Cross-project analysis with Portfolios

Amplitude Data's portfolio feature lets you create cross-product analyses by combining multiple source projects into a single view.

With this feature, you can create portfolios in Analytics and build charts using data aggregated across all the source projects in your portfolio. To learn more, refer to Portfolio: Conduct cross-project analysis in Amplitude.

Portfolios managed in Amplitude Data behave differently from legacy portfolios managed in the Govern section of Amplitude Analytics. Legacy portfolios didn't let users rank source projects, or show event or property metadata from the source projects in the portfolio by default.

This article covers portfolios editable only from within Amplitude Data. Portfolios you manage in Analytics or Data return the same aggregated data when queried through charts.

Portfolio project limits

Portfolios support up to five projects. If your use case requires more, contact your account team to unlock up to 10 projects in a portfolio.

Create a portfolio

To create a portfolio in Amplitude Data, follow these steps:

From the project selector in Amplitude Data, select +Create new Portfolio.
In the modal that appears, name your portfolio and select the projects to include. When you're done, select Next.
Next, rank the schemas of the source projects you included. Ranking handles instances where Amplitude Data encounters conflicts or differences in the schemas. The order in which you rank them determines which schemas Amplitude Data regards as the source of truth. If an event or property name exists in multiple source projects, Amplitude Data uses and displays the metadata from the prioritized project in this portfolio.
To rank the schemas, drag the project names into your preferred prioritization order.

The metadata for an event or property from the source project (description, category, display name, activity, visibility) is in the Data-managed portfolio by default.

Select Create Portfolio to finish the creation process.

Customize events and property metadata in the portfolio.

You can customize event and property metadata in your portfolio by using an override.

Import existing portfolios into Amplitude Data

You can import existing Analytics-managed portfolios into Amplitude Data. To do so, select the project selector and find the portfolio you want to import, either by searching for it or locating it under "Projects (managed in Analytics)".

After Amplitude imports your portfolio, you can view the existing aggregated list of events and properties.

Amplitude Data creates overrides in the imported portfolio for all events and properties. This approach maintains the existing schema for users of the Analytics-managed portfolio.

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