TF5_分割資料

Data Preparation Process 資料整理

Fig-3: Data Preparation

Preparing The Predictors (X) 製作預測變數

rm(list=ls(all=TRUE))
pacman::p_load(magrittr, caTools, ggplot2, dplyr)
load("data/tf0.rdata")

移除最後一期資料

移除最後一期(分割日期之後)的資料

feb01 = as.Date("2001-02-01")   # 資料分割日期 
Z = subset(Z0, date < feb01)    # 618212 項目

Aggregate for the Transaction Records

重新匯整交易紀錄

X = group_by(Z, tid) %>% summarise(
  date = first(date),  # date of transaction
  cust = first(cust),  # customer id
  age = first(age),    # age group
  area = first(area),  # area group
  items = n(),                # number of items
  pieces = sum(qty),          # number of pieces
  total = sum(price),         # total amount
  gross = sum(price - cost)   # raw profit
  ) %>% data.frame  # 88387 交易筆數

summary(X)

##       tid             date                cust               age           
##  Min.   :    1   Min.   :2000-11-01   Length:88387       Length:88387      
##  1st Qu.:22098   1st Qu.:2000-11-23   Class :character   Class :character  
##  Median :44194   Median :2000-12-12   Mode  :character   Mode  :character  
##  Mean   :44194   Mean   :2000-12-15                                        
##  3rd Qu.:66291   3rd Qu.:2001-01-12                                        
##  Max.   :88387   Max.   :2001-01-31                                        
##      area               items             pieces            total        
##  Length:88387       Min.   :  1.000   Min.   :  1.000   Min.   :    5.0  
##  Class :character   1st Qu.:  2.000   1st Qu.:  3.000   1st Qu.:  230.0  
##  Mode  :character   Median :  5.000   Median :  6.000   Median :  522.0  
##                     Mean   :  6.994   Mean   :  9.453   Mean   :  888.7  
##                     3rd Qu.:  9.000   3rd Qu.: 12.000   3rd Qu.: 1120.0  
##                     Max.   :112.000   Max.   :339.000   Max.   :30171.0  
##      gross        
##  Min.   :-1645.0  
##  1st Qu.:   23.0  
##  Median :   72.0  
##  Mean   :  138.3  
##  3rd Qu.:  174.0  
##  Max.   : 8069.0

Check Quantile and Remove Outlier

移除不合理的離群資料

sapply(X[,6:9], quantile, prob=c(.999, .9995, .9999))

##          items   pieces     total    gross
## 99.9%  56.0000  84.0000  9378.684 1883.228
## 99.95% 64.0000  98.0000 11261.751 2317.087
## 99.99% 85.6456 137.6456 17699.325 3389.646

X = subset(X, items<=64 & pieces<=98 & total<=11260) # 88387 -> 88295

Aggregate for Customer Records

重新匯整顧客資料

d0 = max(X$date) + 1
A = X %>% mutate(
  days = as.integer(difftime(d0, date, units="days"))
  ) %>% 
  group_by(cust) %>% summarise(
    r = min(days),      # recency
    s = max(days),      # seniority
    f = n(),            # frequency
    m = mean(total),    # monetary
    rev = sum(total),   # total revenue contribution
    raw = sum(gross),   # total gross profit contribution
    age = age[1],       # age group
    area = area[1],     # area code
  ) %>% data.frame      # 28584 顧客
nrow(A)

## [1] 28584

Preparing the Target Variables (Y) 製作預測變數

Aggregate Feb’s Transaction by Customer

匯整最後一期的資料

feb = filter(X0, date>= feb01) %>% group_by(cust) %>% 
  summarise(amount = sum(total))  # 16900

feb$amount之中有最後一期來買過的16,900位顧客的營收貢獻

The Target for Regression - `A$amount`

將feb$amount匯入A

A = merge(A, feb, by="cust", all.x=T)

The Target for Classification - `A$buy`

A$amount是NA代表這位顧客最後一期沒來買
A$amount不是NA代表這位顧客最後一期有來買過

A$buy = !is.na(A$amount)  
table(A$buy, !is.na(A$amount))

##        
##         FALSE  TRUE
##   FALSE 15342     0
##   TRUE      0 13242

Summary of the Dataset

summary(A)

##      cust                 r               s               f         
##  Length:28584       Min.   : 1.00   Min.   : 1.00   Min.   : 1.000  
##  Class :character   1st Qu.:11.00   1st Qu.:47.00   1st Qu.: 1.000  
##  Mode  :character   Median :21.00   Median :68.00   Median : 2.000  
##                     Mean   :32.12   Mean   :61.27   Mean   : 3.089  
##                     3rd Qu.:53.00   3rd Qu.:83.00   3rd Qu.: 4.000  
##                     Max.   :92.00   Max.   :92.00   Max.   :60.000  
##                                                                     
##        m                rev             raw              age           
##  Min.   :    8.0   Min.   :    8   Min.   : -742.0   Length:28584      
##  1st Qu.:  359.4   1st Qu.:  638   1st Qu.:   70.0   Class :character  
##  Median :  709.5   Median : 1566   Median :  218.0   Mode  :character  
##  Mean   : 1012.4   Mean   : 2711   Mean   :  420.8                     
##  3rd Qu.: 1315.0   3rd Qu.: 3426   3rd Qu.:  535.0                     
##  Max.   :10634.0   Max.   :99597   Max.   :15565.0                     
##                                                                        
##      area               amount         buy         
##  Length:28584       Min.   :    8   Mode :logical  
##  Class :character   1st Qu.:  454   FALSE:15342    
##  Mode  :character   Median :  993   TRUE :13242    
##                     Mean   : 1499                  
##                     3rd Qu.: 1955                  
##                     Max.   :28089                  
##                     NA's   :15342

讓X與Z之中的資料範圍與A一樣

X = subset(X, cust %in% A$cust & date < as.Date("2001-02-01"))
Z = subset(Z, cust %in% A$cust & date < as.Date("2001-02-01"))

分割訓練測試(TR)與測試資料(TS)

A之中每一筆資料都可以拿來做購買機率模型
但只有A$amount有值的資料可以拿來做購買金額模型 : A2
A和A2都需要在相同的目標變數分佈切割成訓練測試(TR)與測試資料(TS)
我們分別用caTools::sample.split()和隨機抽樣(sample)來製作分割向量:spl，spl2

Data for 購買機率模型

依指定的目標變數(A$buy)的分佈切割成訓練測試(TR)與測試資料(TS)製作分割向量:spl

set.seed(2018)
spl = sample.split(A$buy, SplitRatio=0.7)
TR = A[spl,]; TS = A[!spl,]

mean(spl)

## [1] 0.699972

tapply(A$buy,spl,mean)

##     FALSE      TRUE 
## 0.4632696 0.4632647

TR和TS之中buy==TRUE的比例是一致的

cbind(A, spl) %>% filter(buy) %>%
  ggplot(aes(x=log(amount))) + geom_density(aes(fill=spl), alpha=0.5)

TR和TS之中amount的分佈也是是一致的

Data for 購買金額模型

只有A$amount有值的資料可以拿來做購買金額模型 : A2
金額欄位需要做對數轉換才會符合常態分佈(線性回歸的假設)

A2 = subset(A, buy) %>% mutate_at(c("m","rev","amount"), log10)
n = nrow(A2)

以隨機抽樣(sample)來製作分割向量:spl2

set.seed(2018); spl2 = 1:n %in% sample(1:n, round(0.7*n))
mean(spl)

## [1] 0.699972

cbind(A2, spl2) %>% 
  ggplot(aes(x=amount)) + geom_density(aes(fill=spl2), alpha=0.5)

儲存做好的資料

save(Z, X, A, spl, spl2, file="data/tf3.rdata")

Fig-4: Data Spliting

Z、X:最後一期之前的交易項目紀錄、交易紀錄
A:最後一期之前購買過的顧客
- TR=A[spl,]:購買機率模型的訓練測試
- TS=A[!spl]:購買機率模型的測試資料
A2:A之中在最後一期有購買過的顧客
- TR2=A2[spl,]:購買金額模型的訓練測試
- TS2=A2[!spl]:購買金額模型的測試資料

TF5_分割資料

Tony Chuo, NSYSU Taiwan

2024-12-02 17:54:59

Data Preparation Process 資料整理

Preparing The Predictors (X) 製作預測變數

移除最後一期資料

Aggregate for the Transaction Records

Check Quantile and Remove Outlier

Aggregate for Customer Records

Preparing the Target Variables (Y) 製作預測變數

Aggregate Feb’s Transaction by Customer

The Target for Regression - `A$amount`

The Target for Classification - `A$buy`

Summary of the Dataset

分割訓練測試(TR)與測試資料(TS)

Data for 購買機率模型

Data for 購買金額模型

儲存做好的資料

TF5_分割資料

Tony Chuo, NSYSU Taiwan

2024-12-02 17:54:59

Data Preparation Process 資料整理

Preparing The Predictors (X) 製作預測變數

移除最後一期資料

Aggregate for the Transaction Records

Check Quantile and Remove Outlier

Aggregate for Customer Records

Preparing the Target Variables (Y) 製作預測變數

Aggregate Feb’s Transaction by Customer

The Target for Regression - A$amount

The Target for Classification - A$buy

Summary of the Dataset

分割訓練測試(TR)與測試資料(TS)

Data for 購買機率模型

Data for 購買金額模型

儲存做好的資料

The Target for Regression - `A$amount`

The Target for Classification - `A$buy`