Documentation

Custom Configuration flow

Updated on

May 8, 2024

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Custom Configuration is now available for all data sources with Custom report type.

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Custom Configuration is a feature that allows you to extract your data with flexible dimension settings. There is no binding to the data structure specified in Improvado. Any set of dimensions and metrics allowed in the data source API is available for extraction.

Step 2. Choose your data

First, make sure that the data source you need supports Custom report types. The schema information shows all data sources you can use to extract data with Custom Configuration feature.

To start using Custom Configuration feature, select any template with Custom label from the list.

Once you have selected all the required templates, click the Continue button to start configuring your data extraction.

Step 3. Configure extraction

Extraction Template settings

Now you need to configure the selected template.

  • Custom settings (depend on the data source)
  • Sync historical data (mandatory for filling in)

You need to select the first date of the historical data interval in the Sync historical data field. The maximum historical data depth varies due to the API specifics of different data sources. If you need historical data depth over the preset maximum value, it is necessary to raise a request via Improvado Service Desk. Our team will check if it is technically possible.

Note that you will be able to change it later by editing the extraction order configuration on the Settings tab.

Scheduling settings

Here you can set the frequency of data extraction by changing the scheduling settings and adding or deleting schedules.

One schedule is always created by default. You can add one or several more by clicking Add Schedule in the top right corner of this section. If this is not available, it means you have reached your limit. The contract determines the limit. To increase it, please get in touch with your Customer Success Manager.

Also, you can delete the schedule by clicking the “trash bin” icon, but it is impossible to delete a schedule if it is the only one.

The schedule settings include three main fields, the additional fields depend on the chosen extraction period:

  • Extraction period allows you to set how often Improvado attempts to load your data to the Improvado database.
  • Day of week determines the specific day of the week when the extraction begins.
  • Extraction time determines the exact time for the Improvado extraction schedule.
  • Extraction time zone determines the time zone for this extraction schedule.
  • Lookback window is the period before data extraction, for which data is extracted regularly.

Dimensions and metrics

With Custom Configuration, you can select and combine dimensions and metrics, providing flexibility in data extraction. All available dimensions and metrics are presented in lists similar to accounts and templates and work in the same manner.

Select the necessary dimensions and metrics for your Data Extraction.

Some dimensions and metrics are selected by default. You can not deselect them because they define the data table structure.

Note: You can also remove selected fields by clicking the Bin button in the Selected dimensions/metrics list.

Validation

After you've determined the combination of metrics and dimensions you need, click the Validate button to start the compatibility check.

If you’ve set up a valid configuration, the Data table name field appears below the Available metrics table.

If you’ve set up an invalid configuration, the Warning pop-up message will show what you need to fix. There are two reasons for this message:

  1. You have selected unsupported dimensions/metrics within this configuration
  1. Incorrect or empty custom settings (Extraction template settings marked as required*).

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  • If you see the error The combination of dimensions and metrics selected in the extraction configuration seems to be incompatible, there are two ways to solve it:
    • The first way is to remove the selection from unsupported metrics mentioned in the Warning pop-up message. In the case mentioned above, these are ```clicks``` and ```cost_micros``` metrics.
    • The second way is to remove the selection from unsupported dimensions mentioned in the Warning pop-up message. In the case mentioned above, these are ```conversions_action_category``` and ```conversion_action_name``` dimensions.
  • If you use Custom Configuration with the Pinterest Ads data source, you can see The custom setting Reporting level for Pinterest Ads is required, please select the necessary value error. The only way to resolve this problem is to select a value in the Reporting level for Pinterest Ads field from the Extraction template settings.

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Data Table name

The Data Table name field can be found below the selection of dimensions & metrics and appears just after the successful field compatibility check.

If you already have a Data Table with the same level of granularity, you can either select it from the dropdown or create a new one:

The entered data table name will be prefixed with the data source name.

If all extraction templates are configured, click the Continue button and check your result.

Step 4. Check the result

This is the last step before the data extraction starts. Here you can see the list of extraction orders you’ve configured in previous steps. It includes the following:

  • Extraction order name:
  • ~It is formed by the Data Table Name — Account rule
  • Data Table name
  • Account Name
  • Extraction Template Name

Check the resulting extraction orders carefully. Remove the selection if you notice that some order was added to this list by mistake. Only selected extraction orders will be set up.

Click the Continue button to finish the extraction configuration process.

Schema information

Setup guide

Settings

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Troubleshooting

Troubleshooting guides

Check out troubleshooting guides for
Custom Configuration flow
here:

Limits

Frequently asked questions

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Questions?

Improvado team is always happy to help with any other questions you might have! Send us an email.

Contact your Customer Success Manager or raise a request in Improvado Service Desk.