Customer Analytics Data Pre-processing Template for TIBCO Spotfire®

This template lets you prepare your data for the analyses used in the segmentation, affinity and propensity downstream Customer Analytics Templates.

Compatible Products

TIBCO Spotfire®

Provider

TIBCO Software

Compatible Versions

This component has been tested with Spotfire 10.4 and TERR 4.2

License

TIBCO Component Exchange License

Overview

This template assumes that you have a set of historical purchase data where each purchase is recorded as a transaction in a row. It then generates a "flattened" dataset where each row represents a customer's purchase history for various product categories.
Using this template, you may:

  • Import historical customer purchase data
  • Select the date ranges to include in your analyses
  • Specify date ranges for past campaign(s) 
  • Create "flattened" datasets that you can then import into other downstream analysis templates

The downstream templates utilize this data to determine the best offer to present to each customer by analyzing historical purchase data, Identify customer segments for targeted marketing based on their past purchasing behavior, Identify products that are likely to be bought by the same customer or understand customers' propensity to buy products from a different category.

Note: This analysis is provided to illustrate analyses of customers' purchase behavior in Spotfire, running on a consumer laptop.  If you have a large dataset that requires more memory and processing power, please consider one of the following:

  • Use Spotfire on a computer or server with more memory and CPU cores
  • Look into TIBCO's Apache Spark Accelerator to build a Customer Analytics solution around Big Data

License Details

Release(s)

Release v1.0

Published: August 2016

Initial Release

Release v1.1

Release v1.2

Review (1)
5
andy.hopcraft 1:32am 11/14/2016

Very simple to add Customer / Product related data into the application. Straight forward instructions. Easliy creates a customer centric data set primed for other Spotfire analysis templates. Took me less than an hour to get the datasets ready.

Customer Analytics Templates for TIBCO Spotfire® Homepage

Introduction

The Customer Analytics Templates is a series of Spotfire® analysis templates used for analyzing customers' purchase behavior. These include the following templates:

Each Spotfire® analysis template may be used on its own or combined to form an analysis workflow.

Business problem addressed by the templates

The Customer Analytics Templates can be used to determine the best offer to present to each customer by analyzing historical purchase data to:

  • Identify customer segments for targeted marketing based on their past purchasing behavior
  • Identify products that are likely to be bought by the same customer
  • Understand customers' propensity to buy products from a different category

When used with historical purchase data that include purchases made during a campaign/promotion period, an analysis can also produce a predictive model to predict a customer's response to a future campaign

Customer Analytics Templates for TIBCO Spotfire®

Read this series of blog posts to learn about the templates:

Read blog posts from the same series that discuss Customer Analytics with big data:

Downloading the templates from the Component Exchange

Follow these links to download the templates from the Component Exchange:

Note: These templates are provided to illustrate analyses of customers' purchase behavior in Spotfire, running on a consumer laptop.

If you have a large dataset that requires more memory and processing power, please consider one of the following:

  • Use Spotfire on a computer or server with more memory and CPU cores
  • Look into TIBCO's Apache Spark Accelerator to build a Customer Analytics solution around Big Data

Where to go if you have questions or feedback

We encourage your inputs on this content. Please always post your questions in the Answers section of the TIBCO Community and tag your question with #Customer Analytics and Spotfire as a product so that is easy for our experts to find the relevant questions and respond quickly.

We have also created a Frequently-Asked Questions and Updates page for the Customer Analytics Templates. On this page, you can find answers to questions that are commonly asked as well as updates made to the templates.

If you have feedback on this specific page (not a question) you can leave that at the bottom of the page with the + Add Comment option. See here for guidelines on providing Feedback. Our experts are watching the pages relevant to them and you can do the same by clicking on the watch button in the left top corner. You will then be automatically notified when content gets updated for this page.

View the Wiki Page