Navigation path to Data Explorer in Funnel | Minimum requirements |
Click the Data Explorer menu in the left navigation pane. |
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Data explorer is your space for exploring and analyzing data from your connected data sources. Think of it as a pivot table for your analysis.
After you connect and configure your data sources, Funnel automatically imports 24 months of historical data and stores it for analysis. All your data sources and their associated data are visible in the Data Explorer page. Your data is automatically organized using dimensions and metrics. Use the data explorer to perform ad-hoc analysis, verify data accuracy, and test your custom fields.
The data explorer has two primary use cases:
Verify data accuracy: Compare the data you see in Funnel against the data in your source platforms like Facebook Ads and Google Ads to ensure they match.
Test custom fields: When you create custom metrics and dimensions, use the explorer to verify that your rules output the values you expect.
How to use the Data Explorer
Follow these steps to build and customize your data analysis in Data Explorer. The workflow guides you through selecting data sources, configuring fields and filters, and exporting your results.
1. Select data sources
Choose which data to include from the Data Sources drop-down.
Click Data Sources to expand the drop-down list. You will have the following options:
All data sources: View data from all configured data sources.
Connector: Filter by specific data source types. For example, Google Ads, Facebook Ads, and so on.
Data Source: Select an individual data source to include.
2. Choose fields
Click the Choose fields drop-down list to add dimensions and metrics to your view. You will have the following options:
Custom: Fields created by Funnel or your team for your workspace. Expand the Custom menu to select the fields.
Data Source: Built-in fields created by Funnel to identify the different attributes of your data source. For example, Data Source ID, Funnel Workspace ID, and so on.
Date: Date dimensions created by Funnel in different formats.
Platform-specific fields: Fields available from your connected data sources.
Fields are organized by dimensions and metrics.
Tips:
Search for fields in the search bar.
Deprecated fields appear crossed out. Hover over the triangle icon next to a deprecated field for more information.
Use additional filters to show only metrics or dimensions.
Adding fields to your view
After selecting a field, it appears in the appropriate header under the Selected fields section:
Dimensions appear in the Dimensions section.
Metrics appear in the Metrics section.
If you want to view all fields together instead of split by dimensions and metrics, toggle that view from the Actions settings.
You can also:
Reorder fields by dragging.
Remove from view using the trash icon. This doesn’t remove it from your workspace.
Get field information: Hover over the More information icon to see what a field contains.
3. Set date range
Choose from:
Quick options: Last 7 days, last month, last full 90 days, last 6 months, or last 12 months. Click More to view more options.
Custom dates: Select specific date ranges from the calendar or enter dates in the date range fields.
Comparisons: Select a comparison period from the Compare to drop-down list. Available options are previous period, previous year with the same date, previous year with the same weekday, or a custom comparison period.
4. (Optional) Add filters
Click Add filter to add dimension or metric filters:
Dimension filters: Select a dimension and a condition to add a dimension filter. You can also add multiple dimension filters.
Metric filters: Filter by greater than or less than values. You can also add multiple metric filters.
Limit rows: Reduce the number of rows displayed by selecting the Yes option to improve load times. Set the number of rows to be fetched.
5. Select currency
Choose how to display currency in your view:
Original: Use currency from each data source.
Converted: Normalize all values to a single currency. The currencies available in your workspace are populated in the drop-down list.
Recommendation: Use converted currency when working with multiple data sources.
6. Load data
Click Load data to display your results in a table format. After your data loads, you can edit fields, and sort or filter the results.
7. (Optional) Choose chart visuals
View data in different chart formats from the Choose chart drop-down list:
Line charts: Trends over time with different metrics.
Bar charts: Compare values across different dimensions.
Switch between chart types and metrics to find the best visualization for your needs.
8. (Optional) Edit fields in the results
Edit a dimension or metric directly from the Data Explorer page:
Click the field name in the column header. A pop-up dialog opens.
Click Edit Dimension or Edit Metric below the field name. You'll be redirected to the field page under Organize > Dimensions or Organize > Metrics accordingly.
Click Edit and make your changes to the field's rules.
Click Preview data and Save your changes.
Test your changes in the Data Explorer page.
9. Filter and sort columns
Click any column header to see the following options:
Column actions: You can perform the following column actions:
Sort: Sort the column in ascending or descending order.
Remove: Hide specific columns from the view.
(For dimensions only) Filter by condition: Filter dimensions by condition. Available options include contains, doesn't contain, starts with, ends with, and others.
(For dimensions only) Filter by value: Click a specific value to filter to only that value or add related columns.
(For metrics only) Filter metrics: Filter metrics using greater than or less than conditions.
When a filter is active, you’ll see a funnel icon next to the filtered field.
10. Save the view
If you frequently visualize the same set of fields, save them as a view.
To save from an existing query:
Configure your fields and filters.
Click Views > + Save as new...
Name your view.
Click Save.
The view appears in your view list and loads all saved fields when selected.
To create a new view:
Click Views > + Create view.
Choose Cross platform, Single platform, or Custom views, and click Next.
Select templates, fields, and currency.
Name your view and save it.
Read more about How to use views in Data Explorer.
11. Export results
Choose export options from the Export drop-down:
Download files: Export to CSV, TSV, or Excel
Export to Google Sheets: Export directly to a Google Sheet
Create Export: Use the shortcut to export to destinations like Looker Studio.
Watch a video
Using Funnel AI
In addition to configuring views manually, Data Explorer allows you to generate views and query your data using Funnel's integrated AI feature. Ask Funnel AI questions about your data instead of manually configuring fields and filters. For example, ask "How are impressions and costs doing over time?" and Funnel AI displays that data in your view. Let's look at this video to learn more.