Configure report components

How to use the properties and data panels.

The properties panel is the section of the report editor where you can configure components. The data panel lets you quickly access all of the data added to a Data Studio report.

The properties panel and data panel appear on the right side of the report editor. The properties panel is context-dependent: when you select one or more report components, you'll see the properties that you can configure for those components. When no component is selected, you'll only see the data panel. The data panel is always present regardless of the charts selected.

  • Use the properties panel to configure the currently selected component(s).
  • Use the data panel to access all of the data sources and their fields that are added to the report.

The following image shows what you might see when a table is selected:

The report editor with the properties panel and data panel displayed. On the left of the image is a table. On the right of the image are the chart properties and data panel. The data panel shows 4 data sources with their fields collapsed, and the Austin bikeshare BigQuery data source expanded to show a list of its fields.

Legend:

  1. Table, selected
  2. Properties panel
  3. Data panel
  4. SETUP tab
  5. Data sources and fields list
In this article:

Properties panel

When you select or add a component that has data properties, such as a chart, control, or image, the properties panel appears with 2 tabs:

  1. Use the options in the SETUP tab to configure the component's data.
  2. Use the options in the STYLE tab to configure the component's appearance.

When you select or add a static component, such as a text box, shape, or line, the properties panel only has style properties.

Tips:

  • When you select multiple components, you'll only see the settings those components have in common.
  • You can stylize the entire report by applying a theme and changing the layout.

Setup a component's data

Here are the settings you can configure and actions you can perform that are common to all components. For settings and actions that are specific to an individual component, see the related resources section at the end of this article.

Data source

A data source provides the connection between the component and the underlying data set. 

  • To change the chart's data source, click the current data source name.
  • To view or edit the data source, click Edit. (You must have at least view permission to see this icon.)
  • Click +BLEND DATA to see data from multiple data sources in the same chart. Learn more about data blending.

Dimensions and metrics

Dimensions and metrics (collectively referred to as fields) contain the data that is displayed in your charts or acted upon by controls in your report.

Dimensions contain unaggregated data. Think of dimensions as categories of data, for example, names, descriptions, colors, sizes, or other characteristics of the data. The dimensions you add to a chart determine how the data in that chart is grouped. Dimensions appear as green fields in the properties panel

Metrics measure the data that is contained in dimensions and provide the numeric scale and data series for your charts. Metrics appear as blue fields in the properties panel.

Add dimensions and metrics

To add data to a component:

  1. Edit your report.
  2. Select a component.
  3. In the component's SETUP tab, click + Add a dimension or + Add a metric, then select the field from the list.
    1. To create a calculated field in the chart, click + Add a dimension or + Add a metric, then at the bottom of the field list, click + Add a field. Learn more about Chart-specific calculated fields.
  4. From the data panel, drag a field to an available slot in the component's setup panel.
  5. From the data panel, drag a field directly to the component on the report canvas.
Note: You can add fields only from that component's current data source.

Data type

An icon that indicates a dimension’s data type appears to the left of each dimension in the setup panel. The data type tells Data Studio what kind of data to expect when processing that field:

  • : Text
  • : Number or Currency
  • : Date
  • : Geo
  • : Image
  • : URL
  • : Boolean

Learn more about data types.

Aggregation methods

Metrics are aggregations that come from the underlying data set, or that are the result of implicitly or explicitly applying an aggregation function, such as COUNT(), SUM(), or AVG(). The metric itself has no defined set of values, so you can’t group by it, as you can with a dimension.

An icon that indicates a field’s aggregation method appears to left of each metric in the setup panel:

Aggregation Method Abbreviation Description
Sum SUM The field values are added together.
Average AVG The field values are averaged.
Count CT Every field value is counted.
Count Distinct CTD Only unique field values are counted.
Min MIN The field displays the minimum value.
Max MAX The field displays the maximum value.
Auto AUT You can't apply this method directly. The aggregation method is supplied by the underlying data set, or as the result of a calculated field.

You can't change the Auto aggregation method.

None  

No aggregation is applied. The field is treated as a dimension, even if it contains numeric data.

Note: This method only appears in the data source. The default aggregation for metrics in reports is Sum.

 

Edit a field

To change a field's name, data type or aggregation, click the type (for a dimension) or the aggregation (for a metric) icon. (The icon changes to Edit when you hover over it.)

Learn more about editing fields in your reports.

Date range dimension

This option appears if your data source has a valid date dimension. For Google Ads and Analytics data sources, this option is automatically set to the Date dimension.

The Date range dimension is used as the basis for limiting the date range of the chart. For example, this is the dimension used if you set a date range property for the chart, or if a viewer of the report uses a date range control to limit the time frame.

Drill down

This option appears on charts that support it.

Drilling down gives viewers a way to reveal additional levels of detail within a chart. When you turn on the Drill down  optioneach dimension you add becomes another level of detail you can drill into. Learn more about chart drill down.

Optional metrics

Define a list of additional metrics that can be displayed by the chart or table. Learn more about optional metrics.

Metric sliders

Let report users filter the chart or table by metric values. Learn more about metric sliders.

Set the default sort

The Sort and Secondary sort options in the chart's setup panel control the default sorting behavior. You can select any metric in the chart's data source, or any dimension that is currently displayed in the chart, to use as the primary or secondary sorting field.

The Secondary sort option only appears when there is an appropriate combination of dimensions and metrics in the chart.
When you specify a metric as a sort field, you can edit the field's aggregation. For example, you could include a numeric field in the chart as a SUM, but sort on that same field's AVERAGE value.

Default date range

The Default date range property lets you set a timeframe for an individual chart.

Default date range options

Auto Use the default date range determined by the chart's data source.
Custom Lets you use the calendar widget to select a custom date range for the chart.
Date compare type Displays comparison data for the selected time period.

Learn more about working with dates and time. 

Filter

Filters restrict the data that is displayed in the component by including or excluding the values you specify. Learn more about the filter property.

Filter options

Filter name Click an existing filter to edit it. Mouse over the filter name and click X to delete it.
+Add a filter Click this option to create a new filter for the chart.

Interactions

When interactions are enabled on a chart, that chart acts like a filter control. You can filter the report by clicking or brushing your mouse across the chart. Learn more about chart interaction filters.

Stylize a component

A chart's style properties control the overall presentation and appearance of the chart. All components share some common style settings, such as background, borders, and chart header options. For settings that are specific to an individual component type, see the chart references and control references.

Data panel

Use the data panel to quickly access the fields in the data sources that are added to the report.

Search for a field

Use the search bar at the top of the data panel to locate fields in any data source added to the report.

Add a field to a component

To add a field to an existing component on the canvas, select a field from that component's data source and then drag and drop the field from the data panel onto the component.

Create a new chart from a field

As a shortcut to using the toolbar or menus, you can create a new chart by dragging and dropping a field from the data panel to the canvas. Data Studio creates a new chart that is appropriate to the field you're adding:

  • For a metric or numeric dimension, Data Studio creates a new scorecard.
  • For a geo field type, Data Studio creates a new map.
  • For a date field type, Data Studio creates a new time series.
  • For other types of dimensions, Data Studio creates a new table.

The new chart is based on the data source from which you selected the field.

Add calculated fields and parameters to a data source

At the bottom of each data source's field list, the + Add a field and + Add a parameter buttons give you a convenient shortcut to create calculated fields and parameters in the selected data source.

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