Try   HackMD

Google Data Studio newcomer guide

tags: Data Studio, Analytics, DataVis,Learn,Google

TOC

Resources

Introduction to Data Studio (Google Analytics Academy)

Welcome to Data Studio

How Data Studio works

Image Not Showing Possible Reasons
  • The image file may be corrupted
  • The server hosting the image is unavailable
  • The image path is incorrect
  • The image format is not supported
Learn More →
How data flows

  • Data Set (data to be plugged-in, lives outside GDS)
  • Connector
  • Data Source (in GDS)
  • Reports
    • multi-pages
  • Image Not Showing Possible Reasons
    • The image file may be corrupted
    • The server hosting the image is unavailable
    • The image path is incorrect
    • The image format is not supported
    Learn More →
  • Image Not Showing Possible Reasons
    • The image file may be corrupted
    • The server hosting the image is unavailable
    • The image path is incorrect
    • The image format is not supported
    Learn More →
    [Tip: Uploading CSV files](Upload CSV files to Data Studio)
    • If your data set isn’t supported by an available connector, you can upload a CSV file to Data Studio. That spreadsheet will be used to create a data set in Google Cloud, from which you can create your data source.
    • To update this uploaded data, you can import additional data files to be added to your data set on Google Cloud. Note that this data will be appended to the existing data, so be sure to include only new data when importing to an existing data set to avoid redundancies.
  • Details
    • Data set
      • A data set is information you’ve collected, possibly generated by or housed in another platform like Google Analytics or BigQuery, or collected in a basic spreadsheet. “Data set” refers to this underlying data, which lives outside of Data Studio.
    • Data source
      • A data source is Data Studio’s representation of your data schema. This is where you’ll connect to your data set and choose which dimensions and metrics you want to use in Data Studio reports.
    • Report
      • A report is the visualization you create, built from various components. This can be one or more pages on which you design your visualization.
      • You can share reports privately or publicly on the web; you can also save a snapshot of your report by downloading it as a PDF for offline viewing, sharing, and printing.
    • Charts
      • Charts are individual components of a report that depict metrics and dimensions from your data source in a variety of ways. You can choose from time series, bar charts, and more.
      • When you add a chart to your report, it will automatically populate with data from your data source. You can edit this selection and customize the chart to your needs.

Access controls

Image Not Showing Possible Reasons
  • The image file may be corrupted
  • The server hosting the image is unavailable
  • The image path is incorrect
  • The image format is not supported
Learn More →

  • “Permissions” determine who can view or edit your Data Studio files – that is, your data sources and reports.
    • Levels
      • Owners
        • only one
        • report creater (default)
      • Edit Access
        • email information
        • colab
      • View
        • view and interact
        • hover, filter, date ranges ok
    • Subjects
      • Reports: where you build your visualizations
      • Data Sources: where you can view and edit the data schema
  • "Credentials" refers to who can see the data within those reports.
    • Subjects
      • The ability to see the actual data – as opposed to simply viewing or editing the report's structure and design
    • for Data source creator
      • When you first create a data source, you authorize Data Studio to access that data by providing your own credentials to the data set. This is a one-time action; you don't need to provide your credentials again, unless you revoke access.
    • for others, two options:
      • Owner's Credentials
        • uses the credentials of the data source owner to allow others to view data in reports
      • Viewer's Credentials
        • requires that viewers have their own access to the data in order to be able to see data in reports.
  • Read further

Data Studio Home Page

  • Reports
    • View all reports you have access to
    • Filter by ownership
    • Search by name
    • Sort by name, ownership, or date
  • Data sources
    • View all data sources you have access to
    • Filter by ownership
    • Search by name
    • Sort by name, ownership, or date
  • Explorer
    • About the Data Studio Explorer (Labs)
    • Helps you find insights faster by streamlining editing and viewing experience and applying filters quickly.
    • Acts as a scratchpad; temporary unless you save
    • Private only to you; may not be shared directly
    • Can be exported to reports for saving and sharing
  • More help tools
    • Help: Search the Help Center
    • Product Overview: Learn about Data Studio
    • Report Gallery: View featured reports
    • Connect to data: Shortcut to create a new data source
    • New features!: Learn the latest Data Studio updates
    • Video tutorials: Walk-throughs teach how to use various features
    • User settings: Change your email preferences

Data Source overview

  • Why make changes at the data source level?
    • Changes made to the data source apply to all reports referencing that data source.
      • This is why it’s important to be cautious when inviting others to edit a data source, and also why having a data source is useful!
    • Your underlying data set may contain data you don’t need or want in your reports, may use field names you’d want to change for readability, or may be missing critical information you’d want to include in your data visualizations.
  • Disable a field:
    • A data source may have a lot of excess information that you won’t need or want to reference in your reports. If there are metrics or dimensions you want to keep out of Data Studio reports, you can disable that field, and it won’t fill any charts in your reports.
  • Rename a field
    • The names of your metrics and dimensions may not be as user-friendly as you want your reports to be. In the data source, re-name such fields for clarity and consistency.
  • Change a field's aggregation
    • An “aggregation” is a field where values of multiple rows are grouped together as input to create a new value of meaning or measurement.
    • In Data Studio, fields can have the following aggregation methods:
      • Average
      • Count (total number of values in a field)
      • Count distinct (total number of unique values in a field)
      • Max
      • Min
      • Sum
      • Auto (applied by Data Studio; can’t be changed)
      • None (applied to dimensions and unaggregated metrics)
  • Add a new field
    • Create a new metric or dimension that is derived from your data.
    • You’ll input a formula instructing this new calculated field to perform arithmetic, manipulate text, date, and geographic information, and use logic to output a new field that can be displayed in your report’s charts.
  • Image Not Showing Possible Reasons
    • The image file may be corrupted
    • The server hosting the image is unavailable
    • The image path is incorrect
    • The image format is not supported
    Learn More →
    Calculated Fields
    • Calculated fields let you extend and transform information from your data source. When you add this type of field, you’ll enter a formula, and Data Studio will perform the appropriate math and logic functions to return a result.
    • About calculated fields
    • Image Not Showing Possible Reasons
      • The image file may be corrupted
      • The server hosting the image is unavailable
      • The image path is incorrect
      • The image format is not supported
      Learn More →
    • Datasource level
      • Can be reused for many charts
    • Chart level
      • Can work on blended data

Report overview

  • For more ideas: Data Studio Report Showcase
  • Image Not Showing Possible Reasons
    • The image file may be corrupted
    • The server hosting the image is unavailable
    • The image path is incorrect
    • The image format is not supported
    Learn More →

Report edit mode overview

  • Edit chart data
    • Field editing in reports
    • Image Not Showing Possible Reasons
      • The image file may be corrupted
      • The server hosting the image is unavailable
      • The image path is incorrect
      • The image format is not supported
      Learn More →
      Blend data
      • Charts can only reference one data source at a time, and different charts in a report may reference different data sources.
      • If you want a single chart to use data from two or more different data sources, you can blend data to enable your chart to visualize fields from multiple data sources.

Build your first report

Connect Data

Create a new report and add charts

Add and configure report controls

Share reports with others

Format and Design Reports

Data visualization basics

  • Bullet chart (thermometer graph)
    • see how well a given metric is performing against target benchmarks

Create and use report templates

  • Image Not Showing Possible Reasons
    • The image file may be corrupted
    • The server hosting the image is unavailable
    • The image path is incorrect
    • The image format is not supported
    Learn More →
    Tip: Make the "Use as a template" button appear
  • This is useful if you're sharing a report with the intention of recipients using it as a template.
Last changed by 
 
SS
0
228
Published on HackMD