Create metric mapping tag

Prerequisites

Before you create offline tags through metric mapping, create the corresponding offline dataset. For more information, see Offline datasets.

Procedure

1. Navigate to the Dataphin home page, and from the top menu bar, select Tag > Workbench.

2. From the top menu bar, choose Project.

3. In the left-side navigation pane, select Tag Processing > Offline Tag. On the Offline Tag page, click Add Tag.

4. In the Add Offline Tag dialog box, click Registered Tag to access the Create Metric Mapping page.

5. On the Add Metric Mapping page, set the offline tag's Business Attribute, Technical Attribute, and Processing Logic.

   • Business Attribute

     Parameter	Description
     Entity-entity ID	Select the entity and entity ID based on your business needs.
     Tag Type	The tag type, which is determined by the processing method. Attribute Tag: Describes objective facts. Serves as a fundamental tag for entity profiles, such as gender and name. Statistical Tag: Derived from entity behavior or attributes to meet business requirements, such as the purchase amount in the last 7 days. Predictive Tag: Forecasts entity characteristics or behavior by using algorithm models, such as the user's most frequently visited province. Composite Tag: Formed by combining and processing tags based on specific rules, such as consumer segmentation.
     Timeliness	The update frequency of tags as they evolve over time. Tags are classified as dynamic or static. Static Tag: Reflects inherent entity characteristics that do not change, such as gender and name. Dynamic Tag: Requires regular updates to stay accurate, such as the order amount in the last 7 days.
     Owner	The developer responsible for this offline tag.

   • Technical Attribute

     Tag Update Method: Supports Periodic Update and Manual Update.

     • Periodic Update: Refreshes tags automatically at set intervals.

     • Manual Update: Requires manual intervention to update tags.

   • Processing Logic

     Parameter	Description
     Dataset	Select the offline dataset for processing.
     Entity ID Field	Defaults to the primary key of the offline dataset and cannot be modified.
     Tag Definition	Select the metric to define as a tag and specify the tag name and tag code. You can add tags individually or in batches. Single Addition: Click Add and enter the relevant details. Metric Name: Select the data column to define. Tag Name: Accepts Chinese, English letters (both uppercase and lowercase), numbers, and underscores (_), up to 64 characters. Tag Code: A unique identifier for the tag. When a tag with the same name exists in the created service, it aids in locating the specific tag. Accepts lowercase English letters, numbers, and underscores (_), must begin with a lowercase letter, and be no longer than 64 characters. Lookup Table: If the selected source field column has an associated lookup table, the lookup table from the source dataset is used. Note Click to view details of the lookup table, including its name, code values, and code names. Only the first 50 code values are displayed. Value Type: No input required. The system automatically determines the value type based on the column name. Version Number: Accepts English letters (both uppercase and lowercase), numbers, underscores (_), hyphens (-), and periods (.), up to 64 characters. Tag Description: A brief description of the tag, up to 1000 characters. Batch Addition: Click the Processing Logic area's Batch Add, and in the Select Dataset Metric dialog box, select one or more metrics. Use the search box to find metrics by name or description that have not yet been tagged. Note The metric list shows only dataset metrics not yet in the tag definition list and indicates whether a tag has been generated for each metric. You can filter to View Only Metrics Without Generated Tags and click Selected to select all. Metrics that have already been used to generate tags indicate that a submitted tag version references that metric. Click Confirm. The selected metrics are automatically populated in the tag definition list. You can click the Actions column's icon to remove a metric individually, or select multiple metrics and click Batch Delete to remove them. If all metrics are removed, a default row with version number V1 and empty parameters remains. Note Metric duplication is not permitted within the tag definition list. Once a metric is included in the current list, it cannot be selected again. When Auto Fill is applied, the metric name populates the tag code column, even if it already contains a value. If the metric includes a tag description, it populates both the tag name and tag description columns; however, existing values in these columns will remain unchanged.

6. Click Submit to create the offline tag.

   After the offline tag is created, you must publish it before it can be used. After publication, project members can use the tag for further processing or audience group selection.

   1. In the offline tag list, click the Actions column icon next to the target tag to start publishing.

   2. In the Publish Tag dialog box, select the tag version to publish.

      Note

      Before publishing, you can review the version details and differences by clicking View Version Comparison to verify accuracy and confirm the correct version.

   3. Click Confirm to publish the offline tag.

What to do next

After the offline tag is created and published, you can list it in the marketplace for management and use it in subsequent tag development. For more information, see Manage tags.