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Configuring a Sample (deprecated)

Updated on September 15, 2022

Use a Sample to define a sample of the overall customer population. An Analysis Project takes a Sample and performs a range of statistical analysis activities to determine which data fields have predictive power or influence when measured against a goal, for example the purchase of a product or service.

Pega Customer Decision Hub
Note: Starting in Pega Customer Decision Hub version 8.5, this functionality is considered deprecated and may be removed in future versions of the product.
  1. Click CampaignsSegmentation Support.
    Note: If you do not see the Campaigns menu in Pega Customer Decision Hub, enable the Marketing Campaign Edition.
  2. In the Sample populations tab, click Create.
  3. Enter the Sample name.
  4. Optional: Enter the Issue and Group to classify the Sample.
  5. Click Create and open.
  6. On the Design tab, in the About This Sample Population section, configure the following information according to your requirements:
    1. Sample Source - Describes the location of the sample data.
    2. Anticipated Sample Size - Describes the required size in terms of an absolute number (Fixed) or a percentage (for example, 10%).
    3. Sample Strategy - Describes various sampling strategies. For Ascending and Descending, use the Ordered On field to identify the field in the data set on which to order.
  7. In the Sample Fields section, clear any check boxes corresponding to fields which are not useful in analysis. As a general rule, fields that are system-related (for example partition key) or unique for individual customers (for example their customer id or their full name) typically have no value from an analysis perspective.
  8. Click Save.
  9. Run the Sample.
    • To run the Sample manually:
      1. Click Run. The Run Sample pop-up window is launched.
      2. Click Confirm to populate the Sample. The Sample size field is updated to reflect the number of rows in the Sample.
      3. Click Preview to preview the contents of the Sample and its associated customer data.
    • To run the Sample automatically, schedule the sample execution in the Schedule tab. Sample scheduling works in the same way as Segment scheduling. For more information, see Optional: Configuring Criteria Segment Runs.
  10. Optional: Click the History tab to see details of the Sample population.

Tags

Pega Customer Decision Hub 8.7 Decision Management

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