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Labeling transactions with account type

Oakmark Bank is trying to understand how customers interact with banking channels (ATM, Branch, Mobile, Online) based on the type of account they own.

They have a table of transactions by channel, but cannot see what type of account (checking, savings or otherwise) the transaction is associated with.

Create a lookup on the Transactions table which labels each transaction with the type of bank account it is tied to. Then create a bar chart showing a breakdown of channel interactions by account type.

This exercise is part of the course

Calculations in Sigma

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