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It's been an amazing 3 years coming together in this forum to collaborate, innovate, support, and inspire each other about our shared usage of Datorama. While this is not quite a goodbye, we are excited to announce that we are getting a fresh start in our new home within the Salesforce Trailblazer Community. We have a ton of fun new content planned and you may even see the revival of some of our most popular posts from the past few years.
We’ll be keeping this group around for a bit for you to peruse, but as of November 15, we will no longer be allowing new posts or comments. Be sure to join our new group at https://www.salesforce.com/success-datorama to keep the conversation going.
We can’t wait to see you there!
What is your approach to group campaigns across different data streams?


in Help Center
An insertion order in DV360, a campaign in Facebook Ads, a campaign in YouTube Ads, a funding order under Twitter are all part of the same "Christmas campaign". Ad Ops who setup DV360 called this "Christmas 2019" and Ad Ops who set up Twitter ads call it "Christmas Offer" and story goes on other platforms too. Nomenclature guidelines exist but not followed accurately all the time. I am sure this is a common story for a lot of folks here.
How do you handle this? How do you create a true "campaign" dashboard which consolidates all of this?
How do you handle this? How do you create a true "campaign" dashboard which consolidates all of this?
Comments
There's a great new feature that's still in beta that's perfect for this-- data classification! Data Classification allows you to classify your data without using a single line of code - empowering you to easily accomplish tasks that would have previously been done through other Classification Tools, like Calculated Dimensions or VLOOKUP. Read more up on data classification HERE.
With your specific use case, you could generate a report containing all of the campaign keys within a given workspace. Next, create a second row in your spreadsheet that will contain the "correct" campaign name. You can give the column a name like "new campaign name". Once you've got this all set up, all you need to do is upload the spreadsheet and select the appropriate linking dimension (campaign key). The data classification feature also creates a data stream, so if you need to continue updating/adding to your campaign names, you can easily do that through manual upload or using an automated solution. One thing to note about this process, is that you're essentially creating a new field ("new campaign name" in my example) that is linked by way of a data fusion (this occurs behind the scenes). This new field will enable you to do the type of reporting that you've listed above, but it is not part of the ads bucket (ads data model), and technically it's not an attribute of the campaign.
Example of what our data classification source file looks like:
I have a question though. Is there a way to make this process fully automated?
I had to pull a report from DV360 which included their Campaign Name (VALUE) and Line Item ID (Key) and then matched it up to the Strategy Key on DTR.
So once new campaigns are added, would we need to manually update the relevant ID's and Campaign Names? Is there a way to link DV360 to the Data Classification setup successfully?
does someone has a recommendation which harmonization or classification can be used to link data from different data stream types?