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Add Calculated Insights to a Data Graph

In Data 360, you can include calculated insights in a data graph as long as they’re based on a data model object (DMO) that’s also included in the data graph. The DMO’s primary key field must be configured as a dimension on the calculated insight object (CIO). You can add a CIO only at the root of a data graph. You can’t add a CIO as a child node under another object.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permission Set Needed
To add calculated insights to a data graph:

Permission set:

  • Data Cloud Architect
  1. Next to the DMO name, click the “+” icon and select a related CIO. In the object picker, CIOs are denoted with the (Data Graph) icon.
    View in data model
  2. Select dimensions and measures on the Fields tab.
Example
Example JSON Data: This data graph JSON shows a calculated insight with two dimensions and two measures. Unified Individual is the primary DMO, and one of the dimensions on the calculated insight is the primary key field on Unified Individual DMO. 
{
  "ssot__id__c": "100005",
  "ssot__name__c": "John",
  "ssot__age__c": 30,
  "ssot__ContactPointEmail__dlm": [
    {
      "ssot__id__c": "99997",
      "ssot__emailid__c": "john@salesforce.com"
    },
    {
      "ssot__id__c": "99998",
      "ssot__emailid__c": "johnsmith@gmail.com"
    }
  ],
  "Category_wise_purchases_by_month_year__cio": [
    {
      "ssot_id__c": "100005",
      "monthYear": "Jan, 2023",
      "category" : "Electronics",
      "order_count" : 3,
      "total_spend_amount": 950
    },
    {
      "ssot_id__c": "100005",
      "monthYear": "Jan, 2023",
      "category" : "Lawn & Garden",
      "order_count" : 0,
      "total_spend_amount": 0
    },
    {
      "ssot_id__c": "100005",
      "monthYear": "Feb, 2023",
      "category" : "Electronics",
      "order_count" : 1,
      "total_spend_amount": 2350
    },
    {
      "ssot_id__c": "100005",
      "monthYear": "Feb, 2023",
      "category" : "Lawn & Garden",
      "order_count" : 5,
      "total_spend_amount": 375
    }
  ],
  "individual_sm_1686128480282__dlm":[
    {
      "id__c":"100005",
      "delta_type__c":"existing",
      "segment_id__c":"1sgRO000000010i",
      "timestamp__c":"2022-11-14 09:45:51.515 UTC",
      "version_stamp__c":"2022-07-21 05:46:06.609 UTC",
      "snapshot_type__c":"F"
    }
  ]
}