• Mathew Collins

Create Quick and Beautiful Google Data Studio Dashboards and Reports

Do you ever feel like you’re drowning in metrics and reports?

Reporting (especially when using data from multiple sources) can be a serious time drainer, creating a single report that automatically reports on your most important metrics in a glance can massively increase your productivity.

Fear not as Google Data Studio Dashboards and Reports will simplify matters.

Google Data Studio aids marketers/analysts to create reports and Dashboards based on data from various sources. Being an offering from Google, it integrates well with other Google products like Google Analytics, Google Sheets, etc. It also inherits the excellent sharing and collaboration features that are part of Google products.

Google Data Studio Marketing Dashboards help marketers keep track of the critical metrics that determine the success of their efforts. Most Marketing teams will use separate third-party services to manage their Marketing activities.

That said, let us share with you a guide on how to create quick and beautiful Google Data Studio Dashboards and Reports.

  • Select your template

  1. Browse available Google Data Studio templates. There are two great galleries you can browse from, it is recommended that whenever possible you go with the official ones since those have been pre-vetted by Google:

2. Select the template you would like to use:

  • Make a copy of the template and configure it

  1. Click on the top-right icon “Make a copy of this report”:

2. (Only if it’s your first time using Data Studio) Go through the initial setup:

a. Click “Get Started”

b. Check the box and click “Accept”

c. Set your email preferences and click ‘Done’.

d. Repeat the same action you already did on ‘Step 3’ (Click on the top-right icon “Make a copy of this report”)

3. Assign the right Data Sources to your new report by clicking in the dropdown:

4. Select the corresponding Data Source for that report, you can scroll through all the data sources that are already connected to Data Studio:

a. Note: If you only see [Sample] Data Sources or if you can’t find the Data Source that you need, you will need to create a new data source:

1. Click “Create New Data Source”:

2. Select the connector that makes the most sense for the report that you want to build. Example:

In this case, we are importing a “Google Analytics Audience Overview” report the original Data Source in the template is also named “[Sample] Google Analytics Data” and you will also see the icon for the respective product’s connector (), so the connector where we will most likely get our data from is going to be the Google Analytics Connector:

3. Setup the connector according to the instructions:

(Different connectors have a different set of instructions but they are shown clearly and in most cases, you only need to authorize Google Data Studio to access your data)

In some cases, your connector/data source might have different data that it can report, if that is the case, you will have to select which data you want it to report to Data Studio. In the example below (Google Analytics) it will ask you which Google Analytics Account, Property or View you want to add:

When you’re ready click ‘Connect’

You will be shown a list of fields that just became available within Data Studio for you to use in your reports, you will not need to do anything with this for now, just click “Add to Report” in the top right corner:

Click “Copy Report”:

Note: if this is your first report you might need to grant additional permissions to Data Studio at this stage, just click “Allow”:

You will need to click “Copy Report” again after you allowed those permissions:

6. That’s it! Your new report is now available and using your own data:

Click ‘View’ to view and interact with your report, or ‘Share’ to share it with coworkers, partners, or clients:

  • Customize and personalize your report (optional)

Now that your report is ready and is working, you might want to do either or all of these:

  1. Rename your report:

2. Personalize it (with your logo for instance):

3. Customize it (delete widgets you don’t need, add widgets you need):

4. Configure it to be sent through email to a list of contacts at a specified frequency:

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