22. Add a dynamic value to your results

Note: The scenario below uses data from the DESelect Demo Data Package.

Scenario: You want to add a new field to your target data extension that indicates a categorization of the size of a company (Account), based on the number of employees.

Note: This scenario uses the feature Custom Values, which is available in DESelect Plus and Advanced.

1. Selection Criteria

On the selections overview screen, click on New to create a new selection. 

Drag data extension DESELECT_DEMO_Accounts to the Selected Data Extensions section. 

2. Target Definition

Hit the Create Data Extension button, enter a name, eg. Accounts with Size, and press Save.

Select the following fields by either double-clicking on them or dragging them to the section on the right:

• Company Name and Number of Employees from DESELECT_DEMO_Accounts
• Drag Company Name again, and rename it to Size.

Click Save Data Extension.

Click on the Delete icon next to the Company Name field that's mapped to Size.

We have now created an extra field in our target data extension that we want to populate with our size categories. This field is not mapped to any fields in the source data extensions.

Now we're going to add a Custom Value:

• Under Custom Values on the left, click Add new value.
• Under Name, enter: Size and hit Next.
• Choose Type: Dynamic Value.
• For Field Type, choose: Text.
• Add first category:
  • Click on Add Criteria
  • Drag Number of Employees to the section on the right
  • Criteria: Smaller than or equal to
  • Value: 10
  • Click Save
  • Under Then, enter: startup
• Add second category:
  • Click on Add Criteria
  • Drag Number of Employees to the section on the right
  • Criteria: Between
  • Value: 11 and 49
  • Click Save
  • Under Then, enter: small
• Add third category:
  • Click on Add Criteria
  • Drag Number of Employees to the section on the right
  • Criteria: Between
  • Value: 50 and 249
  • Click Save
  • Under Then, enter: medium 
• Add last category:
  • Click on Add Criteria
  • Drag Number of Employees to the section on the right
  • Criteria: Greater than
  • Value: 250
  • Click Save
  • Under Then, enter: large 
• Hit Save.

The logic defined above will, for each row, check the value of Number of employees, and output 'startup' if it's lower than or equal to 10, 'small' if it's between 11 and 49, 'medium' if it's between 50 and 249, and 'large' if it's greater than 250.

Now that the custom value Size has been created, we can map it to field Size by drag-and-dropping it from Custom Values to the Size mapping field.

3. Preview

When you click Run Preview on the Preview screen, a results table will be shown with fields

• Company Name and Number of Employees from DESELECT_DEMO_Accounts
• Size, populated with startup, small, medium or large.