* Introduction to Visual Insights Builder:
The Visual Insights Builder in Salesforce Data Cloud is a tool used to create calculated insights, which are custom metrics derived from the existing data.
Reference:
* Requirements for Creating Calculated Insights:
Measure: A measure is a quantitative value that you want to analyze, such as revenue, number of purchases, or total time spent on a platform.
Dimension: A dimension is a qualitative attribute that you use to categorize or filter the measures, such as date, region, or customer segment.
* Steps to Create a Calculated Insight:
Navigate to the Visual Insights Builder within Salesforce Data Cloud.
Select "Create New Insight" and choose the dataset.
Add at least one measure: This could be any metric you want to analyze, such as "Total Sales." Add at least one dimension: This helps to break down the measure, such as "Sales by Region."
* Practical Application:
Example: To create an insight on "Average Purchase Value by Region," you would need:
A measure: Total Purchase Value.
A dimension: Customer Region.
This allows for actionable insights, such as identifying high-performing regions.