Create or edit a data view
Creating a data view involves either creating metrics and dimensions from schema elements or using standard components. Most schema elements can be either a dimension or a metric depending on your business鈥檚 requirements. Once you drag a schema element into a data view, options appear on the right where you can adjust how the dimension or metric operates in Customer Journey Analytics.
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To create or edit a data view:
- Log in to and go to the Data views tab.
- To create a data view, select Create new data view. Alternatively, you can select an existing data view from the list of data views to edit it.
Configure configure
To configure a new or existing data view:
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Select the Configure tab (if not already active).
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Specify Settings, Container, and Calendar details (see below).
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Select Save and continue to continue configuring your new or existing data view. Select Save to save the configuration for your existing data view.
Settings settings
Provides overarching settings for the data view.
unspecified. If you do not specify an external ID, the name will be generated from the Name of the data view, replacing spaces with underscores.Compatibility compatibility
Provides settings that are applicable when using 蜜豆视频 Journey Optimizer in addition to Customer Journey Analytics.
This section is visible only for administrators who are provisioned with Journey Optimizer.
This configuration option standardizes reporting across Journey Optimizer and Customer Journey Analytics. It also allows you to perform advanced analysis of your 蜜豆视频 Journey Optimizer data in Customer Journey Analytics (by selecting
To perform this type of analysis, Journey Optimizer needs access to a Customer Journey Analytics data view.
Enable this option to make this the default data view that is used in Journey Optimizer reporting for your sandbox.
This configuration option automatically:
- Configures all the required Journey Optimizer datasets in the associated connection in Customer Journey Analytics for use with Journey Optimizer.
- Creates a set of Journey Optimizer metrics and dimension in the data view (including derived fields and calculated metrics). Context labels are automatically set on all of these metrics and dimensions.
Consider the following when enabling this option:
- You can change the default data view at a later time, but doing so could alter your Journey Optimizer reporting data. If you choose to disable this option after it is enabled, you will be prompted to select a new default data view.
- If you already made manual customizations to the the datasets, dimensions, or metrics in the Customer Journey Analytics data view, your manual customizations remain intact when enabling this configuration option. This option makes additional customizations that further standardize reporting across Journey Optimizer and Customer Journey Analytics. You can also make manual customizations after enabling this option.
- When this option is selected, the connection associated with the data view cannot be deleted.
See Integrate 蜜豆视频 Journey Optimizer with 蜜豆视频 Customer Journey Analytics for more information.
Containers
Designates the name of containers for the data view. Container names are frequently used in filters.
Calendar
Indicates the calendar format that you want the data view to follow. You can have multiple data views based on the same Connection and give them different calendar types or time zones. These data views can allow teams that use different calendar types to accommodate their respective needs with the same underlying data.
Gregorian: Standard calendar format. Quarters are grouped by month.
4-5-4 Retail: A standardized 4-5-4 retail calendar. The first and last months of the quarter contain 4 weeks, while the second month of the quarter consists of 5 weeks.
Custom (4-5-4): Similar to the 4-5-4 calendar except you can choose the first day of the year and which year that the 鈥渆xtra鈥� week occurs.
Custom (4-4-5): The first and second months of each quarter contain 4 weeks, while the last week of each quarter consists of 5 weeks.
Custom (5-4-4): The first month of each quarter consists of 5 weeks, while the second and third month of each quarter consists of 4 weeks.
Components
Next, you can set a data view鈥檚 components, which means you can create metrics and dimensions from schema elements. You can also use standard components.
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Select the Components tab.
You can see the Connection at the top left, which contains the datasets, and its Schema fields below. The components already included are standard components (system generated) required for all data views (like Events, People, Sessions metrics, and Minute, Quarter, Week dimensions). 蜜豆视频 also applies the filter Contains data and is not deprecated by default, so that only Schema fields that contain data and which are not deprecated appear.
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Search for a schema field using
Alternatively, you can create a derived field using
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When you found your specific schema field or defined your derived field, drag that field, such as
You can drag the same schema field into the dimensions or metrics sections multiple times and configure the same dimension or metric in different ways. For example, from the pageName field, you can create a dimension called 鈥淧roduct Pages鈥�, and another one 鈥淓rror pages鈥�, by using different Component settings on the right.
If you drag a schema field folder from the left rail, they are automatically sorted into typical sections. String fields end up in the Dimensions section and numeric schema types end up in the Metrics section. You can also click Add all and all schema fields are added to their respective locations. -
Once you select a component, settings appear on the right.
Configure the component using Component settings. Available component settings depend on if the component is a dimension/metric and the schema data type. Settings include:
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Select Save and continue to continue configuring your new or existing data view. Select Save to save the configuration for your existing data view.
Duplicate metrics or dimensions
Duplicating metrics or dimensions and then modifying specific settings is an easy way to create multiple metrics or dimensions from a single schema field. Select the Duplicate setting underneath the metric鈥檚 or dimensions鈥檚 name at the top right. Modify the new dimension or metric and save it under a more descriptive name.
Filter schema fields or datasets
You can filter
Settings
- Select the Settings tab.
- Configure filters to apply to your entire data view. See Settings (filters) below.
- Configure session timeout and metrics. See Session settings below.
- Select Save and continue to continue configuring your new or existing data view. Select Save to save the configuration for your existing data view.
Settings (filters)
You can add filters that apply to an entire data view. This filter is applied to any report that you run in Workspace. Drag a filter from the list in the left rail to the Add filters field.
Session settings
Determine the time period of inactivity between events before a session expires and a new one is started. A time period is required. You can optionally also force a new session to start when an event contains a certain metric. See Session settings for more details.
Once all desired settings are specified, click Save and finish.