From: Dana Cole, Customer Marketing Lead, Juniper Trail Outfitters, a fictional retailer.
The campaign team needs to compare the size and value of each customer segment, then inspect individual customers in a selected segment. Sales totals alone favor the biggest segment.
Data: Juniper Orders, one row per order line, across four years. A customer and an order can occur on several rows. The name is the customer identifier in this fictional source.
Deliverable: a dashboard named Customer Portfolio with Customers by Segment, Value per Customer and Customer Detail. Use distinct customers, a ratio of total sales to distinct customers, a descending detail list, and a segment filter action. Add a note that explains the count's grain.
Build the workbook from the stakeholder's brief. Each step continues from your previous answer, so keep the sheets and calculations you have already made. The finished dashboard must let someone investigate a question without opening the authoring controls.
Decide the grain of each measure before you place it. One customer can place several orders, and an order can contain several lines. Counting a name or an order ID therefore means something different from counting distinct values. A polished dashboard with the wrong denominator still gives the wrong answer.
Use the sheet names in the tasks. They become the dashboard's titles and make its actions easier to check.