How to use MCDM Dashboard templates

Updated on

Nov 28, 2024

We've prepared Dashboard templates for the following BI tools:

Looker Studio MCDM Dashboard template

The dashboard template is provided as part of the MCDM package for a quick start of BI analytics on top of MCDM data.

MCDM Recipes supported:

Paid Ads
Paid Search
Organic
eCommerce
Paid Ads Google Analytics
UTM Audit

Required MCDM dashboard templates are provided by Customer Success Manager during onboarding.

Alternatively, you can follow the instruction below:

‍The first step is to apply the template data sources for Looker Studio from the table below (alternative instruction: link) to your data.

Open each data source link for the required recipe in the table below:

Recipe	Data source	Looker Studio Template Link
Paid Ads	```paid_ads__basic_performance```	Looker Studio template
Paid Ads	```paid_ads__age_performance```	Looker Studio template
Paid Ads	```paid_ads__geo_performance```	Looker Studio template
Paid Ads	```paid_ads__device_perofmrnace```	Looker Studio template
Paid Ads	```paid_ads__gender_petrormance```	Looker Studio template
Paid Ads	```paid_ads__creative_entity```	Looker Studio template
Cross-Channel	```cross_channel_basic_performance```	Looker Studio template
Paid Search	```paid_search__keywords```	Looker Studio template
Paid Search	```paid_search__demographic```	Looker Studio template
Paid Search	```paid_search__geo```	Looker Studio template
Paid Search	```paid_search__gender```	Looker Studio template
Paid Search	```paid_search__device```	Looker Studio template
Organic	```organic__post```	Looker Studio template
Organic	```organic__page```	Looker Studio template
Organic	```organic__geo```	Looker Studio template
Organic	```organic__demographic```	Looker Studio template
Organic	```organic__lifetime_demographic```	Looker Studio template
Organic	```organic__lifetime_geo```	Looker Studio template
Organic	```organic__lifetime_page```	Looker Studio template
Organic	```organic__lifetime_post```	Looker Studio template
eCommerce	```ecommerce__sales_orders```	Looker Studio template
eCommerce	```ecommerce__advertiser_orders```	Looker Studio template
eCommerce	```ecommerce__paid_ads_orders```	Looker Studio template
Paid Ads Google Analytics	```paid_ads_google_analytics__basic_analytics```	Looker Studio template
Paid Ads Google Analytics	```paid_ads_google_analytics__geo_analytics```	Looker Studio template
Paid Ads Google Analytics	```paid_ads_google_analytics__device_analytics```	Looker Studio template
UTM Audit	```utm_audit__quality```	Looker Studio template
SEO	```seo__device_performance```	Looker Studio template
SEO	```seo__geo_performance```	Looker Studio template
SEO	```seo__basic_performance```	Looker Studio template
Paid Social	```paid_social__age_performance```	Looker Studio template
Paid Social	```paid_social__device_performance```	Looker Studio template
Paid Social	```paid_social__gender_performance```	Looker Studio template
Paid Social	```paid_social__geo_perofrmance```	Looker Studio template
Paid Social	```paid_social__basic_perofrmance```	Looker Studio template
Programmatic	```programmatic__basic_performance```	Looker Studio template

In the upper right of the opened data source, click Make a copy.

In the confirmation dialog, click Copy Data Source.

In the data source configuration page, select the data set for the new data source.
Click RECONNECT.

Rename this data source.

‍The second step is to apply your new Looker Studio data sources to the dashboard template.

Open the dashboard template.
In the top right, click “:”, and then click Make a copy.

Сonnect your new Data Sources from the previous step.

Click Copy Report.

Rename this dashboard.
Click on View, then click Share.

Select Anyone with the link can view.

Tableau MCDM Dashboard template

Customer Success Manager provides you with required MCDM dashboard templates during onboarding.

Open provided dashboard with Tableau desktop.
In the Tableau desktop, connect your database.
Come back to the Tableau desktop.
At the top of the control panel, hover over Data, and while hovering over the data source, click on Edit Data Source.

The current data source will be removed by clicking and dragging it over to the Table block.

Select the data source you need by selecting fields (Database, Schema, and Table).
While holding the table, move it to the Drag tables here area.

Repeat these steps for each data source connected to the current dashboard.
Click on the dashboard at the bottom of the screen.

Power BI MCDM Dashboard template

Open this dashboard with Power BI desktop.
In the Power BI desktop, connect your database.
Click on the block Fields on the table and on "...".
Click Edit query.
Click on a settings cog on the Navigation button.

Select the required table. Repeat these steps for each data source connected to the current dashboard.

Close the app.

Reconnect connectors.

You can see the dashboard in the Power BI Desktop app.

FAQ

{% docs-accordion title="How can I understand what field is used in mapping?"%}

Depending on specific questions, a search can be started:

by filtering by data source (understand how a specific data source is mapped)
by mcdm table (understand what fields from different data sources are used by a single MCDM table).

After applying proper filters, you can find mcdm_field as the field used in the output mcdm table and the original field as the “raw data” field of a specific data source.

{% docs-accordion-end %}

{% docs-accordion title="How often and when do MCDM tables are loaded to my DWH?"%}

The MCDM table is loaded to the DWH daily after successful daily extraction for all source tables. The source table here is the “raw data” report type of data source used to provide data for MCDM.

{% docs-accordion-end %}

{% docs-accordion title="How can I understand what data source is the source for this campaign or metric value?"%}

‍There is an MCDM field data source that contains the data source name, so it’s always possible to correlate values to the value of this column.

{% docs-accordion-end %}

{% docs-accordion title="How can I reuse the Looker Studio dashboard template?"%}

The first step is to copy the Looker Studio data source. There is an instruction for it here.

Make sure to connect your data sources to relevant tables in your DWH while copying.

The second step is to copy the dashboard. Please follow this instruction for this step.

{% docs-accordion-end %}

{% docs-accordion title="What extraction templates should I use to load data for MCDM?"%}

Please use extraction templates with MCDM in their name. There might be several templates for each data source as MCDM covers a wide range of granularities, and usually, more than 1 table is needed to provide full coverage.

{% docs-accordion-end %}

{% docs-accordion title="Will I receive “raw data” tables with MCDM or only MCDM?"%}

MCDM is always loaded as an additional set of tables to the “raw data” tables. So you will have both aggregated tables of MCDM and tables containing information on each data source separately.

{% docs-accordion-end %}