Funnels support for naming convention consists of two main parts; configuring a naming convention and applying a convention to data.

To configure a naming convention, head to the "Naming Conventions" tab in the left navigation's Organize section and create a new naming convention. Give your convention a good name and then start by setting up your first pattern.

A pattern is where you define the number of parts your convention should have, and what separator you use to tell them apart. Since a naming convention might have slight variations between platforms, you can have multiple patterns within your convention grouped on the platforms they should apply to. Once you've configured the number of parts in your pattern, you'll get one input field per part so you can create variables for each one.

A variable is a named part to which you can configure validations. You can configure your variables in one place and then reuse them across patterns where applicable. To create a variable, click the input field and give your variable a name, then hit enter or click "Create as a new variable". Once your variable is created you can click the edit symbol to the right to start adding your validations. We currently support adding allowed values (with possibility to decode in to a readable name) and defining an allowed range of characters to be expected. And psst, we support pasting tabular data as validation input, so you can copy a whole column from your spreadsheet and paste it right in.

If you want to test how your pattern will be applied to data you have in Funnel, you can use the option to the right that says "Test with sample data". Choose a custom field to apply the pattern to and see how much of your data is adhering to your validations. Funnel will assess adherence on three criteria; using the correct delimiter, values passing all validations and correct number of parts. You can filter the sample data on all these three criteria to see examples of where the data is not conforming to your pattern.

Once you've configured your patterns and variables, continue to the next step.

When your naming convention is configured you have the possibility to apply it to a custom field. When you apply the convention to a field you'll have the option to create dimensions from your defined variables, and continuously follow up on adherence.

Select the custom field to which you want to apply your convention, and check the variables you want to break out into dimensions. Then press "Create and apply convention".

When you have a naming convention set up and applied to a custom field, you'll get an overview of your adherence in general and per source type. Data will be assessed per pattern by evaluating each row on the three validation criteria:

If all your rows pass all three validations you’ll get an adherence of 100%. If half of your rows fail on either of the three criteria your adherence will be 50%. The overall adherence is calculated by combining the rows from each pattern and then run the same evaluation.

To understand what data is not conforming to your convention, you can open up a data preview per source type where you can filter data on each of the evaluation criteria.

The overview also show the structure of each pattern with a shortcut to look at the validations for each variable, and list the dimensions created from the convention.

Then check out our article How to successfully work with naming conventions that go though best practices and common pitfalls to avoid. Good luck!