To configure an Audience process
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The process configuration dialog appears.
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On the Source tab, choose the input data source from the Input drop-down list. If one or more processes are connected to the Audience process, their output cells will also appear in the list.
The audience level corresponding to this input is now displayed next to the Input field. If there is no input into the Audience process, the audience level is shown as “not selected.”
The Select options also reflect your input audience level. For example, if you chose an input with an audience level of Customer, the Select options change to All Entries, Some Entries, and One Entry per Customer.
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Select the output audience from the Choose Audience drop-down list. The list displays only audience levels defined for tables containing keys defined at the same audience level as the input data source. If a table has more than one level defined, each level is available as an entry in the Choose Audience list.
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The Select options now reflect both your input and your output audience levels.
For example, if your input has an audience level of Household and you choose an output audience level of Individual, the Select options are labeled: All Individual ID Entries , Some Individual ID Entries , One Individual ID Entry per Household ID, so you can specify how IDs are selected while you switch from one audience level to another.
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Use the Select and Filter options to specify how you want the records to be selected. These options vary depending on whether you are selecting All IDs (in which case there are no filtering options), switching levels, or staying at the same level.
For details on how to select and filter based on whether you are switching audience levels, see:
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Click the Cell Size Limit tab if you want to limit the number of IDs generated by the process.
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Click the General tab to supply a Process Name and a Note that indicates the purpose of the process (for example, "This box contacts one individual per household"). You can also modify the Output Cell names or Cell Codes.
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The process is configured and is enabled in the flowchart. You can test run the process to verify that it returns the results you expect.