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Challenge

Analyzing results of a simulation using reports

3 Tasks

10 mins

Visible to all users
Beginner Pega Customer Decision Hub 8.5 English

Scenario

U+ Bank is currently doing cross-sell on the web by showing various credit cards to its customers.

They would like to run a distribution test simulation and output the results to a database table and view the results using out-of-the-box simulation reports.

Use the following credentials to log in to the exercise system:

Role

User name

Password

Decisioning Analyst

CDHAnalyst

rules

Your assignment consists of the following tasks:

Task 1: Prepare data set for simulation run

Run the PrepareSampledCustomers_REF data flow to prepare the data set for the simulation run.

Note: The Sampled Customers is not available in a persisted store. To initialize the customer data, first run the PrepareSampledCustomers_REF data flow.
If you already initiated the customer data as part of the previous challenge, you need not perform Task 1.

Task 2: Create and run a distribution test simulation

Create a distribution test simulation run to:

  • Use the Trigger_NBA_Sales_CreditCards strategy
  • Output the run results to the database
  • Add out-of-the box simulation reports to the simulation

Task 3: View the simulation run results

Use the out-of-the box simulation reports to view the simulation run results.

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Prepare data set for simulation run

  1. In the navigation pane of Pega Customer Decision Hub, click Data > Data Flows.
    Data flows
  2. Search for and then open the PrepareSampledCustomers_REF data flow to prepare the data set used for simulations. This data is based on a Monte Carlo dataset, which is generated.
    Note: The Monte Carlo data set generates a mock data set. As a result, different simulation runs have different results.
  1. Click Actions > Run.
    Note: Notice that the prospect data is populated once the test run is complete.
Run a data flow
  1. Close the data flow Test run window.

2 Create and run a distribution test simulation

  1. Log in as Decisioning Analyst with username CDHAnalyst and password rules.
  2. In navigation pane of the Pega Customer Decision Hub portal, click Simulation Testing.
    Simulation testing option
  3. In the upper-right corner, click Create.
    Create new simulation
  4. In the Purpose list, ensure that Distribution Test is selected.
    New distribution test
  5. In the Configure inputs section, next to Strategy, click Configure to select a strategy on which you want to run the simulation.
  6. In the Strategy dialog box, click Add to select the Trigger_NBA_Sales_CreditCards strategy.
    Trigger NBA sales strategy
  7. Click Apply to add the strategy.
  8. In the Configure inputs section, next to Audience, click Configure to select an audience on which you want to run the simulation.
  9. In the Audience dialog box, click Add to select the SampledCustomers audience.
    Audience for simulation
  10. In the Simulation ID prefix field, enter DistributionTest.
    Rename a simulation
  11. In the Assign output destinations section, click Create new to add a new output destination.
  12. In the Create new output dialog box, configure the following information.
      1. Name: SimulationResults
      2. Type: Database Table
        Creating a new output for simulation
  13. Click Done.
  14. Select the Overwrite outputs from previous simulations check box.
    Overwrite simulation output
  15. In the Assign reports to outputs section, click Configure new to add a new output destination.
  16. In the Assign reports to outputs dialog box, add the following reports.

    Output

    Report category

    Report

    SimulationResults

    Simulations

    Proposition Distribution

    SimulationResults

    Simulations

    Propositon Priority Report

Distribution test reports
  1. Click Done.
  2. In the upper right, click Submit and run to run the simulation.
    Submit and run a simulation

3 View the simulation run results

  1. Once the simulation run is complete, open the Proposition Distribution report.
    Open a report
  2. Expand all group headings to view the volume of individual actions.
    Proposition distribution report results
     
    Note: The Monte Carlo data set generates a mock data set. Therefore, different simulation runs will have different results.
  1. Close the report.
  2. Open the Proposition Priority Report.
  3. Expand all group headings to view the average priority of individual actions.
    Priority report results
    Note: The Monte Carlo data set generates a mock data set. As a result, different simulation runs have different results.


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