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Dynamic Benchmarks in Datorama based on Historical Data

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Visualizing that your current performance is out performing your past performance by having a benchmark that changes dynamically after each day actualizes.

1. Calculated Measurement/Measurement: Select the KPI/Measurement you want to benchmark and add any necessary logic into your calculation as your use case sees fit


2. Date Ranges: Determine the date ranges you want to capture in your benchmarking analysis. You might have to create a Custom Date Range so use this here as a refresher. We want a dynamic date range that captures a year ago from TODAY (where TODAY is always updating)


3. Report: Create a Report with the historical data you want to use to calculate your benchmark
  • Measurements: Benchmark and any measurements that go into it
  • Dimensions: anything that you will use in the visualizations and filters

4. Data Stream: Reimmerse the report to a classification rule or as a new Data Stream. For a Data Stream, reimmerse the Report into the relevant Data Model and harmonize with Parent-Child or map it into a Generic Bucket and fuse it to the Data Model with Data Fusion.

Important: Map the Benchmark as a Dimension not a Measurement because it is an attribute of the dimensional values in the Data Stream and it is not intended to be aggregated

If you go the Generic Bucket route: be sure to map the lowest level of granularity (e.g. Media Buy is lower level than Campaign) as the Main Entity so that you can Data Fuse appropriately.

5. Calculated Measurement: Convert the dimensional benchmark into a measurement by creating a Calculated Measurement that wraps the Dimension in the NUMBER() function


6. Schedule the Report: to automatically reimmerse, so your Benchmark is always up to date!

NOTE: You may have to play around with your Calculated Measurement in terms of granularity, so be sure to QA your report!
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