DocumentationCustomer Journey AnalyticsCustomer Journey Analytics Guide

Use summary data

Last update: May 1, 2025
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This use case is to help you understand how to use summary data in your reporting and analysis. The use case details all the steps that are required to use summary data in Customer Journey Analytics:

  • Ingest summary data and other data sources in Experience Platform.
  • Set up your Connection for the summary data and other data sources.
  • Configure your Data view to combine your data sources.
  • Report and analyze in Workspace on your combined data.

The use case provides sample data for summary data, event data and lookup data. All data contains random values.

Ingest

You use the following sample summary data for this use case, showing summary data for running campaigns on Facebook.

Summary data
_idcampaign_namecostimpressioncampaign_idnetworkad_grouptimestamp
1123 Campaign1005000abc123facebookabc-adgroup2024-07-18T18:20:39.000Z
2123 Campaign504000def123facebookdef-adgroup2024-07-18T18:20:39.000Z
3123 Campaign1256000ghi123facebookghi-adgroup2024-07-18T18:20:39.000Z
4456 Campaign252500abc456facebookabc-adgroup2024-07-18T18:20:39.000Z
5456 Campaign101000def456facebookdef-adgroup2024-07-18T18:20:39.000Z
6456 Campaign1155500ghi456facebookghi-adgroup2024-07-18T18:20:39.000Z
7789 Campaign2009000abc789facebookabc-adgroup2024-07-18T18:20:39.000Z
8789 Campaign202000def789facebookdef-adgroup2024-07-18T18:20:39.000Z
9789 Campaign22512000ghi789facebookghi-adgroup2024-07-18T18:20:39.000Z
10987 Campaign12510000abc987facebookabc-adgroup2024-07-18T18:20:39.000Z
11987 Campaign12015000def987facebookdef-adgroup2024-07-18T18:20:39.000Z
12987 Campaign31522500ghi987facebookghi-adgroup2024-07-18T18:20:39.000Z
13654 Campaign32520000abc654facebookabc-adgroup2024-07-18T18:20:39.000Z
14654 Campaign32025000def654facebookdef-adgroup2024-07-18T18:20:39.000Z
15654 Campaign31522500ghi654facebookghi-adgroup2024-07-18T18:20:39.000Z
16321 Campaign252000abc321facebookabc-adgroup2024-07-18T18:20:39.000Z
17321 Campaign202500def321facebookdef-adgroup2024-07-18T18:20:39.000Z
18321 Campaign152250ghi321facebookghi-adgroup2024-07-18T18:20:39.000Z

DataDownload Download sample summary data

To use the summary data in Customer Journey Analytics, in a report or as part of analyzing data in Workspace, you need

  • a summary schema in Experience Platform,
  • a summary dataset in Experience Platform,
  • a connection in Customer Journey Analytics configured to use the summary dataset,
  • a data view in Customer Journey Analytics, correctly configured with metrics and dimensions for the summary data.

You use this summary data alongside a dataset for event data and a dataset for lookup data.

Event data

Event data is available in the Example Event Data Dataset. The sample data looks like:

timestamp_idpage_nameperson_idtracking_codeordersrevenue_amount
2024-07-18T19:15:39+00:001home pageperson-1abc123abc123
2024-07-18T19:15:39+00:002confirmation pageperson-1abc1231174.25
2024-07-18T19:15:39+00:003home pageperson-2def123def123
2024-07-18T19:15:39+00:004home pageperson-3ghi123ghi123
2024-07-18T19:15:39+00:005confirmation pageperson-3ghi1231149.25
2024-07-18T19:15:39+00:006home pageperson-4abc456abc456
2024-07-18T19:15:39+00:007home pageperson-5def456def456
2024-07-18T19:15:39+00:008home pageperson-6ghi456ghi456
2024-07-18T19:15:39+00:009confirmation pageperson-6ghi4561159.25
2024-07-18T19:15:39+00:0010home pageperson-7abc789abc789
2024-07-18T19:15:39+00:0011home pageperson-8def789def789
2024-07-18T19:15:39+00:0012home pageperson-9ghi789ghi789
2024-07-18T19:15:39+00:0013confirmation pageperson-9ghi7891124.25
2024-07-18T19:15:39+00:0014home pageperson-10abc987abc987
2024-07-18T19:15:39+00:0015home pageperson-11def987def987
2024-07-18T19:15:39+00:0016home pageperson-12ghi987ghi987
2024-07-18T19:15:39+00:0017home pageperson-13abc654abc654
2024-07-18T19:15:39+00:0018home pageperson-14def654def654
2024-07-18T19:15:39+00:0019home pageperson-15ghi654ghi654
2024-07-18T19:15:39+00:0020confirmation pageperson-15ghi6541174.25
2024-07-18T19:15:39+00:0021home pageperson-16abc321abc321
2024-07-18T19:15:39+00:0022home pageperson-17def321def321
2024-07-18T19:15:39+00:0023home pageperson-18ghi321ghi321
2024-07-18T19:15:39+00:0024home pageperson-19abc123abc123
2024-07-18T19:15:39+00:0025home pageperson-20def123def123
2024-07-18T19:15:39+00:0026home pageperson-21ghi123ghi123
2024-07-18T19:15:39+00:0027confirmation pageperson-21ghi1231149.25
2024-07-18T19:15:39+00:0028home pageperson-22abc456abc456
2024-07-18T19:15:39+00:0029home pageperson-23def456def456
2024-07-18T19:15:39+00:0030home pageperson-24ghi456ghi456
2024-07-18T19:15:39+00:0031home pageperson-25abc789abc789
2024-07-18T19:15:39+00:0032confirmation pageperson-25abc7891139.25
2024-07-18T19:15:39+00:0033home pageperson-26abc987abc987
2024-07-18T19:15:39+00:0034home pageperson-27def987def987
2024-07-18T19:15:39+00:0035home pageperson-28ghi987ghi987
2024-07-18T19:15:39+00:0036home pageperson-29abc654abc654
2024-07-18T19:15:39+00:0037confirmation pageperson-29abc6541124.25
2024-07-18T19:15:39+00:0038home pageperson-30def654def654
2024-07-18T19:15:39+00:0039home pageperson-31ghi654ghi654
2024-07-18T19:15:39+00:0040home pageperson-32abc321abc321
2024-07-18T19:15:39+00:0041home pageperson-33ghi456ghi456
2024-07-18T19:15:39+00:0042confirmation pageperson-33ghi4561174.25
2024-07-18T19:15:39+00:0043home pageperson-34abc789abc789
2024-07-18T19:15:39+00:0044home pageperson-35def789def789
2024-07-18T19:15:39+00:0045home pageperson-36ghi789ghi789
2024-07-18T19:15:39+00:0046confirmation pageperson-36ghi7891149.25
2024-07-18T19:15:39+00:0047home pageperson-37abc987abc987
2024-07-18T19:15:39+00:0048home pageperson-38def987def987
2024-07-18T19:15:39+00:0049home pageperson-39ghi987ghi987
2024-07-18T19:15:39+00:0050home pageperson-40abc654abc654
2024-07-18T19:15:39+00:0051confirmation pageperson-40abc6541124.25
2024-07-18T19:15:39+00:0052home pageperson-41def654def654
2024-07-18T19:15:39+00:0053home pageperson-42ghi654ghi654
2024-07-18T19:15:39+00:0054home pageperson-43abc321abc321
2024-07-18T19:15:39+00:0055home pageperson-44def321def321
2024-07-18T19:15:39+00:0056home pageperson-45ghi321ghi321
2024-07-18T19:15:39+00:0057home pageperson-46abc123abc123
2024-07-18T19:15:39+00:0058confirmation pageperson-46abc1231174.25
2024-07-18T19:15:39+00:0059home pageperson-47def123def123
2024-07-18T19:15:39+00:0060home pageperson-48ghi123ghi123
2024-07-18T19:15:39+00:0061home pageperson-49abc456abc456
2024-07-18T19:15:39+00:0062home pageperson-50def456def456
2024-07-18T19:15:39+00:0063home pageperson-51ghi456ghi456
2024-07-18T19:15:39+00:0064home pageperson-52abc789abc789
2024-07-18T19:15:39+00:0065confirmation pageperson-52abc7891149.25
2024-07-18T19:15:39+00:0066home pageperson-53abc987abc987
2024-07-18T19:15:39+00:0067home pageperson-54def987def987
2024-07-18T19:15:39+00:0068home pageperson-55ghi987ghi987
2024-07-18T19:15:39+00:0069confirmation pageperson-55ghi9871124.25
2024-07-18T19:15:39+00:0070home pageperson-56abc123abc123
2024-07-18T19:15:39+00:0071home pageperson-57def123def123
2024-07-18T19:15:39+00:0072confirmation pageperson-57def1231174.25
2024-07-18T19:15:39+00:0073home pageperson-58ghi123ghi123
2024-07-18T19:15:39+00:0074home pageperson-59abc456abc456
2024-07-18T19:15:39+00:0075confirmation pageperson-59abc4561149.25
2024-07-18T19:15:39+00:0076home pageperson-60def456def456
2024-07-18T19:15:39+00:0077home pageperson-61ghi456ghi456
2024-07-18T19:15:39+00:0078home pageperson-62abc789abc789
2024-07-18T19:15:39+00:0079confirmation pageperson-62abc7891159.25
2024-07-18T19:15:39+00:0080home pageperson-63def789def789
2024-07-18T19:15:39+00:0081home pageperson-64ghi789ghi789
2024-07-18T19:15:39+00:0082home pageperson-65abc987abc987
2024-07-18T19:15:39+00:0083confirmation pageperson-65abc9871124.25
2024-07-18T19:15:39+00:0084home pageperson-66def987def987
2024-07-18T19:15:39+00:0085home pageperson-67ghi987ghi987
2024-07-18T19:15:39+00:0086home pageperson-68abc654abc654
2024-07-18T19:15:39+00:0087home pageperson-69def654def654
2024-07-18T19:15:39+00:0088home pageperson-70ghi654ghi654
2024-07-18T19:15:39+00:0089home pageperson-71abc321abc321
2024-07-18T19:15:39+00:0090confirmation pageperson-71abc3211174.25
2024-07-18T19:15:39+00:0091home pageperson-72def321def321
2024-07-18T19:15:39+00:0092home pageperson-73ghi321ghi321
2024-07-18T19:15:39+00:0093home pageperson-74abc123abc123
2024-07-18T19:15:39+00:0094home pageperson-75def123def123
2024-07-18T19:15:39+00:0095home pageperson-76ghi123ghi123
2024-07-18T19:15:39+00:0096home pageperson-77abc456abc456
2024-07-18T19:15:39+00:0097confirmation pageperson-77abc4561149.25
2024-07-18T19:15:39+00:0098home pageperson-78def456def456
2024-07-18T19:15:39+00:0099home pageperson-79ghi456ghi456
2024-07-18T19:15:39+00:00100home pageperson-80abc789abc789
2024-07-18T19:15:39+00:00101home pageperson-81abc987abc987
2024-07-18T19:15:39+00:00102confirmation pageperson-81abc9871139.25
2024-07-18T19:15:39+00:00103home pageperson-82def987def987
2024-07-18T19:15:39+00:00104home pageperson-83ghi987ghi987
2024-07-18T19:15:39+00:00105home pageperson-84abc654abc654
2024-07-18T19:15:39+00:00106home pageperson-85def654def654
2024-07-18T19:15:39+00:00107confirmation pageperson-85def6541124.25
2024-07-18T19:15:39+00:00108home pageperson-86ghi654ghi654
2024-07-18T19:15:39+00:00109home pageperson-87abc321abc321
2024-07-18T19:15:39+00:00110home pageperson-88ghi456ghi456
2024-07-18T19:15:39+00:00111home pageperson-89abc789abc789
2024-07-18T19:15:39+00:00112confirmation pageperson-89abc7891174.25
2024-07-18T19:15:39+00:00113home pageperson-90def789def789
2024-07-18T19:15:39+00:00114home pageperson-91ghi789ghi789
2024-07-18T19:15:39+00:00115home pageperson-92abc987abc987
2024-07-18T19:15:39+00:00116confirmation pageperson-92abc9871149.25
2024-07-18T19:15:39+00:00117home pageperson-93def987def987
2024-07-18T19:15:39+00:00118home pageperson-94ghi987ghi987
2024-07-18T19:15:39+00:00119home pageperson-95abc654abc654
2024-07-18T19:15:39+00:00120home pageperson-96def654def654
2024-07-18T19:15:39+00:00121confirmation pageperson-96def6541124.25
2024-07-18T19:15:39+00:00122home pageperson-97ghi654ghi654
2024-07-18T19:15:39+00:00123home pageperson-98abc321abc321
2024-07-18T19:15:39+00:00124home pageperson-99def321def321
2024-07-18T19:15:39+00:00125home pageperson-100ghi321ghi321
2024-07-18T19:15:39+00:00126home pageperson-101abc123abc123
2024-07-18T19:15:39+00:00127home pageperson-102def123def123
2024-07-18T19:15:39+00:00128confirmation pageperson-102def1231174.25
2024-07-18T19:15:39+00:00129home pageperson-103ghi123ghi123
2024-07-18T19:15:39+00:00130home pageperson-104abc456abc456
2024-07-18T19:15:39+00:00131home pageperson-105def456def456
2024-07-18T19:15:39+00:00132home pageperson-106ghi456ghi456
2024-07-18T19:15:39+00:00133home pageperson-107abc789abc789
2024-07-18T19:15:39+00:00134home pageperson-108abc987abc987
2024-07-18T19:15:39+00:00135confirmation pageperson-108abc9871149.25
2024-07-18T19:15:39+00:00136home pageperson-109def987def987
2024-07-18T19:15:39+00:00137home pageperson-110ghi987ghi987
2024-07-18T19:15:39+00:00138confirmation pageperson-110ghi987
2024-07-18T19:15:39+00:00139home pageperson-111def987def987
2024-07-18T19:15:39+00:00140home pageperson-112def9871124.25
2024-07-18T19:15:39+00:00141confirmation pageperson-112def9871149.25
2024-07-18T19:15:39+00:00142home pageperson-113ghi987ghi987
2024-07-18T19:15:39+00:00143home pageperson-114abc654abc654
2024-07-18T19:15:39+00:00144home pageperson-115def654def654
2024-07-18T19:15:39+00:00145confirmation pageperson-115def6541159.25
2024-07-18T19:15:39+00:00146home pageperson-116ghi654ghi654
2024-07-18T19:15:39+00:00147home pageperson-117abc321abc321
2024-07-18T19:15:39+00:00148home pageperson-118def321def321
2024-07-18T19:15:39+00:00149confirmation pageperson-118def3211124.25
2024-07-18T19:15:39+00:00150home pageperson-119ghi321ghi321
2024-07-18T19:15:39+00:00151home pageperson-120abc123abc123
2024-07-18T19:15:39+00:00152home pageperson-121def123def123
2024-07-18T19:15:39+00:00153home pageperson-122ghi123ghi123
2024-07-18T19:15:39+00:00154home pageperson-123abc456abc456
2024-07-18T19:15:39+00:00155home pageperson-124def456def456
2024-07-18T19:15:39+00:00156confirmation pageperson-124def4561174.25
2024-07-18T19:15:39+00:00157home pageperson-125ghi456ghi456
2024-07-18T19:15:39+00:00158home pageperson-126abc789abc789
2024-07-18T19:15:39+00:00159home pageperson-127abc987abc987
2024-07-18T19:15:39+00:00160home pageperson-128def987def987
2024-07-18T19:15:39+00:00161home pageperson-129ghi987ghi987
2024-07-18T19:15:39+00:00162home pageperson-130abc654abc654
2024-07-18T19:15:39+00:00163confirmation pageperson-130abc6541149.25
2024-07-18T19:15:39+00:00164home pageperson-131def654def654
2024-07-18T19:15:39+00:00165home pageperson-132ghi654ghi654
2024-07-18T19:15:39+00:00166home pageperson-133abc321abc321
2024-07-18T19:15:39+00:00167home pageperson-134ghi456ghi456
2024-07-18T19:15:39+00:00168confirmation pageperson-134ghi4561139.25
2024-07-18T19:15:39+00:00169home pageperson-135abc789abc789
2024-07-18T19:15:39+00:00170home pageperson-136def789def789
2024-07-18T19:15:39+00:00171home pageperson-137ghi789ghi789
2024-07-18T19:15:39+00:00172home pageperson-138abc987abc987
2024-07-18T19:15:39+00:00173confirmation pageperson-138abc9871124.25
2024-07-18T19:15:39+00:00174home pageperson-139def987def987
2024-07-18T19:15:39+00:00175home pageperson-140ghi987ghi987
2024-07-18T19:15:39+00:00176home pageperson-141abc654abc654
2024-07-18T19:15:39+00:00177home pageperson-142def654def654
2024-07-18T19:15:39+00:00178confirmation pageperson-142def6541174.25
2024-07-18T19:15:39+00:00179home pageperson-143ghi654ghi654

DataDownload Download sample event data

Lookup data

Lookup data is available in the Example Lookup Data Dataset. The sample data looks like:

_idtracking_codead_groupcampaign_name
1abc123abc-adgroup123 Campaign
2def123def-adgroup123 Campaign
3ghi123ghi-adgroup123 Campaign
4abc456abc-adgroup456 Campaign
5def456def-adgroup456 Campaign
6ghi456ghi-adgroup456 Campaign
7abc789abc-adgroup789 Campaign
8def789def-adgroup789 Campaign
9ghi789ghi-adgroup789 Campaign
10abc987abc-adgroup987 Campaign
11def987def-adgroup987 Campaign
12ghi987ghi-adgroup987 Campaign
13abc654abc-adgroup654 Campaign
14def654def-adgroup654 Campaign
15ghi654ghi-adgroup654 Campaign
16abc321abc-adgroup321 Campaign
17def321def-adgroup321 Campaign
18ghi321ghi-adgroup321 Campaign

DataDownload Download sample lookup data

INFO
Further details for setting up schemas and datasets for the event and lookup data are not provided. This setup is assumed common knowledge and follows the same steps as for the lookup data.

Summary schema

Summary data needs a summary schema in Experience Platform. A summary schema is a schema that is using the XDM Summary Metrics as its base class.

To create a summary schema in Experience Platform:

  1. Select Experience Platform from the   App   app switcher.
  2. Select Schemas from the left rail.
  3. Select AddCircle Create schema.
  4. Select Manual in the Create a schema dialog. Then use Select to continue.
  5. In the Select a class step of the Schemas > Create schema wizard, select Other from the Select a base class for this schema options.
  6. From the list, select XDM Summary Metrics (or use Search field to search for) and select Next.
  7. In the Name and review step of the Schemas > Create schema wizard, enter a Schema display name, for example Example Summary Data Schema and an optional description. Select Finish to finish this step.

The structure of your base summary schema is displayed, ready to be augmented with the fields for your summary data. You add fields to a schema, using field groups.

To add a field group, containing the fields for your sample data:

  1. Select AddCircle Add in Field groups.

  2. In the Add field groups dialog, select Create new field group.

  3. Enter a Display name for the field group, for example Example Summary Data. Optionally provide a description.

  4. Select Add field groups.

  5. You are back in the schema structure user interface. Select the new Example Summary Data in Field groups.

  6. Select the AddCircle next to the schema name Example summary Data Schema. A Field properties panel opens up allowing you to add details for a field.

    1. Enter a Field name: campaign_id
    2. Enter a Display name: campaign_id
    3. Select a Type from the Select data type drop-down menu: String
    4. Ensure Assign to Field group is selected, and select Example Summary Data from the drop-down menu.
    5. Scroll down to the bottom, and select Apply.
  7. Repeat the previous step for the other fields of the summary data. See the table below for the correct values.

    Field name
    Display name
    Type
    Field Group
    ad_group
    ad_group
    String
    Example Summary Data
    campaign_name
    campaign_name
    String
    Example Summary Data
    cost
    cost
    Double
    Example Summary Data
    impression
    impression
    Integer
    Example Summary Data
    network
    network
    String
    Example Summary Data
  8. To save your Example Summary Data field group as part of your schema, select Save. You see a confirmation when your schema is successfully saved.

You have now defined a schema, detailing the model for your summary data. Similar to the one below.

Example Summary Data Schema

Summary dataset

To store your summary data in Experience Platform, you first need to create a dataset, and then upload your summary data into the dataset.

To create a dataset:

  1. Select Experience Platform from the   App   app switcher.

  2. Select Datasets from the left rail.

  3. Select AddCircle Create dataset.

  4. In the Datasets > Create datasets screen, select Create dataset from schema.

  5. In the Select schema step of the Workflows > Create dataset from schema wizard, Search search for and select your Example Summary Data Schema.

  6. Select Next.

  7. In the Configure dataset step of the Workflows > Create dataset from schema wizard:

    1. Enter a Name for the dataset, for example: Example Summary Data Dataset. Optionally provide a description.
    2. Select Finish.

You see a screen displaying the details of your new dataset.

To upload your sample data into this dataset:

  1. Select Experience Platform from the   App   app switcher.

  2. Select Workflows from the left rail.

    1. Select Map CSV to XDM schema from the Data ingestion options in the Workflows screen.
    2. Select Launch from the Map CSV to XDM schema panel.
  3. In the Dataflow detail step of the Workflows > Map CSV to XDM schema wizard:

    1. Select Existing dataset for Target dataset.
    2. Select Example Summary Data Dataset from the drop-down menu.
    3. Select Next.
  4. In the Select data step of the Workflows > Map CSV to XDM schema wizard:

    1. Drag and drop your file with summary data in CSV format onto Drag and drop files. Alternatively, use Choose files to select your file.
    2. Ensure the Data format and Delimiter do have the correct values for your sample data. For example, Delimited as the Data format, and , as the Delimiter.
    3. A sample (10 records) of your summary data is shown in Sample data.
    4. Select Next.
  5. In the Mapping step of the Workflows > Map CSV to XDM schema wizard:
    Example dataset mapping

    1. Check whether all data fields of your Source Data are correctly mapped to the corresponding Target fields in your schema. For the sample data, no errors are reported as you explicitly named the fields in your schema similar to the field names in your sample data. Otherwise, you can use this screen to correct the mapping.
    2. You can optionally select Gear Validate to (once more) validate the data.
    3. You can optionally select Preview Preview data to open a dialog with a preview of the data once loaded into the dataset.
    4. Select Finish.

In Sources > Dataflow - XX/XX/XXXX, XX:XX XX, the status of your upload appears. Refresh to see updates of the upload. When successful, your sample data is loaded into Experience Platform.

Connection

To use your sample data in Customer Journey Analytics, you create a connection that includes the Example Summary Data Dataset from Experience Platform.

  1. Select Customer Journey Analytics from the   App   app switcher.

  2. Select Connections, optionally from Data management, in the top menu.

  3. Select Create new connection.

  4. In Connections > Untitled connection:

    1. Enter a Connection name, for example Example Connection Using Summary Data.

    2. Select the sandbox that contains the dataset you created and the other datasets you want to include from the Sandbox drop-down menu.

    3. Select less than 1 million from the Average number of daily events drop-down menu.

    4. Select Add datasets.

    5. In the Select datasets step of the Add datasets wizard:

      1. Search Search and select Example Summary Data Dataset, Example Event Data Dataset, and Example Lookup Data Dataset.
      2. Select Next.
    6. In the Datasets settings step of the Add datasets wizard:

      1. For the Example Event Data Dataset:

        1. Confirm the selections for Person ID (person_id) and Timestamp are correct.
        2. Select Web Data from the Data source type.
        3. Enable Import all new data.
        4. Enable Backfill all existing data.
      2. For the Example Lookup Data Dataset:

        1. Select tracking_code as the Key and tracking_code (Event datasets) as the Matching Key.
        2. Select Web Data from the Data source type.
        3. Enable Import all new data.
        4. Enable Backfill all existing data.
      3. For the Example Summary Data Dataset:

        1. Confirm the selections for Timestamp and Timezone are correct.
        2. Enable Import all new data.
        3. Enable Backfill all existing data.
      4. Select Add datasets.

  5. In the Connections > Example Connection using Summary Data connection screen, select Save to save the connection.

The data from the datasets is added to Customer Journey Analytics, which can take a couple of hours. So please, be patient before continuing.

After a while, verify that data from your datasets is properly loaded in Customer Journey Analytics.

  1. Select Customer Journey Analytics from the   App   app switcher.

  2. Select Connections, optionally from Data management, in the top menu.

  3. Select your connection, for example Example Connection Using Summary Data.

  4. Select an appropriate date range in the Connection > Example Connection Using Summary data details.

    1. Select Calendar and then select Last 7 days.
    2. Select Apply.

In the list of Datasets, the values in the Records added column should confirm that data from your datasets is now part of Customer Journey Analytics.

Example connection for summary data

Data view

To ensure you can report on the correct data in Workspace, you want to create a data view containing the relevant metrics and dimensions.

  1. Select Customer Journey Analytics from the   App   app switcher.

  2. Select Data views, optionally from Data management, in the top menu.

  3. Select Create new data view.

  4. In Data views, go through the wizard screens to configure your data view.

    1. In the Configure step of Data views:

      1. Select your connection from Settings | Connection. For example, Example Connection Using Summary Data.
      2. Enter a Name for your data view, for example Example Data View Using Summary Data.
      3. Leave all other settings.
      4. Select Save and continue.
    2. In the Components step of Data views > Example Data View Using Summary Data:

      1. Add the following components to the Dimensions and Metrics list. Note that for clarity, the component names are modified from their default name, using Component name in Component settings in the component panel (at the right).

        Metrics

        Component name
        Dataset
        Schema data type
        Schema path
        Cost
        Example Summary Data Dataset
        Double
        _tenant.cost
        Impressions
        Example Summary Data Dataset
        Integer
        _tenant.impression
        Orders
        Example Event Data Dataset
        Integer
        _tenant.orders
        Revenue
        Example Event Data Dataset
        Double
        _tenant.revenue_amount

        Dimensions

        Component name
        Dataset
        Schema data type
        Schema path
        Ad Group (Lookup)
        Example Lookup Data Dataset
        String
        _tenant.ad_group
        Ad Group (Summary)
        Example Summary Data Dataset
        String
        _tenant.ad_group
        Campaign Id
        Example Summary Data Dataset
        String
        _tenant.campaign_id
        Campaign Name (Lookup)
        Example Lookup Data Dataset
        String
        _tenant.campaign_name
        Campaign Name (Summary)
        Example Summary Data Dataset
        String
        _tenant.campaign_name
        Network
        Example Summary Data Dataset
        String
        _tenant.network
        Page Name
        Example Event Data Dataset
        String
        _tenant.page_name
        Person Id
        Example Event Data Dataset
        String
        _tenant.person_id
        Tracking Code (Event)
        Example Event Data Dataset
        String
        _tenant.tracking_code
        Tracking Code (Lookup)
        Example Lookup Data Dataset
        String
        _tenant.tracking_code
      2. Select the Tracking Code (Event) dimension in the Dimensions list. In the component panel:

        Tracking code summary data

        1. Unfold ChevronDown Summary Data Group.

        2. Enable Create grouping.

        3. Select Campaign Id from the Dimension drop-down menu. This step ensures that event data and summary data is properly combined for reporting.

        4. You can optionally enable Hide in reporting. Hide in reporting ensures the selected dimension (Campaign Id) is hidden in Analysis Workspace and other Customer Journey Analytics reporting tools. If you have enabled this option, you can verify the option:

          1. Select the Campaign Id dimension in the Dimensions list.
          2. You notice that Hide component in reporting in Component settings is now automatically enabled.
      3. Create a new derived field, for example Campaign Name (Lookup Derived Field), to ensure you can report in Workspace using the Campaign Name (Lookup) dimension from the Example Lookup Data dataset.

        Derived field for campaign name

        1. Select campaign_id for Value.
        2. Select Example Lookup Data Dataset from the Lookup dataset drop-down menu.
        3. Select tracking_code from the Matching Key drop-down menu.
        4. Select campaign_name from the Values to return drop-down menu.
        5. Select Save.
      4. Add the newly created derived field, Campaign Name (Lookup Derived Field), to the Dimensions component list.

      5. Select the Campaign Name (Lookup) dimension in the Dimensions list. In the component panel:

        Derived Field Summary Data Group

        1. Unfold ChevronDown Summary Data Group.
        2. Enable Create grouping.
        3. Select Campaign Name (Lookup Derived Field) from the Dimension drop-down menu. This step ensures that the Campaign Name (Lookup) from the Example Lookup Data Dataset can be safely used in reporting (see Workspace).
      6. Select the Revenue metric from the Metrics list. In the component panel:

        Revenue summary data

        1. Unfold ChevronDown Attribution.

          1. Select AttributeLastTouch Last Touch from the Attribution Model drop-down menu.
          2. Select 30 Day from the Lookback window drop-down menu.
        2. Unfold ChevronDown Format.

          1. Select Currency from the Format drop-down menu.
          2. Select 2 from the Decimal places drop-down menu.
      7. Select the Orders metric from the Metrics list. In the component panel:

        Orders summary data

        1. Unfold ChevronDown Attribution.

          1. Select AttributeLastTouch Last Touch from the Attribution Model drop-down menu.
          2. Select 30 Day from the Lookback window drop-down menu.
        2. Unfold ChevronDown Format.

          1. Select Decimal from the Format drop-down menu.
          2. Select ▲ Good (green) from the Show upward trend as drop-down menu.
      8. Select Save and continue.

    3. In the Settings step of Data views:

      1. Leave all settings at their defaults.
      2. Select Save and finish.

You have now set up your data view for proper reporting on summary data.

Workspace

To report on your summary data, create a new Project in Analysis Workspace.

  1. Select Customer Journey Analytics from the   App   app switcher.
  2. Select Workspace from the top menu.
  3. Select Create project.
  4. Select Blank Workspace project from the dialog with options to create a blank Workspace project.
  5. Select Create.

You see an empty canvas with a Freeform panel, consisting of an empty Freeform table.

  1. Ensure that the data view, selected for the panel, is referring to the data view containing the configuration for the summary data. For example, Example Data View Using Summary Data.
  2. Ensure that the date range is valid for the data you want to report on. For example: Last 2 full months.
  3. Drag Tracking Code (Event) from Dimensions and drop the dimension onto the empty Freeform table.
  4. Drag Orders from Metrics, and drop the metric onto the Events column to replace that column in the Freeform table.
  5. Drag Revenue from Metrics, and drop the metric to add as an additional column to the Freeform table.
  6. Drag Impressions (Summary) from Metrics, and drop the metric to add as an additional column to the Freeform table.
  7. Drag Cost (Summary) from Metrics, and drop the metric to add as an additional column to the Freeform table.
  8. To save your project, select Project > Save, and provide a name for your project. For example, Example Project Using Summary Data.

You want to use the power of reporting on summary data and report on cost per impression and return on ad spend (ROAS). To report on these metrics, you have to create two calculated metrics.

  1. Select Components > Calculated metrics.

  2. Select AddCircle Add to add a new calculated metric.

    1. Specify Cost per Impression for the Name.
    2. Select Currency for Format.
    3. Specify 4 for Decimal places.
    4. Use Event Cost (Summary) ÷ Impressions (Summary) as Definition.
    5. Select Save.
  3. Select AddCircle Add to add another new calculated metric.

    1. Specify Return on Ad Spend for the Name.
    2. Select Currency for Format.
    3. Select 2 for Decimal places.
    4. Use Event Revenue (Last Touch | 30 Days) − Event Cost (Summary) as Definition.
    5. Select Save.

Add your calculated metrics to your report.

  1. Drag Cost per Impression Calculator from Metrics and drop the metric to add as an additional column to the Freeform table.

    1. Select Setting Column settings.
      1. Disable Percent.
  2. Drag Return on Ad Spend Calculator from Metrics and drop the metric to add as an additional column to the Freeform table.

    1. Select Setting Column settings.

      1. Disable Percent.

      2. Enable Conditional formatting.

        1. Select Auto-generated.
        2. Select a preferred Conditional formatting palette.
    2. Select Save to save your project.

If you want to report on Campaign Name rather than Tracking Code (Event), take the following steps:

  1. Duplicate the Summary Data Report Freeform table visualization.
  2. Rename the duplicated visualization to Summary Data Report (using Campaign Name).
  3. Replace Switch the Tracking Code (Event) dimension with the Campaign Name (Lookup) dimension.

You can report correctly on Campaign Name (Lookup) because of the derived field you created, and the summary data group component configuration for Campaign Name (Lookup). See Data view.

Your final project should look like the one shown below.

Example Project Using Summary Data, showing Summary Data Panel with Summary Data Report

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