If you want to visualize the data before setting up the export to Google Sheets (as explained in https://help.funnel.io/en/articles/4899059-how-to-create-a-scheduled-google-sheets-export), you can do it via the Data Explorer by following the steps below.
Creating an export via the Data Explorer
Step 1: Select your dimensions and metrics
Choose a configuration of the Data Explorer grid that provides you with the data that you need for your analysis or report. Note that you should probably include the Date dimension if you need to group your data over different time ranges.
Click "Run query" to apply the changes.
The above dimension selection was paired with a set of six metrics. In order to save cells in your Google Sheet, you can avoid including metrics that are calculated using other metrics that you have available to you in Funnel (we often refer to these calculated metrics "derived metrics", such as CPC).
Your grid will now likely look something like this (be aware that you can compress the left navigation menu by hitting the small arrow in the top left corner, giving you more space for investigating the table):
Before continuing, make sure that you have selected the appropriate date range for your export. Note that if you want to create a scheduled daily export, you should consider choosing a date range that includes future dates!
Step 2: Create your Google Sheets export
Select the Export option for Google Sheets.
The exporting functionality will export the data you see in the table. If there is pending changes in the query toolbar - the toolbar is highlighted as yellow and “Run query” button as blue - then those changes will not be applied to the exported dataset. This includes adding/removing/reordering dimensions & metrics. To apply the changes to the export you first need to click the “Run query” button, then do the export.
Next, connect your Google account, make sure that this account has access to the Google Drive that you want your export to be placed in.
Decide if you want to create a new spreadsheet for your export, or export your data to an existing spreadsheet. You can also decide the title of the sheet (tab) in the spreadsheet. You could potentially setup several exports to the same spreadsheet but into different sheets. (Note: data exported to an existing sheet will overwrite any previous data from Funnel that is stored there).
Click the Export now button to push your data to a spreadsheet.
Step 3 (optional): Schedule your export
Once the export is complete, you can now choose to schedule it.
Note that this requires you to have access to the Google Sheets Upload feature in your account. If this is not the case, please reach out to your Customer Success Manager and let them know that you want to try out this feature.
Click Schedule this export and choose when you want the export to run. If you want a different range of data to be exported, there are some options to choose from as well.
Well done! You have scheduled an export of data from Funnel to Google Sheets to be run each day.
Next: Google Data Studio visualisation
If you want an easy introduction to how you connect this exported data to Google Data Studio, continue to this article.