Set data sources

Learn from this article:

1. Create a data source.

2. Edit/ show-hide data source.

3. Manage the display of sources within the Diagnostic Dashboard in the Data tab.tab

 

To start working with Meiro Business Explorer, it is important to set data sources. Full list of sources can be found in the Data tab/ Sources & Destinations tab. 

 

1. Create a data source

To add a data source, please click on the Create button and fill the form that will be displayed.

General
Source ID (unique, not editable later)	Source ID that is a unique id assigned to the source that can be referred to through Meiro products.  Warning: The source ID will no be possible to edit later on, therefore please pay attention to what ID is inserted. It would need to be deleted and created again.
Name	Name your data source. The name will be visible across Meiro Business Explorer. It is possible to edit the name later on.
Source type	Select the source type. It is possible to edit the source type later on.
Description (optional)	It is optional to add a description. If defined will be displayed in the Data tab/ Sources & Destinations tab.
Icon	Select the icon under which data source will appear. It is also possible to select neutral icons, this feature is useful for mixed data sources or profile stitching data sources.   Define source color which will represent the source in the Diagnostic Dashboard or in insights (if set with no other color).

 

Remember: Changes will be saved after clicking on the Save button.

2. Edit/show-hide data source

At any time it is possible to edit data sources. If needed It is possible to hide a source from Meiro interface. When hidden data source as well as attributes/ events connected to the source, will not be displayed in Meiro interface.

Warning: The only field that is not editable is Source ID. If filled wrong, it is recommended to hide the incorrect source and create a new one.

3. Diagnostic Dashboard

Where: In the Setup tab is possible to set visibility of data sources in the Diagnostic Dashboard ("Number of Unique Customers Identified Across x Sources" and "Number of Customers Identified Per Source", No of connected sources).

 

Use case: This feature is useful with data sources like "Profile Stitching", "Mixed Data Sources" that are important to distinguish for analysts (therefore visible under the Data/ Sources & Destination tab) but not always important for other users to view on the Diagnostic Dashboard as a separate data source. 

How: To hide the data source from the Diagnostic Dashboard, simply use the toggle.

 

Remember: Show/ hide data source with the toggle "Show in Diagnostic Dashboard". Changes will be seen after the closest cache refresh. In order to see the changes as soon as possible, an administrator should refresh cache manually in the Administration tab/ Settings tab.