Rollups enhanced with new data management features
Q1-2025 Release
The following enhancements enable you to configure timeline event rollups more easily and limit mistakes:
Preview option
To validate that a rollup configuration produces the expected outcomes before it goes live - saving time and effort - a Preview option is now available at the bottom of both Basic mode and SQL mode.
Save-as functionality
On individual rollup pages, the dropdown next to the Save button now features a Save as… option so you can save a backup of your rollup or start a new one using the same configurations.
Profile counts for timeline event types
Each option in the “Timeline event type” dropdown in Basic mode now lists the number of profiles in your tenant with that event type.
In addition, you can see these profile counts on the Timeline event types page (via More > Timeline events > Timeline event types) by adding a new “Number of profiles” column to the table.
Rollups column for timeline event types and profile properties
On the Timeline event types page and the Profile properties page (via More > Properties), you can now add a “Timeline event rollups” column to the table, allowing you to see the specific rollups in your tenant that use each event type or profile property.
Optimized properties in conditions
When you configure conditions in Basic mode, the operators “has a value” and “is empty” are no longer available when “Event ID” or “Event date/time” are selected as Timeline event properties. (These properties always have a value, making these two operators unnecessary.)
In addition, when selecting “Event date/time” specifically, “Within last” is now the default operator since it is most commonly used for this property.
Enhanced property mappings
The following updates were made when mapping profile properties in a rollup:
- When you create a profile property from a rollup mapping, that property will have the correct data type based on the selected timeline event property and/or operator. For instance, if you select Average as the operator, your new profile property will automatically have the Decimal data type.
- If you map to an existing profile property, multiple data types are now available for selection as such:
Timeline event type property data type | Profile property data types available for selection |
Number | Number, Text, Currency, Decimal, Group ID |
Text | Text, Group ID |
Date time | Date time, Text |
Decimal | Decimal, Text, Currency |
- To ensure that your rollups work properly, you can no longer change the data type of a profile property if it is included in the mapping of an active rollup.
- Any new profile property created from a rollup mapping will now be made available for segmentation by default - removing the need to set it manually.