Bulk Management: Global Metrics

Bulk Management for Global Metrics allows you to create, update, and delete Global Metrics at scale through CSV import/export. This feature streamlines the process of provisioning custom metrics across multiple advertisers and managing metric configurations in bulk.

Overview

There are several actions that can be taken through the Bulk Management feature for Global Metrics:

Export all existing Global Metrics and their advertiser-level overrides to CSV
Create brand new Global Metrics for your agency
Update existing Global Metrics including their formulas and display formats
Delete Global Metrics
Create advertiser-specific overrides for existing Global Metrics

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Global Metric Requirements
Global Metrics formulas must reference valid metric names and use supported operators. The system will validate formulas during import and provide detailed error reporting for any issues.

How to Access

Navigate to Settings → Bulk Management
Click the Export button for Global Metrics to download your current configuration
Make changes to the CSV file
Click the Import button to upload your changes

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Pro Tip
Export your existing metrics first to understand the formula syntax and display format options. This serves as a template for creating new metrics.

Column Definitions

Column Header	Details
Action	Required. Accepted Values: • `Add` - Create a new Global Metric or advertiser override • `Update` - Modify an existing Global Metric or override • `Delete` - Remove a Global Metric or override • `Ignore` - Leave blank or use "Ignore" to skip processing this row
Global Metric ID	The unique ID for an existing Global Metric. Not required when adding new metrics since a unique ID hasn't been assigned yet. This ID must remain for existing metrics you wish to update, otherwise the system will not find a match.
Advertiser Company	The Company name of the Advertiser if this row represents an advertiser-specific override. Leave blank for agency-level Global Metrics.
Advertiser ID	The Advertiser ID if this row represents an advertiser-specific override. Leave blank for agency-level Global Metrics.
Parent Metric Name	Required when creating advertiser overrides. The exact name of the parent Global Metric that this override is based on. The system will automatically link this override to the parent metric.
Name	Required for new metrics. The display name of the Global Metric. This field is case sensitive. For advertiser overrides, this will typically match the Parent Metric Name unless you want to display a different name.
System Name	Required. An internal system identifier for the metric. This field is case sensitive.
Network Definition Name	Required. The advertising network this metric applies to. Must be a valid network name recognized by NinjaCat (e.g., google_adwords, facebook, google_analytics, bing_ads).
Formula	Required. The calculation formula for the metric using the network-specific metric format: `network_name??id=0:MET_MetricName`. Supported operators include: `+`, `-`, `*`, `/`, `(`, `)`. You can also use plain numbers in formulas.
Display As	Required. How the metric value should be formatted. Accepted values: • `INTEGER` - Whole number display • `FLOAT` - Decimal number display • `PERCENT` - Display as percentage with % symbol • `CURRENCY` - Display as currency with $ symbol
Definition ID	System-generated identifier. Leave blank for new metrics.

Understanding Formulas

Global Metrics formulas use a specific syntax to reference network metrics:

Formula Syntax

Reference network metrics using the format: network_name??id=0:MET_MetricName
Use standard mathematical operators: +, -, *, /
Use parentheses for order of operations: (metric_a + metric_b) / metric_c
You can combine metrics with plain numbers: metric * 1.15 or metric + 100

Example Formulas

Custom CTR (Click-Through Rate):

google_adwords??id=0:MET_Clicks / google_adwords??id=0:MET_Impressions

Combined Goal Completions:

google_analytics??id=0:MET_goal1Completions + google_analytics??id=0:MET_goal2Completions + google_analytics??id=0:MET_goal3Completions

Cost with Markup:

google_adwords??id=0:MET_Cost * 1.15

Facebook Conversion Value:

facebook??id=0:MET_ActionValue_OffsiteConversion + facebook??id=0:MET_ActionValue_OnsiteConversion

Bing CTR:

bing_ads??id=0:MET_Clicks / bing_ads??id=0:MET_Impressions

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Formula Validation
The system validates that all referenced metrics exist and that the formula syntax is correct. If a formula references a metric that doesn't exist, the import will fail for that row with a detailed error message.

Creating Advertiser Overrides

When you need to create advertiser-specific versions of a Global Metric:

Ensure the parent Global Metric exists (either already in the system or being added in the same import)
Fill in the Advertiser Company and Advertiser ID columns
Reference the parent metric's name in the Parent Metric Name column
Configure the override's specific settings (Formula, Display As, Network Definition Name)

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Smart Import
You can add new Global Metrics AND their advertiser overrides in the same CSV import. Just reference the parent by name in the override rows — the system will create the parent first, then automatically link the overrides.

Import Process

Step 1: Prepare Your CSV

Download the current configuration using the Export button to ensure proper formatting
Make your changes following the column definitions above
Ensure all formulas reference existing metrics with correct network-specific syntax
Save the file in CSV format

Step 2: Upload and Review

Click the Import button in the Bulk Management page
Select your prepared CSV file
Review the preview of changes that will be made

Step 3: Monitor Progress

Watch the real-time progress indicator as your import processes
The system validates each row for correct formula syntax, display formats, and metric references
Processing continues even if individual rows fail validation

Step 4: Review Results

Upon completion, you'll see a summary of successful and failed operations
If any rows failed, download the error report CSV showing exactly which rows failed and why
Failed rows can be corrected and re-imported without affecting successfully processed rows

Important Notes

Deleted Advertisers: Overrides for deleted advertisers are automatically excluded from exports
Case Sensitivity: Metric names and system names are case sensitive and must match exactly
Formula Dependencies: Ensure all metrics referenced in formulas exist before importing
Display Format Validation: Display As values must match the accepted values listed above exactly (INTEGER, FLOAT, PERCENT, CURRENCY)
Network-Specific Format: All metric references in formulas must use the network_name??id=0:MET_MetricName format
Bulk Operations: Large imports (hundreds of rows) are fully supported with progress tracking
Circular References: The system will detect and prevent circular references in formulas

Updated about 2 months ago