Funnel

Janelle Otero

This section contains interactive product walkthroughs to accelerate your Funnel setup. 

Video Walkthroughs

A quick introduction to the basics of the Data Explorer

Navigating the Data Explorer

A quick video to walk you through what are the most common use cases for using separate workspaces.

Workspaces: Best Practices

Import Frequencies

How to Request Data from New Platform

A quick video covering recommended data source naming conventions and why it's important to utilize them in Funnel.

Data Source Naming Conventions

Currencies in Funnel

A short video introducing you to the Included Workspaces feature.

Included Workspaces

Best Practices

A quick video walking you through the different features of the Data Sources tab.

Navigating the "Data Sources" Tab

A quick video walking you through how to set up a manual file import.

Setting Up a Manual File Import

Configuring Non-Aggregatable Sources

Importing Monthly Budget with Google Sheets

Importing Budget Data Based on Traffic Source

Importing Daily Budget with Google Sheets

A quick video walking you through how to configure user level data for GA4.

Google Analytics 4 (GA4) User data

Connect

The video below will walk you through how to create a custom dimension.

Creating a Custom Dimension

This quick video will walk you through the difference between rule vs formula-based metrics and a few examples creating them.

Creating a Custom Metric

A short video explaining how rules behave within custom fields.

Rules Hierarchy

Learn more about data deduplication in Funnel and how to create a dimension to include in your reports to exclude duplicate data.

Data Deduplication

In this video, we will cover what non-aggregatable metrics are and what to consider when working with them.

How to Work with Non-Aggregatable Metrics

A short video walking you through how to use the LookUp function when transforming your data.

How to use the LookUp function

A quick video showcasing how to use the Split By function when creating custom fields.

How to use the Split By function

A short video walking you through how to use the Append function when transforming your data.

How to use the Append function

A short video walking you through how to use the Truncate function when transforming your data.

How to use the Truncate function

A short video walking you through how to use the Convert function when transforming your data.

How to use the Convert function

Working with Datasets

A short video on how to use "set to" when creating custom fields.

How to use the "set to" operator

A short video showing you how to use the "value of" operator when creating custom fields.

How to use the "value of" operator

A video walking you through how to create a custom metric to take into account how much commission should go to the agency you work with.

Custom metric for "Commission for Agency"

A quick video showing you how to create a general metric for ROAS.

Custom metric for "Return on Ad Spend" (ROAS)

Organize

A quick video explaining what is Parquet, when are Parquet files used, the benefits of Parquet, CSV vs. Parquet, and exporting Parquet Data

Parquet Files

A quick video walkthrough showcasing how to include ad images/creatives to your Looker Studio reports

Including Ad Images to Looker Studio reports

A short video walking you through how to create a share for a BI tool to send your reports from Funnel.

How to create a share for a Business Intelligence (BI) tool

Walking you through the steps of setting up a share for a DWH or File Storage destination

Setting up a Data Warehouse or File Storage share

A quick video showing you how the different filters in Dashboards are applicable in your final reports.