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1.
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What
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is Data Views?
Data Views is a
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new, flexible reporting system
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Why the Change?
Traditional reporting systems lacked the flexibility and speed required for in-depth analysis. Data Views is powered by BigQuery’s cube structure, allowing real-time data aggregation and seamless interaction with vast datasets, even across extended time ranges.
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Key Benefits:
Speed: Reports are generated instantly, no matter the dataset size.
Flexibility: Filter, customize, and drill down into data like never before.
Comprehensiveness: Access dimensions and metrics (e.g., creative paths, categories) previously unavailable.
Actionability: Easily share insights via export or API.
2. How Data Views Work
Technology Overview:
Data Views leverages a cube structure built on BigQuery. This structure aggregates data dynamically, making it possible to deliver granular reports at lightning speed.Key Features:
Dynamic filtering and pinning of dimensions like advertiser ID.
Adding or removing columns for personalized reporting.
Granularity adjustments (e.g., daily, monthly views).
Export options including CSV files and API integrations.
Data Logic:
Data is pulled from core system sources (e.g., clicks, conversions, creative performance) and structured into predefined and customizable views. The system handles complex calculations, such as tracking anomalies or attribution metrics, without slowing performance.
3. Navigating the Interface
Overview of the Interface:
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Main Dashboard: Access predefined reports such as creative performance or tracking details.
Filters: Apply pin filters (e.g., advertiser-specific views) to focus on relevant data.
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click on a value you would like to filter. Then select Filter by this value
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click on a column name you would like to have as a filter on top. Select Pin Filter
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Customization Tools: Add, remove, or reorder columns.
that allows you to:
Access data dimensions and metrics previously unavailable.
Customize reports with filters, columns, and views tailored to your needs.
Analyze performance across campaigns, partners, creatives, and more.
Key Features:
Instant filtering and data updates.
Predefined and customizable reports.
Options to export data or share reports with others.
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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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Important: Time zone of the data is UTC This makes it different from the old Reporting, which is in CET or CEST |
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3. Available Data Views
Here are the main predefined reports you can use:
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.
Example: Filter by Advertiser ID or Creative Type.
click in the field of a value, that you want to filter
select
filter by this value
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Tip: clicking on a value to filter by it is the easiest and quickest way to filter data! |
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or:
Click the Filter menu at the top of the report.
Choose the dimension you want to filter (e.g., Date, Advertiser)
Pin filters for quick access or remove them as needed.
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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.
To remove a column:
Hover over the column header.
Click Remove.
To add a column:
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on the top right, hover over the name of the report. You will be able to select some options, including to “Edit Columns”
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Browse the list of available dimensions and add or remove them
The data is sorted in different data sets.
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For quick access, you may want to use the search bar
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Select and drag it into your report.
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Reordering Columns
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
Step-by-Step Navigation:
Open the Data Views tab from the main dashboard.
Choose a predefined report or create a custom one.
Use filters and column tools to tailor the view to your needs.
Save the report or mark it as a favorite for quick access.
4. Available Data Views (Models)
Creative Set Performance by Partner: Understand how specific creatives and partners contribute to conversions.
Tracking Detail Overview: Monitor the health of your tracking setup, identify missing attributes (e.g., click IDs), and detect anomalies.
Untracked Conversion Report: Diagnose why conversions weren’t tracked (e.g., missing conversion ID or duplicate entries).
Granularity and Metrics: Each model supports flexible granularity (daily, monthly) and a variety of metrics like partner performance, category details, and attribution data.
5. Creating Custom Data Views
Custom Reports:
Add new columns from the available fields (e.g., category, creative set path).
Remove unnecessary columns to declutter your view.
Reorder columns to prioritize key metrics.
Best Practices:
Start with predefined reports to familiarize yourself with available data.
Gradually explore and add new dimensions for a deeper analysis.
6. Sharing and Exporting Data Views
Sharing Options:
Mark reports as favorites for team access.
Share with defined users or teams within the system.
Exporting:
Export as CSV for offline analysis or reporting.
Generate API links for automated data integration with external systems.
Dynamic Time Ranges: Time-based filters update automatically in exports or API calls, ensuring your reports remain relevant.
7. Use Cases and Examples
Example 1: Filtering Performance by Advertiser
Select “Creative Set Performance.”
Apply a pin filter to view data for a specific advertiser.
Adjust the granularity to monthly for a long-term overview.
Example 2: Diagnosing Untracked Conversions
Open the “Untracked Conversion Report.”
Identify reasons for missing conversions (e.g., duplicate entries).
Export the data for investigation and resolution.
8. Future Developments
Upcoming features include:
Period comparison tools for year-over-year analysis.
Enhanced models with richer data dimensions.
New functionalities like anomaly detection and deeper tracking integration.
9. Summary and Next Steps
Data Views is the future of reporting on the platform, delivering unparalleled speed, flexibility, and insights. Users are encouraged to explore the new interface, experiment with customizations, and provide feedback to help refine the system further.
learn more in this video
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D. Adjusting Granularity
Time
Granularity determines the time intervals of your data (e.g., daily, monthly).
On top you find the filters for time granularity.
Choose from options like:
Daily
Weekly
Monthly
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Granularity: Start Broad, Then Focus
Granularity in Data Views allows you to see detailed numbers (like conversions, clicks, or revenue) for every value in each column. A smart strategy is to start with a broad view, including multiple columns and values, to explore all available data. From there, you can gradually reduce granularity by:
Filtering for specific values (e.g., focusing on a single advertiser, category, or date range).
Removing unnecessary columns to simplify your view and focus on the most relevant insights.
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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Be aware, it depends on your role and rights if you can change an existing data view or if you can create new one etc. |
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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
Dynamic Time Ranges: Exported reports automatically update with the selected time range (e.g., "This Month").
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5. Sharing Data Views
Sharing Data Views within the system allows you to collaborate seamlessly by giving specific users or groups access to your reports. However, sharing is governed by roles and access rights, ensuring data is protected and shared responsibly.
How to Share Data Views
Sharing a report is straightforward:
Open the Report: Navigate to the Data View you want to share.
Access the Share Menu:
Click the button with the report’s name in the upper-right corner.
Select the "Share" option.
Choose Recipients:
Share the report with individual users or predefined groups (e.g., All Admins (“Agency Users”), All Partners).
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Be aware, that currently Partner Users cannot see Data Views |
Define Roles for Recipients:
When sharing, you can assign one of the following roles:Viewer: Users can view the report but cannot make any changes.
Editor: Users can customize the report, such as adding filters or changing columns.
Owner: Full control, including the ability to delete or further share the report.
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Best Practices for Sharing
Limit Editing Rights: Assign the Viewer role for shared reports to prevent unintentional changes unless collaboration is required.
Use Groups for Efficiency: For broad access, share reports with groups (e.g., All Admins) rather than individual users.
Regularly Review Access: Periodically check who has access to sensitive reports to ensure compliance with data policies.
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
Open the Creative Set Performance report.
Filter by Category and Date Range.
Add the Category Name column if not already visible.
Adjust granularity to Monthly.
Review performance metrics and save the report.
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Example 2: Investigate Untracked Conversions
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