Cluster analysis

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • When identifying an activity, connection, improvement opportunity, or route as a potential bottleneck, view clusters of keyword descriptions and assignment groups to gain insights.

    A cluster analysis groups similar records into a cluster (one group) so you can identify patterns. Data sets divide into various natural similarity groupings rather than groupings based on a specified label. This unsupervised machine learning technique can prevent unrelated cases or records from becoming part of a project.

    Note:
    Clustering is available for a record count between 100 and 300,000.

    Let's use a conceptual example of how clustering works. At an auto repair shop, customers have numerous service options to choose from. The general manager wants to determine which services are least used. The manager wants to decrease costs by utilizing fewer specialists over those areas. The manager begins cluster analysis that generates a view of the keyword descriptions and service category areas. After a cluster of similar groups of service activities generates, the manager has a smaller, more patterned dataset of customer groups using a limited number of services. The manager applies further filters on the smaller dataset for closer analysis.