"Organize" allows you to create your very own custom dimensions, which can be used inside your Whatagraph reports to organize and unify different data points coming from a variety of integrations. This article will take you through the setup process and explain every step of the way.
1. Navigate to the "Organize" space in the top navigational bar:
2. Select 'Create new dimension' under the '+ Create new' button:
3. Set up the name for your dimension:
Display name - this is the name your custom dimension will be reflected with in the reporting environment when setting up your widgets;
Description - this will act as your internal reference to explain the purpose behind the dimension rule.
4. Select the rule type:
Unify names - this rule type allows you to select multiple dimension fields from different sources or channels and give them a consistent unified name (e.g. the same dimension is called differently across different channels Device for Google Ads & Device Platform for Facebook Ads, so you can name both of them Device.
Condition - this is a condition-based rule where data output can be replaced if it matches your set conditions.
5. Select the rule level:
Channel level - this rule level would make the custom dimension visible across all selected channels in your account. This is relevant for cases where you want to apply rules to update all sources related to specific channels at once (e.g. you create a rule which includes Google Ads & you have 15 Google Ads sources connected. You can use the rule in every single report containing any of the 15 sources);
Source level - this rule level would make the custom dimension visible only for specific data sources. This is relevant where some of your clients have specific needs (e.g. I have 15 Google Ads accounts but selected just one. The dimension will not be available for the remaining 14 Google Ads sources).
5. Create the rule:
The fields that you see when creating the rule will depend on the rule type you selected in the previous step.
If you selected Unify names, you will have to specify the channels (or sources) that you want to select for creating your custom dimension on the left and indicate what dimensions you wish to unify. So in this instance, Device and Device Platform will now be reflected as Device, universally.
If you select Condition, the setup will be more detailed. You will be asked to specify the channel (or source) for which you wish to set a condition rule. Then, you will be asked to select a dimension for your selected integration as well as choose one of the operator conditions that we offer. So in this instance, whenever a Campaign name includes an abbreviation of AWS its full name will be changed to Awareness, or whatever you might type in the field.
6. Apply it to widgets inside the reports
Once the rule is created, just add a new dimension to your widget setup like you normally would.
After clicking 'Add new' you will see "Organized dimensions" tabs. The custom tab will include all dimensions transformation rules set by anyone on your team, and pre-made will include the ones already prepared by Whatagraph.
And we also have a video walkthrough that shows the entire process: