Importing Custom Dimension Values in Bulk

Custom Dimensions play a pivotal role in data analysis, don't they? In fact, a staggering 85% of all data queries on Clarisights incorporate at least one Custom Dimension.

Setting up a Custom Dimension is straightforward:

1. Create a Custom Dimension and assign it a name.

2. Create a Custom Dimension Value.

3. Formulate rules that determine its value.

Sounds simple, right? However, if you're looking to set multiple values within a Custom Dimension, the process can become repetitive. Setting 5 or 10 values is a breeze, but 20 values require a bit more effort. And 50 values? That's quite the task.

But worry not! At Clarisights, we're always looking for ways to streamline your experience.

With the Bulk Custom Dimension Value Importer, you can effortlessly import dozens or even hundreds of Custom Dimension Values directly from Google Sheets in just a few clicks.

1. Click on add new Value and then select 'Bulk Upload Value'. *
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2. Link the Google Sheet where you've added the data to create CD values.

   

   For reference, here's a screenshot of the sample spreadsheet we are using here.

   

3. In this step, you'll be mapping the columns from your Google Sheet to your Custom Dimension value and its attributes.

   

   Assign one of the columns to Value Name. In this example, we are using Column A, which contains the name of the cities we want to add as values.

   In the Enter Rules section, select the channels that you want to create rules for. followed by mapping columns to the rest of the fields in the filters section.

   Note: It's not necessary to map all of the fields to columns from your sheet, you can select any of the values available in the dropdown as well:

   

   Combining Filters

   In case you want to include multiple filters, you can do so by combining them by either 'AND' or 'OR' operator.

   • AND - If you want to create multiple rules combined with an 'AND' operator, you can do so by clicking on the '+Add' button and then mapping columns for the second (or subsequent) filter.

   • OR - For this, just have multiple rows with the same value in your google sheet, the imported filters will be combined with an OR combination,

   Manage Conflicts

   This option will define the behaviour of the process in case there is a conflict. Let's say if your Google Script has a value 'Berlin' which already exists in your Custom Dimension. If you select 'Overwrite on Conflicts', the older value rule will be overwritten by the one imported from your Google Sheet.

   If you select 'Merge Conflicts', the rule imported from your Google Sheet will be merged with the existing rule with the 'OR' operator.

4. This is the final step in this process. It is also super important. Here, you can review the values and rules that have been created based on the data available in your Google Script.

   It's important that you review the imported values in this step because once you click on 'Publish', all of the values will be created and the process is irreversible.

   

Limitations

As a rule of thumb, don't import more than 200 values in one run, as that can potentially choke our systems.

Operators

Additionally, you can incorporate operators within your Google Sheet, which will be seamlessly imported into filters.