1. Organising customer data

1. Organising customer data

Understand the data architecture of Planhat, learn how to capture and organise data (including time-series data), and how to create advanced filters, formula fields and calculated metrics.

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Course curriculum

1. Intro to the Planhat Power User Certification
2. Course 1: Organise data (Intro)
1. Data Models
2. Quiz time!
3. How data models relate to each other
4. How to bring data into Planhat
1. Why & how to segment your data in Planhat
2. Building advanced filters
3. Exercise: Create an advanced filter (or two)
1. Data fields & data hygiene
2. Where & how to create & map fields
3. Conditional fields
4. Colour coding
5. Exercise: Colour code a field
6. Formula fields intro
7. How to create a Formula Field
8. Formula Fields in action
9. Quiz time!
10. Exercise: make your own Formula Field
1. Working with time-series data
2. Overview of types of time-series data
3. Where to find time-series data
4. Quiz time!
5. Calculated metrics
6. How to build calculated metrics
7. Calculated metrics in action
8. Important tips and tricks
9. Quiz time!
10. Exercise: Create a calculated metric
11. Further reading
1. Intro to Automations
2. Custom Data Automations
3. How do Automations work?
4. Automations in action
5. Testing & troubleshooting Automations
6. Quiz time!
7. Exercise: Set up a data Automation
8. Further reading

About this course

Free
38 lessons
1 hour of video content

Reviews

Previous students sharing their thoughts about the course:

The formal training I have been craving!

Debbie Hart

My CSM from PH really is the best! But I was hoping to have a format where I could take time to absorb the info. Thanks for the material!!! It is easy to d...

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My CSM from PH really is the best! But I was hoping to have a format where I could take time to absorb the info. Thanks for the material!!! It is easy to digest and has fantastic references.

Organise Customer Data Review

Gavin Danfelt-Martin

Good technical walk-through. Particularly enjoyed the formula and calculated metric section.

Good technical walk-through. Particularly enjoyed the formula and calculated metric section.

Detailed and Informative Course

Ankur Likhe

Nice Course

Amol Waychal

Amazing Content

Amazing Content

Organise Customer Data Review

Gavin Danfelt-Martin

Good technical walk-through. Particularly enjoyed the formula and calculated metric section.

Good technical walk-through. Particularly enjoyed the formula and calculated metric section.

Insightful

Aishwarya Shinde

Great summary of the foundations

Andrew Titheridge

Quite extensive! The questionnaires were relevant to the videos and helpful as a recap for the big takeaways.

Quite extensive! The questionnaires were relevant to the videos and helpful as a recap for the big takeaways.

Planhat User For One Year - Learning Lots Of Tips!

Will Young

Really good to have more in depth training that goes beyond the resources in the help centre.

Really good to have more in depth training that goes beyond the resources in the help centre.

Great Content

Matt Jacobsen

The content was well structured and informative, I still learn something new every time!

The content was well structured and informative, I still learn something new every time!

Great

Adaugo Ombu

Very informative

Very informative