time bounds when using the policy records.
After completing all the parameters, filters, and data mapping sections, click on the Save Model icon on the top-right corner of the window.
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The system displays a confirmation message at the top of the window.
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Now the Field Rows are available based on the data mapping fields and the Datamart used as a source in the previous steps.
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Click on the Source Data tab. The model is empty because you need to complete the Analysis of the model and execute the data uploading process to populate the data records from the Datamart.
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Click on the Analysis tab on the top-left corner of the window.
This section is used to prepare the data for the model the way you require it. In this Data Preparation section, you must click on the Calculate icon to start uploading the data into the model from the Datamart.
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