How to use the Cognetik Cloud Connector (from accessing the Connector to building a dashboard in Tableau using your freshly-added data)

Accessing the connector, creating an account, linking your credentials. building and submitting a query, and building a dashboard in Tableau

1. Accessing the Connector

To access the connector, open Tableau desktop.

On the left-hand side under Connect to a Server, click 'Web Data Connector.'

In the URL box, type http://tableau.cognetik.com and hit Enter.

2018-12-10_1240

2. Creating a Cognetik Account

Click the 'Sign Up' button

2018-12-10_1225

Fill in the fields, check the marketing consent box and click 'Create my account.' Your account is created on the spot.

2018-12-10_1242

3. Linking Your Accounts

In order to bring in data from your cloud source platforms, you need to link your accounts.

Click the 'Link a New Credential' button. A list of the available connections is displayed.

Click the logo of the platform you want to link. We chose to link our Google Analytics account for this article.

2018-12-10_1312

Insert your Google credentials.

1

Click 'Allow' to finalize the process.

2-2

To link other accounts, just click on the other logos and the process is fairly similar (except for Kochava which requires you to create an API key).

You can even add multiple users to the same platform, by repeating the process.

4. Building & Submitting a Query

After you choose your provider, you need to select a credential in the drop-down menu. Since you can link multiple accounts for the same platform, this gives you the option to select which credential you want to use.

Under 'Account,' choose one of the Google Analytics profiles your credential has access to (if there are more than one), and choose the property and profile you need to extract data from.

2018-12-10_1331

Dimensions & Metrics

You can choose a combination of metrics and dimensions from the ones provided in the drop-down menu.

Keep in mind that these are provided by the Google API (in this specific case), and Cognetik has no control over the selection of metrics and dimensions that are displayed. The connector acts like a pipeline that transfers data from your platform in Tableau without processing it.

Not all combinations of metrics and dimensions work. Each dimension and metric has a scope, so it only makes sense to combine dimensions and metrics that share the same scope.

You also have the option to select a segment you created in Google Analytics.

2018-12-10_1332

Granularity, Calendar & Presets

In terms of granularity, you can choose between:

  • Daily
  • Weekly
  • Monthly
  • No granularity

There are 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. 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 also select a Timezone for your data and choose between a Preset or a custom date range using the 'Start Date' and 'End Date.'

Our connector also includes the option to use Date Expressions for all connectors, which is frequently used for Adobe Analytics data. Here's more information on Date expressions.

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).

2018-12-13_1731

Previewing & Submitting the Query

You can Name your extract and Preview your request before creating a data extract in Tableau. This option helps confirm you have the correct data.

The preview section offers a few features to make data exploration easier:

  1. Search
  2. Sorting
  3. Pagination

After the data is displayed, click 'Submit'

2018-12-13_1731_001

Click 'Update Now' to display the data.

2018-12-13_1732_001

5. Building Your Dashboard in Tableau

After the data is displayed, go to 'Sheet 1' to start working with the data.

2018-12-13_1732_002

You have a lot of options for your dashboard to choose from.

Select the dimension and metric to create your dashboard.

2018-12-13_1732_003

Here's what we went for!

2018-12-13_1733