Data Manager

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The Data Manager plugin can be used to perform transformations on events or user properties and to manage their data types.

Availability

The Data Manager plugin is available in Enterprise Edition.

Getting Started

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On the left main navigation menu, go to Utilities>Data Manager. By default the “Transformations” tab is shown. This tab lists all the existing transformations that are currently being applied.

What are Transformations?

Event and property transformations modify the target data as defined by a created rule. Two types of transformations can be applied to event segments or custom user properties: Rename, and Merge.

Renaming a segment or property changes the name of the target: the property or segment is available with a new given property name and the property will no longer be accessible with the original name.

Merging properties or segments will create a new property under a new name. The merged properties will still be available on the original name.

How to create new Transformations

A new Transformation can be created by clicking on the ”+ New Transformation” button in the upper-right corner. Next, select the target type, which can be an event segment or custom property.

Creating a transformation on event segment:

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  • Select the intended transformation type, Merge or Rename.
  • Select the parent event and the segment(s) name.
  • Enter the name for the new segment and click on “Create Transformation”.

Creating a Transformation on Custom Property:

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  • Select the intended transformation type, Merge or Rename.
  • Select the custom property(s) name.
  • Enter the name for the new property and click on “Create Transformation”.

How to enable or disable Transformations

Transformations can be set to be disabled by clicking on the toggle button in the list of Transformations. The transformation rules stop applying when they are set as disabled.

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How to edit or delete Transformations

Transformations can be permanently deleted or edited by clicking the 3-dot overflow menu at the end of each row. 

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Data Types

Next to the “Transformations” tab is the “Data Types” tab. This section displays all the event segments and custom properties with their corresponding default data types.

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In this tab you will find the following information:

Data Source which displays:

  • Parent event for event segments.
  • Custom Property for property type fields.

Data Type in Use allows you to change the current data type by selecting a different option from the dropdown menu.

Default Data Type displays the original data type.

How to edit or delete Data Types

Data Types can be permanently deleted or edited by clicking the 3-dot overflow menu at the end of each row. Multiple rows can be changed simultaneously.

Upon making any change, a dialog box will appear on the bottom of the screen containing the number of changes done. In order to confirm changes, click on “Save Changes”.

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