Customers by Item Dataset

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

Dataset Configuration

The source data used in the Customers by Item 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

Item

Item Segments

Personalization Rules

Customer Segments

Customers

(none)

The following records fields are included in the dataset.

Item:

  • Item Name/Number

Item Segments:

  • Name

Personalization Rules:

  • Website Visibility Level

Customer Segments:

  • Name

Customers:

  • Entity ID

The following criteria is used to filter the dataset:

  • Website Visibility Level is either Display Fully, Disable Purchase and Hide Price, or Disable Purchase

Related Topics

Customers by Item Workbook
Customers by Item Workbook
Using Workbooks to Verify Personalized Catalog Views
Workbook and Dataset Templates
Custom Workbooks and Datasets
Defining a Dataset
Creating a Workbook

General Notices