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

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

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"

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