Selecting the refinement behavior for an attribute

For attributes in a new data set, you can select how refinement works. The refinement behavior includes whether users can refine by multiple values, and whether multiple values use AND or OR.

The available options are:

Option Description
Multi-Or Indicates that end users can refine by more than one value at a time.

For multi-or, a record matches if it has at least one of the selected values.

So if an end user selects the values Red, Green, and Blue, then matching records only need to have one of those values (Red or Green or Blue).

Multi-And Indicates that end users can refine by more than one value at a time.

For multi-and, a record matches only if it has all of the selected attribute values. Multi-and should therefore only be used with multi-value attributes.

So if an end user selects the values Red, Green, and Blue, then matching records must have all of those values (Red and Green and Blue).

Single Indicates that end users can only refine by one value at a time.

The default configuration is based on a sampling of the first 1000 records:

Data Type Default Refinement Behavior
String If the sample values contain fewer than 75 characters, the default refinement behavior is Multi-Or.

If the values contain more than 75 characters, the default refinement behavior is Single.

Numeric If there are fewer than 100 unique values in the sample, then the default refinement behavior is Multi-Or.

If there are more than 100 unique values, then the default refinement behavior is Single.

Date/Time Multi-Or.

You cannot change the refinement behavior for date/time attributes.

Boolean Multi-Or
Geocode Single

To configure the refinement behavior:

  1. On the Add Data Set page, click Advanced Options.
    Advanced options for data set attributes
  2. If you can change the refinement behavior, then from the Refinement Behavior drop-down list, select the refinement behavior.