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Rollup Reporting - How to Report On Multiple Accounts using Multiple Data Sources within the same Report

This article describes the process of how to report on multiple accounts of the same type of advertising network (Adwords, Bing, Facebook, Google Analytics views, etc.) using multiple data sources within the same report.

When adding data sources in the Shinobi template editor, each individual account added (for example Bing Ads) is considered a separate data source, and only one advertising account can be referenced in the template editor at a time. In order to reference multiple accounts within a single advertiser, the template editor needs a unique identifier to reference in order to know which account to pull the data from. We call this unique identifier a "Mapping".  For example, if only one Bing Ads account is added, then we would call this the "Primary" mapping. If additional Bing Ads accounts need to be added to a single advertiser, then we need additional mappings (unique identifiers) in order to distinguish between these data sources.

The first step in this process is to add a Mapping to give each advertiser account a unique identification.  First, click on your name in the top-right corner, then select Setup - Data Sources - click into your Advertiser network (Bing Ads, for example), then Edit Mappings.



Click Add Mapping



Give it a Unique Name, then click SAVE



At the account level, add a data source:


Select the data source, give it a unique description and select the correct mapping from the drop down menu, then click CONNECT:



In the Shinobi Template editor:

Add the data source for the widget and select the  icon next to the data source name.  In the pop-up window you can rename your data source or add a unique identifier and select the correct mapping from the drop-down menu.



Continue to add data sources to your widget as needed.

You will then be able to report on metrics from each data source:

If you need to combine the same metric together from different data sources and an "aggregate" metric is not immediately available, you may click on the "+ Add Custom" button under the metrics section button in order to create a custom calculated metric using your multiple data sources.


Furthermore, if you need to combine a dimension from any of your data sources that do not have a common aggregate dimension automatically, you can click on the "+ Add Custom" button under the dimensions section to create your own custom dimension across multiple data sources.

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