5/20/2023 0 Comments Microsoft 365 supportThe same merge policy is used for all the fields that make up the group. Specify which group of fields to select as the winner in the Rank groups by dropdown. To ensure data integrity, combine the address fields into a group. The winner record for Addr2 is Suite 950 resulting in an incorrect mix of address fields (200 Cedar Springs Road, Suite 950, Dallas, TX 75255). Without combining the mailing address fields for Monica, the winner record for each field is based on the first ranked data source (Loyalty), except Addr2 which is null. Monica Thomson matches across three data sources: Loyalty, Online, and POS. If this mixes information in an unwanted way or you want to set a merge policy, combine the group of fields. If a field has a null value, Customer Insights continues to look at the other data sources until it finds a value. When merging fields without combining them into a group, Customer Insights chooses the winner record for each field based on the table order ranking set up in the Match conditions step. When you combine a group of fields, Customer Insights treats the group as a single unit, and chooses the winner record based on a merge policy. Specify the merge winner policy in the Combine fields by dropdown. If a table includes the latest data about a field, you can prioritize it over other tables when merging values.Ĭhoose Move up/down to set the order or drag and drop them in the desired position.Ĭombine separated fields to create a merged attribute. Some tables contain more details than others. If necessary, you can readd the excluded field. To see the list of all excluded fields, select Excluded fields. Then, exclude it from the customer profile. If the field is used in other processes, such as a segment, remove it from these processes. Select the merged field and choose Separate fields.Įxclude a merged or separate field from the unified customer profile. Separated fields show as individual data points on the unified customer profile. To separate merged fields, find the attribute in the table. You can't change the name of the output table. You can add more fields to participate in the merge process.Ĭhange the display name of merged or separate fields. ![]() Requires a date or a numeric field for every participating table in the merge fields scope to define the recency. Least recent: Identifies the winner value based on the least recency. ![]() Most recent: Identifies the winner value based on the most recency. For example, given tables A, B, and C ranked in that order, if A.Name and B.Name are null, then the value from C.Name is used. Customer Insights uses the first non-null value.
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