Create Profile Tool

The Create Behavior Profile tool takes an incoming data stream and constructs a Behavior Profile from its contents. A Profile can be built using a database, Polygon Files, Rings, Doughnuts Drivetimes, or by using Standard Geographies. Custom Profiles can be built into Profile sets using the Profile Output Tool.

Configure the tool

Choose a Dataset: Select the Dataset to use. Each dataset has its own Profiles and Profile Sets that are specific to the selected clustering system. These datasets require a current subscription and license. Please contact your Alteryx account representative for more information regarding compatible datasets.

For best results, keep your datasets consistent with each Behavior tool. Choosing "Most Recent Vintage" rather than a specific dataset ensures the most current dataset is used and won't require updating your workflow. You can easily specify the dataset in multiple tools at once with the Workflow Dependencies to ensure consistency throughout your workflow.

Default dataset

Set the default dataset from User Settings. Go to Options > User Settings > Edit User Settings and click the Dataset Defaults tab.

Select the Mode using the dropdown list:

ClosedSpatial Object

Takes the incoming Spatial Object and creates a Profile.

Summarize: Specify the method to Summarize your data into profiles. Choices include:

  • All Records: All records will be combined into a single record.
    • Profile Name: Specify the name of the field for the new Profile.
  • Group By: Records will be summarized in groups of values they have in common. A single record will be returned for each group. That record will be a sum of all the records in the group.
    • Group fields: Choose which field (s) to group by. The All and Clear buttons help with multiple selections.
  • None: Each record becomes its own Profile.

Spatial Object: Select the Spatial Object field from your incoming data stream.

Base Profile (Optional): Select the Base Profile field from your incoming data stream.

ClosedKnown Geography Key

Takes the incoming known Geography Key (such as a State or County FIPS code) and creates a Profile using the Spatial Object that corresponds to the Key.

  • Summarize: Specify the method to Summarize your data into profiles. Choices include:
    • All Records: All records will be combined into a single record.
      • Profile Name: Specify the name of the field for the new Profile.
    • Group By: Records will be summarized in groups of values they have in common. A single record will be returned for each group. That record will be a sum of all the records in the group.
      • Group fields: Choose which field (s) to group by. The All and Clear buttons help with making multiple selections.
    • None: Each record becomes its own Profile.
  • Records Are: Select the Known Geography Type of the incoming records from the drop-down list.
  • Key: Select the Key field of the Known Geography Type from your incoming data stream.
  • Base Profile (Optional): Select the Base Profile field from your incoming data stream.

    • ClosedCombine Profiles

    The value from one Profile becomes the base for another Profile.

    Summarize: Specify the method to Summarize your data into profiles. Choices include:

    • All Records: All records will be combined into a single record.
      • Profile Name: Specify the name of the field for the new Profile.
      • Sum Profiles is auto-selected.
      • Profile: Select the Profile field from your incoming data stream.
    • Group By: Records will be summarized in groups of values they have in common. A single record will be returned for each group. That record will be a sum of all the records in the group.
      • Group fields: Choose which field (s) to group by. The All and Clear buttons help with making multiple selections.
      • Sum Profiles is auto-selected.
      • Profile: Select the Profile field from your incoming data stream.
    • None: Each record becomes its own Profile.
      • Add Profile as Base is auto-selected
      • Profile: Select the Profile field from your incoming data stream.
      • Base Profile: Select the Profile field to serve as the Base from your incoming data stream.
    ClosedCluster Code

    Summarize: Specify the method to Summarize your data into profiles. Choices include:

    • All Records: All records will be combined into a single record.
      • Profile Name: Specify the name of the field for the new Profile.
    • Group By: Records will be summarized in groups of values they have in common. A single record will be returned for each group. That record will be a sum of all the records in the group.
      • Group fields: Choose which field (s) to group by. The All and Clear buttons help with making multiple selections.

    Demographic: Select the demographic variable to built the Profile on. Values in this list depend on the dataset chosen. (Household, Adult, Population, etc)

    • Multiplier: Enter in a numeric multiplier (default is 1). This option will multiply each record by a constant number to be used if the input represents a sample of the actual survey/population.

    Cluster Code: Select the field from your incoming data stream that contains a Cluster Code assigned to each record.

    Count (Optional): Select the Count field from your incoming data stream.

    Volumetric (Optional): Select the Volumetric field from your incoming data stream.

    Base Count (Optional): Select the Base Count field from your incoming data stream.

    ClosedCluster Level ID

    Summarize: Specify the method to Summarize your data into profiles. Choices include:

    • All Records: All records will be combined into a single record.
      • Profile Name: Specify the name of the field for the new Profile.
    • Group By: Records will be summarized in groups of values they have in common. A single record will be returned for each group. That record will be a sum of all the records in the group.
      • Group fields: Choose which field (s) to group by. The All and Clear buttons help with making multiple selections.
    • Demographic: Select the demographic variable to built the Profile on. Values in this list depend on the dataset chosen. (Household, Adult, Population, etc)
      • Multiplier: Enter in a numeric multiplier (default is 1). This option will multiply each record by a constant number to be used if the input represents a sample of the actual survey/population.

    Cluster Code: Select the field from your incoming data stream that contains a Cluster Code assigned to each record.

    Count (Optional): Select the Count field from your incoming data stream.

    Volumetric (Optional): Select the Volumetric field from your incoming data stream.

    Base Count (Optional): Select the Base Count field from your incoming data stream.

    Partial BG Codes: Unclassified or Distribute

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