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Customers_​Money_​vs_​Loyalty_​enhanced

Customer Transactions: Money vs. Loyalty enhanced

In this workflow we convert raw customer transactions, i.e. contract registrations, into money measures on the one hand and loyalty features on the other. The idea is to move from a list of transactions to one or a few numbers describing an aspect of the customer activity. Here we have chosen money and loyalty. Money as total amount of money paid by customer or as amount paid per year. Loyalty as # of days under contract or as loyalty ratio (= # effective days / total number of days till now).

This workflow is based on the workflow created by Rosaria Silipo: https://kni.me/w/c00Kq3qCHdUHFi_L

In this workflow we convert raw customer transactions, i.e. contract registrations, into money measures on the one hand and loyalty features on the other.For more information see the workflow metadata. Find it here: View -> Description ExtractYear and monthavg amount Cust_ID vs. Yearresortingyearstotal amount+ amount /yearon Cust_IDby total amountif amount(Year)missing => 0min start_datemax end_dateCalculate periodlengthmax intervalon overlappingstart-end intervalsCalculate timeoverall clientscontracts durationeffective # dayssum # dayson Cust_IDCalculateloyalty ratioCreate parametersmoney+loyaltyfeaturesNode 202Node 203Node 221Extract contracts'end yeartotal money amtby customerExtract Date&TimeFields Pivoting Column Resorter Joiner Sorter Missing Value GroupBy Date&TimeDifference Time Alignment Date&TimeDifference Column Rename GroupBy Math Formula Table Rowto Variable Joiner Table Reader k-Means Normalizer Extract Date&TimeFields GroupBy Column Expressions Customers filter Overview dashboard In this workflow we convert raw customer transactions, i.e. contract registrations, into money measures on the one hand and loyalty features on the other.For more information see the workflow metadata. Find it here: View -> Description ExtractYear and monthavg amount Cust_ID vs. Yearresortingyearstotal amount+ amount /yearon Cust_IDby total amountif amount(Year)missing => 0min start_datemax end_dateCalculate periodlengthmax intervalon overlappingstart-end intervalsCalculate timeoverall clientscontracts durationeffective # dayssum # dayson Cust_IDCalculateloyalty ratioCreate parametersmoney+loyaltyfeaturesNode 202Node 203Node 221Extract contracts'end yeartotal money amtby customerExtract Date&TimeFields Pivoting Column Resorter Joiner Sorter Missing Value GroupBy Date&TimeDifference Time Alignment Date&TimeDifference Column Rename GroupBy Math Formula Table Rowto Variable Joiner Table Reader k-Means Normalizer Extract Date&TimeFields GroupBy Column Expressions Customers filter Overview dashboard

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To use this workflow in KNIME, download it from the below URL and open it in KNIME:

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Created by: rosy
Created at: 2017-01-31
On NodePit since: 2021-05-27
Last update: 2024-11-17
Created with KNIME version: v4.3.3
Tags: ETLKNIMEdata manipulationloyaltycustomer intelligenceraw transactionscontractmoney

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