Transforming data using configuration rules

In Google Analytics, you can setup data configuration rules that determine how your data will be processed. This includes implementing features like data filters, goals, data grouping, Custom Dimensions, Custom Metrics, and imported data that can help you better define and analyze the data in your reports.

Data Filters

As we discussed in Google Analytics for Beginners, you can set a filter on a view that can exclude particular data, only include particular data, or modify the data during processing. This helps you align the data that shows up in your reports with your business needs. Filters are essentially “rules” that Google Analytics applies to the data during processing. If the “filter type” is true, Google Analytics will apply the filter to the data. If the filter type is false, Google Analytics won’t apply the filter.

There are two reasons you might want to apply filters. You may need to transform the data that shows up in a view. For example, you might want to include only data from a particular country in a view devoted to reporting on that country. Or you might want to exclude any internal employee traffic from a view reporting on customer data.

The filters you choose to implement will depend on your specific measurement objectives, so it’s important to plan what data you want to collect before you set up your filters. We’ll discuss filters in more detail a little later.

Goals

There are four types of Goals in Google Analytics:

  • Destination (or Pageview) Goals are based on when a user views a particular page on your website. 
  • Event Goals are when a particular action defined as an event is triggered.

These are the two most common types of Goals, but you can also set up additional goals to measure user engagement:

  • Duration Goals are based on sessions that last over a set amount of time.
  • “Pages or Screens per Session” Goals are based on whether a user has viewed a set amount of pages in a session.

A conversion is counted once per session per configured goal. So if you’ve defined an Event goal of downloading a PDF, and the user downloads the PDF five times in the same session, this action will only count as one conversion.

During processing, when Analytics detects hit data for a goal, it calculates the goal completions, goal value (if you’ve indicated one), and goal conversion rate, and includes these in your reports.

Note that in Google Analytics, conversions and Ecommerce transactions are credited to the last campaign, search, or ad that referred the user.

Channel and Content Groupings

You may want to organize the data you collect in different ways than the standard Google Analytics reports. Channel Groupings let you organize your data into customized channels, while Content Grouping lets you aggregate metrics within reports based on the organization of your website.

Custom Dimensions and Metrics

You learned about dimensions and metrics in Google Analytics for Beginners. But you also can create your own dimensions and metrics in Analytics called “Custom Dimensions” and “Custom Metrics.” Custom Dimensions help you define a group of metric data that’s specific to your business and then apply that as a dimension across your reports.

  • Custom Dimensions can be used as a secondary dimension in standard reports, a primary dimension in a Custom Report, or as a segment. We’ll discuss Custom Reports and segments later in the course. 
  • “Custom Metrics” can be collected for any standard dimension or Custom Dimension that can’t be measured by any predefined metric in Google Analytics. 

You can also upload your own data to Google Analytics including hit data, extended data that is stored in a Custom Dimension or Custom Metric, and Summary data that lets you sum up any uploaded metrics. Typically, this information is exported from an offline business tool like a content management system or customer relationship management system into text files. 

Data Import

Data Import lets you combine this offline data to the hit data that Analytics collects from your website. This will allow you to include your own business-specific data you collected independently to give you more context and insight in your reports.

These are only a few of the features you can configure to help customize the data you collect for your business. Note that you’ll need to set up these data configuration rules prior to your data being processed.

Once data has been processed, you can’t retroactively apply configuration settings to that data. We’ll discuss how to set up these configurations and use them for analysis a little later in the course.
 

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