Follow these steps to build a chart manually:
Step 1: Start a New Chart
Click Add section > Chart.
In the New Chart window, select Data set.
Options: Channel Attribution, Ads Attribution, Creative Attribution, Order Sales, Lift Test Results.
Step 2: Choose Metrics
Click Metrics > +.
Select one or multiple metrics (e.g., Orders, Sales, ROAS, Page views).
Step 3: Add Dimensions
Click Dimension > +.
Choose attributes such as Channel, Attribution model, Ad ID, Ad name.
Step 4: Apply Filters
Click Filters > +.
Select a metric or attribute.
Choose rules:
Threshold-based (greater than, less than, equals, etc.).
Trend-based (increase/decrease by X%).
Attribute-based (contains/does not contain, date ranges, status).
4. Combine conditions using AND/OR logic within filter group or between filter group.
5. Save filter groups for reusability.
6. Use Presets for quick rules:
Scaling: Ad spend ↑ 10%+
Declining: Ad spend ↓ 10%+
Fatigue: CTR ↓ 10%+
Winning: Ad spend > 500 + ROAS > 3
Tip: you can customize the preset by editing an existing preset that suits your needs.
Step 5: Select Visualization Type
Choose how to display your chart:
Numeric display: 1 metric only.
Line chart: Up to 2 metrics, 1 dimension.
Bar chart: Up to 2 metrics, 1 dimension.
Pie chart: 1 metric, 1 dimension.
Table chart: Unlimited metrics and dimensions.
Step 6: Adjust Date Settings
If the dashboard is at Chart-level filter, pick dates here.
If at Dashboard-level filter, date settings are inherited from the main dashboard.
Step 7: Preview & Save
The chart preview updates live as you configure.
Note: If the setup is incomplete / missing required variable (Data Set / Metrics / Dimension), you will see "Your chart preview will show up here"
If no data is found, an alert will show: “We couldn’t find any data for your query.”
Once satisfied, click Save.
Example: Combined Filters
Create rules like:
Ad spend ↓ 10% compared to previous period OR ROAS ↑ 10%.
ROAS > 8 AND Sales > 1,000.
Apply them to narrow down results for performance tracking.