Use templates
Job templates in Opaque are prewritten queries that can be run as no-code jobs. To use a template, you simply configure its inputs—such as datasets and column selections—rather than writing code.
If you frequently perform the same type of analysis across your own data and a collaborator’s data, job templates can help you streamline the process.
Opaque currently supports the following job templates:
- Overlap: Identify the number of overlapping records between your dataset and a collaborator’s.
- Overlap activation: Match specific records across datasets for targeting or follow-up analysis.
- Exclude existing customers: Identify users in your dataset who are not present in your collaborator’s data.
The following examples use these test datasets, which share nine overlapping records based on a common unique identifier:
| Dataset | Data file | Schema file |
|---|---|---|
| Primary Dataset | Example_1.csv |
Example_1.txt |
| Secondary Dataset | Example_2.csv |
Example_2.txt |
Overlap
The Overlap template calculates how many records in your dataset also appear in your collaborator’s, and shows the match rate (as a percentage) based on a shared identifier.
The following figure is an example of an overlap no-code job. The output groups matched records by a column in the primary dataset.
Inputs (see Data pane in figure)
| Dataset | Column | Example |
|---|---|---|
| Primary Dataset | UID: Identifier for matching | Credit_card |
| Segment: Column to group results | State | |
| Secondary Dataset | UID: Matching identifier | Credit_card_no |
Output columns
| Results column | Description |
|---|---|
| Overlap | The group name based on the primary dataset’s Segment column. |
| Matched_Users | Number of records in the primary dataset that also appear in the secondary. |
| Match_Rate | Percentage of matching records in the primary dataset |
Overlap activation
An overlap activation enables you to determine the records in a primary dataset that match the records in a secondary dataset. In advertising technology (AdTech), this job template is for customer relationship management (CRM) targeting or retargeting campaigns.
The following image is an example of an overlap activation. The results include all columns in the primary dataset for each matched record. In other words, the secondary dataset includes records for the same set of users.
Inputs (see Data pane in figure)
| Dataset | Column | Example |
|---|---|---|
| Primary Dataset | UID: Identifier for matching | Credit_card |
| Secondary Dataset | UID: Matching identifier | Credit_card_no |
Exclude existing customers
This template identifies users present in your dataset but not in your collaborator’s—useful for excluding existing customers from outreach
The following image is an example of a no-code job that excludes existing customers. The output includes all columns in the primary dataset for each unmatched user.
Inputs (see Data pane in figure)
| Dataset | Column | Example |
|---|---|---|
| Primary Dataset | UID: Identifier for matching | Credit_card |
| Secondary Dataset | UID: Matching identifier | Credit_card_no |