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Organize

Organize the dimensions, metrics, datasets, and currencies in your data.

Creating a Custom DimensionThe video below will walk you through how to create a custom dimension.
Rules HierarchyA short video explaining how rules behave within custom fields.
Data DeduplicationLearn more about data deduplication in Funnel and how to create a dimension to include in your reports to exclude duplicate data.
How to Work with Non-Aggregatable MetricsIn this video, we will cover what non-aggregatable metrics are and what to consider when working with them.
How to use the Split By functionA quick video showcasing how to use the Split By function when creating custom fields.
How to use the Append functionA short video walking you through how to use the Append function when transforming your data.
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 "Commission for Agency"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 "Return on Ad Spend" (ROAS)A quick video showing you how to create a general metric for ROAS.
DatasetsReshape data into a more usable form.
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
Custom Dimensions

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.