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====== Custom channel grouping ======

Requirements for this tutorial: Working setup of Windsor.ai multitouch attribution enabled.

In this example we're going to set up a custom channel grouping in Windsor.ai. The implementation is done using a PostgreSQL case statement. 


To access your Channel Groupings head to the [[https://charts.windsor.ai/tablemodelview/list/?pageIndex=0&sortColumn=changed_on_delta_humanized&sortOrder=desc|Dataset management section]] on [[https://charts.windsor.ai/w/welcome?|Windsor.ai charts]].

Here you will see a list of data sets. 

  * Click on edit on the dataset called **[user-name]_attributions_and_costs** 

{{ :edit-charts-datasource.png?nolink&600 |}}

  * Click on **CALCULATED COLUMNS** and expand the channelgrouping column

{{ :edit_channelgrouping_charts.png?nolink&600 |}}

  * Now you can easily adjust your channel groupings. The standard setup replicates the standard channel groupings of Google Analytics:

<code>
CASE 
  WHEN 
    source = '(direct)' 
    AND 
    (medium = '(not set)' OR medium = '(none)') 
    THEN 'Direct'
  WHEN 
    medium = 'organic'
    THEN 'Organic Search'
  WHEN
    medium ~ '^(social|social-network|social-media|sm|social network|social media|paids-social)$'
    THEN 'Social'
  WHEN
    medium = 'email'
    THEN 'Email'
  WHEN
    medium = 'affiliate'
    THEN 'Affiliates'
  WHEN
    medium = 'referral'
    THEN 'Referral'
  WHEN
    medium ~ '^(cpc|ppc|paidsearch)$'
    THEN 'Paid Search'
  WHEN
    medium ~ ' ^(cpv|cpa|cpp|content-text)$'
    THEN 'Other Advertising'
  WHEN
    medium ~ '^(display|cpm|banner)$'
    THEN 'Display'
  ELSE '(Other)'
END
</code>


In this example we're going to customise the standard channel grouping to add branded and generic paid search:

<code>
CASE 
  WHEN 
    source = '(direct)' 
    AND 
    (medium = '(not set)' OR medium = '(none)') 
    THEN 'Direct'
  WHEN 
    medium = 'organic'
    THEN 'Organic Search'
  WHEN
    medium ~ '^(social|social-network|social-media|sm|social network|social media|paids-social)$'
    THEN 'Social'
  WHEN
    medium = 'email'
    THEN 'Email'
  WHEN
    medium = 'affiliate'
    THEN 'Affiliates'
  WHEN
    medium = 'referral'
    THEN 'Referral'
  WHEN
    medium ~ '^(cpc|ppc|paidsearch)$' AND campaign ~ '(brand)'
    THEN 'Branded - Paid Search'
  WHEN
    medium ~ '^(cpc|ppc|paidsearch)$' AND campaign !~ '(brand)'
    THEN 'Generic - Paid Search'
  WHEN
    medium ~ ' ^(cpv|cpa|cpp|content-text)$'
    THEN 'Other Advertising'
  WHEN
    medium ~ '^(display|cpm|banner)$'
    THEN 'Display'
  ELSE '(Other)'
END
</code>

  * Once you are finished click the **SAVE** button and reload and refresh your dashboard. The new channel groupings will now be active.

{{ :save_channel_groupings.png?nolink&600 |}}
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