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            Example: Change Weightage of Composite Scores in All-Up CSI Score

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            3. CSI Score (Beta)

            Example: Change Weightage of Composite Scores in All-Up CSI Score

            The executive strategy at Northern Trail Outfitters (NTO) has shifted to prioritize revenue stability. They want the Revenue Health Score (RHS) to account for 25% of the overall all-up CSI score. This increases the weight from the default 15% without changing any underlying data sources. The admin must update the aggregation formula in the semantic model and point the dashboard to the custom logic.

            Required Editions

            View supported editions
            User Permissions Needed
            To extend and customize semantic model: Data Cloud Architect permission set
            To create visualizations and dashboards: Tableau Next Admin permission set

            Update Score Weightage in the Semantic Model

            1. Extend the installed CSI Score semantic model.
            2. Create a calculated field to apply the custom weighting logic in your custom semantic model.
              Formula:
              
(0.25 * ZN([Revenue Health Score (RHS)])) +
(0.09375 * (
    ZN([Voice of Customer Score (VoC)])
  + ZN([Sentiment Score (SENT)])
  + ZN([Customer Health Score (CHS)])
  + ZN([Journey Experience Score (JXS)])
  + ZN([Engagement Effectiveness Score (EES)])
  + ZN([Churn Risk Index (CRI)])
  + ZN([Customer Lifetime Value (CLV)])
  + ZN([Operations Score (OPS)])
))

              See Create a Calculated Field.

            3. Create a metric by using the new calculated field that contains the custom weighting logic.

            Update the Dashboard with the Updated All-Up CSI Score Logic

            1. Make a copy of the installed CSI Score Overview dashboard.
            2. Update the CSI Score widget on the landing page to use your new metric for the updated all-up CSI score.
            3. Replace the installed CSI Score Overview dashboard with your custom dashboard on the home page layout of the CSI Score app.
             
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