Department-Wide Adoption

Case Study: Sales Analytics with Databricks Genie

Stan Konkin

ML Content Developer, DataCamp

The pilot worked, now scale it

A working Genie dashboard being pulled toward two groups, a Sales Director and a Marketing team, both wanting access, DataCamp navy and green style

 

  • Pilot proven on payments
  • Sales Director → roll out department-wide
  • Marketing wants in too
Case Study: Sales Analytics with Databricks Genie

One table isn't enough

A single data table hitting a wall, with two questions bouncing off it, revenue by booking outcome and revenue by country, DataCamp navy and green style

 

  • Revenue by booking outcome
  • Revenue by country and segment
  • Needs more tables, connected
Case Study: Sales Analytics with Databricks Genie

Connecting tables with relationships

Two data tables, payments and bookings, with matching booking_id rows highlighted and connected, showing many payments map to one booking

 

  • Add the bookings table
  • Join on booking_id, many-to-one
  • Previous chapter's rules still apply
Case Study: Sales Analytics with Databricks Genie

Watch the second money column

A payments table highlighting the amount column as money received, beside a bookings table highlighting the total_amount column as quoted price

 

  • total_amount = quoted price
  • Not the money actually received
  • A description keeps amount the real revenue
Case Study: Sales Analytics with Databricks Genie

A three-table chain

A three-table join chain, payments connecting to bookings connecting to users, with country and customer-segment fields highlighted on the users table, DataCamp navy and green style

 

  • Add users, join to bookings
  • Chain: payments → bookings → users
  • Entity matching resolves segments
Case Study: Sales Analytics with Databricks Genie

Locking a shared definition

A few people each holding a different version of net revenue, arrows converging into one locked shared definition

 

  • "Net revenue" means different things
  • SQL example = titled, prebuilt query
  • Genie reuses it exactly
Case Study: Sales Analytics with Databricks Genie

One asset, every country

A single SQL template with a country placeholder slot fanning out to many different countries, DataCamp navy and green style

 

  • One formula → every country
  • Trusted Asset = reusable query + placeholder
  • Test it with the word "country"
Case Study: Sales Analytics with Databricks Genie

Let's practice!

Case Study: Sales Analytics with Databricks Genie

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