If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy!
After we narrowly escaped the dangers of creating our segments, we now want to create some measures in Customer Insights. Measures are different types of calculations or rollups on the data. These can either be for the whole organization or for a specific customer (hero in our example).
Types of Measures
There are 3 types of Measures that you can create in Customer Insights:
- Business Measure: this is a calculation across all of the data. You can combine data from multiple sources and perform different operations like Average, Max, Sum, Count, etc. This is displayed in the Home area. I used this to do things like total number of heroes in the data set or average power. These calculations could get much more complicated through the use of variables, additional dimensions and additional entities.
- Customer Measure: allows you to use similar set-up to get a single value on a customer record. I used this to simply show a ratio of height to weight for the record. Again, this could get much more complex. These can also be pulled in to segments as part of that logic.
- Customer Attribute: I did not build a customer attribute for this data set but this functionality can be used to generate a full table of related, calculated data.
Setting up Measures in Customer Insights
The Final Product
Once these measures have been defined we will need to run them similar to other functions in Customer Insights. Let’s take a look at the final product after those have completed their calculations.
All of this data can also be reviewed from the Measures area. For Customer Measures you can even export all the data to .csv for additional analysis.
With these measures we can now fully analyze our super hero team! We can use this data to create the best hero team ups of all time! Join me tomorrow to see the final results and discuss improvements as well as lessons learned.
Can these heroes truly be measured? Is there more merit that cannot be captured in data? Can these philosophical questions be answered in one more post? Join in next time to see the epic conclusion to this heroic series!