Within Bright Analytics we are able to clean and structure raw data in a way that is more meaningful to users/clients. One way in which we achieve this is by applying rules.
Rules can help segment the data and obtain relevant pieces of information. For example, extract product names from campaign names.
There are two methods in which users can add rules to dimensions.
Method 1: Directly from the datasource
Navigate to the relevant meta table
Select the field you would like to apply the rule to
Click the numerical ID located to the left of the field name
This will open a separate window where you can start to add rules.
Click 'Add rule'
Under 'Rule name' users can give a description on the rule
'Result value' denotes how values applicable will appear on the dashboard interface
Users can add conditions by pressing 'Add conditions'
The above example shows a rule being set on the placement name. If the placement name contains 'social' then the resulting channel will be labelled as 'Paid Social'
Method 2: Directly from dimensions
Locate the dimension where you would like to add a rule
Find the datasource, click on the 3 dots to open the menu
select 'Rules'
Follow the above on instructions on how to create rules.
Save, Preview and Run Rules
Once you have created the desired rules, hit 'Save'
Once the rule has been saved, it is good practice to review the SQL query to ensure everything is correctly set up
Once you are happy, hit 'Run'
For more info on advanced rule settings, such as conditions, returning segments, using SQL and match types please click here.