This tutorial is going to walk you through how the various components of Google Data Studio work together to create your Data Studio report. We will walk through data sets, data sources, and have you try your hand at some report components such as charts, tables, and filters.
As a refresher to the process, the above image shows the steps we will take to reach a final Data Studio report. We will start by helping you gain access to a fake data set of student demographics. This will take the form of a Google Sheet. From there we will connect it to a Data Source mapping each field name to a field type such as Text or Number. Once we have our data source configured, we will create a report mapping those data fields to chart elements.
Before we dive into Google Data Studio itself, you need access to the data set used in this tutorial. We will be using a Google Sheet consisting of fake student demographic data. Clicking on the button below will cause Google to prompt you to make a copy of the Google Sheet.
Now that you have a data set, we want to connect it to Google Data Studio as a data source. For a data set, this only needs to be completed once. This is because a data source can be used in multiple reports. If you decide to create a second student demographics focused report later on, you can reuse this data source without needing to create a new one.
This will take you to a page where you can define the fields in the data set. On this page you can rename fields, change the field type, and set the default aggregation type. Take some time to rename fields and change field types if necessary and then click . Data Studio will create a new report for you and confirm they are adding your new data source to this report.
If you have experience with the G Suite, you'll likely be familiar with most of the interface in Google Data Studio.
If you ever need to return to the data sources screen to modify field names and data types, this is where you want to go. Resource → Manage added data sources.
The report canvas can include text, images, and (of course) charts. This toolbar will give you quick access to all of your options. We will learn the bar chart in the next step of this tutorial. You should take time later to explore all charts available. Data Studio makes it easy to play with charts and delete them if they are not working. Full chart references can be found on Google's support site.
You'll see in the next step that when working with specific charts, the sidebar will transform to be your one stop shop for configuring that chart.
Let's dive in and create your first chart! When creating a chart, it's important to consider the type of information you want to show and how the underlying data is structured. It's helpful to start with a statistical question that you hope to be able to answer when looking at the chart. We will start simple with a simple one that is relatively easy to answer. How many students are enrolled in each grade level?
To configure the report, you'll need to stay in the "Data" tab.
Creating charts proves to be pretty easy once you understand the underlying data structure and how to manipulate the controls. Like anything, though, it requires practice. You've dipped your toe in the water and we've built the first chart together. Take some time to experiment by creating additional charts that will use this data set.
One path is to build off of the "enrollments by grade" chart that we created. You can manipulate the chart a bit by changing the dimensions dividing the data. Your task is to develop charts that answer the questions:
Here's a basic example of a dashboard that answers our three questions of our data set. There are a virtually unlimited number of ways to polish and customize these to suit your needs. Effective data leaders engage in a feedback cycle to prevent the DRIP syndrome (data rich, information poor) so explore how professionals are using the data regularly and revise often!
Sharing is the same as any Google Drive file! Whether you are in edit mode or view mode, you will see this icon at the top of the page. You will be presented with the same share box available across many Google Products. You can decide to share individually, with a group, or create a shareable link.
As you get more comfortable with data sources in Google Data Studio, you may find that you need to combine data sources to create a unified data source. This is where data blending comes in! To help us understand data blending, let's give an example. You currently have a data set that gives you student demographic data. Let's say we want to create a report that looks at course enrollment data and also include student demographic data in that report. Take a moment to copy the Google Sheet below and look over our fake course enrollment data.
One option would be to add columns to the course enrollment Google Sheet to include student demographic data. We could copy it in from our Student Demographics Google Sheet, but this creates a problem. We would then have information such as grade level stored in multiple Google Sheets. If we needed to update a student's grade level, we would need to update multiple sheets and that can get confusing fast.
Instead you are going to create a new data source (following the process outlined in step 3 of this tutorial) for course enrollment data and create a new report. Once you have that new report, head to Resource → Manage blended data and click . Create a data view that looks similar to the right side of the graphic below. You did it! Click "Save" and "Close" and try adding a table using this new blended data source.
You're at the end! Hopefully you feel comfortable and understand how to bring data into Google Data Studio, create visualizations, and share those dashboards with users in your organization. In this Codelab we used Google Sheets as our data connector, but Data Studio supports at least a dozen more including Google Cloud SQL, BigQuery, Cloud Storage, MySQL, and PostgreSQL.
We recommend you keep an eye on the updates blog for Data Studio as well as this is a beta project that is being developed at a rapid pace.
Best of luck!