April 3, 2020
Google Data Studio Tutorial 2017 ๐Ÿ“Š – How to build a Dashboard with GDS

Google Data Studio Tutorial 2017 ๐Ÿ“Š – How to build a Dashboard with GDS


– In this video your going to learn how to build dashboards with the
help of Google Data Studio. You’re going to discover
how to import data, visualize it, and share
with our stakeholders. All the more coming-up right after this. (funky electronic music) Hi there, and welcome to another
video of measureschool.com, where we teach you the data-driven
way of digital marketing. My name is Julian, and on this channel we do tutorials, how-to videos, and take a look
at the latest marketing tech. Just like this one. So if you haven’t yet,
consider subscribing. Now, looking at data in Google Analytics can become overwhelming really fast. You have so many reports, so I usually recommend using it only as an ad hoc research tool, and not to actually present your data, and findings to your
clients or stakeholders. The route we usually go is to pull data from Google
Analytics into other tools, such as a Google Sheets, to analyse, and then visuals,
and show to our clients. We made another video about this that you can check out
in the description below. But if you’re searching for an easier point-and-click
dashboard solution, you might want to check out
the new Google Data Studio. With the introduction
of the Google 360 Suite, we also got access to this tool for free, to build our reports and dashboards. So it’s time to take a look at this new piece of marketing tech. We’ve got lots to cover; so let’s dive in. (funky electronic music) – [Narrator] Today our journey starts at, datastudio.google.com where you will get access
to the beta version of this new product of Google. Now, with this free version of the Google Data Studio software you will only be able
to build five reports, but it will give you a great overview about the tools you can
use with Data Studio. Now, before you’ll get started
with building a dashboard, I would actually encourage you to think about the audience
you’re trying to reach, the purpose of the dashboard,
what data should be on there, and maybe even sketch it out beforehand so you know what you’re
looking for in the tool, and what data you need in the dashboard to build it with the help
of Google Data Studio. Now, in our case I want to
show you the functionality. So we’re going to build a general digital Analytics Dashboard, and we’ll use the data of the
Google Analytics demo account; that you can also get access to. I will link up the instructions
in the description below. So you might be familiar with the dashboard function
within Google Analytics. This is pretty limited, and we now have the ability to pull the data from Google Analytics directly into Data Studio, and build our dashboard there. So let’s do that. First of all you can choose
from a variety of templates. Some are good some are not so good, but what we want to do here
is start with a blank report, and the first thing we need to do is actually pull the data
in that we would require to build this dashboard. So google gives you,
actually, some sample data that is available if
you want to try it out. You can also use your data connectors, and build a new data source. Now, these connectors
are basically the ability to directly connect to the data source. A lot of Google products here, but we also have some
more open capabilities. Such as the ability to
connect to MySQL database or to Google Sheets, where you could really
import any kind of data, and do any kind of calculations
that you might want. For now we’ll go with Google Analytics. We need to authorize our account. Which means our account
needs to have access to the Google Analytics account in order for us to pull
the data into data studio. If that’s the case you can
choose here your account, and your view, and where
you want to pull the data. Connect this all, and
you will get an overview of the dimensions and
metrics that can be pulled. Now, this is pretty standard. Google Analytics obviously
integrates very well with Google Data Studio, but if you would link up a MySQL database or a Google spreadsheet you might need to define
the fields, the type, and give it a description
so you’ll be able to identify your fields, and your data that you’re working, with in the interface later. As I said this is pretty
standard for Google Analytics so let’s add this to the report, and we are good to go to
start building our report. Now, this is the blank canvas
that we will be working with. By default, it is in portrait mode. Let’s change that over by going
to the theme settings here, and as the layout I want
to choose landscape. This is normally what I
would use to work with. Now we can start building
our visualizations we have different tools available up here. Better described, also here under insert, and you can simply choose one, for example the scorecard here, and draw it on our canvas. Just like this. This will connect to Google
Analytics pull the data out, this is happening live, so you have the most recent data in here, and also filled, already, a metric that you might want to use. If you don’t want to use it, you can simply go to the
metric and change it around. For example, the Users here. You can also heavily customize this, if you, for example, want to compare it, give it a bit more context, you could add a comparison
here to the previous year, which will add this little
date range comparison to your graphic. It’s also easy to then go ahead, and copy-paste this into your document. Again, align it and then change it over to the next metric that
you might want to display. Now, let’s go ahead and use
another visualization type. Let’s go to insert here,
and use the time series, and draw something on our canvas again. Some data is fetched; now we want to change this data around. I want to, actually,
know the Users here again so I’ll change the metric, and I actually want to give this a little bit more context again, and compare this, so I add another metric which are our Transactions. Now, this is a bit hard to read, so let’s style this a bit more, you can customize your
visualizations, to a certain degree. Not everything is possible, but certainly the basics are there. You can change, for example,
this line chart here to a bar chart, and
also put another axis in so that it all gets a bit clearer. The same is possible with
our other bar charts here; that we can utilize. Let’s make a country comparison here. So instead of looking at the Source we will look at the Country, and, again, look at Users, maybe add another metric, which would be new verses old. So that is now added to this chart. Again, we can customize this to get to the style that we want. And even change stuff around inside of the visualization its self, until we get our data to
be like you want it to be. Then we can go to another
visualization type, a table is often used in data as well. So let’s try this out, draw a data table. Just a little bit small here. So we can always change the element, by dragging and dropping it, and also customizing the data, again, that is seen here. We have here sessions, let’s say, we want to have the Conversion
Rate next to this, as well. So let’s look for Conversion Rate, and it will be built. You can also change the
order here if you want to by, again, dragging and
dropping your metrics. I’ll make this a little
more clearer. Great. And if we want to
highlight some details here we can also go into Style,
and edit this column. We can, for example, put in a heat map for column number one. That will show us the data here, now it’s not as readable anymore. Let’s change that around. And in the end, we’ll
have a nice little table, that let’s us know all the data
that we would need to know. Again, it’s easy just to copy-paste that if you want to have another data roll, exactly the same formatted. Let’s put this over here, and change this around. Next what I want to do is, actually, pull another metric
here for our scorecards out of a different data source. So let’s copy that over, next to it, and let’s go back here to our data, and we don’t want too use
Google Analytics anymore. Let’s try something else. Let’s go over here and
create a new data source. I’ve already prepared a Google Sheet. Now, this Google Sheet could be any data point
that you want to import. I have here a number of
calls and the date range, so let’s import that. Connect it all up, and we get our familiar screen here. Google Data Studio did a great job of finding out that this is a
date type, and a number here, and we can edit all to our report. This will be connected. Obviously we need to
change, here, our metric. Now the date range doesn’t go as far back, to see what the change was here. So importing data from a
different data source is possible, but you would need to use
another visualization. You’re not able to, actually, mix data with different data sources. Another feature that I want to show you are calculated metrics. So you might know this feature from Google Analytics it’s self What you can also do is calculate metrics directly
within Google Data Studio. So for example if you wanted
to have a transaction per user we would be able to calculate this because it’s not in there by default. Let’s go into metrics here, and we’ll create a new metric that will be Transaction per User, and we simply need to put in a formula which we can do by start typing the metrics that we want to calculate. So in our case it will be
Transactions divided by Users. We can simply create this field, and it’s now available for
us to pick from the stack. So this is a great feature,
again, to customize our data, all-in-all it’s a bit hard to clean, and transform your data, and that’s why I would actually recommend to pull it into a spreadsheet first, do your calculations there, and then push it out
to Google Data Studio. Now, the last thing to do is
to add a little bit of styling, and clean-up a little
bit of the visuals here. So we can use some of the styling options with the rectangle here. So you can draw,
actually, into the canvas, some design elements. Let’s do this really quickly. It changes a bit more to
the style of Measureschool. Upload an image. Change a bit of the formatting. Alright looks good to me. Let’s look at our end product. We can go here to the edit mode, and you could see this is
something I could share already to my friends and colleagues
in order to inform them about the performance
of this demo account. Now, one thing that is
missing is, actually, a little bit of interactivity, So we already see that we have controls when we hover over certain data points. That these are interactive, and we can kind of see what’s going on, but if you want to give the user control, and this also depends on our data story, If you want to do that, then we can build that in as well. So let’s go back to the edit mode here, and build in some controls. There are, actually,
two controls, right now, that you can build in. One is the date range picker. This is the same, that you
can see from Google Analytics. Basically gives you a date range. We would need to change
a bit of colour here, so that it’s visible, and if you go into edit mode we can select our date range, and we could say we’re going
to have the last 30 days. Apply this, and this will pull the data, newly from Google Analytics, and update all our visualizations, here. So very handy when it comes to giving
the user interactivity to dig through the data themselves. We can also edit in filter options. So let’s do this really quickly. We can use this further control field. Now by default this is a checkbox list, but we can also change
it into a dropdown menu, just like this, and give the user a choice
which data he wants to look at. So for example here I would like to let
him sort this by the Source. So he can filter out dynamically, Source. We would need to connect this back to our Google Analytics data, and the dimension here would be Source, and Source Medium, and the metric we are
looking at are Sessions. Let’s change the styling of this. Now if you go back to our view mode here we can actually get a drop down list of all the important fields, and if you only wanted to look, for example, Google/cpc
data, Google AdWords data. We can automatically, reload our report, and update the numbers, and then see how our store is performing or how our website is performing. Only looking at that data source. So very handy, if you want to give
interactivity to your users. So let’s say this is done, and now we want to present our data. What are our capabilities here. So first of all you can at
any point share the report, even too collaborators to work
with you on this dashboard. So you can invite them and
give them added access, you are the only one who can delete it because you are the
creator of this report, but you can invite somebody
to access this report, and edit it with you. You can also invite people
to view that report, if they have access to Google Data Studio, they would be able to
play-around with the data, only the interactions we have
defined on the page itself. Now you can also do is
actually get a shareable link, and this will enable you to take this link put it into an open intranet
or send it around to friends. Again, here you can view or edit, the same options that you would have with a document in Google Drive. Now currently their is no possibility to actually embed your
dashboard into an intranet or onto a client’s page or into another dashboard
that you might have prepared. Maybe that’s another functionality
that will arrive soon. Another capability is to
actually print this out as a PDF. So if you’re in view
mode, you can go ahead, and print this whole thing by opening up your print
settings and saving it as a PDF. Unfortunately you would need to do this with every page that is
out there on your report. Now we’ll make this little
dashboard I have built, it’s not very there
could be some more tweaks that we could make to it, but anyways this was a demo that I wanted to give
you for the capabilities of this dashboard tool. I will make this available to
you in the description below. So you can actually copy it, and implement it to your data source. If you might choose so or if you want you can also go ahead, and go over to the Data Studio Gallery. Which features some really
cool visualizations of data that were built with Google Data Studio. All of them are also free to
open copy into your account, and then run your numbers on them. In the end don’t forget to
give your report a name. Share it to your
colleagues or your friends, and I hope this was useful
so you can get started building your own Google
Data Studio dashboard. (funky electronic music) – So there you have it this
is how you can import data, visualize it, and share
it with your clients, and stakeholders, With the
help of Google Data Studio. If you are already using
Google Data Studio. I’d love to hear your experience
in the comments below, and as always if you like this video please share it with
a friend or colleague, and subscribe to this channel because we’ll bring you
new videos every Wednesday. My name is Julian, till next time.

53 thoughts on “Google Data Studio Tutorial 2017 ๐Ÿ“Š – How to build a Dashboard with GDS

  1. Hi Julian. Thanks for this video! As of now, we only have access to 5 dashboards. Do you know if Google is planing to increase the number of available dashboards to build? Thanks

  2. Hello Julian…thank you very much for heeding to my request and coming out with this video….you make things simple to understand…love your work…..

  3. Thanks Julian another very useful video. Do you have a video on how to deal with multiple query parameters in Site Search. As in if we have more than one query parameter GA is getting only one parameter.

  4. Update: You can now create unlimited reports with Google Data Studio https://analytics.googleblog.com/2017/02/making-google-data-studio-free-for.html

  5. Hugely helpful and thanks for bringing this to my attention. Glad I'm on your email list so I see these new videos right away.

    Small typo in the title with "Dashbaord" and another in the video with "conersions," if it matters.
    -Eagan

  6. Hey Julian, met you at untagged in Madrid last year.. the world just got smaller ๐Ÿ˜‰ Great video by the way, I'm still stuck using the GA core API and needing more information on GA studio.

  7. I'm wanting to compare year over year in a bar chart displaying for example june to june where the bars a next to each other. Also two data set side by side.

  8. i wish the dashboard item on time series the label date can be shortened since the date become too crampy especially when you view all time or yearly data instead of using full date we can have option of using month or year only. any ideas?

  9. Hi Julian, thanks for this video. I am struggling to find out how to get custom columns from AdWords to Data Studio, despite connecting with AdWords, there are any of my custom columns :/ Any ideas? Thanks

  10. Hi, Julian. It was so good. I have a question about map. there are only two maps global and US. Is there any way to add own map into it. I want to make a dashboard with marketing report of Seoul in Korea. actually I used to do these things on ArcGIS program.

  11. I have connected data source as Google Analytics Account, but now I want to connect with another Google Analytics account, how can I do that? every time I click on Google Analytics Connector it shows my previous analytis account and views there with no option to change…? anyone have any idea? ๐Ÿ™‚

  12. Another great tutorial Julian! Thank you! After I've watched one of your videos for Tag Manager a year ago, I started to search info directly in your channel. Keep teaching!

  13. Cool. We'll be exploring this as an integrated dashboard component to our custom PHP-based CMS – Intent ICMS TM.

  14. Hi Julian, Your videos are great, thanks!! Is it possible to display GA goals in Data Studio? Is this covered in any of your videos? Everything else works, but goals from Google Analytics is my last hurdle. Thanks!

  15. Hey Julian. Great video as usual. In our web application, clients log in to their account to view their reports. I want to save them time and the steps of logging into another system to view their reprots. I'm looking for a tool that will automatically email client specific reports to clients on a set schedule. Will GDS automatically send out reports on a set schedule? If not, do you have a system/product that you would recommend?

  16. Hello Julian, thanks for the videos. They are very useful for beginners like me.

    My query is that our company is building a marketing and sales enablement portal that would be accessed by various channel partners using a login.

    Whenever a channel partner logs in, he/she should be shown a data studio dashboard (embedded using an iframe) that contains only his/her statistics (site usage and other such things). I am using google tag manager and analytics for collecting metrics on partner usage of the site and other microsites.

    Currently, since we are experimenting with just 1 partner, data studio report is straightforward. But moving forward, if there are 100s of partners on board, then I need to create 100s of dashboards, which is not feasible.

    So is there a way in which I can create a single dashboard and change the displayed data based on the channel partner who is logging in. I have asked my developer to send the "companyId" as a data layer variable whenever a channel partner logs in. Right now I am using it as a custom dimension in google analytics, importing into data studio and using it to filter the data.

    Can this be done dynamically, i.e. whenever a channel partner logs in and can the dashboard be changed by filtering it using "companyId"?

    Thank you.

  17. Hello, my friend. Your video was very helpful. Is there a way to rename the page title in a table report? Basically, instead of showing the full page title, to show a short version.

  18. Hi Julian, Thanks for the video i want to know how to create this dashboard specially how to add tabs referring different pages.https://datastudio.google.com/u/0/reporting/0B2lgFyX5qOqhbFE5RllsdFdtMXc/page/pesG

  19. Can we give alias name to the categorical variable? Eg. I want to create a dashboard on page load time of pages and instead of showing the full URL path of a page, I want to give a crisp one word name to it. IS IT POSSIBLE? @MeasureSchool

  20. Hi, I am using Google ads manager account, all accounts connected to there Analytics. How can I generate daily reports for all accounts in single sheet using data studio. My reports should include, Clciks, impressions, ctr, avg.cpc, conversions, events for all accounts in single sheet report

  21. Dear Julian,
    Thank you for exciting & usefull lessons about GA & Data studio !
    Could suggest how to import Modified Channel Grouping in Data Studio, please? .
    After connecting to GA I see a plenty of dimentions even own calculated dimensions but only Default Channel Grouping.
    Thank you in advance for your support.

  22. Just watched this video , can you please advise how to setup data for Month to month and year to year comparion in google sheet, i tried to find the solution but just found Bigquery solution, but my source is google sheet , your advise would be appreciated

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