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 User avatar 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. Embed report. Get an embeddable link for this report Embed.
      1. You must enable embedding before this appears.
    2. Full screen. View the report in full screen mode Full screen.
    3. Manage data freshness Refresh.
    4. Copy report. Create a duplicate of this report Copy icon..
    5. View/Edit toggle. Switch between edit and view mode Visibility icon.
    6. Google Marketing Platform product switcher GMP product switcher..
    7. Google profile icon. Manage your Google account People.
  4. Page controls. Add pages to and remove pages from the report. Navigate to and rename pages.
  5. Selection mode | Undo | Redo.
  6. ​Add a chart to your report.
  7. Text , image, and shape tools. Add annotations, graphics, and geometric shapes to your report.
  8. Date range, filter control, and data controls. Add interactive controls that let users refine the report.
  9. Share this report with other people Add people.
  10. Charts visualize the dimensions and metrics from your data sources. Select a chart to display the properties panel for that chart. Learn more about the available charts.
  11. Properties panel. Configure the settings and properties for the currently selected component.
  12. Available fields panel. Drag and drop dimensions and metrics into the chart properties.

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 Add people.
  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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