Before you begin: This article shows you how to build an On Demand widget for use in your dashboard. This option enables you to present data directly from a Data Source in your TapClicks dashboard, without storing the data first. Only the following Data Sources are currently supported natively:
- Adobe Analytics
- Adroll
- Beeswax
- Bing Ads
- Facebook Ads
- Facebook Insights
- Google Ads
- Google Analytics
- Google Analytics 4
- HubSpot Analytics
- Instagram Professional
- LinkedIn Ads
- LinkedIn Pages
- MailChimp
- Microsoft Advertising
- Pinterest Ads
- Shopify
- Snapchat Ads
- Spotify Ads
- Twitter Ads
- Youtube Analytics
- Raven Site Auditor
Those data sources can also be enabled for On Demand Widgets, but need to be requested through Product Board Insight:
- Bing Webmaster Tools
- Call Rail
- Criteo
- Display Video 360
- HubSpot
- Linkedin Reports
- Salesforce Marketing Cloud
- Search Ads 360
- Site Auditor
- Stripe
- TikTok Ads
- Twilio
-
Verizon Media Native Ads
Please note that you will need to be connected to these Data Sources and have clients assigned to this data in order to use On Demand widgets.
Limitations: The following features are not supported for On Demand widgets:
- Data aggregation across level 1 assignments (mappings)
- Channels
- Some Geo widget group-by
- Drill downs
- Dimensions for TapClicks client record attributes
- SmartCampaigns
- Goals and Pacing
- Alerts
- Leads management
Options: In using On Demand widgets, you have two options for the dashboard you'll create:
- A single dashboard not assigned to any one client
- A single dashboard assigned to a specific client
Non-client assigned dashboards are scalable because you can build one dashboard and filter by client as needed. Client-assigned dashboards allow client-specific customization.
Your selection here will have an impact on the functionality of the On Demand widgets. Jump to the section below for the type of dashboard you want to create.
Use the Table of Contents below to jump to the kind of On Demand widget you want to create:
Table of Contents:
Create an On Demand Widget for a Dashboard not Assigned to a Client
Create an On Demand Widget for a Dashboard Assigned to a Client
Create an On Demand Widget for a Dashboard not Assigned to a Client
Build the widget
1] Log in to your TapClicks dashboard.
2] Verify that no client is assigned. The space below the dashboard name will be blank.
3] Start building your On Demand widget by creating a data widget. If you're unsure how to do that, see How to Create Widgets.
4] From the Data Category dropdown menu, choose one of the available Data Sources. This list will vary depending on the Data Sources that are connected in Manage Data Sources.
5] Select On Demand Data; this defines the widget as an On Demand widget instead of a stored data widget.
| Note: After you choose an assignment, you can return and turn off Use Sample Data. |
6] If you want your widget to be assigned to a single assignment, select one from the Assignment dropdown menu. You can scroll through the list or search by entering the name in the search box (search results appear automatically). Assignments are not required, especially if you plan on applying dashboard filters.
7] From the Data Category dropdown, choose a connected Data Source. The list varies depending on what is connected in Manage Data Sources.
8] Choose a data view from the Data View dropdown menu.
9] If you leave the assignment blank and save the widget, a message appears. This is expected for a non-client assigned dashboard because you will either be applying dashboard-level client filters before you run your reports or you'll set up Scheduled Reports for a specific client on this dashboard.
10] Continue building your widgets by choosing metrics and dimensions.
11] Click Save.
Apply dashboard filters
12] In the upper right, click the Dashboard Filter (filter) icon.
13] Select either a client, a client group, or a business unit from the corresponding dropdown menu.
| Note: Since a client group and business unit is comprised of multiple clients, your On Demand widgets will not necessarily display on screen until you have a filter applied for a single client with a single assignment for an On Demand Data Source. |
14] Click Apply. The results of the applied filter are displayed on the dashboard.
| Note: If a client has multiple assignments, filtering by client may still require filtering further to a specific assignment. Best practice is to create client-specific dashboards or configure one On Demand assignment per client record. |
Create an On Demand Widget for a Dashboard Assigned to a Client
1] Log in to your TapClicks dashboard.
2] Verify that a client is assigned. The client’s name appears below the dashboard name.
3] Start building your On Demand widget by creating a data widget. If you're unsure how to do that, see How to Create Widgets.
4] From the Data Category dropdown, choose a connected Data Source. The list varies depending on what is connected in Manage Data Sources.
5] In the New Widget column on the right, use the radio buttons to select On Demand Data. This changes the definition of the widget from a stored data widget to On Demand data widget.
| Note: After you choose an assignment (below), you can then come back and turn off Use Sample Data. |
6] Choose a data view from the Data View dropdown menu.
7] The Assignment dropdown is pre-populated with the assignment (or mapping) tied to the Tap Client that is associated with the dashboard. Since the dashboard is assigned to the client, the widgets built on that dashboard are assigned to that Client’s information.
8] Continue building your widgets by choosing metrics and dimensions.
9] Click Save.