Configure Customer Journey Analytics

INFO
In the Customer Journey Analytics interface, Relational datasets might be labeled as Model-based.

A relational dataset is based on a relational schema type. The relationship descriptors defined in that relational schema do not apply to the definition and configuration of a Customer Journey Analytics connection in general or the dataset settings for a relational dataset specifically.

Additionally, in Customer Journey Analytics, fields from standard XDM schemas do not automatically merge with similar named fields from relational schemas.

IMPORTANT
For Customer Journey Analytics reporting and analysis, you need to explicitly configure in dataset settings how data from a relational dataset is joined to other datasets based on a common person ID or account ID.

Consider to use the Derived fields Merge Fields function to merge similar named fields (not part of an object array) in XDM schemas and relational schemas. For fields in an object array no solution currently exists to merge fields between XDM and relatonal schemas.

To use the Experience Platform Data Mirror feature for Customer Journey Analytics, you have to create or update connections, data views and workspace projects to use relational data.

Connections

In your connection, add the relational datasets that represent the data from the data warehouse native solutions. These datasets do have the Relational dataset type.

When you add a relational dataset that contains mirrored data from a data warehouse native solution, that data is usually event data. Ensure you select the correct settings for the dataset. For example, select the correct dataset type, field for identity, and field for timestamp.

Data views

Define fields from the relational schema as components (metrics and dimensions) in your data view. The data mirrored fields are available in the Adhoc & relational fields subfolder of the Event datasets folder. Use functionalities, like derived fields or component settings, to modify the components that are based on relational fields.

Workspace projects

Set up Workspace projects that use metrics and dimensions from your relational data. Components that are ultimately based on data in your data warehouse native solution. And are updated based on the data mirror functionality you have configured.

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