Pinterest Ads Transformation dbt Package (Docs)

What does this dbt package do?

• Produces modeled tables that leverage Pinterest Ads data from Fivetran's connector in the format described by this ERD and builds off the output of our Pinterest Ads source package.
• Enables you to better understand the performance of your ads across varying grains:
  • Providing an advertiser, campaign, ad group, keyword, pin, and utm 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 Pinterest 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
pinterest_ads__advertiser_report	Each record in this table represents the daily performance at the advertiser level.
pinterest_ads__campaign_report	Each record in this table represents the daily performance of ads at the advertiser and campaign level.
pinterest_ads__ad_group_report	Each record in this table represents the daily performance of ads at the campaign, advertiser, and ad group level.
pinterest_ads__keyword_report	Each record in this table represents the daily performance of a keyword at the advertiser, campaign, ad group, and keyword level.
pinterest_ads__pin_promotion_report	Each record in this table represents the daily performance of ads at the advertiser, campaign, ad group, and pin level.
pinterest_ads__url_report	Each record in this table represents the daily performance of ads at the advertiser, campaign, ad group, and url level.

How do I use the dbt package?

Step 1: Prerequisites

To use this dbt package, you must have the following:

• At least one Fivetran Pinterest Ads connector syncing data into your destination.
• A BigQuery, Snowflake, Redshift, PostgreSQL, or Databricks destination.

Databricks Dispatch Configuration

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']

Step 2: Install the package (skip if also using the ad_reporting combo package)

Include the following pinterest_ads package version in your packages.yml file if you are not also using the upstream Ad Reporting combination package:

packages:
  - package: fivetran/pinterest
    version: [">=0.11.0", "<0.12.0"] # we recommend using ranges to capture non-breaking changes automatically

Do NOT include the pinterest_source package in this file. The transformation package itself has a dependency on it and will install the source package as well.

Step 3: Define database and schema variables

By default, this package runs using your destination and the pinterest schema. If this is not where your Pinterest Ads data is (for example, if your Pinterest Ads schema is named pinterest_fivetran), add the following configuration to your root dbt_project.yml file:

vars:
    pinterest_database: your_destination_name
    pinterest_schema: your_schema_name 

Step 4: Disabling Keyword Models

This package takes into consideration that not every Pinterest account tracks keyword performance, and allows you to disable the corresponding functionality by adding the following variable configuration:

# dbt_project.yml
vars:
    pinterest__using_keywords: False # Default = true

(Optional) Step 5: Additional configurations

Expand/Collapse details

Union multiple connectors

If you have multiple pinterest 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 pinterest_ads_union_schemas OR pinterest_ads_union_databases variables (cannot do both) in your root dbt_project.yml file:

vars:
    pinterest_ads_union_schemas: ['pinterest_usa','pinterest_canada'] # use this if the data is in different schemas/datasets of the same database/project
    pinterest_ads_union_databases: ['pinterest_usa','pinterest_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 defined source.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.

Passing Through Additional Metrics

By default, this package will select clicks, impressions, spend (converted from spend_in_micro_dollar), total_conversions, total_conversions_quantity, and total_conversions_value (converted from total_conversions_value_in_micro_dollar) 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 (clicks, impressions, spend, total conversions, total conversions quantity, and total conversions value) 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:
    pinterest__pin_promotion_report_passthrough_metrics: 
      - name: "new_custom_field"
        alias: "custom_field"
    pinterest__ad_group_report_passthrough_metrics:
      - name: "this_field"
    pinterest__advertiser_report_passthrough_metrics:
      - name: "unique_string_field"
        alias: "field_id"
    pinterest__campaign_report_passthrough_metrics:
      - name: "that_field"
    pinterest__keyword_report_passthrough_metrics:
      - name: "other_id"
        alias: "another_id"

Change the build schema

By default, this package builds the Pinterest Ads staging models (10 views, 10 models) within a schema titled (<target_schema> + _pinterest_source) and your Pinterest Ads modeling models (6 tables) within a schema titled (<target_schema> + _pinterest) in your destination. If this is not where you would like your Pinterest Ads data to be written to, add the following configuration to your root dbt_project.yml file:

models:
    pinterest_source:
      +schema: my_new_schema_name # leave blank for just the target_schema
    pinterest:
      +schema: my_new_schema_name # leave blank for just the target_schema

Change the source table references

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 when running the package on multiple unioned connectors.

IMPORTANT: See this project's dbt_project.yml variable declarations to see the expected names.

vars:
    pinterest_<default_source_table_name>_identifier: your_table_name 

(Optional) Step 6: Orchestrate your models with Fivetran Transformations for dbt Core™

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.

Does this package have dependencies?

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 root packages.yml to avoid package version conflicts.

packages:
    - package: fivetran/pinterest_source
      version: [">=0.11.0", "<0.12.0"]

    - 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"]

How is this package maintained and can I contribute?

Package Maintenance

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.

Opinionated Decisions

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.

Contributions

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.

Contributors

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.

Are there any resources available?

• 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.