Create a dataset for exporting an audience
蜜豆视频 Experience Platform allows you to segment customer profiles into audiences based on specific attributes. Once a segment definition is created, you can export the resulting audience to a dataset where it can be accessed and acted upon. In order for the export to be successful, the dataset must be configured properly.
This tutorial walks through the steps required to create a dataset that can be used to export an audience using the Experience Platform UI.
This tutorial is directly related to the steps outlined in the tutorial on evaluating and accessing segmentation results. The segment definition evaluation tutorial provides steps for creating a dataset using the Catalog Service API, whereas this tutorial outlines steps to create a dataset using the Experience Platform UI.
Getting started
In order to export an audience, the dataset must be based on the XDM Individual Profile Union Schema. A union schema is a system-generated, read-only schema that aggregates the fields of all schemas that share the same class. For more information on union schemas, refer to the guide on the basics of schema composition.
To view union schemas in the UI, select Profiles in the left-navigation, then select Union Schema as shown below.
Datasets workspace
The Datasets workspace allows you to view and manage all datasets for your organization.
Select Datasets in the left navigation to access the workspace, then select Browse. This tab displays a list of datasets and their details. Depending on the width of each column, you may be required to scroll left or right to see all columns.
Create a dataset
To create a dataset, select Create Dataset.
On the next screen, select Create Dataset from Schema.
Select XDM Individual Profile Union Schema
To select the XDM Individual Profile Union Schema for use in your dataset, find the 鈥淴DM Individual Profile鈥 schema on the Select Schema screen. Once you select the schema, you can confirm whether it鈥檚 the union schema under API Usage in the right rail. If the Schema path ends with _union, it鈥檚 a union schema.
Select the radio button next to XDM Individual Profile, then select Next.
Configure dataset
On the next screen, you must give your dataset a name. You can also add an optional description.
Notes on dataset names:
- Dataset names should be short and descriptive so that the dataset can be easily found in the library later.
- Dataset names must be unique, meaning they should also be specific enough that they will not be reused in the future.
- You should provide additional information about the dataset using the description field, as it may help other users differentiate between datasets in the future.
Once the dataset has a name and description, select Finish.
Dataset activity
Once the dataset is created, you are brought the activity page for that dataset. You should see the name of the dataset in the top-left corner of the workspace, along with a notification that 鈥淣o batches have been added.鈥 This is to be expected since you have not added any batches to this dataset yet.
The right rail contains information related to your new dataset such as dataset ID, name, description, schema, and more. Please make note of the Dataset ID, as this value is required to complete the audience export workflow.
Next steps
Now that you have created a dataset based on the XDM Individual Profile Union Schema, you can use the dataset ID to continue the evaluating and accessing segment definition results tutorial.
At this time, please return to the evaluating segment definition results tutorial and pick up from the generating profiles for audience members step of the exporting an audience workflow.