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Rename Report Columns and Tables in Procore Analytics 2.0 (Beta)

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Objective

To rename report columns for Procore Analytics 2.0.

Background

Some columns have new names in Procore Analytics 2.0. As a result, when migrating existing reports to the new tool, some columns will need to be renamed.

Steps

  1. Open the Query Editor for the report you need to rename.
  2. Find the column that is not in Procore Analytics 2.0.
  3. In the formula bar, replace the Analytics 1.0 column with the new one for Analytics 2.0.
  4. Another method would be to add a step to rename the columns from Analytics 2.0 to the values you had in your previous report. 
  5. For example, in Analytics 1.0, project_stage_name is now stage_name.
  6. If you go to the navigation step, you can rename the column here and fix errors in subsequent steps.
  7. Click Insert after making all updates. 
  8. Repeat this process for any other renamed columns.
  9. When you return to the error, you will see the issue resolved.