Quick start: Visualize your app data using Looker Studio

In this Quick Start, you'll copy the AppSheet Facility Inspections app template and then use the app to create an AppSheet data source in Looker Studio and create a report. See also: Visualize your app data using Looker Studio

The steps are as follows:

1. Create an app in AppSheet
2. Create an AppSheet data source in Looker Studio
3. Create a report in Looker Studio
4. View and share the report

Create an app in AppSheet

For this demo, you'll copy the Facility Inspections app template.

1. Sign in to AppSheet.
2. Click Templates in the top navigation bar to view the Sample app templates.
3. Locate the Facility Inspections app template and click Copy.
4. Optionally, you can update the App name and choose a category from the Category drop-down.
5. Click Copy app.

Create an AppSheet data source in Looker Studio

To create an AppSheet data source in Looker Studio:

1. Go to Looker Studio and create an AppSheet data source:

   Create an AppSheet data source

2. In the Application field, select the Facility Inspections app.
   
   
3. Click Next.
4. Select a table to use as the data source in the Table field.
5. Click Connect.

My Data Source is opened in Looker Studio. You can configure the fields in the editor. For this demo, you'll use the default list.

Create a report in Looker Studio based on the AppSheet data source

To create a report in Looker Studio based on the AppSheet data source:

1. Click Create Report.
   
   
2. If prompted to confirm adding My Data Source to the report, click Add to Report.
   
   
3. An Untitled Report is created.
   
   A default table is added to the report with Inspection ID and Facility ID columns.
   
   
4. Configure the table.
   1. Left-click and drag the table to the bottom of the canvas. Resize the table using the handles to fit across the width of the canvas.
      
      
   2. Ensure that the table is selected, click the Data tab in the right pane, and do the following:
      1. Ensure that Date Range Dimension is set to Inspection Date.
      2. Under Dimension, add (drag and drop) the following fields in the order shown:
         • Inspection Date
         • Inspected By
         • Facility ID
         • Area Organized?
         • Doors Locked?
         • Garage Emptied? 
      3. Delete Facility ID under Metric.
   3. Adjust the column widths, as desired.
      
      The table appears similar to the following:
      
      
5. To allow users to filter the report by Facility ID:
   1. Select Add a control > Drop-down control.
      
      
   2. Drag and drop the element in the top center of the canvas.
      
      
   3. Make sure the Control field is set to Facility ID.
6. To allow users to filter the report by date:
   1. Select Add a control > Drop-down control.
      
      
   2. Drag and drop the element to the right of the Facility ID drop-down list filter.
      Note: You may need to adjust the placement of the Facility ID filter to fit both filters.
      
      
7. Add a pie chart to show number of inspections by facility:
   1. Select Add a chart > Pie Chart.
      
      
   2. Drag and drop the element in the top left of the canvas.
      
      
   3. Ensure that the pie chart is selected, click the Data tab in the right pane, and do the following:
      1. Ensure that Date Range Dimension is set to Inspection Date.
      2. Under Dimension, add (drag and drop) Facility ID to replace the existing value.
      3. Ensure Metric is set to Inspection ID.
      4. Ensure that Cross-filtering is enabled.
   4. Click the Style tab in the right pane and do the following:
      1. In the Label section, change Percentage to Value
      2. In the Legend section, adjust the settings to show the legend centered and below the pie chart.
      For example:
      
      
8. Add another pie chart to show number of inspections by facility:
   1. Select Add a chart > Pie Chart.
   2. Drag and drop the element in the top right of the canvas, below the filters.
   3. Ensure that the pie chart is selected, click the Data tab in the right pane, and do the following:
      1. Ensure that Date Range Dimension is set to Inspection Date.
      2. Under Dimension, add (drag and drop) Area organized? to replace the existing value.
      3. Ensure Metric is set to Inspection ID.
   4. Click the Style tab in the right pane and do the following:
      1. In the Label section, change Percentage to Value
      2. In the Legend section, adjust the settings to show the legend centered and below the pie chart.

The final report canvas should look similar to the following:

View and share the report

1. Click View to view and interact with the report.
2. Set the filters to view data for a particular facility.
   
   
3. Select a specific date range to narrow the results.
   
   
4. Click within a pie chart to further filter the results.
   
   
5. Share the report.
   
   For example, select Share > Schedule email delivery to schedule email delivery to a list of recipients.
   
   
6. Configure the email delivery and click Schedule.