Microsoft Ads Transformation dbt Package (Docs)
- Produces modeled tables that leverage Microsoft Ads data from Fivetran's connector in the format described by this ERD and builds off the output of our Microsoft Ads source package.
- Enables you to better understand the performance of your ads across varying grains:
- Providing an account, campaign, ad group, keyword, ad, utm and search level reports.
- Materializes output models designed to work simultaneously with our multi-platform Ad Reporting package.
- Generates a comprehensive data dictionary of your source and modeled Microsoft Ads data through the dbt docs site.
The following table provides a detailed list of all tables materialized within this package by default.
TIP: See more details about these tables in the package's dbt docs site.
Table | Description |
---|---|
microsoft_ads__account_report | Each record in this table represents the daily performance at the account level. |
microsoft_ads__campaign_report | Each record in this table represents the daily performance of a campaign at the campaign/advertising_channel/advertising_channel_subtype level. |
microsoft_ads__ad_group_report | Each record in this table represents the daily performance at the ad group level. |
microsoft_ads__ad_report | Each record in this table represents the daily performance at the ad level. |
microsoft_ads__keyword_report | Each record in this table represents the daily performance at the ad group level for keywords. |
microsoft_ads__search_report | Each record in this table represents the daily performance at the search level. |
microsoft_ads__url_report | Each record in this table represents the daily performance of URLs at the ad level. |
To use this dbt package, you must have the following:
- At least one Fivetran Microsoft Ads connector syncing data into your destination.
- A BigQuery, Snowflake, Redshift, PostgreSQL, or Databricks destination.
If you are using a Databricks destination with this package you will need to add the below (or a variation of the below) dispatch configuration within your dbt_project.yml
. This is required in order for the package to accurately search for macros within the dbt-labs/spark_utils
then the dbt-labs/dbt_utils
packages respectively.
dispatch:
- macro_namespace: dbt_utils
search_order: ['spark_utils', 'dbt_utils']
If you are NOT using the Ad Reporting combination package, include the following microsoft_ads package version in your packages.yml
file:
TIP: Check dbt Hub for the latest installation instructions or read the dbt docs for more information on installing packages.
packages:
- package: fivetran/microsoft_ads
version: [">=0.9.0", "<0.10.0"]
Do NOT include the microsoft_ads_source
package in this file. The transformation package itself has a dependency on it and will install the source package as well.
By default, this package runs using your destination and the microsoft_ads
schema. If this is not where your Microsoft Ads data is (for example, if your Microsoft Ads schema is named microsoft_ads_fivetran
), add the following configuration to your root dbt_project.yml
file:
vars:
microsoft_ads_database: your_destination_name
microsoft_ads_schema: your_schema_name
Expand/Collapse details
If you have multiple microsoft_ads connectors in Fivetran and would like to use this package on all of them simultaneously, we have provided functionality to do so. The package will union all of the data together and pass the unioned table into the transformations. You will be able to see which source it came from in the source_relation
column of each model. To use this functionality, you will need to set either the microsoft_ads_union_schemas
OR microsoft_ads_union_databases
variables (cannot do both) in your root dbt_project.yml
file:
vars:
microsoft_ads_union_schemas: ['microsoft_ads_usa','microsoft_ads_canada'] # use this if the data is in different schemas/datasets of the same database/project
microsoft_ads_union_databases: ['microsoft_ads_usa','microsoft_ads_canada'] # use this if the data is in different databases/projects but uses the same schema name
NOTE: The native
source.yml
connection set up in the package will not function when the union schema/database feature is utilized. Although the data will be correctly combined, you will not observe the sources linked to the package models in the Directed Acyclic Graph (DAG). This happens because the package includes only one definedsource.yml
.
To connect your multiple schema/database sources to the package models, follow the steps outlined in the Union Data Defined Sources Configuration section of the Fivetran Utils documentation for the union_data macro. This will ensure a proper configuration and correct visualization of connections in the DAG.
By default, this package will select clicks
, impressions
, spend
, conversions
(coalesces source conversions
and conversions_qualified
fields), conversions_value
(aliased source revenue
field), all_conversions
(coalesces source all_conversions
and all_conversions_qualified
fields) and all_conversions_value
(aliased source all_revenue
field) from the source reporting tables to store into the staging models. If you would like to pass through additional metrics to the staging models, add the below configurations to your dbt_project.yml
file. These variables allow for the pass-through fields to be aliased (alias
) if desired, but not required. Use the below format for declaring the respective pass-through variables:
IMPORTANT: Make sure to exercise due diligence when adding metrics to these models. The metrics added by default have been vetted by the Fivetran team maintaining this package for accuracy. There are metrics included within the source reports, for example metric averages, which may be inaccurately represented at the grain for reports created in this package. You will want to ensure whichever metrics you pass through are indeed appropriate to aggregate at the respective reporting levels provided in this package.
vars:
microsoft_ads__account_passthrough_metrics:
- name: "new_custom_field"
alias: "custom_field"
microsoft_ads__campaign_passthrough_metrics:
- name: "this_field"
microsoft_ads__ad_group_passthrough_metrics:
- name: "unique_string_field"
alias: "field_id"
microsoft_ads__ad_passthrough_metrics: #these metrics are included in both microsoft_ads__ad_report and microsoft_ads__url_report
- name: "new_custom_field"
alias: "custom_field"
- name: "a_second_field"
microsoft_ads__keyword_passthrough_metrics:
- name: "this_field"
microsoft_ads__search_passthrough_metrics:
- name: "unique_string_field"
alias: "field_id"
This package assumes you are manually adding UTM tags to your ads. If you are leveraging the auto-tag feature within Microsoft Ads then you will want to enable the microsoft_ads_auto_tagging_enabled
variable to correctly populate the UTM fields within the microsoft_ads__utm_report
model.
vars:
microsoft_ads_auto_tagging_enabled: true # False by default
By default, this package builds the Microsoft Ads staging models (11 views, 11 tables) within a schema titled (<target_schema>
_microsoft_ads_source
) and your Microsoft Ads modeling models (7 tables) within a schema titled (<target_schema>
_microsoft_ads
) in your destination. If this is not where you would like your Microsoft Ads data to be written to, add the following configuration to your root dbt_project.yml
file:
models:
microsoft_ads_source:
schema: my_new_schema_name # leave blank for just the target_schema
microsoft_ads:
schema: my_new_schema_name # leave blank for just the target_schema
If an individual source table has a different name than the package expects, add the table name as it appears in your destination to the respective variable. This is not available if you are unioning together multiple connectors.
IMPORTANT: See this project's
dbt_project.yml
variable declarations to see the expected names.
vars:
microsoft_ads_<default_source_table_name>_identifier: your_table_name
Expand for more details
Fivetran offers the ability for you to orchestrate your dbt project through Fivetran Transformations for dbt Core™. Learn how to set up your project for orchestration through Fivetran in our Transformations for dbt Core setup guides.
This dbt package is dependent on the following dbt packages. These dependencies are installed by default within this package. For more information on the following packages, refer to the dbt hub site.
IMPORTANT: If you have any of these dependent packages in your own
packages.yml
file, we highly recommend that you remove them from your rootpackages.yml
to avoid package version conflicts.
packages:
- package: fivetran/microsoft_ads_source
version: [">=0.10.0", "<0.11.0"]
- package: fivetran/fivetran_utils
version: [">=0.4.0", "<0.5.0"]
- package: dbt-labs/dbt_utils
version: [">=1.0.0", "<2.0.0"]
- package: dbt-labs/spark_utils
version: [">=0.3.0", "<0.4.0"]
The Fivetran team maintaining this package only maintains the latest version of the package. We highly recommend you stay consistent with the latest version of the package and refer to the CHANGELOG and release notes for more information on changes across versions.
In creating this package, which is meant for a wide range of use cases, we had to take opinionated stances on a few different questions we came across during development. We've consolidated significant choices we made in the DECISIONLOG.md, and will continue to update as the package evolves. We are always open to and encourage feedback on these choices, and the package in general.
A small team of analytics engineers at Fivetran develops these dbt packages. However, the packages are made better by community contributions.
We highly encourage and welcome contributions to this package. Check out this dbt Discourse article on the best workflow for contributing to a package.
We thank everyone who has taken the time to contribute. Each PR, bug report, and feature request has made this package better and is truly appreciated.
A special thank you to Seer Interactive, who we closely collaborated with to introduce native conversion support to our Ad packages.
- If you have questions or want to reach out for help, see the GitHub Issue section to find the right avenue of support for you.
- If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our Feedback Form.