Portfolio Analytics

Portfolio Analytics allows you to analyze user behavior across multiple mParticle workspaces in your Analytics projects. This is especially useful for brands with a portfolio of digital properties like streaming services, mobile apps, or brick-and-mortar franchises who want to understand customer engagement across these touchpoints.

Overview

Prior to the release of Portfolio Analytics, an Analytics project only had access to data from its corresponding mParticle workspace. Portfolio Analytics introduces the notion of multi-workspace projects, or portfolios. Within a portfolio, you can now ingest data collected from multiple mParticle workspaces into a single Analytics project.

mParticle to Analytics mapping

Permissions and access

Organization admins automatically have access to all portfolios created within an account. However, user access to portfolios is not automatically shared with users who have access to the underlying projects. These users must be invited by another user with access to the portfolio to join.

Impact to Analytics Features

All existing project-level features and analysis types are available within portfolios with the following exceptions:

• Events and Properties metadata editing: You cannot edit event or property metadata (descriptions, categories, etc.) within the Analytics Data Manager in a portfolio. This applies to both event and user properties. You can still view all events, properties, mappings, and autocomplete values, however.
• User Segments: While you can create new user segments within a portfolio, you do not have access to user segments created in underlying projects.
• Global Project Filters: Global Filters set within an underlying project will not be shared with the portfolio.
• Annotations: Annotations set within an underlying project will not be editable.

Start using Portfolio Analytics

Reach out to your customer service representative to enable Portfolio Analytics for your account.