Creating an SDR (OP Labs Only)
The SDR Builder button enables several functions that helps you generate an SDR by importing all your variables and their settings from Adobe Analytics and create validation rules for each of them. The tool automatically creates about 90% of the information most SDRs would have by default as it imports your Adobe variables and their settings. You’ll create the rest of the SDR with the functionality in this tool.
Step 1: Generate a Template
Click the Generate button to create tabs for all your variables into the SDR. This creates blank templates for Adobe eVars, s.props, events, and ListVars, which will be populated in step 3 from your report suite. Use these sheets as the foundation for your variable documentation.
Skip the Generate Validation button for now and continue on to selecting a report suite.
Step 2: Select a Report Suite
From the drop-down list of report suites, choose the one for which you want to create an SDR. If you want to create several separate SDRs, try to choose the report suite that most closely reflects the variable settings you want to document. The report suites come from the list stored in Config tab when you first saved your credentials in Settings.
Step 3: Get the Variables
Once you select the report suite, click Get Variables to import all the variables and their settings for that report suite. This may take up to a minute and you’ll see each of the Adobe variable tabs get populated.
Step 4: Generate Validation
Before you can generate validation rules, you must set up the Config tab with scope definitions, delimiters, format, and set methods (see Configuring SDR Builder). Defining these in the Config tab streamlines the configuration for the variables.
When you’re finished setting up the Config tab, return to the SDR Builder and click Generate Validation to aid you in populating the rules for the variables.
Step 5: Configure the Variables
Each variable sheet has yellow-headed columns, which indicate where you can create custom rules for the variables. Manually creating rules for each variable is very time-consuming and tedious, however, once you have settings created in the Config tab, populating the following columns for each variable becomes much easier and faster than having to type in everything from scratch.
Set the following columns for each variable you have enabled. The validation rules come from the settings on the Config tab and can be chosen in each cell.
Scope: Where in the site does this variable get populated. The Scope column is based on the same column in the Config tab.
Top 5: This shows the five most frequently collected values for this variable.
Delimiter: Choose a delimiter if the variable uses uses one (such as for a listVar or listProp). Format: The format is the character pattern the for the variable. It could be as simple as lowercase alphanumeric characters or complex such as a page-naming scheme. There are several common out-of-the-box formats on the Config tab. Use any one of these, or create additional ones in the Config tab.
Approved Values: This holds a list of acceptable values. It is usually only used when there are a finite list of possibilities, such as membership status (bronze|silver|gold), or days of the week (Sunday|Monday|Tuesday etc.).
Auto RegEx: This column may be populated automatically with the Generate Regex button. To fill out this column, click the Generate RegEx button. The tool progresses variable by variable through Adobe Analytics for the last 30 days and tries to make a Regular Expression out of the values. If there are less than 25 values, the tool will create a large Regular Expression with ORs (“|”) between each value. If there are 25 or more values, it is too large and will not attempt to create a regular expression. This method won’t be appropriate for every variable, but for those variables where it works, it will save you a significant amount of time on them. Set Method: Choose the method that sets the value for this variable.
TMS Rule: If this variable is set by a tag management system, choose the rule that sets it.
DataLayer Var: If the variable is set by a data layer object, enter the notation for accessing the value through the data layer. For example, the object that reflects whether a user is logged in or not might be accessed from the data layer like this: digitalData.shopper.authenticatedState
The whole concept behind the SDR Builder is to help you solve the very difficult challenge of creating and maintaining a reference for all the variables on your site. The added advantage is that once the variables are all documented, the tool can then automatically generate custom rules inside of ObservePoint to validate your data collection plan.
Update Settings to Adobe
Any changes you make to the Adobe variable settings can be updated to Adobe Analytics. Once your changes are made in the SDR Builder, upload them by choosing the variable type (eVars, props, etc.) and clicking Update Settings to Adobe.
Warning: Updating Settings to Adobe will permanently overwrite the original variable configuration settings. Best practice is to make a backup copy of each variable sheet with the original settings so they can be restored if necessary.