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Configuring Customer Profiles

Use the Customer Profile tab to import and configure customer-related data that you can then use to create predictors. You must gather the desired data into a CSV file. Make sure the data is formatted with a consistent schema. After importing, you can append data, which enables you to make updates.

To open the configuration menu, click the Settings gear icon, located on the right side of the top menu bar: GPMsettingsGear.png.

Unsupported Characters in Agent and Customer Profiles and Datasets

Certain characters in column names are ignored, are unsupported, or cause an upload to fail, as explained in the following points:

  • Columns with the following symbols in their column names are not added to Agent Profiles or Customer Profiles:
    *, !, %, ^, (, ), ', &, /, â, è, ü, ó, â, ï
  • Columns with the following symbols in their column names are ignored and the column is added with the symbol dropped out as though it had not been entered:
    [Space], -, <
  • Non-ASCII characters are not supported. How they are handled differs depending on what data you are uploading:
    • In Agent Profiles and Customer Profiles, columns with non-ASCII characters in the column name are not added.
    • }In Datasets, when a column name contains a mix of ASCII and non-ASCII characters, GPR removes the non-ASCII characters from the column name as though they had not been entered and correctly uploads all column values.
    • }In Datasets, when a column name contains only non-ASCII characters, the column name is entirely omitted. All the column values are preserved, but you cannot modify or save the schema. In this scenario, GPR generates the following error message: An unhandled exception has occurred: KeyError('name').

Logs for Unsupported Characters

The following Agent State Connector log messages record issues with unsupported characters:

  • <datetime> [47] ERROR <BOTTLE> schema_based.py:63 Invalid expression while parsing: <fieldname> = None
  • <datetime> [47] ERROR <BOTTLE> agents.py:172 Fields set([u'<fieldname>']) were ignored because names were invalid.

Upload data for Customer Profile schema

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Click the Customer Profile tab, then follow the steps to create a Customer Profile schema:

  1. Click Create Schema.
  2. Select the separator type for your CSV file. You can choose either TAB or COMMA.
  3. Click Select file. Navigate to your CSV file and select it.
  4. Click Create.

When data upload is completed, the Discovered Fields tab displays the fields discovered in your data, along with their datatypes and cardinality values.

Create the Customer Profile schema

1

Click the Schema tab and the follow the steps to create the schema:

  1. Click Add New Field.
  2. Add any number of discovered fields to the Customer Profile schema from the drop-down menu.
  3. (Optional) Type a new field name and press Enter to add a custom field. The custom field value is an expression constructed from arithmetic operations, Python 2.7 built-in functions, and discovered fields.
    • To access the built-in functions, press the SHIFT+@ shortcut.
  4. Select one field as the ID_FIELD. This must be a field that has a non-empty value and which uniquely identifies each row in the dataset.
  5. Click Save Schema.
    After you save the schema, the Indexed and Visibility fields become active.
  6. (Optional) Click the Indexed toggle button on for any fields you would like indexed. Indexing makes lookups faster for that field.
  7. (Optional) Click the Visibility toggle button to show/hide the specified columns on the Customer Profile window.

Next you must synchronize your schema.

Synchronize the schema

1

Once you have saved the schema, you must synchronize it before you can use it to create predictors.

  1. After schema is saved, click Sync Schema.
    When the schema has been synced, the Schema out of synchronization message changes to Schema applied.
  2. Once you have reviewed the schema synchronization for possible synchronization errors, click Accept.
    When the schema has been accepted, the Schema out of synchronization message changes to Schema synchronized and the associated icon turns green.

The Discovered Fields tab

1

When you navigate to the Schema > Customer Profile page and you have imported a Customer Profile, your data is displayed in two tabs, Discovered Fields, and Schema. The Discovered Fields tab lists the fields included in your data set and the data type for each.

  • Click a field name for a complete list of the available values for that field.
  • Click Append to add more data to your Customer Profile schema.
    Important
    Your appended data must have the same schema structure as the existing data. You can add fields and values, but you cannot change the existing schema. If you need to change the structure of your schema, delete the existing schema and upload your corrected data as a new Customer Profile schema.
  • To locate a specific field in the list, type the field name into the Search field on the upper right side of the tab.
  • To delete your Customer Profile schema, click the trash can icon next to the Customer Profile page title.

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This page was last modified on November 12, 2018, at 12:39.