Purpose:

Matches the SBA Strategy Name and Targets to the Dynamic Allocation ones.

To Elaborate

The Python script is designed to align the strategy names and targets from a Structured Budget Allocation (SBA) system with those from a Dynamic Allocation system. This alignment ensures that the strategy and budget targets are consistent across both systems, facilitating accurate budget management and reporting. The script updates the Dynamic Allocation Strategy and Target using data from a master sheet, ensuring that any changes in the SBA system are reflected in the Dynamic Allocation system. This process is crucial for maintaining synchronization between the two systems, which is essential for effective financial planning and resource allocation.

Walking Through the Code

1. Data Initialization
   • The script begins by defining the primary data source and relevant columns from the input data frame. These columns include campaign details, account information, and strategy targets.
2. Data Transfer
   • The script transfers values from the input data frame’s strategy and strategy target columns to the output data frame’s SBA strategy and campaign budget columns. This step ensures that the SBA strategy names and targets are updated to match those in the Dynamic Allocation system.
3. Output Display
   • Finally, the script prints the first few rows of both the input and output data frames to provide a quick visual verification of the data transfer process. This helps in confirming that the SBA and Dynamic Allocation targets are correctly matched.

Vitals

• Script ID : 1163
• Client ID / Customer ID: 1306926629 / 60270083
• Action Type: Bulk Upload
• Item Changed: Campaign
• Output Columns: Account, Campaign, SBA Strategy, SBA Campaign Budget
• Linked Datasource: M1 Report
• Reference Datasource: None
• Owner: dwaidhas@marinsoftware.com (dwaidhas@marinsoftware.com)
• Created by dwaidhas@marinsoftware.com on 2024-05-29 20:44
• Last Updated by dwaidhas@marinsoftware.com on 2024-05-29 20:45

> See it in Action

Python Code

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##
## name: Match DA and SBA Targets
## description:
##  Matches the SBA Strategy Name and Targets to the Dynamic Allocation ones. The Dynamic Allocation Strategy + Target get's updated by the 'Update Strategy Spend Target via Master Sheet' Script. 
## 
## author: 
## created: 2024-05-29
## 

today = datetime.datetime.now(CLIENT_TIMEZONE).date()

# primary data source and columns
inputDf = dataSourceDict["1"]
RPT_COL_CAMPAIGN = 'Campaign'
RPT_COL_ACCOUNT = 'Account'
RPT_COL_CAMPAIGN_STATUS = 'Campaign Status'
RPT_COL_PUBLISHER = 'Publisher'
RPT_COL_STRATEGY = 'Strategy'
RPT_COL_STRATEGY_TARGET = 'Strategy Target'
RPT_COL_SBA_STRATEGY = 'SBA Strategy'
RPT_COL_SBA_CAMPAIGN_BUDGET = 'SBA Campaign Budget'

# output columns and initial values
BULK_COL_ACCOUNT = 'Account'
BULK_COL_CAMPAIGN = 'Campaign'
BULK_COL_SBA_STRATEGY = 'SBA Strategy'
BULK_COL_SBA_CAMPAIGN_BUDGET = 'SBA Campaign Budget'

# user code starts here
print(tableize(inputDf.head()))

# Transfer values from input columns to output columns
outputDf[BULK_COL_SBA_STRATEGY] = inputDf[RPT_COL_STRATEGY]
outputDf[BULK_COL_SBA_CAMPAIGN_BUDGET] = inputDf[RPT_COL_STRATEGY_TARGET]

# Display the first few rows of the output dataframe
print(tableize(outputDf.head()))

Post generated on 2025-03-11 01:25:51 GMT