Naming conventions define how your data is structured and labelled across your taxonomy. Think of a naming convention as the recipe that determines how your worksheet values are built and formatted for reporting.
This guide walks you through creating a new naming convention and configuring its structure.
When you are in the Taxonomy Tool on the left hand side of the page there is a list of options under “Admin”. Click on the “Create a new naming convention” and this will take you to the taxonomy builder.
Add Basic Details
At the top of the builder:
Naming Convention Name - Enter a clear, descriptive name for your naming convention.
Description - Use this field to document what this convention is for, who uses it, or any important rules.
Add Levels to Your Naming Convention
Levels are the attributes that make up your naming convention (for example: Channel, Region, Campaign Type). These can later be used as dimensions in reporting.
To add a level:
Select an existing level from the dropdown
or
Click Create new level if it doesn’t exist.
When creating a new level, you’ll need to define:
Name – The name of the attribute
Description – What this level represents
Value Permissions – Controls how values can be used (see the Value Permissions article to learn more)
Initial Values – Add known values now, or add them later (see the Manage Values & Mappings article to learn more)
Finally, click Add Level to include it in your naming convention
Worksheet Structure & Formula
As you add levels, they appear under Worksheet Structure.
This structure defines how worksheets using this naming convention will look.
You’ll see a preview of the worksheet below.
You can drag and drop levels to change their order.
The Formula Bar automatically builds a naming structure based on your levels.
If you reorder levels in Worksheet Structure, the formula updates automatically.
You can also manually edit the formula.
You can reset the formula to default by clicking on Reset to default to formula
Inside the { } brackets, you can apply suffixes to transform values.
Available Suffixes
Suffix | Description |
| Uses the short-code for the value (if set in Value Manager) |
| Converts text to uppercase |
| Converts text to lowercase |
| Replaces spaces with underscores |
| Replaces spaces with hyphens |
| Removes all spaces |
Formula Keywords
You can also use these you can use these keywords in the general formula:
Keyword | Description |
| A cryptographic hash based on the combination of value IDs. Updates if values change. |
| A unique row identifier that stays stable even if values are edited. |
Set Default or Fixed Values
For each level, you can:
Set a Default Value
Choose a value from the dropdown to appear by default in worksheets.
Fix a Value
Tick the checkbox to lock a value for that level.
When fixed, the column will not be editable in worksheets.