Lab 3: Create measures

In this lab, you will learn how to:

Define business measures to track business performance and health
Define customer measures to gain insights about individual customers

Exercise 1: Define measures and attributes

Task 1: Average value of in-store purchases

In this first task, we will create a measure to define the average value of all in-store purchases made at Contoso Coffee.

Expand Insights and select Measures from the left navigation menu.
Select + New from the toolbar, then select Build your own.
Next to the Untitled measure header text, select Edit details.
Set the Name to Average Store Purchase Value ($) and select Done.
Toggle Measure type from Customer to Business.
Next to Calculation 1, select Edit name.
Set the Name to Average Store Purchase Value ($).
Verify the Output attribute name is set to AverageStorePurchaseValue.
Select Done.
Under the Average Store Purchase Value ($) calculation, choose Average from the Select function drop-down.
Select + Add attribute, expand Purchases : PoS, and select TotalPrice.
Select Add.
Select the Run button to complete your measure.

In this next task, we will create a measure to define the Average value of all web purchases made at Contoso Coffee.
Select Insights > Measures from the left navigation menu.
Select + New > Build your own from the toolbar.
Next to the Untitled measure header text, select Edit details.
Set the Name to Average Web Purchase Value ($) and select Done.
Toggle Measure type from Customer to Business.
Next to Calculation 1, select Edit name.
Set the Name to Average Web Purchase Value ($).
Verify the Output attribute name is set to AverageWebPurchaseValue.
Select Done.
Under the Average Web Purchase Value ($) calculation, choose Average from the Select function drop-down.
Select + Add attribute, expand Purchases : eCommerce, and select TotalPrice.
Select Add.
Select the Run button to complete your measure.

Task 2: Define customer measures

We will need two customer measures that can be used to calculate a customer attribute. We will create one measure to determine the customers’ total spend on Online Purchases and one measure to determine their total spend on In-Store purchases. Once we create these, we can then create a customer attribute to add those two together.

In this task, we will create a measure to define the total of all purchases made in-store.

Select Insights > Measures from the left navigation menu.
Select + New > Build your own from the toolbar.
Next to the Untitled measure header text, select Edit details.
Set the Name to Total In Store Spend and select Done.
Under the Total In Store Spend calculation, choose Sum from the Select function drop-down.
Select + Add attribute, expand Purchases : PoS, select TotalPrice, and select Add.
To set up the measure calculation, select Dimensions (1).
Select Edit Dimensions.
Expand Purchases : PoS, select LoyaltyId, and select Done.
Select Apply.
Select the Run button to complete your measure. If you encounter an error and need to choose the Relationship path, select PoS_Purchases > Customer and select the Run button to complete.

Next, we will create a measure to define the total of all purchases made online.
Select Insights > Measures from the left navigation menu.
Select + New > Build your own from the toolbar.
Next to the Untitled measure header text, select Edit details.
Set the Name to Total Online Spend, select Done.
Under the Total Online Spend calculation, choose Sum from the Select function drop-down.
Select + Add attribute, expand Purchases : eCommerce, select TotalPrice and click Add.
Under Set up your measure calculations, select Dimensions (1).
Select Edit dimensions.
Expand Purchases : eCommerce, select ContactId, and select Done.
Select Apply.
Select the Run button to complete your measure.

Task 3: Define customer attributes

First, we will define Total Loyalty Points earned by each customer.

If necessary, select Insights > Measures from the left navigation menu.
Select + New > Build your own from the toolbar.
Next to the Untitled measure header text, select Edit details.
Set the Name to Total Club Points and select Done.
Under the Total Club Points calculation, choose Sum from the Function Type drop-down.
Select + Add attribute, expand Purchases : PoS, select RewardPointsAdded and select Add.
Select the Run button to complete your measure.

Next, we will define the total value of all purchases made for each customer.
Select Insights > Measures from the left navigation menu.
Select + New > Build your own from the toolbar.
Next to the Untitled measure header text, select Edit details.
Set the Name to Lifetime Spend ($) and select Done.
Under the Lifetime Spend ($) calculation, choose Sum from the Function type drop-down.
Select + Add attribute.
Select the Measures tab, expand TotalInStoreSpend : CustomerInsights, select Calculation 1, and select Add.
Select the + (Plus sign) to add a plus sign after the attribute you just added. The plus sign should appear in the calculation formula.
Select + Add attribute.
Select the Measures tab, expand TotalOnlineSpend : CustomerInsights, select Calculation 1, and select Add.
Select the Run button to complete your measure.

Next, we will define the average value of all store purchases made for each customer.
Select Insights > Measures from the left navigation menu.
Select + New > Build your own from the toolbar.
Next to the Untitled measure header text, select Edit details.
Set the name to Average Store Purchase ($) and select Done.
Under the Average Store Purchase ($) calculation, choose Average from the Select function drop-down.
Select + Add attribute, expand Purchases : PoS, select Total Price, and select Add.
Select the Run button to complete the measure.

Task 4: Average value of web purchases

Next, we will define the average value of all web purchases made for each customer.

If necessary, select Measures from the left navigation menu.
Select + New > Build your own from the toolbar.
Next to the Untitled measure header text, select Edit details.
Set the name to Average Web Purchase ($) and select Done.
Under the Average Web Purchase ($) calculation, choose Average from the Select function drop-down.
Select + Add attribute, expand Purchases : eCommerce, select Total Price and select Add.
Select the Run button to complete your measure.