Use classification sets in Adobe Analytics

Transcript

Hey everybody, this is Doug. In this video, I want to show you how to use classification sets. Once you’ve opened up Adobe analytics, you’re going to want to jump over to the components menu here and select classification sets. This of course brings you into the interface for classification sets. And you can see, I have a bunch created here and I just want to show you how to create them, how to use them, how you’re going to want to get that data in, et cetera. First thing to do, jump over to the right-hand side, click new, and you’re going to add the classification set. So I’m going to do basically the one I did over here already and then we’ll take a look at it. You know, if this is for me, experience league, pages, kind of whatever you’re going to classify. It might be products, it could be campaigns and tracking codes. It could be any number of dimensions that you want to classify so that you can see the groupings of those and their associated metrics. But I’m going to leave that just like that. And you know, you can put a description of course, put your email so that you’re notified here and you can do as many of those as you want. And then you’re going to decide on primary or lookup. Now the vast, vast majority of what you’re going to do is going to be primary type. That does mean that you are classifying a dimension. So again, whether that is products or pages or campaigns, you’re going to choose primary. Lookups are actually classifications of classifications. And there are very few use cases that are really meaningful I should say for that. Now there are a few that are good and we’ll talk about that in another video. But as far as kind of your just regular classifications, we want to group things together, choose primary. In fact, if you did look up, you can take away that bottom part and we’ll have to show you again in another video how to do that. But when you’re selecting and creating a new classification set, once you have primary selected or leave it selected, you can select the report suites and dimensions that you want to assign this classification to. Let me show you what I mean. So if you’re going to the report suite and it’s going to be, let’s say experience league, I’m going to grab that experience league is right here. And if I’m going to do pages, I can start to look for that, find the dimension page, and it might be just the regular page, or it could be EVAR one, which I had set in the other one, but I’m just going to leave this one as the regular page. And I do this to show you that if you try redoing one, you’re going to get a message here that says, you already have that. So do you want to add to the existing one or change it, or what do you want to do there? So I already have, you know, the pages, but, so this will be one that I’m not going to save. I’ll cancel in a second and show you the other one. But I just wanted to show you that once you select these, you’ll be able to select any number of report suites. Again, I’ll go experience league global. Let’s do that one. And maybe I do in that one, I’ll do page. And in fact, I am going to choose like EVAR one, the page from that one, because maybe the pages are the same you don’t have to choose the same dimension on different report suites, but you really probably want the data to be the same because you’re going to use those data keys and classify those, right? And you’re going to assign different classifications or metadata to those. Let me do one more, because I think we have another one for experience league global that’s a dev one, or there it is the experience league dev. So in this case, again, we’ll say page, and we’ll do that one. So you can see that I’m going to actually set up this classification set for three different report suites and what is really two different dimensions, even though they both have these pages, you know, regular pages there. And then, you know, EVAR one, which has the page copied into it as well. This is the power of the classification set, because in the legacy way, I would have had to go in for each of these report suites and not only set it up individually, but also manage it individually. And it’s a ton of work. And you know, what if you had three, but what if you had 30 or 300 report suites that needed the same data classified? Then now you can set up this classification set and apply these classification sets to all these different reports, suites and dimensions, or in other words, subscribe to this classification set from these different reports, suites and dimensions. So for this one, I’m going to go ahead and cancel and we’ll click into this one that I already created. And the settings for this is what I just set up, right? The name and the different subscriptions and stuff like that. In this case, I just have the one there, but you saw that I could put three or way more. So that’s the settings. The schema is the different classifications or the different metadata names or the columns, if you’re used to classifications already. So in other words, if I am classifying pages, I could add a classification, for example, here that is the page author, and I would add that one. And then I could add another classification and maybe this is the page topic, right? So these are the actual classifications or ways that you’re going to classify the key, the key being the page as we set it up there. Now, once you’ve got this schema set up the way that you want it, and you’ve got the settings and everything like that. Well, now you can, for example, download the template. Let me go ahead and click a template and you can say comma separated values. It’s fine. You can choose also Excel tab separated values if you want. And then you can use the file encoding of your choice there. And then you can click download. And when this comes up and we’ll go ahead and open that. And that CSV file opens in Excel for me on my machine. But you can see here the keys and which would be the pages and the page author and the page topic that I just set up as the classifications. Let me make that a little bit bigger. And so now I can populate the key, right? The pages and I can populate the author and I can populate the page topic. And how am I going to populate that? Well, it depends on where your data is. Do you want to populate that from a database where you have all the pages and the page authors and the page topics? Do you want to do it one by one typing it in? Do you want to download a list of the pages from Adobe analytics, put them in here, and then fill in the authors and topics, et cetera. And then save that of course, as a CSV. And then you can upload that file. You can bring it in here. You can see that CSV is one of the formats available with these other formats as well. You can read more about file restrictions, documentation, et cetera, browse for the file, or just drag and drop into this area. And so then it will upload and cancel out of that. And then you will have your classification data in Adobe analytics. And then when you go back to analytics and you know, I haven’t done that yet, so it’s not in here. But when you come back into analytics, you’ll be able to run, you know, a page author, for example, again, I haven’t uploaded that yet, but if that was one of your classifications, now you could run the page author report and it would group that data, or in other words, group those metrics into those different authors, whatever you had filled in in your classification file. This is the basics really of how to start to use classification sets, and we’ll get more elaborate in a few other videos. Good luck.