Dataset rules

Select Harmonized data from the left rail.

Select Dataset rules from the top bar. You see a table of the dataset rules.

In Dataset details, select a dataset from Select dataset to begin configuration. In the list, datasets are categorized in Consumer Experience Events, Adobe Analytics, Experience Event and, Summary.

Select a day for the Start of the week.

Select Daily, Weekly, Monthly or Yearly for Granularity.

When you have selected a dataset of the Summary category:

1. To define whether data for the dataset aggregates or replaces existing data, select Aggregation or Replacement for Data restatement is by.

2. Map each of the Available dataset fields to corresponding Standard harmonized fields in Map to harmonized fields. If you do not want to map a dataset field to a harmonized field, explicitly select – None –.

3. If you need a new harmonized field, not available from the list, select Create New to create a new harmonized field. You see the dialog as outlined in Add a new harmonized field.

4. When the mapping is completed for all fields for the rule, select Save as draft to save a draft version of the rule or Save to save and activate the rule. Select Cancel to cancel the rule configuration.

   

When you have selected an event category dataset (Experience Events, Adobe Analytics, Consumer Experience Events), in the box underneath Map to harmonized fields:

1. Select a harmonized field from Standard harmonized field.

2. When the selected harmonized field is of type metric:

   1. Select Count or Sum from Mapping type.

   2. Select an AEP dataset field that you want the harmonized field to map to by default.

3. When the selected field is of type dimension:

   1. Select Map Into or Case from Mapping type.

   2. When you have selected Map Into, select Field and AEP dataset field or Value and a default value to map the harmonized field by default to the dataset field or entered value.

   3. When you select Case, select Field and AEP dataset field or Value and a default value to map the harmonized field by default to the dataset field or entered value.

      1. To set values explicitly, you define one or more cases, consisting of one or more conditions. Each condition can check for a specific AEP dataset field whether it Exists or Not Exists or whether it Contains, Not Contains, Equals, Not Equals, Starts With, or Ends With a value entered at Enter input value.

      2. To add another case, select Add case, to add another condition, select Add condition.

      3. To delete a case or condition, select in the corresponding container.

      4. To select whether any or all of the conditions should apply for a case, select Any of or All of.

      5. To set the outcome value for a case, enter the value at Then.

   The example below

   • uses a Map Into Mapping type to map the Channel Type At Source harmonized field to the channel_type field from the Luma Transactions dataset.

   • uses a Case Mapping type to conditionally map the value of the marketing.campaignName field in the Luma Transactions dataset to the Campaign harmonized field. The Campaign harmonized field is set to:

     • Black Friday when the marketing.campaignName is _black_friday or BlackFriday.
     • to the value of the marketing.campaignName in all other cases.

     

Select Add field to define additional fields.

Select Sync data.

From the Sync data for dataset rules dialog, either select

• Refresh harmonized data for summary datasets,
• Refresh harmonized data for event datasets, or
• Refresh harmonized data for both summary + event datasets.

To start the synchronization based on the defined dataset rules between harmonized data and data in datasets, select Sync. To cancel the synchronization, select Cancel.

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In the Data merge preferences [beta]{class="badge informative"} dialog:

• Select a Default metric preference. The selected default metric preference is applied when, during harmonization, multiple sources of data update a metric field for a given channel. The preference is applied at the sandbox level, unless overridden for specific metric based preferences. You can select between Summary data, Event data and Sum of summmary and event data.

• To add specific metric based preferences:

  1. Select Add a metric.

     1. Select a metric from the Metric selection list.
     2. Select CHANNELS or CONVERSION TYPES. From the list, select All or a specific channel or conversion type.
     3. Select Summary or Event to specify whether summary data or event data is preferred for the metric (and all or selected channel) when merging data.

     To add one or more additional channel or conversion types:

     1. Select Add a channel or Add a conversion type.
     2. Select Summary or Event.

     To delete a channel or conversion type, select .

  2. To add more specific metric based preferences, repeat the previous step.

• To delete an existing specific metric based preference, select .

Select Save to save the data merge preferences. A re-sync of the data is initiated.
Select Cancel to cancel.