Before You Begin: This article is written for TapClicks users who are familiar with connectors and calculations and want to use calculations for On Demand Connectors. For more information on these topics, please refer to the following:
- How to Create Calculations
- On Demand Connectors Overview
- How to Build an On Demand Widget
- FAQs: On Demand Connectors
What Are Advanced Calculations?
Advanced Calculations let you create more detailed and flexible calculations for On Demand Connectors. They include features like conditional statements, typecasting, and aggregation functions, making it easier to work with more complex data scenarios. Advanced Calculations give you more options than Basic Calculations, helping you build customized calculations for your specific needs.
Which On Demand Connectors Support Advanced Calculations?
The following On Demand Connectors support Advanced Calculations:
- Facebook Ads
- Google Analytics
- Google Ads
- Microsoft Ads
- Google Analytics 4
- LinkedIn Ads
- Spotify Ads
- Facebook Insights
- Pinterest Ads
- Twitter Ads
- Snapchat
- Shopify
- LinkedIn Company Page
- Instagram Professional
- HubSpot Analytics
- Email Campaigns-Mailchimp
- AdRoll
How to Set Up an Advanced Calculation with On Demand Data
1] On the left side menu, under Data, click Calculations.
2] The Calculations page appears.
3] In the upper right, click the Add New Calculation button.
4] The New Calculation page appears.
5] Enter a name for your calculation in the Name textbox.
6] From the Data Type dropdown, select the type of data your calculation will produce.
7] From the Data Category dropdown, choose a data source (e.g., connector or channel) for your calculation.
8] From the Data View dropdown, select the data view that contains the metrics you need. The options available in the Data View dropdown depend on the Data Category you selected.
9] Turn off the Data Warehouse toggle. This ensures your calculation uses On Demand Data.
10] Turn on the Advanced Calculations toggle to enable advanced functionality.
11] Build your calculation in the formula builder. Use fields and functions from the Fields tab, and add any conditional logic or aggregation functions needed.
12] Click the Verify button below the builder to check for errors.
13] If no errors appear, click Save to finalize your calculation. A confirmation message will appear if the calculation was saved successfully.
14] Return to the Calculations page to see your newly created calculation in the list.
Use Cases for Advanced Calculations
Grouping Data with Conditional Logic
Use conditional statements like IF, ELSE, CASE, and IFELSE to set up rules-based calculations.
Example:
Divide users into groups based on engagement levels and assign them different scoring criteria.
Summarizing Data with Aggregation
Calculate totals or averages using formulas like SUMIF and AVERAGE.
Example:
Find the total sales for specific campaigns or calculate the average order value.
Converting and Formatting Text
Convert data types or adjust text with functions like LOWER and UPPER.
Example:
Standardize search terms by converting them to lowercase for easier grouping in reports.
Creating New Insights with Complex Logic
Combine fields or use multi-step logic to create new insights.
Example:
Create weighted performance scores based on factors like region or product category.
With Advanced Calculations, you can build tailored, complex metrics for your On Demand Connectors. As you grow more familiar with Advanced Calculations, be sure to explore the Advanced Calculation Function Reference as a guide to functions, including mathematical, text, date, and logic operations to support complex data analysis.