You define your data model in Data Workbench > Master Segments.
In Treasure Data Workflows (Data Workbench >Workflows) , a series of workflows are automatically generated to create and refresh the parent (master) segment data model. Data in the data model is refreshed according to the schedule you define for the parent segment.
- From TD Console, select Data Workbench > Master Segments.
- Select New Master Segment.
- Specify Master Table, Attribute Filters (optional), Attribute Tables, and Behavior Tables.
- Specify the schedule by which the parent (master) segment data is refreshed. Treasure Data recommends running a refresh daily to renew the dataset. The master table needs to be updated before master segment creation begins.
- Optionally, specify the default timezone.
- Specify the parent (master) database and table name.
Attribute Filters only support text format values.
- In the Master Table pane, select
to include columns and attribute types. Attribute filters help marketing professionals to define a set of characteristics to differentiate segments into a broader audience. - Type in your selected attribute and either press enter or select the new attribute from the dropdown. Select
to remove unwanted or blank filters.
- Select Save.
- Specify the resource pool to define how your allotted Treasure Data resources are used to process the data.
Treasure Data recommends Hive only because it’s designed for large-scale joins and is known for robustness. Presto and Hive might perform faster for smaller data sets.
You can assign different LLM Project Permissions for the parent segment:
| Permissions | Description |
|---|---|
| None | Select this permission if you do not want users associated with the parent segment to access any AI project in the AI Framework. |
Limited | Select this permission to select specific AI projects, and then you must configure permissions for each project. Full access: Edit and delete project. Project access: View, create, edit, and delete custom Agents, Knowledge Bases, and User Prompts Internal Integrations access: View, create, edit, and delete internal integrations (Generic Chat) External Integrations access: View, create, edit, and delete external integrations (Webhook, Slack) |
| Full | Select this permission to allow all users associated with the parent segment to access all AI projects in the AI Framework. |
Regardless of the configured permissions, Generic Chat in the AI Framework is always enabled. You cannot change this permission
Specify the attribute tables. The Foreign Key and Join Key join the parent (master) table with attribute tables. Include a td_ column here for automatic data enrichment.
When creating a Parent Segment, if any of the column names of the specified attribute tables are the same as in another, this Parent Segment configuration does not work.
Optionally, specify tables from which behaviors can be derived. Use the Name field to give a user-friendly name to the specific column. Include a td_ column here for automatic data enrichment.
If the default time filter is enabled, the Segmentation Rule automatically adds the "within past 30 days" rule to avoid an unnecessary large data volume in the condition. However, you can remove the rule even if it is enabled.
- After defining the parent (master) segment, select Save.
- Enter a name for the parent segment and an optional description.
- Select Save to create the parent segment.
- Select Run to run the parent segment and begin a workflow that populates the parent segment.
- Optionally, view the progress of the workflow that is created by defining the parent (master) segment. From the main navigation, select Data Workbench > Workflows and select the parent (master) segment filter.
- To verify that the process ran and created your master segment, navigate to Audience Studio.
