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Creating a Dimension

How to map dimensions in the Report Engine

Updated over a month ago

How to create a Dimension within Report Engine - 2 min video

What is a Dimension?

Dimensions let you explore your data, providing various levels of breakdown or grouping in your reports.

  1. To create a new Dimension, go to “Dimensions”, click on the ellipsis (3 vertical dots) beside any folder and select “Create Dimension”

  2. Then give your new Dimension a name and hit the “Enter” key

  3. Select "Add a new mapping" to choose between one of 4 options for your new dimension:

    In the below is an example of a Direct mapping for a the Campaign ID dimension:

There are 4 types of Dimension mappings:

Lookup

Joins the data table with a meta table to retrieve corresponding values from the meta table.

  • Performs a join between the data table and a meta table.

  • Retrieves values from the meta table based on matching keys in the data table.

  • Useful for translating or enriching raw data with metadata (e.g., mapping IDs to names).

Direct

Directly maps to a field in the data table, returning its exact value.

  • Directly links to a field in the data table.

  • Returns the exact value from the selected column without modification.

  • Ideal for simple, unaltered mappings where no transformation is needed.

Text

Allows manual entry of a value to be returned for the selected data sources.

  • Allows manual input of static values to be returned for specific data sources.

  • Useful for setting fixed labels, tags, or predefined values that do not exist in the data table.

SQL

Enables custom transformations using SQL, such as normalising text to lowercase.

  • Enables advanced customisations by writing SQL queries.

  • Allows transformations such as case normalisation, concatenation, or conditional logic.

  • Ideal for creating tailored outputs that require dynamic or complex modifications.

Once you have decided with mappings and selected the relevant data source and fields (if applicable), select 'Add Mapping' (You can add multiple tables if your data source has so)

In the below is an example of a Direct mapping for a the Campaign ID dimension:

Once you have clicked add mapping the screen will depict your mapping as below:

After adding all the mapping to your dimension hit Review & Save:

Here you can check the changes you have made and which metrics the dimension will be compatible with.

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