Create a custom field

Every custom field, whatever its build method, is created through the same three-step builder: Details, Configuration, and Preview. This page walks through that flow. For the details of each build method, see Formulas and conditions, Blending, and Split text.

What you can do

• Create a custom metric or dimension from one place
• Choose the build method that fits what you're making
• Preview the result against real account data before saving
• Set a fallback for rows where the field can't be computed
• Edit or delete any custom field you've created

Open the Custom fields page

In the sidebar, select Custom fields. The page has two tabs, Custom metrics and Custom dimensions. Each tab shows the fields you've created and the read-only built-in fields.

To start, open the tab for the kind of field you want. Then select Create custom metric or Create custom dimension. To edit an existing field, select its row.

Step 1: Pick a build method

The builder opens on How should this field be built?. The methods offered depend on the kind of field: metrics show Formula and Blending; dimensions also show Split text. Choose the one that matches what you're making:

• Formula - do math on fields (metrics) or combine fields and text (dimensions)
• Blending - map one field per connector into a single unified field
• Split text - split a dimension value and extract a fragment (dimensions only)

Select Next.

Step 2: Configure the field

Enter a Field name and an optional Description, then build its logic. The builder here changes based on the method you chose:

• Formula opens the formula editor (and an optional condition builder)
• Blending opens the per-connector mapping
• Split text opens the delimiter and fragment settings

Live preview

As you build, use the Live preview panel to see real results. It runs your field over the last 30 days of data from your Preview accounts and shows an input-to-output table, so you can confirm the field behaves before you save.

• Pick the accounts to preview with under Preview accounts
• Select Run preview (or Re-run after a change) to compute values
• The preview tells you when your definition has changed since the last run

Advanced: fallback value

Open the Advanced section. Under Fallback value, set a Default value for rows where the field can't be computed (for example, a formula that divides by zero, or a connector that doesn't have the field):

• None - a metric falls back to 0, a dimension to blank
• Static value - use a fixed value you enter
• Field value - fall back to another field's value

Select Next.

Step 3: Review and save

The final step shows a Definition card (the formula, blended sources, conditions, and fallback) and a Details card (name, description, and type). To change something, select the edit button on that card. The builder goes back to that step.

Select Save and close to create the field (or Update and close when editing). It's now available across your dashboards and goals.

Edit and delete

• Edit - select a custom field row to reopen the builder
• Delete - select the delete icon on a row. Then select Delete custom metric or Delete custom dimension to confirm.

Next steps

• Formulas and conditions - Build calculations and conditional rules
• Blending across connectors - Unify a field across platforms
• Use custom fields - Put them to work in dashboards and goals