Custom tables in source groups are helpful when the pre-made tables in Whatagraph don't include the exact metrics or dimensions you need. They allow you to create a streamlined, purpose-built view tailored specifically to your reporting goals.
When Should You Create a Custom Table?
Create a custom table when:
You want to simplify your report and remove irrelevant data.
You need a specific combination of dimensions and metrics that is not available in a pre-made table.
You want to combine data from multiple sources into a single unified table.
Use Case Example :
Let’s say you want to analyze data from both Google Ads and Facebook Ads. You’ve checked the available pre-made tables and found several that include the necessary data, but they also include metrics and dimensions you don’t need.
Instead you want a simple table that includes:
Dimensions: Date, Campaign Name
Metrics: Impressions, Clicks, Spend
Rather than scrolling through unnecessary columns, you decide to create a custom table that contains only the information you need.
Creating a Custom Table
There are two ways to build a custom table in Whatagraph:
1. Duplicate an Existing Table
Navigate to the Organize tab and create a new source group
Scroll down to the report type and choose a pre-made table that’s closest to what you need in the overview
Click Duplicate, remove unwanted metrics and dimensions, rename it, and save.
This is the quickest method if only minor adjustments are needed.
2. Create a Custom Table from Scratch
This option gives you full control over what’s included. Follow these steps:
Steps to Create a Custom Table from Scratch
Name Your Table
Give your table a clear and descriptive name.Tip: Custom tables will be available across all data sources in the source group—e.g., both Facebook Ads and Google Ads, even if you use them separately later.
Select Dimensions and Metrics
Choose which dimensions and metrics you want to display in the table.Select for each channel you plan to use in the source group.
You can pick between:
Organized (combined across all channels)
Default (channel-specific)
Choosing organized items creates a unified view across sources. Selecting default items keeps data separate for each channel.
Review Your Table Layout
Your table should now reflect exactly the fields you’ve selected.
(See example screenshot below)Save and Enable the Table in Source Group
Click the option to save the table. Then select the Table in the Source Group.
Don’t forget to check the box next to your new table in the source group settings so it becomes active.
Creating custom tables helps ensure your reports are focused, relevant, and easy to understand.
Whether you're consolidating multi-channel data or just cleaning up your layout, custom tables give you the flexibility to build exactly what you need.