Transferring data to Explore & Present

This guide explains how to transfer data to Explore & Present to store and further process information.

Introduction

Explore & Present is an Active Destination. After you set Explore & Present as the Destination of a Datastream, data is transferred to Explore & Present each time data is fetched for the Datastream. For more information, see Destination types.

You can assign multiple Destinations to a Datastream. For more information on possible limitations, see Assigning multiple Destinations to a Datastream.

To transfer data from a Datastream to Explore & Present, choose one of the following options:

  • Transfer data to one Workspace. All data from the Connect, Enrich & Transfer Workspace is transferred to the same Explore & Present Workspace. This is the default and easiest option explained in this guide.

  • Transfer data to multiple Workspaces. Rows from the Connect, Enrich & Transfer Workspace are transferred to many different Explore & Present Workspaces.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

  • Create a Datastream whose data you want to transfer to Explore & Present. For more information on creating a Datastream, see Introduction to collecting data.

Procedure

To transfer data from a Datastream to one Explore & Present Workspace, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the left navigation panel, click Destinations.

  2. Click + Assign Destinations.

  3. Select the Explore & Present checkbox in the list.

  4. Click Save.

  1. Find the Explore & Present Destination in the list, and click Destination Settings on the right.

  1. In the Explore & Present Workspace field, select the Workspace that you use in Explore & Present.

    You can only select Workspaces in Explore & Present. You cannot select Workspace Groups because they do not store data. For more information on managing Workspaces in Explore & Present, see Creating and configuring Workspace Groups.

  1. Click Save.

  1. In the left navigation panel, click Overview.

  1. In the list in the Destinations box, find the Explore & Present Destination, and enable the toggle.

  2. In the All tasks tab, find the top element, and click Requeue for Import on the right.

Configuring transfer settings

To configure transfer settings, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the left navigation panel, click Destinations.

  2. Find the Explore & Present Destination in the list, and click Destination Settings on the right.

  1. Fill in the following fields:

    Date Range

    Select the column in your Data Extract that contains the dates.

    Mediaplan

    Select this checkbox to treat Data Extracts as media plans in Explore & Present. This option is only available if Explore & Present is the only Destination assigned to the Datastream. For more information, see Using the Plan element.

    Filename

    Select this checkbox to overwrite the relevant data in the Destination if a Data Extract with the same filename already exists in the Destination.

    Key Columns

    Select this checkbox to overwrite data in the Destination based on the key columns defined in the Schema Mapping of the Datastream. Adverity executes this overwrite option after all the other overwrite options. When you select this checkbox, the configuration to overwrite data based on dates does not have an effect.

  2. Click Save.