Calculated Attributes Overview

A calculated attribute (CA) measure users’ aggregate behaviors, and store this information in new user attributes, such as customer lifetime value, total games played or content watched, or the last product viewed. You define a calculated attribute in mParticle and, once activated, they are computed automatically over time by using the raw data stream of events and user information. Once you’ve created calculated attributes, you can use them as segmentation criteria in Audiences, Profile API, or connect them downstream to any of your tools. This is incredibly powerful, and can be set up with a few button clicks–no SQL, no pipeline management.

You can define calculated attributes to track almost anything on an individual user, from counting the number of logins in the last 30 days or knowing the last product category viewed, to more complex calculations like the customer’s average order revenue or the most frequent purchase.

Calculated attributes provide value in many ways:

  • Enabling and targeting personalized campaigns with an always-on understanding of the customer’s behavior
  • Helping marketers, product managers and data scientists better understand customer behavior and interactions with their brand
  • Standardizing calculated values across the entire marketing and analytics stack, across platforms and tools

The following video explains how calculated attributes help you quickly generate customer insights without needing any developer resources:

Calculated attributes basics

A calculated attribute contains the following elements that you define:

  • Name: a descriptive label for the calculated attribute. Once activated, the name can’t be changed.
  • Description: an optional text field to describe the attribute.
  • Calculation definition: The logic for computing the attribute: the calculation type, criteria, and the date range. For example, you might specify a sum calculation type.
  • Status: Calculated attributes are created as drafts, indicating that they are not being calculated. When you change a calculated attribute status to active, mParticle starts calculating the attributes and you can use them across the mParticle platform and downstream.

Scope

Calculated attributes are defined and calculated per workspace; calculations use data available within the same workspace where they are defined. You can create calculated attributes with the same name and functionality in multiple workspaces.

Initialization

After you activate a calculated attribute, it initializes using existing data in the mParticle CDP along with any seeded value that was sent using Seeding API. Depending on the date range selected in the calculated attribute definition, this can take several hours. After initialization, calculated attributes continue to recalculate with new data.

Calculation speed

Calculations are either synchronous (sent with the batch of data being processed) or asynchronous (sent with the next batch):

  • Synchronous calculations are evaluated immediately and updated values are included in the same outgoing event batch.
  • Asynchronous calculations are evaluated with a small delay (usually a few minutes) and updated values are included in the next outgoing event batch or when the feed input named Calculated Attributes is connected (more about this feed). If your event output doesn’t support the Calculated Attributes feed, user attribute values may grow stale until mParticle receives the next event or batch for the relevant user.

Calculation categories

We currently support 13 calculations organized into four categories:

  • Count: calculate the number of times an event has occurred, such as the number of logins or cart views.
  • Aggregation: calculate a standard statistic about an event attribute such as sum, minimum, or maximum.
  • Occurrence: calculate the timestamp for an event, or the first or last value or timestamp.
  • List: calculate the unique list of values for an event attribute. For example, all the unique game titles played or unique product categories viewed.

For a list of calculations and details about each, see Calculated Attributes Reference.

For an overview of how to use calculation categories, view the following video:

Calculation date range

Calculated attributes can apply to a date range that you choose:

  • Within the Last: limit calculations to a rolling window of time (days or weeks). For example, “most frequent product categories viewed over the last 30 days.” This will maintain calculations over that specified period of time.
  • Since: limit calculations to the period of a specified start date to now.

    Note that above the date range selection drop-downs, the UI displays the date that data was first ingested into mParticle. You can choose a date earlier than the first date that data was ingested, however, mParticle only calculates as of the earliest ingestion date.

  • All time: calculate based on all the data available per your long-term data retention policy. This option is only available if you have the Unlimited Lookback feature.

Conditional logic

After selecting an event, you can add conditions to the attribute in order to more precisely define results. For example, a retailer creating a calculated attribute might use the Contains operator with a Count attribute to count only the purchases that contain “Sock” in the product name. For a complete list of operators for the four categories of attributes (Count, Aggregation, Occurrence, and List), see Conditions.

Calculation attribute seeding

Seeding allows you to pass in historic values for calculated attributes that mParticle builds on as new data arrives, without passing in the raw events. Seeding allows you to transition from your own calculations to mParticle calculation. For example, you may have data from outside mParticle about the last four months’ bookings. You can create a calculated attribute, then send the seed data to mParticle using the Calculated Attributes Seeding API. mParticle then combines your seed data and live data so there’s no interruption.

You can seed calculated attributes in both draft (recommended) and active states; the calculated attribute must exist before you can seed it.

Seeding requires two pieces of information:

  • The seed values: the values required to calculate the attribute.
  • The seed cut-off date: any data prior to this date is processed by your team into seed values, and mParticle only uses live data on or after this date in the calculation, combining the result with seed values. Using the correct cut-off date ensures an accurate transition into mParticle and avoids duplications of data in calculating a calculated attribute.

Note the following calculated attribute behavior:

  • After a calculated attribute is already in an active status, receiving data via historical API doesn’t automatically trigger a recalculation. You must either create a new or update the definition of the calculated attribute to trigger a recalculation.
  • Seeding of a rolling time window is not supported. Thus, seeded values don’t decrement when they pass out of the calculated attribute window, for example a calculated attribute date range of “within the last 4 weeks.”

Forwarding calculated attributes in an audience integration

If a partner supports user attribute forwarding, you can forward calculated attributes in an audience integration alongside user attributes. Different partners have implemented user attribute forwarding in different ways.

For example, Salesforce uses a separate data extension while Google BigQuery uses the configuration setting Send User Attributes.

Use Case Guide

To walk through several different scenarios for using calculated attributes, download the Calculated Attributes Use Case Guide.

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