Find your way around

Get a quick orientation to the main elements and features of Data Studio.

Find your way around Data Studio

The home page is where you create and access all your Data Studio files.

Home page interface map.

Reports Home legend

  1. Create a new file. 
  2. Search. Find files quickly Search icon.
  3. File type tabs. Switch between Reports, Data Sources, and the Explorer.
  4. Options:
    1. Help and feedback.
    2. User settings.
    3. Google Marketing Platform product selector (Google Marketing Platform users only) GMP product switcher..
    4. Manage your Google account Account icon..
  5. Filter the file list to show recent files, those owned by you, those shared with you, and files in the trash.
  6. Report samples and templates. Start with a blank report, or customize a fully functional template.
  7. File list. Click a file to view it.
    1. On the right, use a file's overflow menu to share, rename, or remove it More menu.
    2. Sort files by name, owner, or date.

Find your way around the report editor

To edit a report, locate it in the file list, view the file, then in the upper right, click EditEDIT. 

Report editor interface map

Report editor legend

  1. Logo. Click to return to the Reports Home page.
  2. Menu bar. Many menu functions can also be accessed by right-clicking a component.
  3. (From left to right:)
    1. Refresh data Refresh.
    2. Share the report:
      1. Invite other people Share icon.
      2. Schedule email delivery Schedule report delivery icon.
      3. Get report link Link.
      4. Embed report Embed.
      5. Download report Download.
    3. View Visibility icon. Switch between edit and view mode.
    4. Select Google Marketing Platform products GMP product switcher..
    5. Help Help options..
    6. Manage your Google account Account icon..
  4. Manage report pages.
  5. Selection mode | Undo | Redo.
  6. Add a chart to your report.
  7. Add interactive viewer controls.
  8. Add text, images, lines, and shapes.
  9. Add data to the report.
  10. Open the Theme and layout panel.
  11. Change the selected chart's visualization type.
  12. Select a chart to display the properties panel for that chart.
    1. To configure the chart's appearance, click STYLE.
  13. Configure the chart's data properties.
  14. Available fields. Drag and drop dimensions and metrics into the data properties panel.

Find your way around the data source editor

To edit a data source, in the home page, click the Data Sources tab. Locate the data source, then click it to open the data source editor.

Data source editor interface map.

Data source editor legend

  1. Data source name. Click to change the name.
  2. Version history. View and restore previous versions of the data source Restore.
    1. Next to version history is Share this data source with other people Share icon .
  3. Data source options:
    1. Data source credentials. Determines how data from this data source can be viewed by others.
    2. Data freshness. Balance data updates with report performance.
    3. Community visualizations access. Allow this data source to provide data to community visualizations.
    4. Field editing in reports. Allows report editors to change field names and aggregations, apply analytical functions, and set field display options without needing to edit the data source.
  4. Make a copy of this data source.
  5. Create report. Create a new report from this data source.
  6. Explore. Create a new exploration from this data source.
  7. Add a field. Create a calculated field.
  8. Edit connection. The data source owner can reconnect the data source.
  9. Fields. Dimensions appear in green chips, metrics in blue chips. Click a field to give it a new name. To perform other field actions, click More More menu.
  10. Field type. Determines the kind of data contained in the field. Click the drop-down menu to change the type. Use caution: changing field types can have a big impact on your reports.
  11. Aggregation. Determines how the field is summarized. Click the drop-down menu to change the aggregation. Fields with AUTO aggregation can't be changed.
  12. Calculated fields. Click fx to edit the field formula.
  13. Refresh fields. Click to update the data source with any structural changes made to the underlying data set.
  14. Field count. Displays the number of fields in the data source.

 

 

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