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How to create and manage data blends

Follow these steps to create and modify data blends. Learn more about how the data blending feature works.


Instructions

Create data blend
  1. On the Supermetrics Hub, go to TransformData blending.
  2. Click Create new blend.
  3. Select your data sources.
  4. Click Continue to configuration.
  5. Select the accounts you want to include in the blend for the first data source, and click Next data source.
  6. After selecting accounts for all data sources, click Continue to overview.
  7. Give your blend a name.
  8. Click Create blend.
  9. Click Review blended fields.
  10. To customize the fields:
    • To customize the field mapping, click the pen icon next to the blended field name on the row you want to customize.
    • To add new fields to the blend, click Add fields below the data source name.
    • To remove fields from the list, click the trashcan icon next to the blended field name.
Modify data blend
  1. On the Supermetrics Hub, go to TransformData blending.
  2. In the list of data blends, click the blend you want to modify to open it.
  3. Modify your blend as required:
    • To customize the field mapping, click the pen icon next to the blended field name on the row you want to customize.
    • To add new fields to the blend, click Add fields below the data source name.
    • To remove fields from the list, click the trashcan icon next to the blended field name.
    • To change the data source accounts, click the cog icon next to the data source name, and modify the accounts used. Click Save changes once you're done.
Rename data blend
  1. On the Supermetrics Hub, go to TransformData blending.
  2. In the list of data blends, click the data blend you want to modify.
  3. Double-click the data blend’s name.
  4. Rename the blend and click enter to save the new name.
Change advanced settings for data sources in data blends

The advanced settings for data source connectors included in data blends, such as attribution settings for Facebook Ads or excluding invalid accounts, can be changed in the data blending setup on the Hub.

  1. On the Supermetrics Hub, go to TransformData blending.
  2. In the list of data blends, click the data blend you want to modify.
  3. Click the cog icon next to the data source name.
  4. Click Show advanced settings.
  5. Make the changes, and click Save changes.
Remove data source from blend
  1. On the Supermetrics Hub, go to TransformData blending.
  2. In the list of data blends, click the data blend you want to modify.
  3. Click the cog icon next to the data source name, and click the trashcan icon to remove the data source from the blend.


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