Home Services Resources About Careers Contact

RESOURCES / Articles

Datorama Reporting:
Integrate, Prepare, and Export Datorama Data Faster

August 03, 2021

As a leading marketing intelligence platform leader, Datorama reporting empowers marketers to connect the entire marketing data ecosystem. Equipped with the industry’s most extensive library of marketing API connectors and AI-powered data integration, Datorama can integrate, prepare, and export your marketing data. This is a valuable resource for Marketers looking for the data needed to measure campaign effectiveness and manage marketing performance through improved dashboards and reporting.

When it comes to marketing data, upgradation is continuous, and change is lasting. New channels emerge, old channels evolve, and data partners shift constantly. This requires adapting to new data sources at the speed of marketing and waiting for the ideal API isn’t always feasible. Datorama marketing intelligence platform maintains a dynamic mapping of all the data sources.

Datorama provides complete visibility into your marketing performance across digital and offline advertising, including social media, content marketing, email, web analytics, and more. This holistic view gives marketing teams an opportunity to make better decisions to move your marketing and business forward.

Marketers must understand the basic steps to gain control over data, and how to deliver the refined, researched results through required visualization methods that can be exported in the desired data reporting format. These steps are as follows:

  • Data Integration
  • Data Preparation
  • Datorama Data Export

Datorama Salesforce Data Integration

Data Integration can make or break marketing analytics. It is the process of taking data from disparate sources, in different formats, and unify them all into one database for analysis. By integrating all your marketing data from your digital campaigns, offline campaigns, web analytics, CRM and post-sale systems, marketers can create a seamless and joined view of the customer journey that aids in smarter decision making.

Marketing Integration Engine of Datorama bridges together all the marketing data across your entire technology stack into one single source, giving you the flexibility and control to create real-time reports of any kind, at scale.

Datorama gives the most extensive library of APIs which includes popular databases, cloud storage platforms big data environments. These APIs cover the full spectrum of the martech and adtech ecosystems so you can connect any data source – social, search, display, video, programmatic, web analytics, CRM, email, and more – all in one place, quickly and easily. Datorama’s advanced machine learning intelligence platform helps in scheduling the ongoing data updates via email, SFTP, and more, to keep your marketing data and reporting updated.

Data Preparation in Datorama Salesforce

Data Preparation is the process of collecting, cleaning, and consolidating data into a centralized place for reporting, analytics, and strategic insight. This is considered a crucial step in analytics and reporting because of the variety of different marketing data sources often required.

Marketers need to understand the different sources available; whether it is across different channels or from several campaigns, partners and platforms.

Data preparation is important because data is collected from reporting files that require data cleansing. Generally, data is inconsistent or built upon a non-standardized taxonomy. Preparing data is critical but unfortunately, time-intensive. Teams can spend up to 80% of their time converting raw data into high-quality, analysis-ready outputs for reporting consumption. Manual data preparation is also complex, which is why marketers are now adopting ways to automate data preparation.

Datorama uses AI machine learning and in-the-box dynamic modeling to organize data into one, common language, or taxonomy, for analysis. Datorama Salesforce automatically integrates, cleanses, models, and prepares data, freeing marketers to invest in analysis over adhoc reporting.

Datorama Salesforce Methods of Data Export

After properly formatting the required data, next comes the process of exporting data in the requisite and shareable reporting format(s). Datorama allows its customers to view data and export data outside of the platform, including ways to export and embed data in other BI platforms

One feature that can help with scalable data exports is Datorama’s Query API. It lets you access all of your data stored and share it anywhere. You can easily export all of your data, including all classifications and calculations, from Salesforce Datorama, to any end target including your database, third-party data visualization, analytics tools, or any other partner in your stack.

Datorama Does Allow the Export of Data

Datorama allows you to export the data for further analysis and consideration in different formats including .csv, .tbwa, .pdf, and more and there is no incremental cost for doing so. You may also schedule the reports using custom intervals and date ranges, at no extra cost. You can export your data as a zip, or GPG/PGP file extraction to maintain security. Finally, the Advanced Export gives you the power to design the layout of your page before exporting or customizing it for print, presentations, or emails.

datorama basic export features

This visualization feature maintains different layouts, including interactive filtersets, to more easily deliver an efficient export, which will include only what’s relevant. In the Datorama Advanced Export, you can select the format type, size of page, layout of widgets on page and others. You can also save the layout as a template for the next export.

How Datorama + Tableau Integration Helps 

With Datorama, marketers can centralize and unify all marketing data. Now, with Tableau integration, they can scale analytics capabilities across their enterprise. With the industry’s most extensive library of marketing API connectors and AI-powered data integration, marketers will never lack the data they need to measure marketing performance and campaign effectiveness. As members of the Salesforce family, Datorama and Tableau natively connect to each other, bringing together marketing data integration and harmonization platform with enterprise business intelligence to help marketers maximize impact.

Why Datorama and Tableau work so well together:

  • A single source of marketing truth enables optimal efficiency and growth.
  • Solve any marketing analytics use case with complementary and integrated solutions.
  • Align marketing analytics to the entire enterprise.

Opportunities Datorama and Tableau provide:

  • Connect all marketing data

You can connect all marketing channels or platforms available into a harmonized and performant data model and semantic layer.

  • Limitless data exploration

Tableau provides unlimited exploration of all your marketing data from Datorama. You can create custom visualizations, or combine other business data from other sources to get a complete picture.

With Datorama and Tableau together, users get the best of both worlds: An analytics solution set that solves for enterprise-wide and department-specific analytics insights. As companies navigate changing environments, and the “new normal,” it has never been more important to align data and insights across the organization.

Get Expert Datorama Salesforce Support for Prep, Integration, and Exporting Data 

Decision Foundry has completed hundreds of Datorama implementations for many of the largest and most recognizable brands in the world. With years of hard-earned platform experience, and four Salesforce Marketing champions, we are a certified partner that offers a combination of design, engineering, user experience, and data science, to deliver accurate and insightful dashboards.

Our implementation process increases clients’ confidence in their data strategy, dashboard builds, and ability to act on credible marketing insights.

Partner with one of Datorama’s leaders in Data Management. We document, build, and automate a new reporting solution for you, or extend the value of your existing reporting infrastructure.

As a certified Datorama implementation partner, we follow a defined process while meticulously aligning with our client’s requirements and approved technical solutions. Advertisers, agencies and publishers often require truly creative, strategic thinking to successfully deliver scalable, data solutions.

Partner with one of Datorama’s leaders in Data Management. Reach out for a quick start.