Dataset rules
Dataset rules assist you in mapping your harmonized fields with fields from the data you ingested in Mix Modeler.
- For aggregate data that you ingested in Adobe Experience Platform, you map one or more of the available dataset fields to the appropriate harmonized fields.
- For event data, you can individually map one or more harmonized fields to fields from the dataset, directly or using conditions.
Manage dataset rules
To see a table of the available dataset rules, in the Mix Modeler interface:
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Select Harmonized data from the left rail.
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Select Dataset rules from the top bar. You see a table of the dataset rules.
The table columns specify details about the dataset rules:
The status of the field:
● Draft or
● Active
Create a dataset rule
To create a dataset rule, in the Harmonized data > Dataset rules interface in Mix Modeler, select Create Dataset rule in the Dataset rules configuration wizard.
In the Create screen,
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In Dataset details, select a dataset from Select dataset to begin configuration. In the list, datasets are categorized in Consumer Experience Events, Adobe Analytics, Experience Event and Summary.
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Select a day for the Start of the week.
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Select Daily, Weekly, Monthly or Yearly for Granularity.
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When you have selected a dataset of Summary category:
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Map each of the Available dataset fields to corresponding Standard harmonized fields in Map to harmonized fields. If you do not want to map a dataset field to a harmonized field, explicitly select – None –.
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If you need a new harmonized field, not available from the list, select Create New to create a new harmonized field. You see the dialog as outlined in Add a new harmonized field to quickly allow you to add a new harmonized field.
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When the mapping is completed for all fields for the rule, select Save as draft to save a draft version of the rule or Save to save and activate the rule. Select Cancel to cancel the rule configuration.
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When you have selected an event category dataset (Experience Events, Adobe Analytics, Consumer Experience Events), in the box underneath Map to harmonized fields:
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Select a harmonized field from Standard harmonized field.
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When the selected harmonized field is of type metric:
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Select Count or Sum from Mapping type.
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Select an AEP dataset field that you want the harmonized field to map to by default.
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When the selected field is of type dimension:
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Select Map Into or Case from Mapping type.
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When you have selected Map Into, select Field and AEP dataset field or Value and a default value to map the harmonized field by default to the dataset field or entered value.
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When you have select Case, select Field and AEP dataset field or Value and a default value to map the harmonized field by default to the dataset field or entered value.
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Also, you define one or more cases, consisting of one or more conditions to explicitly set values. Each condition can check for a specific AEP dataset field whether it Exists or Not Exists or whether it Contains, Not Contains, Equals, Not Equals, Starts With, or Ends With a value entered at Enter input value.
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To add another case, select Add case, to add another condition, select Add condition.
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To delete a case or condition, select in the corresponding container.
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To select whether any or all of the conditions should apply for a case, select Any of or All of.
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To set the outcome value for a case, enter the value at Then.
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The example below
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uses a Map Into Mapping type to map the Channel Type At Source harmonized field to the channel_type field from the Luma Transactions dataset.
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uses a Case Mapping type to conditionally map the value of the marketing.campaignName field in the Luma Transactions dataset to the Campaign harmonized field. The Campaign harmonized field is set to:
Black Friday
when the marketing.campaignName is_black_friday
orBlackFriday
.- to the value of the marketing.campaignName in all other cases.
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Select Add field to define additional fields.
When finished,select Save as draft to save a draft version of the rule or Save to save and activate the rule. Select Cancel to cancel the rule configuration.
Edit a dataset rule
To edit a dataset rule, in the Harmonized data > Dataset rules interface in Mix Modeler:
- Select in the Dataset column for the dataset rule that you want to edit.
- From the context menu, select Edit to start editing the dataset rule. Refer to Create a dataset rule for more details.
Delete a dataset rule
To delete a dataset rule, in the Harmonized data > Dataset rules interface in Mix Modeler:
- Select in the Dataset column for the dataset rule that you want to delete.
- From the context menu, select Delete to delete the dataset rule. You will be prompted for confirmation. Select Delete to permanently delete the selected dataset rule…
Sync data
To sync data between your harmonized data and summary and / or event datasets, following all of the logic in your dataset rules:
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Select Sync data.
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From the Sync data for dataset rules dialog, select either Refresh harmonized data for summary datasets, Refresh harmonized data for event datasets, or Refresh harmonized data for both summary + event datasets.
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Select Sync to start the synchronization based on the defined dataset rules between harmonized data and data in datasets. To cancel the synchronization, select Cancel.
Data merge preferences
You can define preferences to resolve conflicts as data from summarized and event sources are merged together. To do this:
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Select Data merge preferences.
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In the Data merge preferences dialog:
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Select a default metric preference from the Default metric preference list.
A default preference is applied when during harmonization, multiple sources of data try to update a metric field for a given channel. This preference is applied at the sandbox level unless overridden for certain metric preferences defined at Metric based preference.
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Use Add a metric, to add one or more metrics below Metric based preference.
- Select a metric from the Metric selection list, and
- Select Summary or Event.
Use to delete an entry from the list.
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Select Save to save the data merge preferences. Select Cancel to cancel.
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