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Profile Configuration

Category Profiles can be configured with strict profiling parameters via the Profile Configuration screen. From this view, users can:

• Use a business condition to specify which objects to profile (allows you to exclude discontinued products, for example)
• Include or exclude data from specified attribute groups when profiling the data
• Designate business conditions to test when a profile is run
• Split up the value of a specified attribute so that the individual words in the attribute's value are profiled as separate entries
• Define which Completeness Metrics to use when profiling the data

Note: The profile must be updated manually every time changes are made to any of the parameters.

Accessing the Profile Configuration

1. In the Tree, select the relevant hierarchy or object.
2. On the Category Profile tab, click the Tools icon in the upper right corner, and then select Profile Configuration.

Select Profile Filter Business Condition

The Select Profile Filter Business Condition parameter allows users to filter the data being profiled with the specified business rule. This can be particularly useful if only objects of a specific type should be profiled or objects with specific attribute values should be left out.

1. In the Select Profile Filter Business Condition section, click the ellipsis button, then browse or search for the relevant business condition.

As an example, in the following screenshot a business condition that excludes discontinued products is selected:

The selected condition specifies that if the attribute Discontinued is set to Yes, the object is excluded from the profiling. The selected business condition is pictured below:

2. Click Select to apply the business condition to the profile.
3. Click the Back button to return to the Category Profile Dashboard, then click the Update / Generate profile link. If an Object Count widget is configured on the dashboard it will display the number of objects that were filtered out by the condition. In the example below, twenty-three discontinued objects were excluded as these were deemed False during profiling:

For more information on how to configure the Object Count widget, see the Category Profile Dashboard section of the Data Profiling documentation here.

Include / Exclude Data in Attribute Groups

The Include / Exclude Data in Attribute Groups parameter allows users to filter the data being profiled via attribute group.

1. Navigate to the Include / Exclude Data in Attribute Groups section and click either the Exclude or Include radio button. If Include is selected, the data profile will only pull data from the attribute groups specified by the user in the Attribute Groups field. If Exclude is selected, the data profile will pull data from all attribute groups except those specified in the Attribute Groups field. Typically, the choice between Include and Exclude will largely depend on which requires the shorter list.

Note: To include all attribute groups in the system, the user can simply select Exclude and leave the Attribute Groups field blank.

2. Click the green plus sign to add a new attribute group selector field.
3. Click the ellipsis button, then browse or search for the relevant attribute group.
4. Click Select. If no other attribute groups need to be specified, click the Back button to return to dashboard.

Select Business Conditions to Test During Profiling

The Select Business Conditions to Test During Profiling parameter allows users to test business conditions for all products, entities, classifications, and assets when profiling a selected hierarchy. The result of the tests can be displayed in Business Condition Status widgets on the dashboard.

1. Navigate to the Select Business Conditions to Test During Profiling section and click the green plus sign to add a new business condition to the selector field.
2. Click the ellipsis button, then browse or search for the relevant business condition.
3. Click Select. If no other business conditions need to be specified, click the Back button to return to dashboard. If the Business Condition Status widget is configured on the dashboard it will display the results of the test.

For more information on how to configure the Business Condition Status widget, see the Category Profile Dashboard section of the Data Profiling documentation here.

Value Profile Configuration

The Value Profile Configuration parameter allows users to profile the individual words of an attribute's value. As an example, 'Fit', an attribute with validation base type 'Text', lists all applicable shirt sizes for a product. These individual sizes can be profiled separately so that the attribute value 'M L XL' is profiled as three different values, 'M', 'L', and 'XL'.

Attribute value as seen on the product node:

Profiled values as seen in the Value Detail view:

In addition to the Value Details view, this separation of values is also reflected on all applicable dashboard widgets.

For more information on the Value Details view, see the Value Details section of the Category Profile documentation here.

Configuration Steps

Select the attributes whose values should be profiled separately.

1. Navigate to the Value Profile Configuration section and click the green plus sign to add a new word-divided attribute to the selector field.
2. Click the ellipsis button, then browse or search for the relevant attribute.
3. Click Select. If no other attributes need to be specified, click the Back button to return to dashboard.

Select Completeness Metrics to Profile

The Select Completeness Metrics to Profile parameter allows users to specify which completeness metrics to use when profiling the data.

1. Navigate to the Select Completeness Metrics to Profile section and click the green plus sign to add a new completeness metric to the selector field.
2. Click the ellipsis button, then browse or search for the relevant completeness metric.
3. Click Select. If no other completeness metrics need to be specified, click the Back button to return to dashboard.

If using the Average Object Completeness widget, ensure that this field includes whichever completeness metric is configured on the widget. If they do not match, a 'no data available' message will appear in place of the data on the widget.

Important: Even if the completeness metric specified by the widget is the same as the system default, it will still display the 'no data available' message. To use this widget the proper completeness metric must be specified in the Profile Configuration.

For more information see the Available Widgets section of the Data Profiling documentation here.

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