How to Access Views

1. After clicking on "Data Cloud" click on the "Datasets" subheading

2. Select the desired dataset from your list or follow the instructions in the article "How to Build a data Cloud Data Source" to create a new dataset from scratch

3. Click on the plus icon near the top right, or on "Create a view" near the center under "Views" on the dataset details page to create a new View

Views Features

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Views are created using a modified dataset explorer page. On the traditional dataset explorer page some of the features only work for viewing like the temporary filter feature. Other features like the data cleaning features edit and change the base dataset itself. In the modified dataset explorer page used by the Views feature, every feature works to create a new, reorganized, separate version of the original dataset.

1. Name Field - Use this field to give your new view a name
2. Columns - Click on "Columns" to add and remove columns from your view table (Adding and removing text columns/dimensions changes the aggregation or segmentation of your number columns/metric values)
3. Add Filters - Filter categories of text columns and numeric results of umber columns
4. Clear Filters - Click to clear all filters
5. Edit Dataset - Click to transfer over to a traditional dataset explorer page to do data cleanup steps
6. Save View - After making your selections and configuring your desired aggregation, click the "Save View" button
7. Edit Column - The edit column allows you to edit the column header, view result analysis, and select an aggregation type based on the type of column and the desired metric roll up result
   • Text Column
     • MIN
     • MAX
     • COUNT_DISTINCT
     • GROUP_CONCAT
   • Number Column
     • SUM
     • MIN
     • MAX
     • AVERAGE

Filtering Exports by Account Using System Account ID

To filter accounts in an export, the System Account ID column must first be added to the View. Once it's part of the View, it becomes available both as a column you can include in the export and as a field you can filter on.

To enable account-level filtering in exports:

1. Open the View you plan to use as the source for your export.
2. Use the Columns control to add System Account ID to the View.
3. Save the View.
4. When you configure your export from this View, System Account ID will now appear in both the available columns list and the available filter fields.

Tip: If a column you expect to filter on isn't showing up in your export configuration, check that it's been added to the underlying View first. Columns must exist on the View before they're exposed downstream in exports.

Investigating duplicate rows for an account

If an export appears to contain duplicate rows for an account, isolate a single account first and then inspect the raw data in the parent table to verify whether duplication is genuine or a side effect of how the View is aggregating. Account matching at the parent-table level is typically where true duplication originates, so reviewing the raw rows for that one account is the fastest way to confirm root cause before adjusting the View or export configuration.

Selecting a View for Export

1. Access the Data Cloud Ship Page

2. Follow the instructions to create and then store credentials and create a new data export

3. When selecting the source for the data export, use the resulting "View" drop down menu after selecting the desired dataset

4. Complete the instructions to finish creating your data export