Datasets are connections to data sources that you can reuse for multiple metrics. When you set up a dataset, we continually update the data so that you always have your data available for building metrics.
NOTE: This feature is currently only available to users who have the Save & Manage Datasets permission.
Here’s how to build a dataset in Grow.
First, log in to your Grow account and press Add Metric.
Select your data source from the list. (We’ll use Google Analytics for our example.) If you haven’t already, go ahead and authenticate to connect your account to Grow.
Once you’ve connected your account to Grow, select which report you want to use.
Once you’ve done that, check the Advanced Options checkbox.
You will see a list of options that come up. Go ahead and check the box labeled “Save as a Dataset.”
Configure any other settings you need, then press the blue Connect button at the bottom. Please note that any transforms inside of Advanced Options (underneath the checkbox) will not be applied to the dataset. Additional transforms to the dataset can be applied after the dataset is saved.
Your data will pull up. At the top of the page, you will see a Warehouse the Dataset button.
Go ahead and click on that button. A section will expand where you can configure your dataset.
Go ahead and type in the name of your dataset in the Dataset Name field.
The options underneath the Dataset Name field allow you to tell Grow what kind of data is pulling in for each of the columns. If a column is incorrect, use the drop-down field to correct it.
The Unique Record Id checkbox tells the system that the data in that column comes in as a specific ID. This lets the system check the data that comes in based on new IDs to append or update the rest of the metric.
Note: This checkbox will only appear if the data source is time-based. This means that when pulling in data, you select the time period the data should return. Some data sources, such as Box, Dropbox, Google Sheets and other datasets that are not based on time intervals will not show the Unique Record Id checkbox.
If you want to see advanced options, check the Advanced Dataset Options box.
In Advanced Dataset Options, you have three options: Data Update Interval, Initial Dataset Population in Month(s), and Group Call By Day(s). If you have questions about any of these settings, please talk with your data consultant. They do not usually need to be changed from the default settings.
Press Continue at the top of the page.
If you have already created a dataset with the same schema (report/data and settings), you’ll see a pop-up box that lets you choose whether to use an already-existing dataset or to create a new one.
Note: One advantage of datasets is that you can use the same dataset for multiple metrics. So if you’re just trying to build a different metric using the same data, it’s better to just use an old dataset instead of creating a new one.
Once you’ve chosen what to do, press the blue Continue button at the bottom of the window.
And that’s it! You’ll be brought to the metric creation page.
Wondering where your datasets are after you build them? Log in to your account and press Add Metric. The data source Saved Datasets allows you to create metrics from datasets you created previously.
NOTE: The Saved Datasets data source is available to more users on your organization’s account than just the admin. So while admins can create datasets, others on the account can access them to create metrics.
Questions about datasets? Email us at email@example.com or chat in on the site.