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How to Set Up and Apply Custom Dimensions

Learn how to create your very own custom dimension using the Organize feature

What Are Custom Dimensions?

Dimensions are the categories you break your data down by: Campaign, Device, Country, Ad Set. Different platforms name them differently, and those names land in your reports exactly as the platform sends them. Custom dimensions let you clean that up: unify inconsistent labels, apply conditional logic to campaign names, or tag sources with values you can filter by.

Important: Your ability to use Organize and create data blends will depend on your current subscription plan - you can read more about our Source Credit plans in this article.


Where to find Custom Dimensions?

On the left side navigation bar, you will find custom dimensions under the "Organize" space in the "Dimensions" section


How to Create a Custom Dimension

Step 1. Navigate to the "Dimensions" section on the left side of the navigational bar:

Step 2. Select 'New dimension'

Step 3. Select the rule type:

  • IQ dimension - let AI generate grouping rules for a dimension based on your instructions or examples

  • Condition -replace dimension values when they match a rule (e.g., any campaign name containing "AWS" β†’ displayed as "Awareness")

  • Unify names - map differently-named dimensions from different channels to one consistent label (e.g., Google Ads "Device" and Facebook Ads "Device Platform" β†’ "Device")

  • Custom tag - tag your sources with custom values that become a dimension and a filter in reports

Step 4. Select the rule level:

  • Channel level - the dimension applies to all sources from the selected channel(s). If you have 15 Google Ads sources, the rule covers all of them.

  • Source level - the dimension applies only to the specific sources you select. Useful when one client needs a different logic than the rest.

Step 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.

Step 6. 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.

Step 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" 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:

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