Advanced Mode
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Last updated
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Sortment’s Advanced Mode empowers data-savvy users to define custom traits using either a visual expression builder or SQL logic, depending on the trait type. This functionality allows you to create powerful, structured metrics and dimensions that go beyond natural language-based AI prompts.
💡 Tip: For most users, AI-based trait creation is sufficient. Use Advanced Mode when you wish to define traits manually.
Sortment provides an Advanced option to create calculated traits
Click the star-shaped icon (✶
) in the left or top navigation bar.
This opens the Traits page, where you can view, manage, and create new traits.
Start by clicking the “+ New Trait” button at the top right of the Traits page. Choose calculated traits.
Select "Advanced Mode" as the creation method
Data source: Choose the relevant table (Eg., Users
, Accounts
)
You'll be presented with the new calculated trait screen, enter:
Trait Name : Enter descriptive name of the trait (e.g., Max Premium Ridefare
)
Description (Optional): Provide additional context or purpose of the trait. (e.g., Highest fare a user has paid in a ride
)
Tags (Optional): Add relevant tags to categorise or identify the trait.
Property : Select the property from the dropdown (e.g, Ridefare
)
Function : Choose the aggregate function (e.g., Max
).
Filter (Optional): Add filters to restrict the data in the calculation (e.g., Ride Type = Premium
)
Example for a dimension trait:
Use the preview results button to verify the output.
Click finish to save the trait.
Trait type: Select or .