This article illustrates how to add multiple cloud and marketing data in Tableau.
Note: This tutorial is aimed at experienced Tableau users as it requires familiarity with the solution and also with creating custom metrics in Tableau.
My company has run a couple of campaigns on our website, on social media and on search. As an analyst, I would like to bring Adobe Analytics, Facebook Ads, Google Adwords and Bing Ads data into Tableau to create campaign performance dashboards for my management team.
I will show you how Cognetik Cloud Connector works with four data blocks and four data sources, with dimensions and measures changing per data source, while creating calculated metrics into Tableau. The common element, in this case, is the campaign name.
To access our connector, open Tableau and on the left-hand side, under 'Connect to a Server', click 'Web Data Connector'. In the URL box, type http://tableau.cognetik.com
After accessing the connector in Tableau, just click on the 'Don’t have an account?' button.
Fill in the fields, click 'Sign Up' and your account is created on the spot.
Once you do that you’ll be able to use our connector.
Before you get started, make sure you’ve linked all your accounts. Go to 'Link a new credential'.
Select your data source.
Enter your credentials and click 'Link'.
See below an example of how to link Adobe Analytics.
If you need more help with Adobe Secret, see our article on Adding Adobe Analytics Credentials.
How to link the connector to your other sources:
- Google Analytics: just insert your GA credentials. Note that linking your Google account will automatically link all the Google products like AdWords, DoubleClick, and YouTube.
- Facebook Ads and Pages: just insert your Facebook credentials
- Bing Ads: enter your Microsoft credentials
- Kochava: create an API key, as shown here.
To see a list of all your linked accounts, click on 'Credential List'.
Let’s start building our Adobe Analytics query.
Choose 'Adobe Analytics' from the 'Choose a provider' drop-down list.
Select your Credential and Report Suite (once you link your Adobe Analytics account, the info will be easy to select from our connector drop-down list)
You can now filter your data: you can choose from Dimensions (optional), Metrics (mandatory) and Segments (optional). It’s easy to find them from the drop-down list. You can bring anything that’s set up in your Adobe Analytics report suite.
I’ve selected data related to my campaign performance and also a segment of users I'm interested in that I’ve previously set up in Adobe Analytics.
You can choose from 3 types of granularities
or no granularity at all.
You can choose from 3 types of calendars:
- Standard calendar - Uses Gregorian calendar (the first day of the week is Sunday, and months are determined by the calendar dates)
- Retail calendar - Uses the National Retail Federation calendar (The first day of the week is Sunday, but the months are defined by the 4-5-4 NRF calendar)
- Custom calendar - Select the day the week starts (very useful if the first day of the week is not Sunday, this option allows the user to define custom start days for weeks).This comes in handy when pulling data from a data source at a weekly or monthly granularity because data would already be correctly aggregated at these levels, with the Cognetik Cloud Connector doing all the heavy lifting.
You can now also select a Timezone for your data.
In the present you have a lot of already Preset Date ranges you can use.
Our connector also includes the option to use Date Expressions for all connectors; this is frequently used for Adobe Analytics data. Here's more information on Date expressions.
If you need a specific period of time, you can use a Start Date and an End date.
The row limit is 50,000 rows.
Top limit is only applicable to Adobe Analytics (filters out and returns the first 'n' rows ordered by the first metric chosen).
Function - filters out and returns the first 'n' rows ordered by the first metric chosen.
You can now Name your extract and Preview your request before creating a data extract in Tableau. This will allow you to explore the data quicker and confirm you have the correct data.
Note: You can preview all the data you selected not only a sample.
The preview runs fairly quickly because the processing is done by Cognetik’s distributed API engine and does not require waiting for Tableau to create a local database for the extract.
The preview section offers a few features to make data exploration easier:
Now that our Adobe Analytics data is correct, we would like to add the Facebook Data.
In the upper right corner, click 'Add Data Block' and repeat the process with the second data source.
Select your Facebook credentials from the drop-down list, choose the metrics, dimensions, and segments.
Make sure you rename the Data block name and Column prefix to help you identify that data in Tableau, like ‘’FB’’.
Go back to the first block and rename it 'AA' (Adobe Analytics) in order to easily identify it in Tableau.
Repeat the process of adding data block number 3 for your AdWords query.
Repeat the process of adding data block number 4 for your Bing Ads query.
Once you have it all set up, you can Preview your request before creating a data extract in Tableau.
Once you click SUBMIT, your data will be sent to Tableau.
In the 'Data Source' tab, click 'Update now'.
Once the info is updated, go to 'Sheet 1' to view your data ready to be turned into beautiful dashboards.
As an experienced Tableau user, I’m looking at how my data looks like, knowing that since 'campaign name' is the common element between the four data sources, I still need to create a calculated metric to be able to match the campaign names of all four sources.
I created ‘’Campaign name C’’ as calculated metric.
Formula used for this example:
By doing so, I was able to easily create beautiful dashboards using all 4 cloud sources.
Basic dashboard example: