Three types of measures don't exist in customer insights anymore

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Posted on by Alexander Kraincuk

Hello, I am new to the topic of CI and I am trying to go through the Dynamics 365 Customer Insights Foundations lab guide.

I am struggling to create a Customer attribute, as I am not able to select the different kind of measures anymore in the UI like previously:

For EXAMPLE clicking on new measure previously provided me with this selection:

Not anymore....Overall Customer Insights seems to have changed the UI on how to create Measures.

How can i Replicate this task in the new UI:

Lifetime Spend (Customer Attribute)

Total value of all purchases made for each customer.

Click Measures on the left-hand menu
Click New Measure in the top left-hand corner and select Customer Attribute (Be careful you don’t choose Customer Measure by mistake)
Set the Name as LifetimeSpend
Set Display Name as Lifetime Spend ($) and click Next
Click + Add Entity and select eCommercePurchases : eCommerce
Click + Add Entity and select posPurchases : PoS

Under Variables create a new variable named LTSpend and set the Expression to PoS_posPurchases.TotalPrice + eCommerce_eCommercePurchases.TotalPrice

Thanks In Advance !!

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Wayne Wang on at

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RE: Three types of measures don't exist in customer insights anymore

Alexander, Ameed, as Paulien mentioned, you may need to establish a relationship between the targeted entities to map for the measure with Customer entity and with each other accordingly.

In the previous UI, you were essentially establishing the relationship in the meantime of creating the measure. In the new UI, you need to go to Unify and Relationship tabs to configure the relationship, and then come to Measures to create the measure.
Badge 30 on at

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RE: Three types of measures don't exist in customer insights anymore

Hi, the UI has changed so you don't get the explicit options anymore.

The measure type switch toggles between customer (customer level on) and business measure.

Setting the dimensions will determine whether or not the measure is a single attribute (where the only dimension is CustomerId) or whether it is a customer measure (CustomerId plus additional dimensions).

I hope that helps.
rise to distinction 170 on at

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RE: Three types of measures don't exist in customer insights anymore

Hi Paulien,

The point is, that it was possible in previous UI - One could add multiple related entities (to Customer) while building "Customer Attribute" measure, and then define a variable to set value from attributes of both of related entities. So considering a customer did purchases from multiple channels and data is ingested in CI in separate related entities then one could show total purchase that customer did from all channels. Now with new UI, you cannot do that.

this issue has been open for over a year now and i still see the same problem in new UI.
Paulien Lb 125 on at

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RE: Three types of measures don't exist in customer insights anymore

Hi Alexander, sorry for the not so prompt response this time ;-)

Did you create a relationship between the ecommerce Purchases-entity and the POS purchases- entity?

After adding the first attribute of an entity to a measure you can only add other attributes that are related to that first entity.

Hope this helps.
Alexander Kraincuk 25 on at

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RE: Three types of measures don't exist in customer insights anymore

Hi Paulien,

Thank you for promt answer. Unfortunately I still have some questions:

If I keep the dimension Customer ID, and try to create a customer attribute. I am only able to select attributes from one entity.

If i select total price from ecommerce Purchases, I am not able to add total price from POS Purchases. Hence, I am not able to create the Customer Attribute "Lifetime Spend" Expression to PoS_posPurchases.TotalPrice + eCommerce_eCommercePurchases.TotalPrice , as shown in the example below.

I can only combine the two attributes PoS_posPurchases.TotalPrice + eCommerce_eCommercePurchases.TotalPrice, if i remove the dimension Customer ID, and replace it with posPurchases.TotalPrice and eCommercePurchases.TotalPrice, but than it is a business measure and not a Customer Attribute anymore.

How can I create this attribute in the new UI
Paulien Lb 125 on at

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RE: Three types of measures don't exist in customer insights anymore

Hi Alexander,

If you click "New" > "Build your own" you can skip step2.

By default a Customer Attribute would be created.

(To create a Customer Measure you would have to add dimensions

To create a Business Measure you would have to remove the dimension 'Customer Id' that is added by default)

Hope this helps.