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Creating Column Sets

A column set is a custom group of values from a single column. For example if you want to report a group of campaigns under one group called "Awareness Campaigns", you can do this with Column Sets.

You can create sets, which can be used to classify values in a list that you can then reuse across multiple analyses. 

To create a column set, first define the business question you wish to answer. For example, you can use column set to define goals with specific campaigns included or excluded. To create a column set showcasing this defined list of values, follow these steps:

  1. Navigate to the Report Builder page or Edit in any visualization that you want to create a column set with.

  2. Click Add and select Column set.

  3. Select a Base column from the dropdown.

    It is important that for each base column value there is only a single return column value. If this is not true, then the query generation will result in a many-to-many join. This may be desired. This should be reviewed as this will likely lead to incorrect values as result of overcounting.
     

  4. Select either Conditions or Bins under Define groups.

    Conditions allow you to create groups using operators such as 'Equal to' or 'Contains'

    Bins allow you to create groups based on bins of specified sizes with a minimum and maximum values. eg Groups that are split by what revenue amount they have like in hundreds, £0 - £100, £101 - £200, £210 - £300 etc

  5. Enter your desired values for the conditions or bins.

  6. To add multiple conditions click Add condition.

      Multiple conditions can be combined with so that all conditions should be true or alternatively only a single condition as true.

  7. To add multiple groups click Add group.

      If multiple group conditions return true  value then the order of the groups takes precedence. That is for each value only one condition will return true.

  8. For conditions, you can choose to show remaining values as either Individual values or as a Group. If you choose to group the remaining values, you can enter a name for the group.

  9. Enter a Set name.

    The name appears to identify the set for future use.

  10. Optionally, enter a Set description.

  11. Click Create.

  12. The Column Set you have built will now be available in the menu to use in your visualisations.