• Masking Payment Methods
• Creating a BI Query
• Working with BI Criteria
  • Searching for BI Criteria
  • Adding Criteria to a BI Query
  • Example - Customer Query
  • Using Relative Dates and Times with a BI Query
  • Deleting BI Criteria
• Working with BI Filters
  • Searching for a BI Filter
  • Adding a Filter to a BI Query
  • Example Session Filter - Filtering Customers by Create User
  • Example Filter - Filtering Performances by Venue and Date Range
  • Deleting a BI Filter
• Working with BI Formulas
  • Creating a BI Formula
  • Modifying a BI Formula
  • Deleting a BI Formula
• Working with Result Members
  • Adding New Result Members to a BI Query
  • Sorting, Grouping or Totalling Result Members
  • Sorting Results by Data Not Included as a Result Member
  • Defining an Aggregate Function
  • Creating a Pivot Extract (Display Types)
    • Example Pivot Extract -- Customers with Same Last Name in Same City
    • Example Pivot Extract -- Sales by Postal Code
  • Deleting Result Members
• Running a BI Query
• AudienceView Charting
  • Creating an AudienceView Chart
  • Example Chart BIs
  • Modifying the Chart Output
  • AudienceView Charting Options
  • Working with AudienceView Charts
  • Saving an AudienceView Chart
  • Printing an AudienceView Chart
  • Emailing an AudienceView Chart
• Saving a BI Query
• Saving a BI Query to a Folder (Custom Searches)
• Scheduling a BI Query
  • Configuration of the Business Intelligence Scheduler
  • Scheduling Business Intelligence Queries
  • Defining the Number of Concurrently Scheduled Queries
• Creating a Customer Correspondence Extract (Prior to AudienceView 6.8.10)
• Joining BI Queries
• Copying a Saved Query
• Deleting a Saved Query

In this example, we will set up the criteria for a customer query intended to return customers that:

• Live in Canada.
• Do not live in Canada.
• Have purchased performances which occur on or before December 31, 2017.
• Have a combined order purchase of $500.00 or more.
• Have addresses in similar postal codes.
• Answered Yes or not at all to a marketing question.

The following tables describe the criteria to use and the settings for each. Use the steps provided in Creating a BI Query complete this example.

Customers Living in Canada

Customers Not Living in Canada

Customers Who Purchased Performances Occurring on or Before December 31, 2017

Customers with Combined Orders Totalling More than $500.00

Customers with Addresses in Similar Postal Codes

Customers Who Answered 'Yes' or 'Blank' for a Marketing Data Question