Quick Start Guide
Datanable is a powerful platform that helps you centralize marketing data from various marketing platforms. By connecting your marketing accounts, you can easily aggregate and analyze your performance metrics in one central location.
1. Adding Connections
Navigate to the Connections menu and follow these simple steps:
- Click on "Add a Connection"
- Select your desired marketing platform (e.g., Meta Ads, Snapchat Ads)
- Complete the authentication process
- Select the specific accounts you want to connect
- Configure connection settings, including:
- Reporting levels
- Data breakdowns
Note: Depending on the volume of historical data, initial data retrieval may take some time. However for some sources, we provide an initial data extract (as soon as dates appears in the "Stored Data" column of the connection details table) so you can start working with your dashboards while the historical data is being processed.
2. Data Sharing
In the Data Shares menu, simply add a Google Account. Data sharing will be activated automatically for that account. Please note that it may take 5 to 10 minutes for Google to process the sharing permissions.
Google Data Share needs to be set up only once per user. Once configured, all data from existing and new connections will be automatically shared with the designated Google Data Share users.
When multiple connections from the same source share identical "levels" and "breakdowns," they are consolidated into the same tables (for example, meta_ads__ad_daily).
When using visualization tools like Looker Studio, you can easily filter the data for specific accounts. (For example account_id or account_name for Meta Ads)
If you need to share dashboards with specific data filtered for different clients, please follow our detailed guide on sharing filtered Looker Studio dashboards.
3. Looker Studio Templates
Our Looker Studio templates allow you to develop dashboards faster, without having to start from scratch. Feel free to edit or customize the templates however you like.
Alternatively, you can build your dashboards in Looker Studio from scratch without using templates. Click here to learn how.
Prerequisites:
- You must have at least one active connection with an "OK" status to the source(s) corresponding to the template you wish to use.
- You must have at least one active connection with the correct level and breakdown settings. For example, if a template requires a 'Country' breakdown, your connection must include this breakdown.
- You must have performed a Google Data Share to ensure your data is shared with your Google account and available in Looker Studio.
In the Templates menu, you can generate a ready-to-use dashboard with a single click. These templates are automatically connected to your data sources, providing an instant view of your marketing performance. Once the template is loaded, you can customize it according to your needs and view your data in Looker Studio.
Note: If you have met all the prerequisites and encounter the error "Impossible to read the table..." when attempting to use a template in Looker Studio, please note that if you have just completed a Google Data Share, immediate access to the data may not be available. It can take up to 15 minutes for Google to grant access to the shared data
Best Practices
- Ensure you have the necessary permissions for each marketing platform
- Regularly check your connections status
Troubleshooting
- If a connection fails, double-check your authentication credentials
- Verify that you have the correct access levels on the source platforms
- Contact support if you experience persistent connection issues
Support
Need help? Contact our support team for assistance with connections, data sharing, or template selection.