Building Dashboards Using the Data Blending Feature in Tableau

How to build dashboards with data from Adobe Analytics & Facebook using the 'Data Blending' feature in Tableau

As an analyst, you would like to bring Adobe Analytics and Facebook Ads data into Tableau to create campaign performance dashboards for your management team. We will show you how Cognetik Cloud Connector works with one block and two sources of data with dimensions and measures changing per data source while using Tableau's function 'Data Blending.'

After accessing the connector and creating a Cognetik account, you need to link your Adobe Analytics credentials in order to bring your data into Tableau.

If you need help accessing your Adobe Secret, see our article on Adding Adobe Analytics Credentials.

How to link the connector to your other sources:

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.

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Select your Credential and Report Suite.

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.

As an example, 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.

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You can choose from three types of granularities:

  • Daily
  • Weekly
  • Monthly
  • No granularity

You can choose from three 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 and 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.

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If you need a specific period of time, you can use a Start Date and an End Date.

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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.

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You can now 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.

The preview runs 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:

  1. Search
  2. Sorting
  3. Pagination
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Once you click Submit, your data will be sent to Tableau.

In the 'Data Source' tab, click 'Update now.'

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Go to 'Data' in the top menu and select 'New Data Source.'

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Go to 'Web Data Connector' and repeat the process by pasting http://tableau.cognetik.com in the URL Box and hit Enter.

Use your Cognetik credentials to log in, and choose Facebook Ads from the Provider drop-down list.

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Start building your query with the desired dimensions/metrics/segments.

Note: Make sure you link your Facebook Ads data first.

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Make sure you select the granularity, timezone, calendar, date range, and row limit similar to the first Adobe Analytics database we created.

Once you’re done, Preview your data, then click Submit.

Click 'Update now.'

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You can view the two Data sources by clicking 'Sheet 1,' each one with its own metrics.

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Go to the 'Data' section in the top bar and select 'Edit relationship.'

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Click 'Custom' and select 'Campaign Name' as the mapping field.

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Now it’s very easy to add data from both data sources, Adobe Analytics and Facebook, and to create dashboards with that data.

Let's see an example:

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