Organize
Organize the dimensions, metrics, datasets, and currencies in your data.
40 articles
- How to use the Truncate functionA short video walking you through how to use the Truncate function when transforming your data.
- How to use the Convert functionA short video walking you through how to use the Convert function when transforming your data.
- How to use the "set to" operatorA short video on how to use "set to" when creating custom fields.
- How to use the "value of" operatorA short video showing you how to use the "value of" operator when creating custom fields.
- Custom metric for "Return on Ad Spend" (ROAS)A quick video showing you how to create a general metric for ROAS.
- How to copy a dimension or metricHow to create a new dimension or metric based on one of your existing ones
- Renaming FieldsHow to change the names of metrics and dimensions in Funnel
- How does currency conversion in Funnel work?How you can manage currency conversions in Funnel automatically or manually
- How to use lookup tables when creating custom fieldsLearn how to look up values for custom dimensions and metrics
- Lookup Values from a Google SheetLearn how to use a rule to replace values using lookup from a google sheet
- DatasetsUse Datasets to turn CRM data into time-based metrics you can actually analyze.
- 3. Organize your dataLearn how to map/group/merge your data in Funnel
- Custom dimensions explained - The BasicsWhat are custom dimensions?
- Working with custom dimension rule resultsThere are a number of ways to set and manipulate the results of your dimension rules.
- Create a Fiscal calendar in Funnel from a Google SheetFiscal calendar, Fiscal year, Fiscal period, Fiscal Week
- What are "Dimensions" and how can I use them?
- Campaign dimensions in FunnelThis article describes the main campaign dimensions that exist in Funnel and how they are commonly used
- Different types of custom field rulesLearn about the different types of custom field rules that exist in Funnel and when to use them
- How to force Ad Campaign names into lowercase to match Google AnalyticsMatch GA and ad platform data on a campaign level by forcing all campaign names into lowercase
- How to use Text SplittingExamples of how to use text splitting to match delimited dimension values in your data and extract specific fragments from those values.
- How to use regex matchesExamples how to use regular expression to find matching rows in your data or extract and capture specific parts or patterns.
- How do I create a custom dimension based on dates?Learn how to group data by custom date ranges using the Date dimension as a foundation.
- How do I use regex to capture a fixed amount of characters from dimension values?Learn how to specify a certain number of characters to be returned from native dimensions as values in a custom dimension
- How do I build a custom metric for Facebook Ads based on click or view attribution only?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 use regex to identify dimension values that contain two specific sets of characters?Learn how to match or capture a dimension's values only if they contain two different strings at the same time.
- Working with rule-based metrics
- Working with Non-Aggregatable (Non-Agg) Metrics in FunnelCreate Monthly and Weekly Facebook Reach in Funnel
- Google Analytics - How to map fields between Universal Analytics and GA4 in FunnelThis article helps you create a harmonized dataset across Universal Analytics & Google Analytics 4 in Funnel.
- Why Non-Aggregatable Metrics Cannot be SummedWalkthrough example of why non-aggregatable metrics cannot be summed. Also includes links to other related knowledge base articles.
- Create a custom metricLearn how to create your own metrics
- What are the differences between a rule metric and a formula metric?Learn the differences between custom metrics based on rules vs formulas
- How are custom metrics calculated?Understand more detail on when and how formula and rules are evaluated
- How can I calculate Cost from other metrics?It is possible to use Custom Metrics that build on other metrics to build your monetary metric
- Create a metric from a dimension row & valueHow to pivot/transpose metrics in Funnel
- Why can I not calculate CPC in a rule?
- Funnel's standard metric rulesDefault behaviour for Cost, Clicks and Impressions
- What are non-aggregatable metrics?Learn about what we mean when talking about non-aggregatable metrics.
- What happened to "Ad platform basic" metrics?Funnel's Cost, Impressions, Clicks, CPC, CTR, CPM are upgraded to allow overriding these calculations
Data Transformation
Learn more about working with the data in your Funnel account
- How to add your budget data to FunnelAdd marketing budget/target to Funnel using templates
- How to Correct Data in Funnel Using File or Google Sheets ImportIf 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…