Explore & Model Data Assets

Access to data is the fundamental principle of successful analytics. At Datameer, we provide the easiest way to search and find data assets and a platform that allows users to model data flows around their business needs.

In this tutorial, we will show you how to use Spotlight to model and enhance data to get the most value out of it. You are more than welcome to follow along with this tutorial using the Spotlight virtual lab. We also created a video overview if you rather sit back and watch.

 

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Video Overview

Enabling the Testing Environment

In this tutorial, we will use the Marketing Campaign use case in the trial version of Spotlight. To enable this use case, click on the Marketing Campaign button at the bottom of Spotlight’s home screen.

Wait a few moments for the environment to set up

After a few seconds, you will be good to go. Click on the “Ready, let’s go!” button.

This action will take you to the Marketing Campaign Example workspace. That will be our final product once we complete the tutorial.

Creating a Workspace

Click on the home icon or the Spotlight icon to navigate back to the home page.

You can think of workspaces as Spotlight’s collaborative areas. To create a workspace, click on Add new and then select Workspace.

Next, provide a name to the workspace and click OK.

The workspace has now been successfully created, and now we need to find datasets and create the flow.

Adding Datasets to the Workspace

There are two ways to add datasets to the workspace. You can click on the + Add button on the top left corner or the plus sign in the middle of the screen if this is an empty workspace.

Click on the plus sign to add a new dataset.

Next, search for the Marketing Campaigns dataset. Click on the dataset to select it and click on Add to workspace.

Let’s repeat the process to add two more datasets we need in this workspace. Click on the add button and then select Data.

Now search for Marketo Leads and add it to the workspace. Repeat the process to add the Sales Opportunities dataset. Your workspace should look like this:

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Create the Model

Now is time to create the view that we want to use to consume these datasets. We will use Spotlight’s WorkbenchThe Workbench lets you view data from the references and datasets in your Workspace, create new datasets from that referenced data, and customize your new datasets using operations.

Click on Open Workbench

Next, click on Create Dataset or click the plus sign on the dataset on the right-hand side.

Now let’s blend the data. Click on + Add Operation and then select Blend.

Next, select the sources that you want to blend. The sources options select Marketo Leads and change the blend mode to inner join.

Then click the Used Suggested Columns for the fields ID and IDVal.

Now click on Create Blend.

Now your flow should look like this. Click on the pencil icon to edit the name of the view we just created from Sales opportunities 2 to ROI Analysis.

At this point, we can analyze the current view using Tableau. If you don’t have Tableau, you can explore it using any BI tool or data science tool that you have available.

The analysis is useful. However, to enhance it, we want to map the marketing campaigns into this view. Usually, you would have to request for IT to create an extract for you. Using Spotlight, we can add the needed data to the model and continue working without waiting.

Now let’s repeat the process to add a new operation. Ensure that the ROI Analysis view is selected and click the +Add Operation button and then click Blend. We want to add Marketing Campaigns to the mix. Select it from the dropdown list in the sources panel.

Change the blend mode to inner join and then click Use Suggested Columns for the field Campaign ID and click Create Blend. Your model should look like this.

At this point can continue analyzing the new model on your BI tool.

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Wrapping Up

The steps that we took in this tutorial allowed us to blend data sources into a view that we can analyze using any BI or data science tool. Keep in mind that these cloud or on-premises data sources, or a mix of both. We also were able to enhance that dataset to include more data points that add more value to the insights we obtain.

Blending data is only one of the multiple features that Spotlight offers to enhance datasets and create models that adapt to the users’ business needs. We encourage you to get familiar with the rest of the modeling operations available in Spotlight. As always, we look forward to your feedback. Please get in touch if you have any questions, comments, or other ideas.