Generate New Profiles without a Model
To generate new profiles without a model:
1. On the Profiles list page, click the New button at the top of the profiles list.
A dialog box opens with profile options you can configure.
2. In the dialog box, enter or select values for the following options:
◦ Profile Name – Enter a name for the new set of profiles.
◦ Data from Existing Dataset – Provide the following information about the dataset you want to generate profiles from:
▪ Dataset – Select the dataset from which to generate profiles.
▪ Goal – Select a goal variable from the selected dataset.
▪ Filter – Optionally, select a filter to apply to the dataset. Alternately, click the
Create Filter button to define a new filter for the dataset and then apply it to the profiles generation process. For more information, see
Create a Data Filter.
◦ Upload New Data – Click to select new data to upload for the profiles, instead of using the Data from Existing Dataset option. A New Dataset dialog box opens and you will be prompted to upload a JSON metadata file and a CSV file containing data.
◦ Exclude Features – Click to select specific features of the dataset to be excluded from the profiles. A dialog box opens where you can select features to add to or remove from an exclusion list.
◦ Maximize the Goal – Indicates whether you want to look for profiles that will maximize the goal outcome. Default = Yes.
◦ Calculation Method – Choose the method that will be used to select sub-populations to include in a profile. The default option is Z Scores (distance from the mean, adjusted for sub-population size) which is more likely to find larger sub-populations that are statistically distinct. The other option is Distance from Mean (not adjusted for sub-population size) which is more likely to find smaller sub-populations of outliers.
◦ Minimum Population % – A threshold that indicates what percentage of the population must exhibit a given attribute for a profile to be identified. Acceptable values must be greater than 0 but less than 100. Default = 0.25.
◦ Max Number of Profiles to be Created – Indicates the maximum number of profiles that should be identified in the dataset. Acceptable values are from 1 to 100. Default = 10.
◦ Max Depth – Indicates how many levels deep the search for profiles should look. In other words, what is the maximum number of features each profile can consider concurrently. The recommended value for best viewing in the chart is 1 to 4. Default = 4.
3. Click Submit.
The dialog box closes and the profile generation process starts. The new profiles job appears in the list at the top of the Profiles page. The State column shows the status of the profiles generation process. When the job is complete, the new profiles table is displayed in the bottom section of the page.