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Harmonize data

The data in Mix Modeler is of different nature depending on the source of data. The data can be:

  • aggregate or summary data, for example collected from walled garden data sources or offline advertising data gathered (like spend) from running a billboard campaign, an event, or a physical ad campaign,
  • event data, for example from first party data sources. This event data can be data collected through the ÃÛ¶¹ÊÓƵ Analytics source connector from ÃÛ¶¹ÊÓƵ Analytics, or through the Experience Platform Web or Mobile SDK or Edge Network API, or data ingested using source connectors.

The harmonization service of Mix Modeler assimilates the aggregate and event data into a consistent data view. This data view, combined with internal and external factors data, is the source for the models in Mix Modeler. The service uses the highest granularity across the different datasets. For example, if one dataset has a granularity of monthly and remaining datasets do have weekly and daily granularity, the harmonization service creates a data view using monthly granularity.

An example of harmonized data

Imagine you have the following datasets available for Mix Modeler.

Dataset 1

Contains marketing effort dataset from YouTube, with a granularity of the aggregate data set to daily.

Date
Date Type
Channel
Campaign
Brand
Geo
Clicks
Spend
12-31-2021
day
YouTube
Y_Fall_02
BrandX
US
10000
100
01-01-2022
day
YouTube
Y_Fall_02
BrandX
US
1000
10
01-03-2022
day
YouTube
Y_Fall_01
BrandY
CA
10000
100
01-04-2022
day
YouTube
Y_Summer_01
Null
CA
9000
80

Dataset 2

Contains marketing effort dataset from Facebook, with a granularity of the aggregate data set to weekly.

Date
Date Type
Channel
Campaign
Geo
Clicks
Spend
01-01-2022
week
Facebook
FB_Fall_01
US
8000
100
01-08-2022
week
Facebook
FB_Fall_02
US
1000
10
01-08-2022
week
Facebook
FB_Fall_01
US
7000
100
01-16-2022
week
Facebook
FB_Summer_01
CA
10000
80

Dataset 3

A conversion dataset, with a granularity of the aggregate data set to daily.

Date
Date Type
Geo
Goal
Revenue
01-01-2022
day
US
Fashion
200
01-08-2022
day
US
Fashion
10
01-08-2022
day
US
Jewelry
1100
01-16-2022
day
CA
Jewelry
80

Dataset 4

A sample experience event dataset (Web SDK events) from the customer.

Timestamp
Identity Namespace
Identity Id
Channel
Clicks
01-01-2022 00:01:01.000
ECID
64fd46ff-8c63-43b4-85a7-92b953113ba0
CSE
1
01-01-2022 00:01:01.000
ECID
64fd46ff-8c63-43b4-85a7-92b953113ba0
CSE
1
01-08-2022 00:01:01.000
ECID
2ca2a16e-caf0-4fa9-9a8b-9774b39547c4
CSE
1
01-08-2022 00:01:01.000
ECID
5ce99bfb-e44a-40d9-b8cd-c5408bda7cdc
CSE
1

You want to build a harmonized dataset, with a granularity set to weekly. The event data is aggregated to week granularity and added to the harmonized dataset. The result is:

Harmonized dataset

Date
Date Type
Channel
Campaign
Brand
Geo
Goal
Clicks
Spend
Revenue
12-27-2021
week
YouTube
Y_Fall_02
BrandX
US
Null
11000
110
Null
01-03-2022
week
YouTube
Y_Fall_01
BrandY
CA
Null
10000
100
Null
01-03-2022
week
YouTube
Y_Summer_01
Null
CA
Null
9000
80
Null
01-01-2022
week
Facebook
FB_Fall_01
Null
US
Null
8000
100
Null
01-08-2022
week
Facebook
FB_Fall_02
Null
US
Null
1000
10
Null
01-08-2022
week
Facebook
FB_Fall_01
Null
US
Null
7000
100
Null
01-16-2022
week
Facebook
FB_Summer_01
Null
CA
Null
10000
80
Null
12-27-2021
week
Null
Null
Null
US
Fashion
Null
Null
200
01-03-2022
week
Null
Null
Null
US
Fashion
Null
Null
10
01-03-2022
week
Null
Null
Null
US
Jewelry
Null
Null
1100
01-10-2022
week
Null
Null
Null
CA
Jewelry
Null
Null
80
01-01-2022
week
CSE
Null
Null
Null
Null
2
Null
Null
01-08-2022
week
CSE
Null
Null
Null
Null
2
Null
Null

Setup harmonized data

To build a harmonized dataset, like in the simplified example, you must follow these steps:

  1. Define additional harmonized fields that you want to use beyond the global harmonized fields already available.
  2. Set up dataset rules to map fields from your aggregate or experience event datasets to harmonized fields.
  3. Define marketing touchpoints using the standard and additional harmonized fields that you defined.
  4. Define conversions using the standard and additional harmonized fields that you defined.

View harmonized data

To see your harmonized data, in the Mix Modeler interface:

  1. Select DataSearch Harmonized datasets from the left rail.

  2. Select Harmonized Data from the top bar. Aa recap of your harmonized data is shown based on the fields, dataset rules, marketing touchpoints and conversions you have defined.

    1. To redefine the period on which the recap of harmonized data is based, enter a date range for Date range or use Calendar to select a data range.

    2. To modify the harmonized field columns displayed for the Harmonized data table, use Settings to open the Column settings dialog.

      1. Select SelectBox one or more columns from AVAILABLE COLUMNS and use Chevron right to add these columns to SELECTED COLUMNS.

      2. Select SelectBox one or more columns from SELECTED COLUMNS and use Chevron left to remove the selected columns and return these columns back to AVAILABLE COLUMNS.

      3. Select a column from DEFAULT SORT and toggle between Ascending or Descending.

      4. To change the order of columns displayed, you can move a column in SELECTED COLUMNS up and down through drag and drop .

    3. Select Submit to submit your column setting changes. Select Close to cancel any changes you made.

  3. If more pages are available, use Arrow left or Arrow Right at Page x of x to move between pages.

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