Funnel

Explore the feature guides in Funnel's data hub.

Data

Step-by-step guide to using Data Explorer to analyze your data, configure fields and filters, and export results.

Getting Started with the Data Explorer

You can save your selections in Data Explorer as a view. Allow your team members to get back to it at any time.

How to use views in Data Explorer

Learn how to use custom dimensions to avoid inflated metric values when working with multiple data sources from the same origin in Funnel.

How to avoid double-counting

How to change which currency you're viewing in the Data Explorer

How do I change the Currency in the Data Explorer?

Reduce a Data Explorer query when Funnel shows Too many rows or Query too large.

Unable to show your data - 'Too many rows'

Learn how to use Data Explorer to ensure the quality of your metrics and dimensions.

Data Explorer

Group, transform, and enrich connected data in Funnel.

Organize

Custom dimensions explained - The Basics

There are a number of ways to set and manipulate the results of your dimension rules.

Working with custom dimension rule results

Fiscal calendar, Fiscal year, Fiscal period, Fiscal Week

Create a Fiscal calendar in Funnel from a Google Sheet

One of Funnel's core concepts is that of dimensions. This article will teach how to work with dimensions but will not cover the technicalities of creating them. To learn more…

What are 'Dimensions' and how can I use them?

This article describes the main campaign dimensions that exist in Funnel and how they are commonly used

Campaign dimensions in Funnel

Learn about the different types of custom field rules that exist in Funnel and when to use them

Different types of custom field rules

Match GA and ad platform data on a campaign level by forcing all campaign names into lowercase

How to force Ad Campaign names into lowercase to match Google Analytics

Examples of how to use text splitting to match delimited dimension values in your data and extract specific fragments from those values.

How to use Text Splitting

Examples how to use regular expression to find matching rows in your data or extract and capture specific parts or patterns.

How to use regex matches

Learn how to group data by custom date ranges using the Date dimension as a foundation.

How do I create a custom dimension based on dates?

Learn how to specify a certain number of characters to be returned from native dimensions as values in a custom dimension

How do I use regex to capture a fixed amount of characters from dimension values?

Replace dimension values by using a lookup table from Google Sheets.

Dimensions: Look up values from Google Sheets

Create lookup tables that replace custom dimension or metric values.

Create lookup tables for custom fields

Learn how to match or capture a dimension's values only if they contain two different strings at the same time.

How do I use regex to identify dimension values that contain two specific sets of characters?

Funnel provides a number of fields that are created automatically, most of which are read-only and cannot be edited by users.

Funnel built-in fields

How to change the names of metrics and dimensions in Funnel

Renaming Fields

How to create a new dimension or metric based on one of your existing ones

How to copy a dimension or metric

Find custom, imported, and built-in dimensions for your data sources on the Dimensions page.

Available dimensions

Custom, imported, and built-in dimensions in Funnel.

Dimensions

Working with rule-based metrics

Create Monthly and Weekly Facebook Reach in Funnel

Working with Non-Aggregatable (Non-Agg) Metrics in Funnel

This article helps you create a harmonized dataset across Universal Analytics & Google Analytics 4 in Funnel.

Google Analytics - How to map fields between Universal Analytics and GA4 in Funnel

Walkthrough example of why non-aggregatable metrics cannot be summed. Also includes links to other related knowledge base articles.

Why Non-Aggregatable Metrics Cannot be Summed

Create a custom metric

Learn the differences between custom metrics based on rules vs formulas

What are the differences between a rule metric and a formula metric?

Understand more detail on when and how formula and rules are evaluated

How are custom metrics calculated?

It is possible to use Custom Metrics that build on other metrics to build your monetary metric

How can I calculate Cost from other metrics?

Create a metric from a dimension row & value

For example a Cost divided by Clicks calculation can be done using either formula or rule based metrics but gives very different results. Only formula metrics will calculate ratios correctly.…

Why can I not calculate CPC in a rule?

Default behaviour for Cost, Clicks and Impressions

Funnel's standard metric rules

Learn about what we mean when talking about non-aggregatable metrics.

What are non-aggregatable metrics?

Funnel's Cost, Impressions, Clicks, CPC, CTR, CPM are upgraded to allow overriding these calculations

What happened to 'Ad platform basic' metrics?

Learn how to build a rules-based custom metric that makes use of the native Facebook Ads (by Meta) metric 'Attribution window'.

How do I build a custom metric for Facebook Ads based on click or view attribution only?

Custom, imported, and built-in metrics in Funnel.

Metrics

Use Datasets to turn CRM data into time-based metrics you can actually analyze.

Datasets

Create a new set of data from existing data sources.

How you can manage currency conversions in Funnel automatically or manually

How does currency conversion in Funnel work?

Exchange rates for currencies used by your connected platforms.

Currencies

Import marketing budgets and targets from Google Sheets into Funnel.

Import budget data from Google Sheets

If you've experienced incorrect tracking or want to replace certain data in Funnel with corrected values, you can fix the issue by importing corrected data and adjusting your custom field…

How to Correct Data in Funnel Using File or Google Sheets Import

Learn more about working with the data in your Funnel account

Data Transformation

Learn more about planning conventions to group your data in Funnel.

Conventions

Learn how to use the Budgets feature to plan your marketing budgets.

Budgets

Use Funnel's Plan features to standardize naming and organize campaigns.

Plan & govern

Learn how to integrate your marketing platforms and apps to collect your marketing data.

Connect

Connect a platform and import its reporting data into Funnel.

Connect your data

Learn how Funnel stores and reuses the secrets used to download data from a platform.

Credentials

Restore historical data that remains missing after you reconnect a data source.

Troubleshoot missing historical data after reconnecting

Compare equivalent social organic fields across platforms in Funnel.

Equivalent fields from Social organic connectors

Include data sources from other Workspaces so a rollup Workspace can use them.

How does Included Workspaces work?

Learn how Funnel prioritizes your data requests and how you submit one for more fields or platforms.

How Funnel handles data requests

Prepare data from organic social connectors for cross-channel reporting in Funnel.

Prepare organic social data in Funnel

Authenticate a platform for someone else when you receive a Funnel access link.

I received a link to give someone access to a platform using Funnel. How does it work?

This feature enables you to access a non-Funnel user's data source credentials easily and safely.

Requesting credentials from a non-Funnel user

Configure advertising data sources so Funnel imports creative assets and metadata for reporting.

Introduction to creative reporting

Report a data import mismatch to Funnel support with a data source link, a platform screenshot and a Data Explorer view.

How to report a data import mismatch

Compare Funnel import data with your native platform and check the common causes of a mismatch.

How to troubleshoot a data import mismatch

Understand why Funnel data can differ from advertising platforms for recent dates and historical corrections.

Advertising platform data mismatches

Resolve remote platform quota errors by reducing source granularity or requesting a higher quota.

Remote platform quota issues

Avoid custom report data source problems caused by report changes and oversized dimension combinations.

Custom reports in Connectors - Troubleshooting

Fix Invalid credentials by testing login details on the platform and reconnecting the data source.

Why does the data source say 'Invalid credentials'?

Understand why some data sources show a date range and others show Data has been imported.

Why does it say 'Data has been imported' on some data sources?

Reconfigure an existing data source and reload its data without deleting the connection.

How can I reconfigure my data sources?

Connect one platform account twice with different dimension breakdowns without double-counting metrics.

Connect the same source twice, with different dimensions

Disable or whitelist an ad blocker so Funnel can open the connection dialog.

Ad blockers and Funnel

Learn how platform delays affect recent data in Funnel.

Data freshness

Reconnect data sources to a remaining user's credentials before you remove someone from Funnel.

Reconnect sources after deleting a user

Pause imports on a data source so Funnel keeps historical data without downloading new rows.

Pause a data source and keep historical data

Search, filter, customize columns, and run bulk actions on the Data sources page.

Data sources page

Hide a data source from Funnel without stopping downloads.

Exclude a data source from Funnel

Learn how Funnel schedules the first import and ongoing downloads for a data source.

Data import frequency

Learn when Funnel slows downloads for data sources that return no recent rows.

Download frequency for empty accounts

Learn why Funnel downloads advertising data on a schedule and stores it before serving reports.

Data retrieval and storage

Learn how Funnel applies the latest campaign names to historical data.

Campaign names on historical data

Learn why workspace fields appear greyed out and how to import them.

Greyed-out fields in Funnel

Learn why a new connection can show USD until Funnel downloads its first data.

Currency on new connections

Understand date attribution for Social Organic report types in Funnel.

Social Organic reports

Understand date-keyed data in Funnel, including how overlapping file imports overwrite existing dates.

How Funnel treats dates

Migrate data sources, custom fields, dashboards, and data shares after a platform API version change.

API updates: Migrate your Funnel setup

Reconnect Meta data sources in Funnel with credentials from a managed Meta account.

Reconnect Meta data sources with a managed account

Save a data source configuration as a template and reuse it across a subscription.

What are Data Source Templates and how do I use them?

Data sources

Turn on Auto connects so Funnel adds data sources when ad accounts change in a manager account.

Auto-connect data sources with a manager account

Auto connects

Learn about Custom Destinations, the benefits of them, and how to request them

Custom Destination Intro

Learn what data requests are, the three request types in the consolidated form and when to use each one.

About data requests

Learn what information to include in your Data request to enhance your experience and expedite the process

How to prepare for a data request

Learn where to open the data request form, which request type to choose, and how to complete your submission.

Request new data in Funnel

What to expect when working with Integration Engineering and custom solutions.

Working with Integration Engineering

Discover how to: verify successful submission; check the status of your request; grasp the expected timeline for a Custom Connector.

Tracking a data request

Identify issues in custom connectors, troubleshoot errors, and manage data overwrite.

How to troubleshoot common custom connector errors

Learn how to: verify, fix, or remove a data discrepancy in a Custom Connector.

Data Mismatches in Custom Connectors

What purposes does dateless data serve; How can dateless data be used in Funnel; how to integrate dateless data with other datasets.

Dateless data in Funnel

Delete or overwrite a date range in a data source created from a data request.

Overwriting date ranges from a data request

If you’d like to connect data from a database to Funnel, you can do so by submitting a data request.

How to request data from a database in Funnel

Here’s how to smoothly submit a new data request.

Collections