Recency Wizard: Overview

The Recency wizard creates a virtual variable on a specified table in the system (identified as the grouping table) that contains the value of a specified variable from a specific record on a child table (the transaction table).  The record that is chosen is based upon an order defined using another transaction table variable.

The grouping table and transaction table can be specified in the wizard or by dragging on a selection with an RFV Recency.

If an RFV Recency selection is used, the settings specified in the RFV Recency definition will also be used.  For example, suppose you have an RFV selection with the grouping table of People and transaction table of Holidays and the Recency element of the RFV is set to the First 1 holiday by booking date.  This selection can then be used in the wizard with the target data item as Holiday Destination.  The resulting variable that is created will be on the grouping table (People) and it will contain the Destination of the first holiday (by Booking Date) associated with that Person.

 

On the Wizard tab click on the Recency link to start the wizard - Start