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2. Getting Started with Data Views
Familiarize Yourself with Data Views
Begin by exploring the demo and walkthrough provided in the introduction video. It offers a clear explanation of how Data Views work, key features, and practical examples to help you get started quickly.
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Accessing Data Views
Log in to your platform and navigate to the Insights and the Data Views section.
Choose a predefined report (e.g., Creative Set Performance, Tracking Details) or go to the overview.
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Creative Set Performance by Partner
Analyze how specific creative sets (often “campaigns”) and partners contribute to conversions.Tracking Detail Overview
Check tracking implementation health (e.g., missing click IDs, anomalies).Untracked Conversions Report
Diagnose why some conversions weren’t tracked (e.g., missing IDs, duplicate entries).Validation Report
See how many conversions were validated
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4. How to Use Data Views
A. Navigating the Data Views UI
The Data Views interface is designed for easy access and analysis. Here’s how to make the most of it:
Key Features
Breadcrumb Navigation
Use the top-left breadcrumb trail (e.g., Dataview > Explorer > Report Name) to move between reports.
Filter Bar
Apply filters (e.g., Date, Advertiser ID) to refine data.
Use Clear to reset filters or Refresh to update data.
Data Table
Shows your report in columns (e.g., Click Count, Conversion Count).
Column Options (⋮): Add, remove, or reorder columns as needed.
Report Actions Menu
Found in the top-right, lets you:
Edit columns.
Export data (CSV or API).
Save changes (affects all users).
Pagination and Summary
Adjust rows per page or navigate between pages at the bottom.
See the total rows and processing time.
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Tips
By mastering these tools, you can efficiently analyze and customize your reports. |
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B. Filtering Reports
Filters help narrow down data to what’s most relevant.
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Tip: Pinned filters appear at the top of your report for easier reference and as easy to use filter option. |
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C. Adding or Removing Columns
Customizing columns lets you focus on specific metrics or dimensions.
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In the function “edit columns”
If you select the tab “order” you can
change the order of columns
rename columns
remember to click on “preview the changes”
Be aware: If you hit
Save changesyou will save changes and change the data view (for all users).
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D. Adjusting Granularity
Time
Granularity determines the time intervals of your data (e.g., daily, monthly).
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This step-by-step approach helps you uncover patterns and refine your analysis without getting overwhelmed by too much data at once. Think of it as zooming in on the details that matter most.
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E. Creating a Custom Report
Start with a predefined report.
Customize by:
Adding or removing columns.
Sorting columns and renaming them.
Applying filters (e.g., by advertiser, date range) or pinning filters.
Adjusting granularity (time wise)
Save the report with a clear name for future access.
please note, after saving the report it may take up to 15 minutes, until it can be seen in the UI. Good opportunity to grab a cup of coffee in the meantime.
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Tip: The best way to create a custom report is by starting with an existing one and changing it. |
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F. Exporting Data
Click the button with the name of the report in the menu (upper right).
Choose the format:
CSV: Download for offline use. The download will be provided via the export page
access the export page via the displayed path on top of the page
API Link: Generate a dynamic link for integration with external tools.
The API link will automatically provide the result the way the data view is configured
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By managing access rights and roles effectively, you can share insights with the right people while maintaining control over your data’s integrity and confidentiality.
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6. Overview of Data Views
The Data Views Overview page provides a centralized space to manage and navigate all your reports. It displays both predefined and custom data views, allowing you to quickly access, edit, or create new reports. Here's how the page is structured:
Search Bar
The search bar allows you to quickly find specific reports by typing the name or keyword.
Create Button
The red + Create button in the upper-right corner allows you to create a new custom Data View.
Recommended for advanced usage only
Toggle to grid view/ list view
A nice feature to sort the way you see your Data Views
Data View List
Each row represents an individual Data View, showing: Title, category, last edited by
Icons and Actions
People Icon: Displays how many users or groups the report has been shared with.
Star Icon: Mark a Data View as a favorite for quick access later.
Ellipsis Menu (⋮): Access advanced options such as editing, duplicating, or deleting the Data View.
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7. Practical Examples
Example 1: Analyze Creative Performance by Category
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Open the Untracked Conversion Report.
Filter by Advertiser and Date Range.
Identify issues like missing conversion IDs or duplicate entries.
Export the report and share it with your team for further investigation.
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8. Tips and Best Practices
Start simple: Use predefined reports to familiarize yourself with the interface.
Pin frequently used filters (e.g., advertiser) to save time.
Regularly export reports for offline analysis or to share insights with stakeholders.
Use API exports for automated data integrations.
learn more in this video
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