Google Data Studio Tutorial: A Step-by-Step Guide

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Posted Oct 31, 2024

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Google Data Studio is a powerful tool for creating interactive, web-based data visualizations. With its user-friendly interface and seamless integration with Google Analytics, it's no wonder why many businesses and organizations rely on it.

To get started with Google Data Studio, you'll need to create a new report. This can be done by clicking the "New Report" button in the top left corner of the dashboard.

Data Studio allows you to connect to multiple data sources, including Google Analytics, Google Ads, and spreadsheets. You can also use data from other sources, such as CSV files and SQL databases, by creating a custom data source.

By following the steps in this tutorial, you'll be able to create a professional-looking report that showcases your data in a clear and concise way.

Getting Started

To get started with Google Data Studio, you'll need a Google Account. This is the only requirement to begin using Data Studio.

Credit: youtube.com, Google Data Studio Tutorial for Beginners 🔥

Data Studio automatically integrates with Google Drive for storage, making it easy to access your reports from both the GDS interface and your Drive.

Click Create Report in the top-right corner to start populating your report, and Google Data Studio will warn you that you're about to add data to a report that you'll need to configure.

Getting Started

To get started with Google Data Studio, you'll need a Google Account. This is the only requirement to begin using Data Studio.

Google Data Studio automatically integrates with Google Drive for storage, so you can access your reports from your Drive account.

Clicking Create Report in the top-right corner of the screen is the first step to start populating your report. This will warn you that you're about to add data to a report, but don't worry, it's a normal part of the process.

To populate your report, you'll need to place fields on the canvas, either by clicking or dragging and drawing them. You can then choose the data to include on the right side of the screen.

Female Vlogger holding a Sheet of Data Analysis
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You can adjust your chart dimensions and add metrics until your report displays the information you need. If you no longer want a certain metric or dimension, you can delete it from the same place.

To see what your finished report will look like, click View in the upper right corner. If you're satisfied, you can give your report a name and it will appear in your Reports area.

Why Should We Use

Google Data Studio is a powerful platform, and I'm excited to share with you why you should use it. There are three key ingredients that make it such a useful platform.

One of those ingredients is its ability to connect to various data sources, making it easy to bring all your data together in one place. This includes Google Sheets, BigQuery, and even external databases.

With Google Data Studio, you can create interactive and dynamic reports that give you a clear picture of your data. This helps you make informed decisions and spot trends that might have gone unnoticed otherwise.

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The platform's user-friendly interface makes it easy to create reports, even if you don't have extensive design or coding experience. You can simply drag and drop elements to create a report that looks professional and is easy to understand.

Google Data Studio also allows you to share your reports with others, making it a great tool for collaboration and communication. This is especially useful for teams or organizations that need to work together to make data-driven decisions.

Setting Up Data Studio

To set up Google Data Studio, you need a Google account, which you can use to connect to GDS if you already use products like Google Analytics or Search Console.

You can log in with your Google account information and head over to the homepage, where you'll be asked to log in if you're not already signed in. After logging in, you'll land directly on the main dashboard.

To start setting up your Google Data Studio report, you'll want to have your account information ready, including your Google account credentials.

Setup Instructions

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To set up Google Data Studio, you'll first need a Google account. If you're already using other Google products like Google Analytics or Search Console, it's a good idea to connect to GDS with the same account.

To log in, head to the Google Data Studio homepage and enter your account information. If you're not already logged in to Google, you'll be asked to do so.

The main dashboard is where you'll land after logging in. It's a clean and intuitive interface that makes it easy to get started.

To connect your data sources, click the blue "+" icon to create a new data connection. From there, you can select the Google Analytics data connector.

You'll need to authorize Data Studio to access your Google Analytics account before you can proceed. This is a straightforward process that requires just a few clicks.

After authorization, you can choose the account property and view you want to connect to GDS. This is where you can select the specific data you want to use in your reports.

With your data source connected, you can start adding fields to your report. You can access and edit these fields from your reporting screen, giving you complete control over your data.

Connecting Your Account

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To connect your account to Google Data Studio, you'll need a Google account, which is required to use the platform. If you already use other Google products like Google Analytics or Search Console, it's a good idea to connect to Data Studio with the same account.

You can access the main dashboard of Google Data Studio by logging in with your Google account information. If you're not already logged in to Google, you'll be prompted to do so.

To connect channels to your Google Data Studio reports, you can choose from a variety of options, including Google Ads, Google Analytics, and YouTube Analytics.

To connect these channels, you'll need to have administrator privileges to ensure that Google Data Studio has the necessary permissions to show your data in the reports.

Data sources are like a reporting "easy-button" inside of GDS, providing a live connection to your marketing systems. You can add a data source to your account from the main dashboard.

Credit: youtube.com, (1) Google Data Studio setup - connect to DB

To set up a new data source, follow these steps: click the blue "+" icon to create a new data connection, select the Google Analytics data connector, authorize Data Studio to access your Google Analytics account, choose the account property and view you want to connect to GDS, and add the fields from your account to your report.

Here are some options for data sources you can connect to Google Data Studio:

  • Campaign Manager 360
  • Display & Video 360
  • Firebase (via BigQuery)
  • Google Ad Manager 360
  • Google Ads
  • Google Analytics
  • Google Cloud Storage
  • Google Sheets
  • Google Surveys
  • Search Ads 360
  • Search Console
  • YouTube Analytics

Creating a Dashboard

Creating a dashboard in Google Data Studio is a straightforward process. You can start by choosing a template that suits your business type and channel, such as the "Ecommerce PPC" report for an e-commerce shop with Google Shopping campaigns.

To create a dashboard, you'll need to connect your data sources, which can include channels like Google Adwords & Google Analytics. You'll need to click on the Data Source you wish to connect, then click on "Create New Data Source" and follow the prompts to connect your account.

Credit: youtube.com, Google Data Studio Dashboard Tutorial | Data Studio Tutorial

To create a complete marketing dashboard, you can use the ACES strategy, which stands for Awareness, Consideration, Evaluation, and Sale. This will help you picture your entire marketing funnel, top-to-bottom. You can also use a Data Studio dashboard to report on your complete marketing funnel and build targets in your reports to measure your progress toward your goals.

Here are some key steps to follow when creating a dashboard in Google Data Studio:

  • Choose a template that suits your business type and channel
  • Connect your data sources, including channels like Google Adwords & Google Analytics
  • Use the ACES strategy to picture your entire marketing funnel
  • Build targets in your reports to measure your progress toward your goals

Creating a Blank

To start creating a dashboard, you need to create a blank report in Google Data Studio. Open the data source page and choose Create Report.

You can add a new data source to the blank report by clicking on Add to Report. A random table will appear with the fields in your GDS, which you can delete by choosing Delete on the menu.

Click on Untitled Report and write a new name for it, giving it a name based on the purpose of the report you are creating.

You can alternate between Edit Mode and View mode by clicking the View button on the top right side. This will allow you to make changes to the report until you're happy with its appearance.

Define Objectives First

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Defining your objectives first is crucial in creating a dashboard that accurately reflects your marketing plan. This is because if you don't know what you're supposed to report on, it's going to be impossible to build your dashboard.

To make this task less daunting, it's essential to identify your marketing objectives. This will help you create a picture of how your marketing activities are helping you accomplish your objectives.

You should have up to three main indicators and maybe a dozen lesser ones to focus on what really matters and aligns the information with your goals. This will help you measure what's going on and make decisions about your site.

Defining your objectives can be a challenging task, but don't worry, it's a necessary step in creating a dashboard. To guide you through this process, you can use a framework that helps you put your goals into context.

It's also helpful to sketch out your report beforehand and work along that. This will give you a better structure for your dashboard and ensure that it's easy to use and understand.

Building Results-Driven Dashboards

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Building Results-Driven Dashboards is all about creating a visual representation of your data that actually drives results.

Data Studio reports are live, serving as a real-time picture of your KPIs, thanks to being connected to your marketing systems.

To create a dashboard that truly makes an impact, you need to define your marketing objectives first. This may seem daunting, but it's essential to know what you're reporting on.

A well-crafted dashboard should contain a scorecard showing total sales, a table with sales based on different product categories, and a line chart to display sales under each order type.

Here are the essential components of a results-driven dashboard:

  • Scorecard: showcases total sales
  • Table: displays sales by product category
  • Line chart: illustrates sales under each order type

By incorporating these elements, you'll be able to visualize your marketing funnel, track progress toward your goals, and measure the effectiveness of your marketing efforts.

Configuring Dashboard

To configure your dashboard in Google Data Studio, you'll want to include a scorecard showing total sales. This scorecard should be one of the main items on your dashboard, giving you and others a quick view of your online sales.

Credit: youtube.com, Google Data Studio Explained in 100 seconds

A table with sales based on different product categories is also essential. This will help you and others understand how sales are performing across various product lines.

A line chart displaying sales under each order type will further enhance your dashboard, providing a visual representation of sales trends.

You can also use pre-built templates in Google Data Studio to save time and effort. There are over 50+ templates available, so you can choose one that suits your needs.

To customize what data is displayed in a chart, click on the Data Tab and update the information you want presented. You can also use this option to change how data is calculated.

Custom Setup

You might be wondering if you need to set up custom reports in Google Data Studio. The short answer is no, unless you're working with multiple clients who require specific data sets or want data that's not available in default templates.

Credit: youtube.com, How to Create a Custom Dashboard using Dashboard Wizard

There are over 50 pre-built templates ready for you to use, which can save you a lot of time. You can connect your report to the appropriate marketing channel to see your data.

If you do need to set up custom reports, your instructor will show you how to create a dashboard with a scorecard showing total sales, a table with sales based on different product categories, and a line chart displaying sales under each order type.

Adding a Sheet

To connect a Google Sheet to Google Data Studio, you'll need to view the page with data sources and choose Google Sheets.

Click the Authorize button to help GDS connect to your GS for the first time, and then select a file in your Google Sheet and give it a name.

Finish by clicking Connect to complete the process.

This will allow you to import data from your Google Sheet into Google Data Studio, which is a crucial step in creating a comprehensive dashboard.

You can then use this data to create a table with sales based on different product categories, as mentioned in the example of making a dashboard in GDS.

Sharing and Security

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You can create shareable links for your Google Data Studio reports, just like you would with a Google doc. This allows others to access your report with the link.

Access can be adjusted for anyone with the link, from people within your company to others outside.

To keep your report secure, you can limit edit access to your trusted team members, who can then manipulate your charts and tables, as well as adjust your data sources and see all your data.

View access in Google Data Studio only allows others to see the front-end of your report, which is the access level you'll typically provide to clients or people outside your team.

Consider using date pickers and filters to allow your clients or team members to manipulate the data in your reports, while keeping the back-end secure.

Required Access for Channel Connection

To connect channels to your Google Data Studio report, you need administrator privileges to the channels you want to add. This is because Google Data Studio requires permissions to show data in reports.

Having administrator access also gives you the flexibility to pull specific data, such as creating advanced segments for Google Analytics reports.

Shareability

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You can create shareable links for your Google Data Studio reports, just like you would with a Google doc. This allows you to easily share your reports with others.

With a shareable link, you can adjust access levels, giving anyone with the link access to your report. You can choose from options like company-wide access or more restricted access.

To make your reports even more shareable, consider using date pickers and filters. These tools provide basic filtering options without allowing others to access the back-end of your report.

Shareable links can be bookmarked for easy access in the future, making it simple to share your reports with others whenever you need to.

Frequently Asked Questions

What is the purpose of Google Data Studio?

Google Data Studio is a web-based tool for creating interactive dashboards and reports that help users track key performance indicators and visualize trends. It enables users to gain insights and make data-driven decisions with ease.

Katrina Sanford

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Katrina Sanford is a seasoned writer with a knack for crafting compelling content on a wide range of topics. Her expertise spans the realm of important issues, where she delves into thought-provoking subjects that resonate with readers. Her ability to distill complex concepts into engaging narratives has earned her a reputation as a versatile and reliable writer.

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