Preview Data

Discover how the Data Preview feature within the AI Wizard empowers you to manipulate your data by applying filters, working with fields, and grouping data. This functionality allows you to hide or show columns, group data based on selected dimensions and metrics, and apply filters to explore your data in convenient way.

How to Use Data Preview?

Group Data

Grouping allows you to aggregate your data based on selected dimensions and metrics. By default, the aggregation function used for all metrics is Sum.

To group data:

1. 1In the Fields tab, select the fields you want to use:
1. Dimensions: Choose the categorical fields you want to group by (e.g., Date, Data Source, Channel).
2. Metrics: Choose the numerical fields you want to aggregate (e.g., Spend, Revenue, Total Conversions).
2. 2Check the Group By option to enable grouping.
3. 3Click Update Preview to apply the grouping to your data.

To hide or show columns:

1. 1Open the Data Preview within the AI Wizard.
2. 2Navigate to the Fields tab.
3. 3Use the checkboxes next to each field to select or deselect the columns you want to display.

Filter Data

Filters allow you to narrow down your dataset based on specific criteria.

To apply filters:

1. 1Navigate to the Filters tab in the Data Preview.
2. 2Click Add Filter to create a new filter condition.
3. 3Select the field you want to filter by (e.g., Date, Campaign Type).
4. 4Define the filter criteria (e.g., Channel = 'Google Ads').
5. 5Click Update Preview to apply the filters to your dataset.

Combining Grouping and Filters

You can also combine grouping and filtering to enhance your understanding of data.

Let's take a look at a specific use case:

Apply grouping

1. 1In the Fields tab, under Dimensions, select Data Source and Channel.
2. 2Under Metrics, select numerical fields like Spend, Revenue, and Total Conversions.
3. 3Check the Group By option.
4. 4Click Update Preview to see the intermediate result.

Apply a filter

1. 1Navigate to the Filters tab.
2. 2Click Add Filter.
3. 3Select Campaign Name as the field to filter.
4. 4Set the condition to contains and enter "usa".
5. 5Click Update Preview to apply a new filter.
6. 6Click Update Preview to apply both the grouping and the filter.

Export to CSV

You can export a data table to a CSV file directly from the Data Preview header.

To export data:

1. 1Open a data table in Data Explorer.
2. 2In the Data Preview header, click Export CSV.

Note: The export always contains the full table (up to 100,000 rows). Applied filters and grouping affect only the on-screen preview — they do not change the exported file. For larger datasets, use Data Load to deliver data to a destination.

Conclusion

The Data Preview feature in the AI Wizard simplifies the data analysis process by allowing you to easily customize your dataset. Understanding how to work with fields, apply grouping, set up filters, and combine these functionalities enables you to efficiently analyze and compare your marketing data and understand it better.