Altair Monarch Exercise 13 - 360 Degree View of Customer
Baba_Majekodunmi_703
Altair Employee
Exercise Info
- Application (Classic vs Data Prep Studio: Data Prep Studio
- Level of Difficulty (Beginner, Intermediate, Advanced): Intermediate
- Skills/Features Tested: Report Trapping, Group By, Lookup, Negative Join
- Systems of Record: Not Applicable
- Estimated Time to Solve: 10 mins
- Exercise files required are attached
- Customer-Membership Demographics.xlsx
- Checking Accounts.xlsx
- Debit Card Masterfile.xlsx
- Credit Card Masterfile.xlsx
- Consumer Loans.xlsx
- Mortgage Loans.xlsx
Exercise Overview
You are a Business Operations Analyst at a Financial Institution and you are working on a project that will help the marketing team create targeted campaigns for some customers of the organization. You need to create a 360 degree View of your customers based on which products they own to help marketing tailor the messaging. You manager has asked you to focus on the following products to create the view; Checking Accounts, Debit Cards, Credit Cards, Consumer Loans, and Mortgage Loans, and combine the data using the Data Prep Studio.
Answer
- Please upload your answers below in the comment section for the exercise
- A Video Answer to the question will be published within 7-10 days on the Monarch Succcess Plan page in the 'Monarch Exercises' section.
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