Dynamics Community Forum Thread Details

Customer Type Measures not calculating

Hi,
I am struggling creating a measure Annual Contract Value which is a Customer Type measure.

I have an Account table which is mapped to the Customer Profile. Further to that, I have an Opportunity table which contains the Annual Contract Value at a customer level. Before creating the measure, I added a relationship in the Table section joining the Opportunity table to the Account table linking it on the Accountid which is common to both tables. When creating the measure, I use a Sum function type and add the attribute EstimatedValue. I then define the relationship in the Relationship Path (it picks up the relationship already created). When I click on Run, the run is successful. When I open up a Customer Profile, I see the tile on the profile, but the value is always 0. Furthermore, I pulled in the measure table into Power BI to check what data is stored in the table and there are no records. If I run a manual SQL statement against the tables using the exact same joins as I use in the Relationship section, I get results returned. When I check against the same Profile in Customer Insights I do not see any figures. This scenario happens for any Customer Type measure I create.

If I create a similar calculation but turn off the Customer Type (a business measure), I see results in the Home section showing that it works. The issue seems to be creating a Customer Type calculation.

On another note, when I create activities, nothing shows on the timeline in the customer profile as well. Nothing appears in the database as well. Once again if I write the SQL statement against the same tables in SSMS I get results returned. Leads me to think that something is wrong with the relationship, but after analysing it a couple of times, I cannot pick up anything.

Any assistance on what I am missing or doing wrong is highly appreciated.

Thanks.

Categories:

Dynamics 365 Customer Insights - Data

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