Create the tutorial Path Segment | Vantage Analyst - Creating a Path Segment - Teradata Analytic Apps - Vantage Analyst

Vantage Analyst Path Analysis Tutorial

Product
Teradata Analytic Apps
Vantage Analyst
Release Number
1.4.1
Published
May 2022
Language
English (United States)
Last Update
2022-05-09
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lifecycle
previous
Product Category
Teradata Applications

Now that you've identified an event path that leads to customers canceling their service, (from BILL DISPUTE to REVIEW CONTRACT) you can generate a targeted list (segment) of customers.

  1. Confirm that you have the dominant path selected in the path diagram.
    Tip: Click Select Dominant to automatically select the path.

    vaTutorial_billDispute

  2. Select Create Segment.
  3. In the Create segment window, select:
    Database The database that you created earlier
    Table TUTORIAL_PATH_SEGMENT_EXPORT
    Don't select Save yet!
    Path offers different methods to create the list of customers.

    You'll explore these methods here:

  4. Copy the underlying SQL and create a new workflow

  5. To view the underlying SQL for the segment, select Show SQL.
    1. Scroll to the bottom of the Create segment window and select Copy to copy the SQL to your system's clipboard.
      vaTutorial_copySQL
    2. Paste the SQL into a text editor. You'll use it later in a SQL node for a new workflow.
    3. Select Hide SQL.
  6. Create a list of customers and copy to a table

  7. Select Save Segment.
    The TUTORIAL_PATH_SEGMENT_EXPORT table now contains the list of customers.
  8. Save the query

  9. Select Save Query.
    1. Type TUT_BILL_DISPUTE_REVIEW_CONTRACT for the query name.
    2. Select Export.
      The system exports the query to the STORED_NPATH_QUERIES table that you created earlier.
  10. Select Close.

Now we can create a workflow that uses the segment on a regular basis to discover customers on the BILL DISPUTE to REVIEW CONTRACT path and take action to keep them from canceling their service.