Before you begin: The Naming Convention Transformation is part of the Transformation Hub. If you do not see the Transformation Hub under the Data menu, please contact your TapClicks Account Manager to have it enabled. For more information about the Transformation Hub in general, please refer to Transformation Hub Overview.
Overview
The Naming Convention Transformation allows you to standardize inconsistent naming across your data sources. This ensures that campaign names, ad sets, placements, and other fields follow consistent naming structures, making your reports more consistent, readable, and reliable. Use this transformation to apply defined naming rules that unify variations into a single, clean value across data sets.
How to Use the Naming Convention Transformation
1] Log in to TapClicks and, on the Data Menu, click Transformation Hub.
2] From the list of available transformations, click Naming Convention.
3] The Naming Convention calculation workspace will open.
4] Start by entering a Name for this calculation into the Name textbox.
5] Use the dropdown menus to select a Data Category and View.
6] Complete the Calculation Builder fields.
- Replace placeholder with the name of the field you want to normalize.
- In the WHEN lines, replace the first quoted value with the keyword or text pattern you want to match, and replace the second quoted value with the standardized name you want to use.
- Use ELSE to define a default value when no conditions are met.
Example:
CASE Campaign Name WHEN CONTAINS "FB" THEN "Facebook" WHEN CONTAINS "IG" THEN "Instagram" ELSE "Other" END
7] When finished, click Save at the bottom of the page.