Create a Load Rule

Data load rules filter out unwanted data before you upload data to Marketing Cloud Intelligence. After you create load rules, they can be applied to data streams.

Required Editions

User Permissions Needed
To define a load mode: Admin
  1. Navigate to the Connect & Mix tab.
  2. Expand Data Streams, and then expand Data Streams List.
  3. Expand Data Load Rules.
  4. Click Add New.
  5. In the General section, add this information:
    Name Name your load rule.
    Match Action Select the matching action to use. These match types are available: Include Rows – Only data that matches the dimension values defined in the filter is uploaded. Delete Measurements – Measurements are removed from the data according to the filter. Fail the Entire Load – Any new raw file that meets the criteria doesn’t upload.
    Description Enter a description to describe what the load rule does.
    Date Range Enter a data range so that only data that meets the date range is added to the data stream.
    Filter Rows Without Measurement Data Exclude rows without measurement data. If a row contains “0” or “null”, it isn’t uploaded.
  6. In the filters area, define the criteria. (If filters exist, they appear here and can be modified.)
  7. To create a new filter, click Add Filter.
    Define the filter’s details. For example, to exclude a specific campaign, set Campaign Name as the dimension, choose Not Equals, and enter the campaign name.

    data stream advanced - filter details

    Note
    Note Filters are not case-sensitive .
  8. Save your work.