Understanding the Templates feature in Dataslayer for BigQuery and API Query Manager
Did you experience one of these things with our BigQuery or API products?
Having to select a huge quantity of metrics and dimensions for each of your clients repetitively
Your colleagues having to start tables from scratch with their own accounts
The invalid parameters combination error message constantly appearing
Don't worry about any of this anymore.
Introducing our Load Template functionality!
With this awesome functionality you can load pre-defined tables or save your own, thus loading the number of metrics and dimensions directly, saving you all the time of selecting them.
Once you have logged in BigQuery or API Query Manager, you will be able to use this functionality.
You will find this option above selecting the data source's accounts, clicking on the "Load template" button.
Understanding the Template options
When loading a template, a pop up window will appear in which you can find two tabs: the "Dataslayer default tables" tab and the "Your custom tables" tab.
Dataslayer default tables
These are tables we have created for you! In order to use them, click on Preview to see the metrics and dimensions the table has. Once you have decided the table you want to use, click on Load table. This action loads the parameters in your Origin Sidebar, you can edit the parameters once you load the template.
With these tables you will not have the invalid parameters combination error as we have created and tested them in order to help you save time creating and testing your owns.
Please note that these tables templates by default, or their names, can not be modified nor deleted. Remember that you can edit the parameters once you load the template in the sidebar.
Your custom tables
In addition to the pre-defined tables, you can save your own templates!
If you are in a company, these table templates will be shared between all the company members, no matter what role you have.
In order to save and use them, follow these steps:
Saving your template
Once selected the parameters you want to save in the Origin Sidebar, click on the Save as template button you can find at the end of it. You will get a confirmation message.
Loading your custom template
If you have already saved a template, you can click on the Load template button to open the pop up window, so you will be able to see your saved tables on "Your custom tables" tab.
Understanding your custom tables tab icons
Pencil icon: This action allows you to change the name of the template. Take into account that it will change also for all the company members.
Bin icon: This action will delete the saved template. Note that it will be deleted for everyone in the company.
Preview: As the Dataslayer default tables, this action will allow you to see the parameters saved.
Load template: This button will only appear when you clicked previously on the Preview button, and it will load the template on the Origin Sidebar.
As always, please contact us via our live chat on our website or via email if you still have doubts or questions. We are happy to help!
Updated on: 17/08/2023