KB226973: How to create a simple market basket analysis report?

Users may want to create a report similar to the table below which is outlined in the section relating to market basket analysis in the Advanced Reporting Guide:
 

 
The following example shows the way to create a market basket analysis report with the detailed steps:

• Create database tables and input sample data as shown below:
  

  ITEM_ID	ITEM_DESC
  1	Soda
  2	Potatoes
  3	Onions
  4	Beef
  5	Rice

  
   
  

  ORDER_ID	ITEM_ID	SALES_AMT
  1	1	1
  1	2	1
  2	1	1
  2	2	1
  3	2	1
  3	3	1
  3	4	1
  4	1	1
  4	5	1
  5	2	1
  5	4	1
  6	1	1
  6	2	1
  6	3	1
  7	1	1
  7	2	1
  8	1	1
  8	2	1
  8	3	1
  9	3	1
  9	4	1
  9	5	1
  10	3	1
  10	4	1
  10	5	1

  
  
   
• Create Order (ORDER_ID) and Item (ITEM_ID) attributes.
   
• Create an Item metric with the following expression:
  

  
  Max<FactID=[Sales Amt]>(Item@DESC) {~+, Item+}

  
  
• Create a training metric:
  
• Choose Association as a type of analysis and set the parameters to limit the scope.
  

• Select the item and transaction metric created in Step_2 and Step_3 as shown in the image below:
  

• In the Rules to Return dialog, specify the top 3 rules by Confidence as shown in the image below:
  

• Specify the folder to output the predictive metric and its types:
  

• Create a report with the Order, Item attributes, and the training metric. Users can apply a report filter to this report when sampling the data from a large transaction table.
   
• Create a report with Order, Item attributes, and the predictive metrics. The top 3  recommended rules and the confidence values are displayed per the items in each order as shown in the image below:
  

• In order to show all combinations of the itemsets, select ‘View Predicted Model’ from the context menu of the predicted metric and choose the‘View’ tab:
  

• The table in Step_7 is not displayed in Strategy Web. Users may need to export to CSV file and import to Strategy Web using Data Import functionality.
  

KB226973