Overview: Query Builder

With Query Builder, you can create Custom Metrics for select Data Sources by adding Dimensions, Segments, Filters, and additional Date Ranges. 

Some popular use cases for Query Builder include creating Campaign-specific Metrics for Google Ads and Facebook Ads data, accessing more historical data from Google Analytics, and reporting on HubSpot Smart Lists with more granularity. 

IN THIS ARTICLE

How to access Query Builder 

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Navigate to Data Manager > Query Builder to access Query Builder. 

    Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps

Query Builder is currently available for the following Data Sources:

Google Analytics Google Sheets Google Ads
Facebook Ads LinkedIn Ads
HubSpot Mktg
HubSpot CRM
Salesforce Copper
Klaviyo Localytics Teamwork Projects
CallRail EventBrite iTunes Connect
Adobe Analytics Mixpanel BigQuery
Snowflake
MSSQL PostgreSQL

How to use Query Builder

The setup of Query Builder differs depending on the Data Source that is selected. Each Query Builder is designed to mirror the terminology and setup of the UI of the Data Source itself as much as possible. 

Some key fields to understand in order to become an expert Query Builder user are outlined below. 

  • Metric: A Metric is a quantitive measurement, meaning there is a value associated with it. Examples of Metrics are "Sessions," "Leads" and "Impressions."
  • Dimension: Dimensions allow you to re-categorize the returned Metric values based on a similar attribute. Examples of Dimensions are "Country," "Source" and "Campaign." 

    Pro Tip: Add the word "by" in between the Metric and Dimension in order to determine an appropriate Custom Metric Name. From the Metric and Dimension examples outlined above, we could create the Custom Metrics "Sessions by Country," "Leads by Source," and "Impressions by Campaign."  
  • Segment: A Segment is a subset of your data that is configured within the Data Source itself. For example, Google Analytics Users often create Segments to isolate and analyze subsets of data based on specific Metrics or Dimensions. 
  • Filter: Filters restrict the data that gets included in the Custom Metric. All data that is returned is tested against the Filter. If the data matches the filtered Metric and Dimension specifications, the data is retained and included in the resultant Custom Metric. If the data returned doesn't match the filtered Metric and Dimensions specifications, the data is not included in the resultant Custom Metric. 

How to add a Custom Metric to a Databoard

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1
   Open the selected Databoard in the Databox Designer, or create a new Databoard.
2
  Drag and drop a blank Datablock onto the Databoard from the Visualization Library. 
3
   Select the appropriate Data Source in the righthand Property Manager. This must be the same Data Source that was selected when creating the Custom Metric. 
4
  Select the  Custom tab at the top of the  Metric drop-down list. 
5
  Select the Custom Metric name to populate the Datablock.
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