Items by Customer Dataset

This dataset combines fields from the Customer, Customer Segments, Personalization Rules, Item Segments, and Items Item record types so that you can select specific customers and see which items are visible to them. This dataset forms the source data for the Items by Customer Workbook.

Dataset Configuration

The source data used in the Items by Customer Dataset combines fields from five record types. To edit the dataset, see Defining a Dataset.

Root Record Type	Joined Record Type	Custom Formula Fields	Data Grid	Criteria Filters
Customer	Customer Segments Personalization Rules Item Segments Items Item	(none)	The following records fields are included in the dataset. Customer: Entity ID Customer Segments: Name Personalization Rules: Website Visibility Level Item Segments: Name Items Item: Item Name/Number	The following criteria is used to filter the dataset: Website Visibility Level is either Display Fully, Disable Purchase, or Disable Purchase and Hide Price

Related Topics

Items by Customer Workbook

Items by Customer Workbook

Using Workbooks to Verify Personalized Catalog Views

Workbook and Dataset Templates

Custom Workbooks and Datasets

Defining a Dataset

Creating a Workbook

General Notices