Explicit Analysis Categories
Use explicit analysis categories to aggregate data based on arbitrary criteria like number or date ranges or sets of catalog values.
Explicit analysis categories allow you to define "virtual catalogs" based on catalogs, dates and numeric data. These definitions can be hierarchical.
You can define/customize explicit analysis categories on the Analyses page. For further details, see Defining Explicit Analysis Categories.
You can define explicit analysis categories for the following field types:
-
Numeric fields:
-
Date fields: Use the date format YYYYMMDD. For more details. For further details,
see Analysis Date Categories.
-
Catalog fields: Check Catalog-Browsing and select the
desired info area and catalog field. Enter a catalog value from a synchronized catalog
either by clicking on the
button or by entering the catalog code in the text field.
For further details, see Catalogs.
Note: Multiple criteria are combined with OR.
-
Rep fields: You can use
$curRepfor rep ID fields (not rep Z-fields).
Examples:
Deal Size: category based on a numeric value.
|
Small |
Value < 1000 |
|
Medium |
Value < 10000 |
|
Large |
other |
Regions: category based on the country catalog.
|
Benelux |
NL, BEL, LUX |
|
DACH |
D, A, CH |
|
CEE |
CZ, SLO, H, PL, … |
|
other |
other |