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Welcome to the help center for DoubleClick Search, a platform for managing search marketing campaigns.  While the help center is available to the public, access to the DoubleClick Search product is available only to subscribing customers who are signed in. To subscribe or find out more, contact our sales team.

Use your business data to manage campaigns

Remove business data

"Removing" business data can simply mean clearing data you've applied to campaigns, or it can mean removing an entire table all of its data. Here are the types of actions you can take to remove business data:

  • Clear business data from campaigns, ad groups, or other items
    For example, you applied business data about a brand to a group of campaigns, but you've recently changed your strategy for advertising that brand. So you clear (detach) the business data from some of the campaigns, but leave it applied to others.
  • Remove rows from business data tables
    For example, you stop advertising a brand that you previously defined in your business data. So you remove the row that describes the brand from your business data table.
  • Remove columns from business data tables
    For example, a "Brand" business data table contains "Product type" and "Product year" columns as additional ways to segment or roll up reporting data on the Dimensions tab. However, you decide that keeping "Product year" up to date isn't worth the effort, so you remove the "Product year" column from the "Brand" business data table.
  • Remove business data tables
    For example, you defined a business table that's now obsolete, and you don't want other people on your team accidentally using the table. So you remove the table from DS.

Clear business data from campaigns, ad groups, or other items

To clear (detach) business data that's been directly applied to item:

  1. Navigate to the tab that contains engine accounts, campaigns, or other items that you can apply business data to.
    For example, navigate to an advertiser and click the Campaigns tab.

  2. Add columns for the business data:

    1. Click the Columns button, which appears above the performance summary graph.

    2. Under Available columns, click Business data.

    3. Click + next to the ID column for the type of data you want to clear. For example, to clear Dealership data, click + next to Dealership.ID.

      Click + next to the ID column for the type of data you want to apply.

    4. Optionally click + next to any attribute that might help you identify the data you want to clear.
      For example, add Dealership.Name so you'll be able to confirm the dealership name.

    5. Click Apply.

  3. Click in the ID column you added in the previous steps and click Inherit from parent.

Business data is no longer directly applied to the item. The item will inherit any data applied to higher level items.

Alternative: use bulk editing to clear a specific row of business data

To clear (detach) a specific row of business data that you've directly applied to items:

  1. Navigate to the tab that contains engine accounts, campaigns, or other items that you can apply business data to.
    For example, navigate to an advertiser and click the Campaigns tab.

  2. Optionally use a filter to display only the items you want to clear business data from.

  3. Optionally narrow down the list of items you want to edit by selecting the checkbox next to one or more specific  items.
    If you don't select items, the bulk edit will apply to all items in the current scope (and that match any filters you've specified).

  4. Above the reporting table, click Edit ▼ and select Change business data.

  5. In the Change business panel:

    1. Select Remove.

    2. From the Select a table list, select a business data table.
      The list contains all business data tables in your advertiser.

    3. From the Select a business data row list, select one business data row.
      The list shows the value of each row's ID column.
       Detaching a row of business data.

    Learn more about options for scheduling this edit to occur later, to recur periodically, or to revert your change at a specific time.

  6. Click Save.
    Above the reporting table, DS reports the progress of the bulk edit.

Cancel an edit that's in progress

  1. Click More details to see the Bulk operations page.
  2. In the Results column click Cancel.
  3. After DS cancels the edit, click Download report in the Results column to see which edits were fully processed before cancellation.

Confirm that data was cleared

To confirm that the data was cleared correctly, view the business data that's applied to items.

Effect on inherited business data

Because business data is inherited, if you clear business data from a campaign, the data will no longer be attached to any item in the campaign (unless you have previously applied the data directly to items in the campaign).

Learn more about inherited business data.

Remove rows from business data tables

If you're no longer using one or more rows of business data and you want to make sure others in your organization don't use the data by mistake, remove the rows. If the rows are currently attached to campaigns or other items, the business data no longer appears for the campaigns or other items.

If the row is included by reference in another row, the parent row will show an empty value for the data you remove. For example, if "Seattle" in a City table refers to "Washington" in a State table, removing "Washington" means that "Seattle" no longer defines a state. If "Washington" refers to a row in a Country or Region table, "Seattle" will also no longer define a country or region. 

You can restore the row later if you need the data.

To remove a row of business data:

  1. Navigate to an advertiser.  

    Steps for navigating to an advertiser
    1. Click the navigation bar to display navigation options.

    2. In the Agency list, click on the agency that contains the advertiser. You can search for an agency by name or scroll through the list.

    3. In the Advertiser list, click on the advertiser.

    4. Click Apply or press the Enter key.

    DoubleClick Search displays the advertiser page, which contains data for all of the advertiser’s engine accounts.

  2. In the left navigation panel, click Business data.

  3. In the Business data table name column, click a name.

  4. Select the checkbox next to a row of business data.
  5. Click Edit▼ and select Remove.
  6. Click OK to confirm.

To restore a row of removed business data:

  1. Navigate to an advertiser.  

    Steps for navigating to an advertiser
    1. Click the navigation bar to display navigation options.

    2. In the Agency list, click on the agency that contains the advertiser. You can search for an agency by name or scroll through the list.

    3. In the Advertiser list, click on the advertiser.

    4. Click Apply or press the Enter key.

    DoubleClick Search displays the advertiser page, which contains data for all of the advertiser’s engine accounts.

  2. In the left navigation panel, click Business data.

  3. In the Business data table name column, click a name.

  4. View the removed rows: In the Show list that appears above the reporting table, select All.

  5. Select the checkbox next to a row with the removed icon (Removed status button).

  6. Click Edit▼ and select Resume.

If the data you restored was previously associated with campaigns or other items, the data now appears for the campaigns or other items.

Remove columns from business data tables

If you're no longer using one or more columns of business data and you want to make sure others in your organization don't use the data by mistake, remove the columns.

You cannot restore a column after you remove it.

In addition, you cannot remove the ID column. All tables are required to specify the ID column.

Before you start

Make sure the column isn't used in formula columns, saved views, or as a condition in automated rules. DS does not remove columns that are being used by other DS features.

Remove columns

  1. Navigate to an advertiser.  

    Steps for navigating to an advertiser
    1. Click the navigation bar to display navigation options.

    2. In the Agency list, click on the agency that contains the advertiser. You can search for an agency by name or scroll through the list.

    3. In the Advertiser list, click on the advertiser.

    4. Click Apply or press the Enter key.

    DoubleClick Search displays the advertiser page, which contains data for all of the advertiser’s engine accounts.

  2. In the left navigation panel, click Business data.

  3. Select the checkbox next to a business data table.

  4. Click Edit▼ and select Edit details.
  5. Click Cancel (remove) for the column you want to remove.
    Click the "Remove" icon
  6. Click Save.

DS automatically clears the column from all campaigns and other items.

Remove business data tables

If you're no longer using any data in a business data table and you want to make sure others in your organization don't use the table by mistake, remove the table.

You cannot restore a business data table after you remove it.

Before you start

Make sure the none of the table's columns is used in formula columns, saved views, or as a condition in automated rules. DS will prevent you from removing tables that are used by other DS features.

Remove business data tables

  1. Navigate to an advertiser.  

    Steps for navigating to an advertiser
    1. Click the navigation bar to display navigation options.

    2. In the Agency list, click on the agency that contains the advertiser. You can search for an agency by name or scroll through the list.

    3. In the Advertiser list, click on the advertiser.

    4. Click Apply or press the Enter key.

    DoubleClick Search displays the advertiser page, which contains data for all of the advertiser’s engine accounts.

  2. In the left navigation panel, click Business data.

  3. Select the checkbox next to a business data table.

  4. Click Edit▼ and select Remove.
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