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Aggregation
The first step in defining your filter criteria is to decide how you want to quantify the results, such as an average or sum, also known as aggregation. For example, you use different criteria to find five sales order products as compared to five sales orders. Use the container object to aggregate your data. The Data Model Object (DMO) of a related attribute in a container becomes the container object.
You can aggregate a container object based on count, sum, average, maximum, or minimum.
| Type | Description | Example |
|---|---|---|
| Count | Selects entities for the segment based on how many times the criteria must be met. | “At least 5 purchases” (when the container object is Sales Order) or “No more than 2 complaints” (when the container object is Cases). |
| Sum | Segments entities based on the selected attribute summed across all data values. | Lifetime Sales Order value greater than $XX. |
| Average | Segments entities based on a selected attribute and then averages them across all data values. | Individual average lifetime Sales Order value less than $XXX or Customer satisfaction average equal to 3.5. |
| Max | Selects entities based on the specified maximum of an attribute. | Maximum Sales Order amount < $XX. |
| Min | Selects entities based on the specified minimum of an attribute. | Minimum Sales Order amount > $XX. |
If you're segmenting on Unified Household, Aggregate values across household combines values of all the members that belong to a household. Disable Aggregate values across household to apply filter criteria on each member of the household.
Additional attributes in the container further constrain the segment with the selected aggregates. For example, Lifetime Sales Order value greater than $XX for purchase date within the last year.
