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How to configure Calculated Insights – Using SQL in Customer Data Platform (CDP)

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Step 1

Go to the Calculated Insight Tab and Click New

Step 2

Select the Create with SQL option

Step 3

Provide the Calculated Insight Name and Calculated Insight API Name will be automatically populated. Then use the Fields from different objects, Insight and Functions (Aggregation, DateTime, Other) to create a SQL query. This SQL query will run and create a insight.

Step 4

You can publish the Insight using either “Publish Now” button in the detailed page or by default calculated insight to be processed on the system schedule.

New post on the Another Flavor of Calculated Insight Coming soon!

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