Documentation

How to customize mapping in MCDM

Updated on

Oct 19, 2023

Change existing mapping of a field

To remap an existing field you need to add a row with new expression in ```sql_field_name```.

Step 1. Open the custom mapping spreadsheet on a Recipe page:

Step 2. Find a list of report types and currently mapped fields:

Step 2.1. Open the Improvado MCDM Dictionary dashboard.

Step 2.2. Select the necessary MCDM report.

Note: The ```mcdm_table_name``` field is a combination of Recipe and MCDM report: paid_ads__basic_performance — Paid Ads - Basic Performance.

Step 2.3. Select a data source to find the field names that you need to use in a new mapping.

Step 2.4. As a result, you'll see the list of available MCDM fields and their mapping in source.

Step 3. Populate a row to remap the necessary fields:

Step 3.1. (Optional) You can customize mapping for a specifc workspace:

Note: If you don't have workspaces feature enabled, leave ```workspace_id``` column blank.

  1. Select the necessary workspace from the workspace switcher sidemenu. Learn more here.
  1. Copy Workspace ID from the URL in the address bar. E.g., ```https://report.improvado.io/connections/?workspace=1```, where ```1``` is the Workspace ID.
  2. Add the copied value to the ```workspace_id``` column.

Note:  If you want to add a mapping for a different workspace, you need to add a new row with another Workspace ID to the spreadsheet.

Step 3.2. Select ```mcdm_table_name``` from the drop-down list.

Step 3.3. Select ```datasource_title``` field from the drop-down list.

The ```datasource_iname``` will appear according to the data source title.

Step 3.4. Select ```report_type``` field from the drop-down list.

Note: You can find Extraction Template name in the MCDM Dictionary dashboard. E.g., Ads Creative (MCDM) → ```ads_creative```.

Step 3.5. Copy the MCDM field name in the MCDM dashboard and paste it into the ```mcdm_field_name``` in the spreadsheet.

Step 3.6. Fill in ```sql_field_name``` with a formula that needs to be redefined in the MCDM table.

Note: The ```sql_field_name``` must be populated according to SQL-dialect.

Example:

sql_field_name
```spend / 1.15```
```'FB'```
```''```
```0.0```
```CASE WHEN campaign_name like '%IG%' THEN 'IG Campaign' ELSE campaign_name END```

Step 3.7. Fill in ```mcdm_field_value_type``` according to MCDM field type in the MCDM Dictionary.

Step 4. A new mapping will be applied after the next scheduled run of your recipes is completed.

Step 5. You'll see your new mapping after the next data load is completed.

Note: Click the sync icon for the specific data table to apply mapping changes immediately.

Add a new field in structure

Step 1. Add a new field to the specific ```mcdm_table_name``` that is not present in the current structure.

Step 2. Check the list of all data sources included in the table in MCDM dashboard on the Details page.

Important: The ```mcdm_field_value_type``` is a mandatory field for all data sources.

Note: If you add a new field mapping only for one data source, it will be automatically added in the ```mcdm_table_name``` for other datasources with the following default values: ```0.0``` for float64 and empty string (```‘’```) for string.

Step 3. Structure changes will be applied after the next scheduled run of your recipes is completed.

Note: Click the sync icon for the specific data table to apply mapping changes immediately.

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