Extracting from a Territory Variable

[monicapetersen]

Is there a way to use a formula or some other function to extract what is housed in a Territory Variable? For example, I have assigned my Territory Variable to use the Territory named "Territory 123" and within that, the territory uses Classifier "PRG 123". Is there a way I can extract either the Territory name of "Territory 123" or the classifier used within the territory of "PRG 123" and put it in a String output formula. I ultimately want to be able to extract the territory assigned to the variable to stamp it in one of my GA's on my SMR.

[Lara]

You can return the results, but not the name of the territory. So if I have a territory called T_Bike Products New York with the expression Bike Products:Product Tree And New York:Postal Code Tree, I can populate a field with some text like New York Bike Products.

To do this, you would do the following:

1. In the Customizations, workspace, activate a generic attribute on the rule type that would display the results. Most likely this will be the Credit rule, so we'll use that as an example.
2. Create a formula that references the classifiers for the transaction. For this you would use the transaction.classifier() function. You can use a text function like Concatenate Two Strings to format the way the results display.
3. In the credit rule, populate the generic attribute with the formula.
4. Run the calculation to populate the data.

I happen to have a blog post that describes how to reference classification data in a rule, so check it out! I hope this helps.

[monicapetersen]

I see how you can do this for the credit, but how can I populate "New York Bike Products" on my SMR?

My SMR is a direct pass through of my PMR where my territory variable sits. So I want to stamp "New York Bike Products" on a GA in my SMR. I don't see a way to do that?

[Lara]

Monica, by filter, do you mean a territory?

[monicapetersen]

Great point Lara, yes, by filter, I mean a territory. Thanks for pointing that out!