Before you begin: This article is written for users familiar with the TapClicks platform and are comfortable with more advanced features (calculations, etc.). For more information on any of these topics, please search the TapClicks Knowledge Base.
Table of Contents
What are Relationships in TapClicks?
How to View Calculation Relationships
How to View Channel Relationships
How to View Channel Field Relationships
How to View SmartConnector™ Relationships
What are Relationships in TapClicks?
A relationship is created when a calculation, channel, or another TapClicks feature is connected to any other part of the platform. For instance, when a calculation is created to display CTR in a widget. This creates a relationship between the calculation, which calculates the CTR in TapData, and a widget, which displays the results in a Dashboard or Report Studio Report. The Relationships page will eliminate confusion about where a feature is used in the platform, which is especially helpful if you want to delete an unnecessary calculation, channel, or other element.
How to View Calculation Relationships
1] Log into TapClicks and on the Data tab, click Calculations.
2] Find the calculation you are interested in by scrolling down or using the search box.
3] On the right side of the screen you will see the relationships icon (i.e. small clipboard with an eye). Hover over the icon.
4] A pop-up will appear. If it displays “No Relationships” then the calculation is not in use on the platform.
5] If the pop-up says “View Relationships”, click the icon to view where the calculation is used in TapClicks.
6] The Relationships page will open. Here, Super Admins can view all the different relationships that are associated with this calculation.
| Note: This page is only available to Super Admin users. |
How to View Channel Relationships
1] On the Data tab, click Channels.
2] Find the channel you are interested in by scrolling down or using the search box.
3] On the right side of the screen you will see the relationships icon (i.e. small clipboard with an eye). Hover over the icon.
4] A pop-up will appear. If it displays “No Relationships” then the calculation is not in use on the platform.
5] If the pop-up says “View Relationships”, click the icon to view where the calculation is used in TapClicks.
6] The Relationships page will open. Here, Super Admins can view all the different relationships that are associated with this channel.
| Note: This page is only available to Super Admin users. |
How to View Channel Field Relationships
1] On the channels page, find the channel with the field you are interested in by scrolling down or using the search box.
2] If the channel is predefined click the view button.
3] if the channel is custom click the edit button.
4] Depending on the previous steps the channel edit page will open. Scroll down to the data views section. Find the data view with the field you are interested in by scorlling down or using the search box.
5] Once you have found the field you are interested in click on the view relationships icon.
6] The Metric Relationships page will open. Here, Super Admins can view all the different relationships that are associated with this channel.
| Note: This page is only available to Super Admin users. |
How to View SmartConnector™ Relationships
1] On the Data tab, click Smart Connectors.
2] Find the SmartConnector™ you are interested in by scrolling down or using the search box.
3] On the right side of the screen you will see the relationships icon (i.e. small clipboard with an eye). Hover over the icon.
4] A pop-up will appear. If it displays “No Relationships” then the calculation is not in use on the platform.
5] If the pop-up says “View Relationships”, click the icon to view where the calculation is used in TapClicks.
6] The Smart Connector Relationships page will open. Here, Super Admins can view all the different relationships that are associated with this channel.
| Note: This page is only available to Super Admin users. |