Frequently Asked Questions

Frequently Asked Questions

All Projects Page 

What is the All Projects page? 


The All Projects page is the landing screen after logging in, showing all your projects. Initially, you may see a blank page with a ‘Create New’ button if you have no projects. Projects are displayed as tiles, showing the project name, creation date, and creator. Pagination is available if you have more than ten projects. 

How can I manage the number of projects displayed per page? 


You can change the number of projects per page by selecting a different value from the drop-down at the bottom right of the screen. Alternatively, you can navigate through pages using the page numbers at the bottom.
 

How can I search for a specific project? 


Use the search bar at the top of the All Projects page. By default, it searches by project name. You can change the search criteria to 'Created By' or 'Shared Projects' using the drop-down next to the search bar. 

What information is shown on a project tile? 


Each project tile displays the project name, creation date, and the name of the creator. If a project is shared with you, the creator's name and a shared project indication will be shown. A settings icon on each tile leads to project-specific settings. 

How do I create a new project? 


Click on the ‘Create New’ button at the top right of the All Projects page. An overlay will appear for you to enter a unique project name (5-25 characters, no special characters or spaces). Select a brand and country if applicable, then click ‘Create’. 

 

Global Settings 


What are Global Settings? 


Global Settings are configurations set by the admin to standardize nomenclature and default parameters across all projects created under a given URL. These settings include data classification groups, variable units, currency, default transformations, and model output configurations. 


How do I access Global Settings? 


Click on your profile at the top right of the screen and select ‘Global Settings’ from the settings tab. 

What is Data Classification in Global Settings? 


Data Classification involves creating groups under ‘Base’ and ‘Incremental’ categories. For example, under Incremental, you might have ‘Media’ and ‘Non-Media’. Each group’s relationship with the dependent variable is defined (e.g., positive for media variables).
 

How can I create a new data classification group? 


Navigate to the Input tab within Global Settings, scroll down to Data Classification, and click on 'Create New Group'. Enter the group name and define its relationship with the dependent variable by selecting the appropriate radio button (e.g., positive or negative). Click 'Add' to create the group. 

How do I manage variable units in Global Settings? 


In the Input tab, scroll down to the section for variable units. Enter the name of the unit (e.g., GRP, impressions) in the text box and click ‘Add’. This unit will then be available for all users to select in their projects. 

How can I set the default currency for my projects?

 
In Global Settings, you can set the default currency by selecting the appropriate option from the currency drop-down menu, which typically defaults to USD. 

What are default transformations in Global Settings?

 
Default transformations are preset transformations applied to variables. For example, media variables might default to Adstock transformation. You can set these defaults under the Modelling tab in Global Settings by selecting the group, transformation type, and parameters, then clicking 'Add'. 

Q13: Can I configure model outputs in Global Settings? 
A13: Yes, under the Modelling tab, you can configure options like showing base variable contribution splits, choosing between ROI and CAC for effectiveness calculations, and deciding whether to display revenue next to KPI. 

 

Project Settings 

Q14: What are Project Settings? 
A14: Project Settings are configurations specific to an individual project, allowing customization beyond the defaults set in Global Settings. These include data classification, variable transformations, and output configurations. 

Q15: How do I access Project Settings? 
A15: Access Project Settings by clicking the settings icon on the project tile or by selecting 'Project Settings' from the settings drop-down within a project. 

Q16: Can I customize data classification for a specific project? 
A16: Yes, within Project Settings, you can create or modify groups under Base and Incremental categories. You can also adjust existing classifications based on the needs of the specific project. 

Q17: How do I apply specific transformations to variables within a project? 
A17: Under the Modelling tab in Project Settings, select the group and variable for which you want to apply a transformation. Choose the transformation type (e.g., Adstock, log transformation) and set the parameters. Click 'Add' to apply the transformation. 

Q18: Can I modify the model output settings for a specific project? 
A18: Yes, within Project Settings, you can adjust the model output settings such as showing base variable splits, selecting ROI or CAC, and setting effectiveness calculation methods. These changes will only apply to the specific project. 


Q19: How can a user delete a group or a bucket from Data Classification or Classify Data Page?

A19: To delete a group or a bucket from the Data Classification page, the user should:

1. Click on the three dots ( ... ) next to the group name.
2. Select the Delete Group option.
Notes:
1. If variables are classified under this group, these variables must be unclassified before the group can be deleted.
2. Groups under Group 1 (such as Media, Non-media, Baseline, Price, ATL, BTL, or Other Media) cannot be deleted from this page. These must be deleted through Project Settings.

Q20: How can a user delete a Group 1 bucket (e.g., Media, Non-media, Price) from Project Settings?

A20: To delete a Group 1 bucket, the user should:

1. Click on the profile icon.
2. Go to Settings > Project Settings.
3. Navigate to the Input tab and scroll down to the Data Classification section.
4. Identify the group or bucket to be deleted and click on the delete icon next to it.
Note:
If variables are classified under this group, these variables must be unclassified before the group can be deleted.


Input Module 


Q19: What is the Input Module? 
A19: The Input Module is the first step in setting up your project, consisting of three steps: uploading the data cube, classifying data, and providing financial inputs. The first two steps are mandatory, while the third is optional. 

Q20: What is a data cube? 
A20: A data cube is a harmonized file containing time series data, such as KPIs, media impressions, promotions, and other factors. It should have a time granularity column, at least one dimension column, and relevant variables for analysis. 

Q21: What are the guidelines for uploading a data cube? 
A21: The data cube must be in XLSX or CSV format, have only one sheet, contain alphanumeric headers, and the date column should have continuous periods. The file should not contain special characters or numeric-only headers. 

Q22: How do I upload a data cube? 
A22: Click on the ‘Upload File’ button in the Input Module. The system will check for errors and display any issues with a Red Cross. If there are errors, correct the file and re-upload it. 

 

Upload Data 

Q23: How do I classify data after uploading a data cube? 
A23: Click on 'Start Data Classification'. Move variables from the left side of the screen to the appropriate buckets (Base, Incremental, Time, Dimension, and Dependent). Use the search functionality and batch classification options for efficiency. 

Q24: How do I create classification groups? 
A24: Click 'Create New Group' under the relevant bucket, name the group, and define its relationship with the dependent variable. Groups can be nested up to six levels deep for detailed classification. 

Q25: Can I use Excel for data classification? 
A25: Yes, you can export the classification template to Excel, define groups and classifications, and import it back into the platform. Ensure there are no errors like duplicate group names. 

 

Classify Data 

Q26: How do I finalize data classification? 
A26: After classifying all variables, click 'Save and Next'. Confirm the date format in the popup that appears. Be aware that classifications for Time, Dimension, and Dependent variables cannot be changed later. 

Q27: Can I revisit data classification? 
A27: Yes, you can revisit and adjust the classification at any time, but changes to Time, Dimension, and Dependent variables are not allowed after the initial classification. 

Q28: How do I manage groups and variables within the classification page? 
A28: Use the three-dot menu next to each bucket and group to access options like clearing measures, expanding/collapsing groups, ungrouping, and moving variables. Ensure logical parent-child relationships when creating subgroups. 

 

Financial Inputs 

Q29: What are Financial Inputs? 
A29: Financial Inputs involve providing spend data for incremental variables to calculate ROI and response curves. This step is optional but recommended for accurate modeling. 

Q30: How do I select variables for Financial Inputs? 
A30: Select variables from the incremental data classification bucket and choose the appropriate dimension and periodicity for your spend data. Use the dropdown at the top to apply settings to all variables or adjust individually. 

Q31: How do I export the spend data template? 
A31: Click 'Export Template' to generate an Excel file based on your selections. Fill in the spend data in the Excel file and upload it back to the system. 

Q32: How do I handle previously uploaded spends? 
A32: Even if you provided spends in the initial data cube upload, you must manually provide spend values for each column in the spend data export file. The system currently does not tag spend variables specifically. 

Q33: How do I review and upload spend data? 
A33: After filling in the spend data in the template, upload it back to the system. Verify spend aggregations by clicking 'Review Spends'. Successful upload changes the color band next to each variable from amber to green. 

Q34: What are ROI parameters and how do I set them? 
A34: ROI parameters include coverage factor, gross margin, and revenue multiplier. These can be set after reviewing spends. If the dependent variable is revenue, select 'Yes' for revenue as the dependent variable. Provide values for each year or apply the same values across all periods and dimensions. 

Q35: How do I finalize Financial Inputs? 
A35: Ensure all entries are accurate and complete. Once satisfied, click 'Next' to proceed to the review module. 

Advanced Settings - Variable Properties 

Q36: How do I access Variable Properties? 

A36: In the input module, click "Advanced Settings" at the top of the screen, then enable the "Variable Properties" switch. This will add a section below the input module for configuring variable properties such as name, dimension aggregation, modeling relationships, and units. 

 

Q37: What can I do in the Variable Properties section? 

A37: You can: 

  • Edit variable names for clarity. 

  • Set time aggregation (sum or average). 

  • Define dimension levels and aggregation methods. 

  • Specify the expected relationship with the dependent variable. 

  • Choose unit metrics or enter custom units. 

  • Save changes, apply edits to multiple variables, and export/import properties via Excel. 

Q: How do I update the unit of my measure that has been uploaded? 

A: To update the unit of measure for your uploaded data, follow these steps: 

  1. Access Advanced Settings: 

  • Navigate to the input module of your platform. 

  • Click on the "Advanced Settings" button at the top of the screen. 

  1. Enable Variable Properties: 

  • In the Advanced Settings section, turn on the "Variable Properties" switch and confirm your choice. 

  1. Locate the Variable Properties Section: 

  • Scroll down to find the "Variable Properties" section below the input module. 

  1. Select the Variable: 

  • Find the specific variable for which you want to update the unit of measure. 

  1. Edit Unit Metrics: 

  • Under the "Formatting" category within the Variable Properties section, locate the "Unit Metrics" field. 

  • Select the appropriate unit from the dropdown list. 

  • If the desired unit is not listed, click on "Other" to open a textbox and manually enter the new unit. 

  1. Save Changes: 

  • After updating the unit of measure, ensure you save your changes to apply the new unit to the variable. 

  1. Multi-Select Editing (Optional): 

  • If you need to update the unit for multiple variables simultaneously, use the checkboxes to select all relevant variables. 

  • Apply the new unit of measure to all selected variables at once. 

  1. Review and Confirm: 

  • Click "Review Variables" to verify that the unit of measure has been correctly updated for each variable. 

By following these steps, you can easily update the unit of measure for your uploaded data, ensuring accurate representation and analysis in your platform. 

 

 

Advanced Settings - Set Revenue Multiplier 

Q: What is the Revenue Multiplier, and how do I set it? 

A: The Revenue Multiplier allows you to calculate revenue by multiplying units sold by price. To set it, go to "Advanced Settings," enable the "Set Revenue Multiplier" checkbox, and confirm. This feature is available for variables classified under the "Base" category. 

 

Advanced Settings - Create New Variables 

Q: How do I create new variables? 

A: In the input module, switch on "Create New Variables" in advanced settings and confirm. You'll see a new chevron called "Create New Variables" on the left of the financial inputs page. You can create variables manually, enter event flags, auto-populate holidays and seasonal patterns, or apply smoothing impacts. 

 

Q: What options are available for creating new variables? 

A: You can: 

  • Manually input arithmetic or SQL functions. 

  • Enter event flags for specific dates or periods. 

  • Auto-populate holidays and create seasonal patterns. 

  • Use base variables for smoothing impacts. 

 

Review Module - Trend Charts 

Q: How do I use trend charts? 

A: In the review module, the Trend chevron is open by default. The chart shows the dependent variable as the primary Y-axis and the first incremental variable as the secondary Y-axis. You can select up to 50 secondary variables, filter by dimensions, change primary/secondary variables, and interact with the chart to see specific values and correlations. 

 

Q: What can I do with trend charts? 

A: You can: 

  • Select multiple secondary variables. 

  • Filter data by specific dimensions. 

  • Change primary and secondary variables. 

  • Hover over the chart to see detailed values. 

  • Save and download trend data and images. 

 

Review Module - Time Comparison Charts 

Q: How do I use time comparison charts? 

A: Select the Time Comparison chevron in the review module. Choose variables and up to four time periods to compare. Refresh the chart, adjust the slider for subsets of variables, and view the data table below for total values and percentage differences. 

 

Q: What features are available in time comparison charts? 

A: You can: 

  • Compare multiple variables across different periods. 

  • Create custom time periods. 

  • Adjust the slider for detailed analysis. 

  • Download comparison data and save your view for future reference 

 


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