Define and manage measures
Measures represent key performance indicators (KPIs) that reflect the performance and health of specific business areas. Dynamics 365 Customer Insights provides an intuitive experience for building different types of measures, using a query builder that doesn't require you to code or validate your measures manually. You can track your business measures on the Home page, see measures for specific customers on the Customer Card, and use measures to define customer segments on the Segments page.
Create a measure
This section walks you through creating a measure from scratch. You can build measures with data from multiple data sources that are connected through the Customer entity.
In Customer Insights, go to Measures.
Select New measure.
Choose the measure Type:
Customer attribute: A single field per customer that reflects a score, value, or state for the customer. Customer attributes are created as attributes in a new system-generated entity called Customer_Measure.
Customer measure: Insights on customer behavior with breakdown by selected dimensions. A new entity is generated for each measure, potentially with multiple records per customer.
Business measure: Tracks your business performance and health of the business. Business measures can have two different outputs: a numeric output that shows on the Home page or a new entity that you find on the Entities page.
Provide a Name and an optional Display name, then select Next.
In the Entities section, select the first entity from the drop-down list. At this point, you should decide whether additional entities are needed as part of your measure definition.
To add more entities, select Add entity and select entities you want to use for the measure.
You can select only entities that have relationships to your starting entity. For more information about defining relationships, see Relationships.
Optionally, you can configure variables. In the Variables section, select New variable.
Variables are calculations that are made on each of your selected records. For example, summing point-of-sale (POS) and online sales for each of your customers' records.
Provide a Name for the variable.
In the Expression area, choose a field to begin your calculation with.
Type an expression in the Expression area while choosing more fields to be included in your calculation.
Currently, Customer Insights supports arithmetic expressions only. Additionally, variable calculation isn't supported for entities from different entity paths.
In the Measure definition section, you'll define how your chosen entities and calculated variables are aggregated in a new measure entity or attribute.
Select New dimension. You can think of a dimension as a group by function. The data output of your Measure entity or attribute will be grouped by all of your defined dimensions.
Select or enter the following information as part of your dimension's definition:
- Entity: If you define a Measure entity, it should include at least one attribute. If you define a Measure attribute, it will include only one attribute by default. This selection is about choosing the entity that includes that attribute.
- Field: Choose the specific attribute to be included either in your Measure entity or attribute.
- Bucket: Choose whether you want to aggregate data on a daily, monthly, or annual basis. It's a required selection only if you've selected a Date type attribute.
- As: Defines the name of your new field.
- Display name: Defines the display name of your field.
Your business measure will be saved as a single-number entity and will appear on the Home page unless you add more dimensions to your measure. After adding more dimensions, the measure will not show up on the Home page.
Optionally, add aggregation functions. Any aggregation that you create results in a new value within your Measures entity or attribute. Supported aggregation functions are: Min, Max, Average, Median, Sum, Count Unique, First (takes the first record of a dimension value), and Last (takes the last record added to a dimension value).
Select Save to apply your changes to the measure.
Manage your measures
After creating at least one measure, you'll see a list of measures on the Measures page in Customer Insights.
You'll find information about the measure type, the creator, creation date and time, last edit date and time, status (whether the measure is active, inactive, or failed), and last refresh date and time. When you select a measure from the list, you can see a preview of its output.
To refresh all of your measures at the same time, select Refresh all without selecting a specific measure.
Alternatively, select a measure from the list and perform one of the following actions:
- Select the measure name to see its details.
- Edit the configuration of the measure.
- Rename the measure.
- Delete the measure.
- Select the ellipsis (...) and then Refresh to start the refresh process for the measure.
- Select the ellipsis (...) and then Download to get a .CSV file of the measure.
There are six types of status for tasks/processes in Customer Insights. Additionally, most processes depend on other downstream processes. You can select the status of a process to see details on the progress of the entire job.
You cam use existing measures to create your first customer segment on the Segments page. For more information, see Segments.