The Final Information to Google Information Studio in 2020

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Google Information Studio is now Google Looker Studio, and it is making data reporting much more accessible, visible, and impactful than earlier than. The brand new interface, options, and performance have some critical benefits with regards to visualizing aggressive information insights.

On this information, we’ll introduce a number of the coolest, latest options of the platform to get you ramped up shortly. We’ll additionally stroll you thru essentially the most notable modifications between Google Information Studio and Google Looker Studio.

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Professional Tip: Even with the key overhaul, Google Looker Studio continues to be solely free and accessible to all (even if you happen to don’t have any information of your personal!)— meaning you may comply with together with this tutorial in real-time.

With Looker Studio, you may create customized dashboards, studies, and visualizations to realize insights into your small business operations. The platform provides a variety of information connectors and report templates, permitting you to interpret information from varied sources.

1. Log into Looker Studio

To log in to Looker Studio, you’ll want a Google account — I like to recommend utilizing the identical one as your Analytics, Search Console, and/or Google Adverts account.

After logging in, you’ll land on a web page displaying your most up-to-date Looker Studio studies.

2. Discover the Looker Studio Dashboard

How to Use Google Looker Studio: Explore the Looker Studio Dashboard

If you’ve used Google Docs, Sheets, or Drive before, this dashboard should look pretty familiar. In the center, you have the option to start a blank report, start a tutorial, or see report templates. To the left, you’ll see a column that houses several tabs including Reports, Shared with me, Owned by me, Trash, and Templates. At the top, you’ll see three more tabs: Reports, Data sources and explorer.

Let’s go over each of these tabs in detail.

Reports

Here’s where you can access all of your reports (equivalent to a workbook in Tableau or Excel).

To create a report in Google Looker Studio:

Once you’ve created your report, you can access it later in your dashboard. To soft through several reports, filter them by name, owner, or last opened date by using the dropdown filters.

How to Use Google Looker Studio: Reports

Data Sources

Data sources list all the connections you’ve created between Looker Studio and your original data sources.

How to Use Google Looker Studio: Data sources

To create a data source in Google Looker Studio:

Pro Tip: If you’re using Google Analytics and/or Search Console (which I highly recommend), you’ll need to individually connect each view and property, respectively. So if you have three GA views for three different subdomains, you’ll need to set up three separate data sources.

Looker Studio currently supports 760+ data sources. Below are the most popular sources:

Explorer

Explorer is an experimental tool that lets you experiment or tweak a chart without modifying your report itself.

How to Use Google Looker Studio: Explorer

For instance, let’s say you’ve created a table in Looker Studio that shows the top landing pages by conversion rate. While looking at this table, you think, “Huh, I wonder what I’d find if I added average page load time.”

You don’t want to edit the chart in the report, so you export it into Explorer — where you can tweak it to your heart’s content. If you decide the new chart is valuable, it’s easy to export it back into the report.

Template Gallery

The template gallery is a group of templates and examples you should utilize relying on your small business wants.

How to Use Google Looker Studio: Template Gallery

For instance, if you run an ecommerce store, the ecommerce revenue template can be very helpful.

Google Looker Studio Tutorial

Join Information Sources to Google Looker Studio

Right here’s a step-by-step information on the way to join information sources to Google Looker Studio.

1. Create a knowledge supply.

Click on “Create” and select “Information supply”.Google Looker Studio Tutorial: Create a data source

2. Use Google Analytics.Google Looker Studio Tutorial: Use google Analytics as the data source

The process is nearly identical for other sources.

If you want to follow along exactly with what I’m doing, connect the Google Analytics Demo Account for the Google Merchandise Store.

3. Authorize the connection and select an account.

Next, you’ll be prompted to authorize the connection. Once you’ve done that, you’ll need to select an account, property, and view.Google Looker Studio Tutorial: Authorize the data source connection

You’ll be presented with something like the view below: a list of every field in your Analytics account (both the standard ones and the ones you’ve added).

Google Looker Studio Tutorial: data source connections to choose from

Does this feel overwhelming? Yep, same here.

We could do a lot in this step — add new fields, duplicate existing ones, turn them off, change field values, etc. But, of course, we could also do all those things in the report itself, and it’s much easier there. So let’s do that.

Create a Report in Google Looker Studio

1. Click “Create Report” in the upper right.

Looker Studio will ask if you want to add a new data source to the report; yes, you do.Google Looker Studio Tutorial: Create a report

Here’s what you’ll see. It’s pretty bare, but not for long!

Google Looker Studio Tutorial: reports

2. Click “Add a chart” in the toolbar.

It’s time to add your very first chart. The good news is that data Studio makes it easy to compare chart types with some handy illustrations.

Google Looker Studio Tutorial: add a chart

3. Choose the first option under “Time series.”

For the purpose of this tutorial, we’ll start with a “Time series” chart. This chart type shows change over time. Google Looker Studio Tutorial: time series chart

Once it appears on your report, the right-hand pane will change. Here’s what you should see:

Google Looker Studio Tutorial: time series chart report

By default, the dimension is “Date”; you can change this to any of the time-based dimensions, including “Year,” “Hour,” etc.

Google Looker Studio Tutorial: change the date

I will stick with “Date” because the Demo Account doesn’t have a lot of historical data.

Looker Studio will automatically select a metric (i.e., what’s displayed on the Y-axis) for you. Feel free to change this; for instance, it defaulted to “Pageviews” for me, but I’d rather see “Revenue per user.”

Google Looker Studio Tutorial: chart with dates

4. Add another metric.

First, make sure you’ve selected the chart, so you see the pane:

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You have two options for adding a metric (or dimension).

You can click the blue plus-sign icon — which will bring up a search box so you can find the field you want — or you can drag a field from the right into the metric section.

To delete a metric, simply hover over it with your mouse and click the white “x” that appears.

Google Looker Studio Tutorial: delete a metric

5. To add a table, choose the third option under “Add a chart.”

Google Looker Studio Tutorial: add a chart

My chart defaults to Medium (for dimension) and Pageviews (for metric), so I change it to Product and Unique Purchases.

And I think this table’s formatting could use some work.

Change the “Rows per page” from 100 to 20 (much easier to read) and check the box for adding a Summary row.

Google Looker Studio Tutorial: change rows per page

6. Finally, click “Style” to go to the style tab.

Scroll down and select “Add border shadow.” This is one of my favorite ways to make a data visualization pop off the page.

Google Looker Studio Tutorial: change the style of the table

7. To see the finished product, click “View” in the top corner.

This transitions you from Editor to Viewer mode.

Voila!

Google Looker Studio Tutorial: view final report

8. Click “Edit” to finish up and name the report.

Double-click the title (right now, it’s “Untitled Report”) to change it.Google Looker Studio Tutorial: edit report name

And with that, your first Google Looker Studio report is complete. Click that familiar icon above the Chart Editor and add some email addresses to share your report.

Okay, don’t share the report just yet—I’m about to reveal the secrets that’ll help you seriously upgrade it.

Beginner Google Looker Studio Tips

1. Use templates.

There’s no need to reinvent the wheel. If you’re not sure where to start with Looker Studio, I recommend browsing through their templates for inspiration.

Beginner Google Looker Studio Tips: use templates

Take note of the report’s creator. Many templates had been constructed by the Looker Studio staff; you could find all of them within the “Advertising Templates” part. However there are additionally 45+ person submissions situated within the “Neighborhood” part. A number of of my favourite templates:

  • GA Conduct Overview: This dashboard pulls out essentially the most related data from the Conduct part of Google Analytics
  • Paid Channels Combine Report: Use this template to know how your advertisements are acting on Fb, Twitter, LinkedIn, search, and extra.
  • Web site Technical Efficiency Indicators: Get a fast overview of how your website is performing in real-time, together with JavaScript and 404 errors and web page load occasions.

There are additionally a bunch of enjoyable, non-marketing templates within the gallery (discovered within the “Featured” part), like F1: How Important Is the First Race? and Star Wars: Data from a galaxy far, far away. Positively have a look if you happen to’re curious to see the complete potential of GSD unleashed.

2. Publish your report.

Need to showcase your superior analytics and information visualization expertise to the world? Submit your report back to this gallery utilizing this Google form.

Learn over the full instructions at this link, however right here’s what I’d take note:

  • Don’t share delicate data. I like to recommend making a report with publicly accessible information, so there’s completely no probability you get in hassle for sharing information you don’t personal. (Professional tip: recreate one in all your present firm studies with dummy information from one in all Google’s pattern information units!)
  • Make it superior. The general public studies are spectacular, so don’t maintain again with design, options, and so forth.
  • Add context. Present on-page explanations of what you’re measuring or monitoring with captions, directions, perhaps even a video of you strolling via the report.

3. Hook up with 760+ information sources.

As I discussed, you may deliver information from Google-owned sources into Looker Studio, together with Search Console, Google Adverts, YouTube, and Marketing campaign Supervisor.

However that’s simply the tip of the iceberg. There are additionally greater than 120 accomplice connectors — basically, third-party bridges between Looker Studio and platforms like Adobe Analytics, AdRoll, Asana, Amazon Adverts, and AdStage (and that’s simply the As).

Try all the options here.Beginner Google Looker Studio Tips: data sources

4. Create your personal report theme.

Whether or not your report is supposed for inner stakeholders, just like the management staff, or exterior ones, like shoppers, it’ll be simpler if it appears good.

To regulate the report’s type and formatting, click on the Structure and theme possibility within the toolbar.

Any modifications right here will apply throughout the report—which means you solely want to choose fonts, colours, and so forth., as soon as versus each time, you add a brand new module to the report.

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Looker Studio comes with two built-in themes: easy and easy darkish. But it surely’s simple to create your personal — and the outcomes are far more spectacular.

Beginner Google Looker Studio Tips: create your own report theme

Click on on “Customise.”

Use your model type information to decide on major and secondary colours, fonts, and textual content shade. You may have to get inventive right here; HubSpot makes use of Avenir Subsequent, which Looker Studio doesn’t supply, so I went with its cousin Raleway.

When you’re making a report for a shopper and don’t know their hex codes, Seer Interactive’s Michelle Noonan has an excellent tip: use a free color picker tool to establish what they’re utilizing on their web site.

You can too create a customized chart palette on this tab and edit the border and background settings.

5. Embed exterior content material.

Identical to you may deliver your report back to the broader world, you can too deliver the broader world to your report.

You may insert Google Docs, Google Sheets, YouTube movies, and even reside webpages with the URL embed characteristic. Embedded content material is interactive, so it’s way more highly effective than a screenshot.

Click on “URL embed.” within the navigation bar so as to add content material.

Beginner Google Looker Studio Tips: embed external content

From there, merely paste the URL. Subsequent, it’s possible you’ll have to resize the field that seems to suit your content material’s complete size and width.

The choices listed here are fairly countless. Certainly one of my favourite methods to make use of this characteristic is to embed a Google Kind gauging how useful the report was for my viewers:

Beginner Google Looker Studio Tips: embed form

If a bit of the report wants further context (or my viewers aren’t that technical), I’ll add a brief video explaining what they’re taking a look at and the way to interpret the outcomes.

To personalize a report for a shopper, I’ll add the URL of their web site, weblog, and/or no matter pages they employed me to create or enhance.

And for the HubSpot running a blog staff, I’ll add the newest model of the Search Insights Report to allow them to examine our progress to the outcomes.

6. Ship scheduled studies.

You probably have a gaggle of stakeholders that have to see your report recurrently, think about using Looker Studio’s “scheduled report” characteristic.

Click on on the drop-down menu beside the “Share” button and choose “Schedule e mail supply.”

Beginner Google Looker Studio Tips: send scheduled reports

First, enter your recipients’ email addresses, then choose a schedule, whether daily, every Monday, or every month.

This is particularly handy when working with customers, since you may not want to give them access to the live report.

7. Download the report as a PDF.

Alternatively, you can download your report as a PDF. This is helpful for one-off situations, like if your boss asks for a status report or your client wants to know how an ad has performed so far this month.

To download the file, click “download” on the drop-down menu.

Beginner Google Looker Studio Tips: download reports as pdfs

Looker Studio gives the option of downloading your current page or the entire report. You can even add a link back to the report so your audience can dig in deeper if they’d like and add password protection to ensure your data stays safe.

Beginner Google Looker Studio Tips: download report as pdf

Intermediate Google Looker Studio Tips

7. Add a date range.

Give your viewers more freedom by letting them select which dates they’d like to see information for.

For example, my reports always default to the last 30 days, but if one of HubSpot’s blog editors wants to see how their property performed in the previous calendar month, the date range controls let them adjust the report.

They can choose from predefined options, like “yesterday,” “last seven days,” “year to date,” etc., or pick a custom period.

To enable this, first navigate to the page you want to give users date control. Next, click on the drop-down menu by “Add a control.” Next, click “Date range” from the toolbar.

Intermediate Google Looker Studio Tips: add a date range

A box will appear on your report. Drag it into the position you want — I recommend somewhere in the upper right or left corner, so your audience sees it first — and adjust the size if necessary.Intermediate Google Looker Studio Tips: select a date range

Clicking this module will bring up a panel on top of your report called Date Range Properties. Set the default date range to “Auto date range,” if it isn’t already.

Intermediate Google Looker Studio Tips: auto date range

If your viewers select a date range using the date range widget, every report on the page will automatically update to that period.

There are two ways to override this:

Intermediate Google Looker Studio Tips: group charts

Now, only the chart(s) in this group will update when someone adjusts the date range.

Make sure this setting is clear to your viewers — otherwise, they’ll probably assume all the charts they’re looking at on their current page are using the same time period.

8. Create interactive chart filters.

Want to make it even easier for your audience to filter the charts in your report? Create responsive chart filters.

This sounds fancy, but it simply means selecting a dimension in a chart will filter all the charts on that page for that dimension.

For instance, if you click on “organic” in this chart, the other charts on the page will update to show data for organic traffic only — just like you’d applied a traditional filter control.

Intermediate Google Looker Studio Tips: create interactive chart filters

You can also create chart controls for time, line, and area charts. For example, if a user highlights say, January through March on a time chart, the other charts on the page will show data for January through March as well — just like date range control.

And also, just like filter controls, you can group chart controls.

To enable chart control, select the appropriate chart. In the right-hand panel, scroll to the bottom and check the box labeled “Apply filter.”

Intermediate Google Looker Studio Tips: apply filter

Add a caption next to charts that support interactive filtering, so your viewers know it’s an option:

Intermediate Google Looker Studio Tips: add a caption to the chart

9. Add a data control.

Data controls may just be one of the coolest Looker Studio features, full-stop. Place one of these bad boys on your report, and you’ll give viewers the ability to choose the source of the data being piped into your charts.

This is a game-changer for anyone managing a complex property or working with multiple stakeholders.

For instance, imagine you’re the admin of HubSpot’s Google Analytics account. You create a Looker Studio report monitoring key website performance indicators, like average page speed, number of non-200 response codes, number of redirect chains, and so on.

You share this report with the blogging team, who has access to the Google Analytics view for blog.hubspot.com. (Need a refresher on how views and permissions work? Check out our ultimate guide to Google Analytics.)

You additionally share the report with the Academy staff, who has entry to the GA view for academy.hubspot.com, and the Leads Optimization staff, who has entry to provides.hubspot.com.

To see this report populated with the related information, these groups merely want to pick their view from the “information supply” drop-down, and voila — all of the charts will replace routinely.

Fairly nifty, proper?

Intermediate Google Looker Studio Tips: add data controls

Not only does this save you from rebuilding the same report for different groups, but it also means you don’t need to worry about accidentally sharing sensitive or confidential information. Each viewer can only select data sources they’ve been granted access to.

You can include multiple data controls in a single report.

Add the data control widget to your report by clicking this icon:

5kT7v B83WgFHo4TfaUu7SDgwEaSLMHymCjmXWQd7YCZUcD 2vfBgL0r3FjSzZ3rv6x9MNXzeKl mqqoIkRx9jIp6MAGNfgZgOKXD3NjYoZg 5Xr7BdRHAjUjJySSTye5BCfRqP1k4D SAEJThen choose which primary source you’d like viewers to pull from:

Intermediate Google Looker Studio Tips: choose a primary source

10. Add a dimension breakdown.

Instead of telling you what a dimension breakdown is, it’s easier to show you how it works.

Suppose we want to see users by source. To find out, we create a simple bar chart.

Intermediate Google Looker Studio Tips:  add a dimension breakdown

This is interesting — yet there’s some context missing. For example, is all of that organic traffic coming from Google? (Since this is U.S. data, probably, but imagine creating the same chart for China or Japan, where Baidu and Yahoo have a far greater presence.)

What about referral traffic? Clearly, we’re getting a significant number of users from referral links; is a single source driving most of them, or is it distributed fairly equally across a wide variety of sources?

We could create separate bar charts for each source — first filtering by medium and then making the dimension “Source” and the metric “Users.”

Or we could click a single button and have Looker Studio do it for us.

Under Breakdown Dimension, click “Add dimension.”

Intermediate Google Looker Studio Tips: add a dimension

Add “Source.”

Here’s what you should see:

Intermediate Google Looker Studio Tips: add source

Pretty sure my former Data Analytics professor would cry if he saw this. But don’t worry, we’re not done yet.

Jump over to the “Style” tab and check the box “Stacked bars” to turn your regular bar chart into a stacked bar chart (you should see the chart type update accordingly).

Looker Studio will automatically make your bar charts “100% stacking,” meaning that every bar will go to the top of the chart. However, this style is misleading — for example, here, it suggests every medium drove the same number of users.

Uncheck this box.

Intermediate Google Looker Studio Tips: uncheck stacking for the bar chart

Now check it out:

Intermediate Google Looker Studio Tips: bar chart final result

11. Use Looker Studio Explorer.

To bring any chart into Explorer, mouse over the space next to its top-right corner. You’ll see three vertically-stacked dots appear; click them.

Intermediate Google Looker Studio Tips: use looker studio explorer

Select “Explore.”

You’ll see something like this:

Intermediate Google Looker Studio Tips: explorer

You can toggle between different visualizations; add and remove dimensions and metrics; change the date range, and apply segments.

Note: Unlike every other Google tool out there, Explorer does not automatically save your work.

To preserve your chart, click the “Save” button on the top nav bar (to the left of your profile icon). Once you do that, your Explorer “report” will be saved in the Explorer section of your dashboard. In addition, every change you make will be saved by default.

Speaking of that dashboard, if you prefer, you can also start with Explorer (rather than a Looker Studio report). Go to your Looker Studio dashboard and choose “Explorer” within the prime menu.

studio%20explorer png

Create a new Explorer view by clicking the “Create” button on the left side..

At first, Explorer confused me. It feels very similar to the core Looker Studio — what was the point of having both?

However, after spending some time in Explorer, I’ve come to appreciate its unique value.

Unlike Looker Studio, any modifications you make to a chart in Explorer are temporary. That means it’s a great place to dig into your data and try out different ways of visualizing it without making any permanent changes. Then, once you’re happy with your chart, simply export it back into Looker Studio.

To do this, click the small sharing icon in the top navigation bar.

Intermediate Google Looker Studio Tips: share the explorer view of the report

Then choose whether to add your Explorer work on a new or existing Looker Studio report.

Advanced Google Looker Studio Tips

12. Create report-level filters.

By default, a filter applies to every chart on that page. But what if the viewer goes to the next page? The filter won’t go with them.

This is confusing for non-technical folks and inconvenient for data-savvy ones. To bring a filter up from page-level to report-level, simply right-click on it and select “Make report-level.”

Advanced Google Looker Studio Tips: create report level filters

13. Create blended fields.

Looker Studio is powerful because you can bring in 760+ sources of data into a single report. But, thanks to a new feature, blended sources, it just got even mightier.

Heads up: this will get a little technical. Stay with me, and I promise it’ll be worth it.

If you’re familiar with JOIN clauses in SQL, you’ll understand data blending right away. No idea what SQL is? Not a problem.

The best way to think about blending data is with a Venn Diagram. You have two data sets. Each data set has unique information — e.g., such as the data living in the green and blue areas.

Advanced Google Looker Studio Tips: create blended fields

But they have (at least) one data point in common: the information in the blue-green overlap section.

This shared data point is known as a key. If your data sets do not have a key, they’re not blendable.

For example, suppose you want to compare how users behave on your website versus your app. The key is the user ID, a custom dimension you’ve created in Google Analytics that your app analytics software also uses. (Note: The key doesn’t need to have the same name in both data sources; it just needs to have identical values.)

You blend your website behavior report from GA with your app usage report. This gives you all the records from the first report along with any matching ones from the second; in other words, if a user has visited the site and used the app, they’ll be included.

However, if they only used the app but didn’t visit the site, they will not be included in the new blended data.

This is known as a LEFT OUTER JOIN. (To learn more, check out this W3Schools primer.) Why do you care? As a result of the order of your information sources issues.

Put your major information supply first — e.g., the one the place you need all of the values, no matter whether or not there’s a match in your second supply.

Now that we’ve gotten all that out of the way in which, let’s arrange a blended area.

First, add a chart to your report, then click on on “Mix Information.”Advanced Google Looker Studio Tips: blend data

This panel will pop up:

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Select your first data source on the left. Remember, this is the primary data source. Then add your second data source. Looker Studio lets you add up to five data sources in a chart, but let’s stick to two for now.

Now pick your join key(s). If the field exists in both sources, it will turn green. If it doesn’t exist, you’ll see this:

Advanced Google Looker Studio Tips: establish keys

Remember that the key acts as a filter for the second data source. So in this example, only records that match the landing page from the GA view for hubspot.com will be pulled from Google Search Console.

Choosing multiple keys will further limit the number of records pulled from the second data source.

Once you’ve picked your join key(s), pick the dimensions and metrics you want to see for your first data source. Then do the same for your second.

You can also limit the results by adding a filter or date range (or for GA sources, segments). Filters, date ranges, and segments applied to the left-most data source will carry over to the other data sources.

Once you’ve finished customizing the report, click “Save.” Congrats: you just created your first blended data chart!

If you find it easier to create two separate charts and then combine them, Looker Studio offers a great shortcut.

Just select both charts, right-click, and choose “Blend data.”

Advanced Google Looker Studio Tips: create and combine two separate chartsUnfortunately, Looker Studio can get confused pretty quickly, so I’d still make an effort to learn how to blend data using the right-hand pane.

14. Blend your data source with itself.

Try this workaround if you’re bumping into limitations with your data source connectors: blend a data source with itself.

To give you an idea, the GA data connector only lets you add one “active user” metric to a chart, so there’s no way to see 1 Day Active Users, 7 Day Active Users, and 28 Day Active Users on the same chart… unless you blend your Google Analytics data source with itself.

Follow the same instructions as above, but instead of picking a new source for your second data source, just select the first one again.

And since all of the fields are identical, you can pick whichever join key you’d like.

Advanced Google Looker Studio Tips: blend data source with itself

This option is also perfect when comparing trends across two-plus subdomains or segments.

For instance, I wanted to look at organic users for the HubSpot Blog (blog.hubspot.com) and primary site (www.hubspot.com) at the same time.

This helps me figure out if we’re growing search traffic across the board. It’s also helpful when traffic decreases — have rankings dropped site-wide, or just for the blog (or the site)?

However, you can’t add two separate “user” metrics to a chart at once… unless, of course, you’re blending data.

Create a new blended data source (following the same process as above) to set this up.

Add your first view to the left-most column, your second view to the following column, and so on.

Note: Make sure you’re choosing views with mutually exclusive data. In other words, I wouldn’t want to use “blog.hubspot.com” as my first source and “blog.hubspot.com/marketing” as my second source because all the data for the blog.hubspot.com/marketing view is included in the blog.hubspot.com one.

Because of that overlap, we wouldn’t be able to spot trends clearly.

Advanced Google Looker Studio Tips: spot trends in blended dataUse “Date” as the join key.

Advanced Google Looker Studio Tips: use date as the join key

I added the organic traffic segment to both sources, but you can choose whichever segment you’re interested in (paid traffic, social traffic, etc.) Or leave it off entirely! Tons of possibilities here.

In fact, here are some additional ideas for blending a source with itself:

15. Create a basic calculated field.

When your existing data doesn’t give you enough information, it’s time to create a calculated field.

Calculated fields take your data and, as their name suggests, and make calculations.

It’s probably easiest to explain with an example.

Let’s say you want to look at the average number of transactions per user. You can create a calculated field that takes the metric “Transactions” and divides it by the metric “Users.”

Once this field has been created, it’ll be updated automatically — so you can change the chart’s time range, dimensions, etc., and the average transactions per user data will update accordingly.

There are two ways to create a calculated field.

Create a data-source calculated field

This option makes the field available in any report that uses that data source.

It’ll also be available as a filter control or in new calculated fields (like calculated field inception).

Obviously, this is a good option if you plan on using this custom metric more than once. The only caveat — you must have edit rights to the original data source. You also can’t use a data source calculated field with blended data.

To create a data-source calculated field, add a chart to your Looker Studio dashboard, then choose the data source you want to derive your new field from.

Click “Add a new field” in the lower left-hand corner.

Advanced Google Looker Studio Tips: create a data source calculated field

(You can also do this by clicking the pencil next to the data source and then selecting “Add a field” in the upper right corner of your field menu.)

Advanced Google Looker Studio Tips: add a field

Use the left menu to search for the metrics you need; click one to add it to the formula.

If the formula has an error, a notification will appear in red underneath the editor explaining where you went wrong.

If your formula works, you’ll get a green checkmark.

Advanced Google Looker Studio Tips: formula works correctly with green checkmark

Click “Save” to add your new field to the data source.

And don’t forget to name yours — which I forgot to do. 🙂

Now you can add this calculated field to any chart just like a regular field.

Create a chart-level calculated field

For this option, you’ll only be able to use the field for that specific report.

This option is a little easier because all the limitations of the other type are reversed.

While you can’t use a chart-level calculated field in another chart, filter control, or additional calculated field, you don’t need edit rights to the original data.

You can also use a chart-specific calculated field for data blending, which we’ll cover in the next step.

To create a chart-level calculated field, simply click “Add a field” underneath the existing dimension(s) and metric(s) you’ve selected.

Advanced Google Looker Studio Tips: create a chart level calculated fieldWhen you choose to add a new field, this pane will pop up:

Advanced Google Looker Studio Tips: total portals

From here, enter the formula for your new field — simply typing in the name of your desired metric will trigger a menu of options — and click “Apply.”

Your new field will be added to the chart.

Loves Data’s Benjamin Mangold has an excellent round-up of sample calculated metrics, together with:

  • Common objective completions per person
  • Non-bounce charge
  • Pageviews per transaction
  • Worth per session

You may test it out for inspiration.

If you need slightly follow earlier than you begin going to city by yourself information, Google provides a helpful sample exercise.

16. Create a sophisticated calculated area.

Okay, so there’s quite a bit you are able to do with easy algebraic calculated fields. However there’s much more you are able to do when you introduce capabilities and RegEx.

Don’t be scared off! We’ll stroll via these step-by-step.

When you’re snug with Google Sheets and/or Excel capabilities, you already know the way to use capabilities in Looker Studio.

As an illustration, let’s say that you simply majored in English, and it’s all the time bothered you that “Supply” in Google Analytics is lower-case.

You should utilize the UPPER operate to remodel Supply into all upper-case.

Merely click on “Add dimension” > “Create new area.”

Advanced Google Looker Studio Tips: create an advanced calculated fieldThen enter the UPPER formula:

Advanced Google Looker Studio Tips: use the UPPER formula

As Google Sheets expert Ben Collins points out, this trick may also standardize any customized naming; for instance, if some individuals in your staff used “chat” for a marketing campaign, and others used “Chat,” the UPPER operate will combination each collectively.

Maybe you wish to create a brand new area for metropolis and nation.

Simply click on “Add dimension” (since metropolis and state are categorical, not quantitative, variables) > “Create area.”

Then use the CONCATENATE operate to smush collectively the Metropolis and Nation fields.

Advanced Google Looker Studio Tips: create field

Check out the complete list of functions Looker Studio supports.

One of many niftiest is CASE. When you’re unfamiliar, it’s basically an IF/THEN assertion. This operate enables you to create customized groupings.

For instance, let’s say you’re wanting on the desk we created within the final step:

Advanced Google Looker Studio Tips: example table

Here, Looker Studio is treating Facebook mobile traffic (m.facebook.com) and desktop traffic (Facebook) as two different sources. There’s also l.facebook.com — desktop traffic coming via a link shim, which Fb carried out in 2008 to guard customers from potential spam. What if you wish to mix all Fb site visitors right into a single supply?

A CASE formulation solves this challenge neatly. Right here’s the formulation:

CASE

WHEN situation THEN end result

WHEN situation THEN end result

ELSE end result

END

You may have one situation (like the instance beneath) or a number of. The ELSE argument is optionally available, so be happy to depart it out if you happen to don’t want it.

Right here’s the formulation we’ll use to group Fb site visitors:

CASE

WHEN REGEXP_MATCH(Supply,”^(l.fb.com|m.fb.com|fb.com)$”) THEN “Fb”

END

This formulation tells Looker Studio, “If the supply matches l.fb.com, m.fb.com, or fb.com, name it ‘Fb.’”

So as to add a CASE formulation, you could be capable of edit the information supply.

Click on the pencil icon subsequent to your supply to deliver up the information area editor.

Then click on “Add a brand new area” within the higher proper nook.

Enter your formulation.

 Advanced Google Looker Studio Tips: enter the formula

If the formula works, you’ll see a green checkmark. Give your new field a name and click “Save.” Now you can add this field to any chart or data viz that uses this data source.

You might be thinking, “Okay, great, but was that formula written in Klingon? How do I come up with my own?”

Don’t know RegEx? No problem! This blog post has five formulas to get you started.

17. Create a calculated blended area.

That is the head of Looker Studio mastery, requiring all the talents you’ve already discovered and a hearty dose of luck — simply kidding, it’s tremendous simple.

Create a blended information supply per traditional.

On this instance, I blended collectively the GA views for www.hubspot.com and weblog.hubspot.com.Advanced Google Looker Studio Tips: create a calculated blended field

Then click “Add metric” > “Create Field” as you would to create a normal calculated field.

Enter your formula.

I wanted to see “Total Users” (i.e., users from www.hubspot.com plus customers from weblog.hubspot.com), which is a straightforward calculation:

Advanced Google Looker Studio Tips: total users

Note: It can get a bit hairy here if you’re using two different fields with the same name, as I’m doing here. Sometimes Looker Studio is smart enough to recognize the difference, and sometimes it’s not.

If you run into issues, I recommend editing the name of one or both fields in the original data source(s), which you can do at any time by clicking the pencil next to the blended data source.

Then click the pencil next to the field name you want to change.

Advanced Google Looker Studio Tips: change field nameThis pane will appear; edit the title accordingly.

Then click “Save” and go back to your calculated field to update the formula:

Advanced Google Looker Studio Tips: save the field

Done! I can now see both in my report.

Google Looker Studio is the Best Way to Visualize Your Data

Now that you know Looker Studio inside and out, you’re well-prepared to create stunning interactive reports for your coworkers, clients, and executives. Use the tips I shared above to make the most of it and successfully show the ROI of your marketing efforts.

Editor’s note: This post was originally published in October 2018 and has been updated for comprehensiveness.

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