How to Self-Service Provision Your Source Medium MTA Dashboard

Make sure you’ve gotten confirmation from a Source Medium team member via Slack or email that your MTA data has been modeled and is present in your warehouse.

Once you have confirmation your data is ready, navigate to the demo dashboard for the latest release of Source Medium’s MTA reporting, which you can find at the link here. If you have any issues accessing the dashboard, reach out to a Source medium team member via Slack or email.

Once on the demo dashboard, use the 3 dots icon at the top right to bring up the menu and select Make a copy.

You will then need to select new data sources from the drop down menus presented. The selection is simple: at each of the three drop down menus, select the New Data Source from your managed data warehouse which has the same name as the Original Data Source on the left.

If you do not find matching data sources from your warehouse, you will need to create them using the Create data source button.

After you’ve begun creating the new data source, select the Big Query connector.

With the Big Query connector selected, select:

• Project: SM Managed - Your Company Name
• Dataset: sm_experimental
• Table: obt_purchase_journeys_with_mta_models or rpt_attribution_channel_mapping_summary or rpt_attribution_performance_daily
• After you’ve selected the correct Project, Dataset, and Table, click Connect and then Add to Report on the next screen to add the data source

After you’ve selected the correct Project, Dataset, and Table, click Connect and then Add to Report on the next screen to add the data source.

After selecting the correct data sources from your managed data warehouse, click Copy Report. You will automatically be brought into edit mode on your new MTA dashboard, which will need a few modifications.

Start by changing the name of the report in the top left corner. Delete “Copy of” from the beginning of the name, and replace “Demo” with your company name.

The next thing you’ll need to do is to replace the demo date filter and set a new default date range. You can do this by first deleting the large clear rectangle object that covers the date filter. Next, delete the small text box that reads (fixed date range for demo). Lastly, click on the date range filter and set the default date range to whatever period you prefer.

Delete the clear rectangle

Delete the text box

Change the default date range

If you wish to do so, you may replace the Source Medium icon in the top left by clicking on it and then clicking the name of the default file in the Image Properties panel on the right. You will be prompted to select a new file from your computer. The icon is linked to all dashboard pages, so you only need to do this once.

If you’d like to customize the Theme and Layout of the dashboard to your preferences, you may do so by clicking any blank space on the dashboard (not a chart) and selecting Theme and layout from the right-click menu, or by selecting File > Theme and layout from the main menu at the top of the page.

You are now ready to use Source Medium’s built-in multi-touch attribution reporting. Happy analyzing!