Data Collaboration Platform (DCP) - Create customized data views

1. In AppsFlyer, from the side menu, select Collaborate > Data Clean Room.

   

2. From the main Sources tab (at the top), hover over the specific source you want to create the data view from, and click    (the Menu icon) at the end of the row.

3. Select Create a data view. You’re directed to the New data view page.

   

4. Set the following fields:
   • Data view name: Enter a name for the data view. This can be any unique name that will help you identify it. See the naming requirements and guidelines below.
   • Description: Enter a description (optional). This appears as a tooltip when hovering over the data view name under the Sources tab. It's recommended to highlight the primary objectives and data manipulations performed.

You can apply filters to narrow down the data by using selected attributes, helping you focus on specific and relevant information.

To apply filters:

1. Under Filters, click Filter data.
2. Click Select column and select the relevant column from the dropdown menu.
3. Select an operator.
4. Enter a value.
5. [Optional] Click + Condition to add a condition to the filter.

Calculated fields enable you to use functions to add new fields, change data format and values, or combine records using logic, calculations, or aggregation.

To create a calculated field:

1. Under Calculated fields, click + New field.
2. Enter a New field name.
3. Click Set function, and select a function from the list of functions. The relevant fields for entering the required information are automatically added.
4. For Aggregation fields:  The Group by section will automatically open and you can select the field that defines how the aggregated data will be grouped.
5. [Optional] Click + New field to add more Transformation or Aggregation fields. You can add as many as needed.

Group by

Group your data into meaningful categories when applying an aggregation. When you add an aggregation function, the Group by section opens automatically and lets you select the field(s) that determines how the data is grouped. For example, you can group results by country, user ID, or product line to calculate totals or counts for each group. 

To select the fields to group by: 
Click  +Field to add fields.
Note: The first fields selected are the identifiers selected in the original source.
 

Once created, the new field is:

• Included in the Calculated fields section.
• Included in the list of fields available for use in all functions and filters.
• Included in the list of fields under the Select fields section.

List of functions and use case examples

Transformation functions

• IF: A conditional statement that executes different actions based on whether a specified condition is true or false.
• CONCAT: The concatenation of two strings
• CONST: Returns the parameter of the CONCAT function
• LEAST: Returns the lowest of two values
• GREATEST: Returns the highest of two values

Example: Transformation

You want to indicate products purchased from the collaborator while masking purchases from other brands you’re working with.

Aggregate functions

• COUNT: Returns the number of rows.
• SUM: Returns the sum of all values
• AVG: Returns the average of all values
• MIN: Returns the minimum values of two numbers
• MAX: Returns the Maximum values of two numbers

Example: Aggregation

You want to count the total number of purchases per user and sum the total price they paid.

Example: Aggregation with a condition

You want data on the latest purchases made by users located in Germany and who purchased P&G products.

The data view structure includes fields from the original data source and any custom data fields created within the data view builder. From here, you can remove fields or rearrange their order (Note that you'll need to retain at least one identifier field in the data view).

Side panel

The side panel on the right side of the page presents two sets of data, one from the original source and one from the data view created from it. Each set includes the table name and description, the number of fields, and the number of rows, along with a sample table containing five rows of data. When functions and filters are applied to the data view, the side panel reflects these changes, enabling you to verify the data while modifying it, and compare it with the original version.

You can save the data view at any stage. Once saved, it is added under the original data source in the list of sources, and you can edit, share, or delete it.

To save the data view:

Click Save at the bottom of the page.

Data views are useful when you need to tailor and control access to data for different audiences or business purposes. Here are a few common scenarios:

• Brand-specific reporting
  If you're working with multiple brands using a single data source, you can create separate data views for each brand, showing only the data relevant to them. This keeps the data clean, focused, and compliant with privacy or competitive boundaries.
• Internal collaboration
  Share tailored views with different teams, such as marketing, product, or sales, so each team sees only the fields and records that are meaningful to their work. This avoids confusion and ensures that each team is working with the right subset of data.
• Client data sharing
  When sharing reports or insights with clients or external partners, data views let you exclude sensitive or irrelevant information while still providing full visibility into the data that matters to them.
• Category or region filtering
  You can build views filtered by country, product line, or other dimensions, making it easier to focus on specific market segments or business units without cluttering reports with unrelated data.
• Data summarization
  Apply aggregation to summarize key metrics, such as total purchases by region or user activity over time, so your collaborators see high-level insights instead of raw data.

You can modify the data view description or the labels used in the description.

1. In AppsFlyer, from the side menu, select Collaborate > Data Clean Room.
2. From the Sources tab, click the source name. The associated data views are shown.
3. Hover over the data view to modify, and click (the Edit icon) at the end of the row.
4. Edit the description or the labels applied.

To delete a data view: 

1. In AppsFlyer, from the side menu, select Collaborate > Data Clean Room.
2. From the Sources tab, click the source name. The associated data views are shown.
3. Hover over the data view to modify, and click Delete source at the end of the row.

A data view can also be deleted from a collaboration.
 

Note:  
When you delete a data view:

• Collaborators lose access to the data views shared with them (associated) through a collaboration.
• Audiences based on the data view can no longer be used.
   

Share your data view with the collaborator and grant them the necessary permissions.

1. In the Data Collaboration Platform, go to the Collaborations tab > specific collaboration. 

2. In the collaboration dashboard, click the action menu on the upper right > Associated sources.
    

   

3. Select your data view (source) from the dropdown menu to associate it with the collaboration.
   
   
   Then click Save. 
    

4. Optional: Set custom data permissions on the data view source.

   You can set custom permissions (that is different than the general data permissions policy). To set custom data permissions on your data view source:

   From the 3-dot menu next to the data view source, click Edit permissions.
   
   
    

5. Set the permissions according to your preferences (learn about permissions), then click Save.