Create derived datasets with SQL

Learn how to use SQL queries to manipulate and transform data from existing datasets to create a derived dataset that is enabled for Profile. This workflow provides an efficient, alternative method to create derived datasets for your Real-Time Customer Profile business use cases.

This document outlines various convenient SQL extensions that generate a derived dataset for use with Real-Time Customer Profile. The workflow simplifies the process that you would otherwise have to complete through various API calls or Experience Platform UI interactions.

Typically, generating and publishing a derived dataset for Real-Time Customer Profile would involve the following steps:

After completing the steps mentioned above, you are ready to populate the dataset. If you enabled the dataset for profile, you can also create segments that refer to the new dataset and begin producing insights.

Query Service allows you to perform all of the actions listed above using SQL queries. This includes making changes to your datasets and field groups if needed.

Create a table with an option to enable it for profile enable-dataset-for-profile

Use a Create Table as Select (CTAS) query to create a dataset, assign datatypes, set a primary identity, create a schema, and mark it as profile-enabled. The example SQL statement below creates a dataset and makes it available for Real-Time Customer Data Platform (Real-Time CDP). Your SQL query will follow the format shown in the example below:

CREATE TABLE <your_table_name> [IF NOT EXISTS] (fieldname <your_data_type> primary identity namespace <your_namespace>, [field_name2 <your_data_type>]) [WITH(LABEL='PROFILE')];

The data types supported are: boolean, date, datetime, text, float, bigint, integer, map, array, and struct/row.

The SQl codeblock below provides examples to define struct/row, map, and array datatypes. Line one demonstrates row syntax. Line two demonstrates map syntax, and line three, array syntax.

ROW (Column_name <data_type> [, column name <data_type> ]*)
MAP <data_type, data_type>
ARRAY <data_type>

Alternatively, datasets can also be enabled for profile through the Experience Platform UI. For more information on marking a dataset as enabled for profile, see the enable a dataset for Real-Time Customer Profile documentation.

In the example query below, the decile_table dataset is created with id as the primary identity column and has the namespace IDFA. It also has a field named decile1Month of the map data type. The table created (decile_table) is enabled for profile.

CREATE TABLE decile_table (id text PRIMARY KEY NAMESPACE 'IDFA',
            decile1Month map<text, integer>) WITH (label='PROFILE');

On successful execution of the query, the dataset ID is returned to the console, as seen in the example below.

Created Table DataSet Id
>
637fd84969ba291e62dba79f
(1 row)

Use label='PROFILE' on a CREATE TABLE command to create a profile-enabled dataset. The upsert capability is turned on by default. The upsert capability can be overwritten using the ALTER command, as demonstrated in the example below.

ALTER TABLE <your_table_name> DROP label upsert;

See the SQl syntax documentation for more information on the use of the ALTER TABLE command and label as part of a CTAS query.

Constructs to help with managing derived datasets through SQL

The features described below are of great benefit when managing derived datasets through SQL.

Change existing datasets to be enabled for profile enable-existing-dataset-for-profile

The ALTER TABLE SQL construct can be used to make existing datasets enabled for profile. This requires that a profile-enabled tag is added to both the schema and the corresponding dataset.

ALTER TABLE your_decile_table ADD label 'PROFILE';

Add a primary identity to an existing dataset add-primary-identity

Mark an existing column in a dataset as a primary identity set, otherwise, it results in an error. To set a primary identity using SQL, use the query format displayed below.

ALTER TABLE <your_table_name> ADD CONSTRAINT primary identity NAMESPACE

For example:

ALTER TABLE test1_dataset ADD CONSTRAINT PRIMARY KEY(id2) NAMESPACE 'IDFA';

In the example provided, id2 is an existing column in test1_dataset.

Disable a dataset for profile disable-dataset-for-profile

If you want to disable your table for profile uses, you must use the DROP command. An example SQL statement that USES DROP is seen below.

ALTER TABLE table_name DROP LABEL 'PROFILE';

For example:

ALTER TABLE decile_table DROP label 'PROFILE';

This SQL statement provides an efficient alternative method to using an API call. For more information, see the documentation on how to disable a dataset for use with Real-Time CDP using the datasets API.

Allow update and insert functionality for your dataset enable-upsert-functionality-for-dataset

The UPSERT command allows you to insert a new record or update existing data in a table. Specifically, it allows you to update an existing row if a specified value already exists in a table, or insert a new row if the specified value doesn’t already exist.

An example statement that uses the correct format is seen below.

ALTER TABLE table_name ADD LABEL 'UPSERT';

For example:

ALTER TABLE table_with_a_decile ADD label 'UPSERT';

This SQL statement provides an efficient alternative method to using an API call. For more information, see the documentation on how to enable a dataset for use with Real-Time CDP and UPSERT using the datasets API.

Disable update and insert functionality for your dataset disable-upsert-functionality-for-dataset

This command disables the ability to update and insert rows into your dataset.

An example statement that uses the correct format is seen below.

ALTER TABLE table_name DROP LABEL 'UPSERT';

For example:

ALTER TABLE table_with_a_decile DROP label 'UPSERT';

Show additional table information associated with each table show-labels-for-tables

Additional metadata is kept for profile-enabled datasets. Use the SHOW TABLES command to display an extra labels column that provides information on any labels associated with tables.

An example of this command’s output can be seen below:

       name          |        dataSetId         |     dataSet    | description | labels
---------------------+--------------------------+----------------+-------------+----------
 luma_midvalues      | 5bac030c29bb8d12fa992e58 | Luma midValues |             | false
 luma_postvalues     | 5c86b896b3c162151785b43c | Luma midValues |             | false
 table_with_a_decile | 5c86b896b3c162151785b43c | Luma midValues |             | 'UPSERT', 'PROFILE'
(3 rows)

You can see from the example that table_with_a_decile has been enabled for profile and applied with labels such as ‘UPSERT’, ‘PROFILE’ as described earlier.

Create a field group with SQL

Field groups can now be created through the use of SQL. This provides an alternative to using the Schema Editor within the Experience Platform UI or making an API call to the schema registry.

An example statement to create a field group can be seen below.

CREATE FIELDGROUP <field_group_name> [IF NOT EXISTS]  (field_name <data_type> primary identity namespace <namespace>, [field_name_2 >data_type>]) [ WITH(LABEL='PROFILE') ];

A real-world example might appear similar to the one seen below.

CREATE FIELDGROUP field_group_for_test123 (decile1Month map<text, integer>, decile3Month map<text, integer>, decile6Month map<text, integer>, decile9Month map<text, integer>, decile12Month map<text, integer>, decilelietime map<text, integer>) WITH (LABEL-'PROFILE');

Successful execution of this statement returns the created field group ID. For example c731a1eafdfdecae1683c6dca197c66ed2c2b49ecd3a9525.

See the documentation on how to create a new field group in the Schema Editor or using the schema registry API for more information on alternative methods.

Drop a field group

It may occasionally be necessary to remove a field group from the Schema Registry. This is done by executing the DROP FIELDGROUP command with the field group ID.

DROP FIELDGROUP [IF EXISTS] <your_field_group_id>;

For example:

DROP FIELDGROUP field_group_for_test123;

Show all the field group names and IDs for your tables

The SHOW FIELDGROUPS command returns a table that contains the name, fieldgroupId, and owner of the tables.

An example of this command’s output can be seen below:

       name                      |        fieldgroupId                             |     owner      |
---------------------------------+-------------------------------------------------+-----------------
 AEP Mobile Lifecycle Details    | _experience.aep-mobile-lifecycle-details        | Luma midValues |
 AEP Web SDK ExperienceEvent     | _experience.aep-web-sdk-experienceevent         | Luma midValues |
 AJO Classification Fields       | _experience.journeyOrchestration.classification | Luma midValues |
 AJO Entity Fields               | _experience.customerJourneyManagement.entities  | Luma midValues |
(4 rows)

Next steps

After reading this document, you have a better understanding of how to use SQL to create a profile and upsert-enabled dataset based on derived datasets. You are now ready to use this dataset with batch ingestion workflows to make updates to your profile data. To learn more about ingesting data into Adobe Experience Platform, please begin by reading the data ingestion overview.