Ingest and use ad hoc data

In the Experience Platform interface, in the left rail, select Workflows.

Select Create dataset from CSV file.

Select Launch from the right pane.

In the Workflows > Create dataset from CSV file wizard:

1. In the Configure dataset step:

   1. Enter a Name for the dataset. For example: Sample Data From CSV.

   2. Add an optional Description. For example: Sample data from a CSV file.

   3. Add one or more optional Tags, or select one or more existing Tags.

      

   4. Select Next.

2. In the Add data step:

   1. Select Choose Files to select your CSV file from your computer or network. Alternatively, drag and drop the file from its location on your computer or network onto Drag and drop files. The file is uploaded and Sample data is displayed.

   2. Enable or disable Error diagnostics and Enable partial ingestion in line with your preferences. When you Enable Partial ingestion, you can define an Error threshold %.

      

   3. Select Finish.

In the Experience Platform interface, in the left rail, select Datasets.

Select the Browse tab in Datasets. You should see your dataset listed.

Select the name of the schema from the Schema column. For example: Sample Data From CSV…

In the popup, select the Schema name. For example: Sample Data From CSV - adhoc schema - XXXXXXXXXXX. You are redirected to the Schemas > Sample Data From CSV - adhoc schema - XXXXXXXXXXX interface.

In the Customer Journey Analytics UI, select Connections, optionally from Data management, in the top menu.

Select Create new connection.

In the Untitled connection screen:

1. Name and describe your connection in Connection Settings.

2. Select the correct sandbox from the Sandbox list in Data settings and select the number of daily events from the Average number of daily events list.

   

3. Select Add datasets.

In the Select datasets step in Add datasets:

1. Select the dataset that you created earlier, for example Sample Data From CSV, and any other dataset you want to include in your connection. The ad hoc datasets do have the Adhoc Dataset type.

   

2. Select Next.

In the Datasets settings step in Add datasets:

For your ad hoc dataset:

1. Select the type of ad hoc dataset. For example: Lookup.

2. Select a Key from the available keys defined in the ad hoc schema.

3. Select a Matching key from an event dataset that you have added as part of your connection.

4. Select the correct data source from the Data source type list. If you specify Other, then add a description for your data source.

5. Set Import all new data and Dataset backfill existing data according to your preferences.

   

6. Select Add datasets.

7. Select Save.

In the Customer Journey Analytics UI, select Data views, optionally from Data management, in the top menu.

Select Create new data view.

In the Configure step:

1. Select your connection from the Connection list.

2. Name and (optionally) describe your connection.

   

3. Select Save and continue.

In the Components step:

1. Add any schema field and/or standard component that you want to include to the METRICS or DIMENSIONS component boxes. Ensure you add relevant fields from the dataset that contains the ad hoc data. To access those fields:

   1. Select Event datasets.

   2. Select Adhoc & Model-based fields.

      

   3. Drag and drop fields from the ad hoc schemas onto METRICS or DIMENSIONS.

2. Optionally, use derived fields to modify any of the ad hoc fields from their default String type and format to another type or format.

3. Select Save and continue.

In the Settings step:

Leave the settings as they are and select Save and finish.

In the Customer Journey Analytics UI, select Projects in the top menu.

Select Projects in the left navigation.

Select Create project.

Select Blank project.

Select your data view from the list.

To create your first report, start dragging and dropping dimensions and metrics on the Freeform table in the Panel. Including those metrics or dimension that are based on your ad hoc data.