Introduction to Data Preparation

In this module, you will learn the basics of how to import data into the Quadstone System, extend existing Quadstone datasets (foci), manage and share foci and get best Quadstone System performance.

Duration: ½ day

Audience:

• Business analysts
• Data architects
• Quadstone System administrators

Prerequisites

Familiarity with the basic functions of the Quadstone System and the main applications that it comprises; for example, via prior attendance at Segmentation and Profiling.

Topics covered

• An introduction to data preparation
• Customer-level datasets
• Importing data into the Quadstone System
• Import from database tables
• Import from text files (flat files)
• Extending Quadstone System datasets
• Joining new fields
• Sorting a focus
• Using lookup tables
• Deriving new fields
• Reusing metadata
• What is metadata?
• Template foci
• Categorical hierarchies
• Adding comments to fields and foci
• Best practice hints and tips
• Field and focus names
• Getting best Quadstone System performance
• Dataset management, maintenance and update
• Checkpointing foci
• Copying, moving and removing foci
• Archiving foci
• Configuring your user preferences

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