Skip to main content

Intelligence Best Practices

LiveRamp Clean Room's integrated visualization tool, Intelligence, enables users to take the outputs of clean room questions and question runs and create reports and dashboards encompassing charts, tables, and other visualizations.

In this article, we'll cover best practices so you can work with reports and dashboards more efficiently.

Add a Run Filter to a Dashboard

Adding a run filter enables users to filter dashboard results based on one or more runs. Each newly created run for a question will automatically be added to your run filter dropdown in a dashboard. To create a run name filter:

  1. Click the filter mceclip15__3_.png icon.

  2. Select Text or Category and then filter by "Is".

    image idm3977

  3. Update the Label to say "Run Name". For each report in the dashboard, select the dropdown, then Run Name.

    image idm4089

  4. Click Done and save your dashboard.

Add a Latest Run Filter to a Dashboard

The latest run filter can be added to your dashboard so that results default to the latest question run. You can remove the Is Recent filter value of "true" to filter by other runs in the live dashboard.

  1. Click the filter mceclip15__3_.png icon.

  2. Select Text or Category → Dropdown.

    image idm3977

  3. Update the Label to say "Latest Run". For each report in the dashboard, including date reports, select Is Recent from the list. In the Default value list, select true.

    image idm4094

  4. Click Done and save your dashboard.

Add Start and End Dates to a Dashboard

Start and end date reports can be added to a dashboard to display the dates that dashboard reports are filtered by. The dates will dynamically change when filtering on different run names in the dashboard.

  1. Select New → Question.

  2. Select the metadata table for the question for which you want to display dates. This ensures the run-time parameters for that specific question are referenced in the dashboard.

    image idm4099

    Note

    You do not need to join the metadata table to any other table.

  3. Under "Summarize" select Pick a metric → Minimum of → Start date (by day).

    image idm4104

  4. Click Visualize.

  5. Under Settings, select the date and time format of your choice.

    image idm4109

  6. Click Save.

Repeat the above steps to create an End Date report, except under "Summarize" select Pick a metric → Maximum of → End date (by day).

In this section: