Before you begin: The Budget Packing Tracker Transformation is part of the Transformation Hub. If you do not see the Transformation Hub under the Data menu, please contact your TapClicks Account Manager to have it enabled. For more information about the Transformation Hub in general, please refer to Transformation Hub Overview.
Overview
The Budget Packing Tracker Transformation helps you evaluate how campaign spend aligns with budget expectations by grouping data into spend-based segments. This allows marketers to easily identify which campaigns are under pacing, on target, or overspending, helping improve budget management and forecasting.
How to Use the Budget Packing Tracker Transformation
1] Log in to TapClicks and, on the Data Menu, click Transformation Hub.
2] From the list of available transformations, click Budget Packing Tracker.
3] The Budget Packing Tracker calculation workspace will open.
4] Enter a name for this calculation in the Name textbox.
5] Use the dropdown menus to select a Data Category and View.
6] Enter a value in the Decimal Precision field to control rounding. A value of 1 displays one decimal place (e.g., 0.1), while a value of 5 displays five decimal places (e.g., 0.00001). This will default to 2 for currency calculations.
7] Complete the Calculation Builder fields.
- Replace Placeholder for Campaign Budget with the field that holds the total budget for each campaign
- Replace Placeholder for Start Date with the field containing the campaign start date.
- Replace Placeholder for Stop Date with the field containing the campaign end date.
Example:
IF ((End Date - CURRENT_DATE()) >= 0) THEN AVG(Budget / ((End Date - Start Date + 1) * (CURRENT_DATE() - Start Date))) ELSEIF ((CURRENT_DATE() - Start Date) <= 0) THEN 0 ELSE AVG(Total Budget) END
8] When finished, click Save at the bottom of the page.