This feature is not included in all subscriptions. Contact us if you are interested.

Included Workspaces reference other Workspaces' data sources and make them available in the Workspace that includes them. The Workspace that does the including is independent and has its own transformation, exports and user configuration.

This can, for example, be used to create rollup Workspaces for a brand and/or region if you have accounts per country. It can also be used to manage Data Sources separately from other features in Funnel Workspaces.

Data Explorer showing a table with data from a roll-up account using Included Accounts

Data sources are referenced, not copied

Data sources from included Workspaces are only referenced by the including Workspace; they are still managed within the Workspaces where they are connected.

Data Sources view showing that roll-up account has no own sources

When you add or remove data sources to a Workspace they will be available/disappear automatically from any account that is including it. Funnel's data processing limits apply to Workspaces that include other Workspaces.

Permissions

Any user given access to a Workspace that includes other Workspaces gets access to the data available in the Workspace. The user does not get access to all underlying Workspaces.

How to create a new Workspace that includes others

Below are the steps needed to create a new "Rollup Workspace".

  1. Create a new Workspace in the subscription

  2. Go to 'New Workspace'

  3. In the new Workspace use 'Include Workspace' to include existing Workspaces in that Workspace

  4. In the new Workspace go to Data Explorer and checkout 'Funnel Account Name' (note: Workspaces was previously called 'Accounts') and 'Data Source type name' dimensions

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