Find your way around

See a visual overview the Data Studio interface.
In this article:

Find your way around the Home page

The Home page lists all the files of a given type to which you have access:

  • The Reports Home page lists all your reports.
  • The Data Sources Home page lists all your data sources.
  • The Explorer Home page lists all your explorations.

Reports Home interface map

Reports Home legend

  1. Report samples and templates. Start with a blank report, or customize a fully functional template.
  2. Google Marketing Platform product selector (Google Marketing Platform users only). GMP product switcher.
    1. Use the overflow menu to send feedback and access help. More menu
  3. Google profile icon. Manage your Google account. User avatar icon
  4. Category tabs. Filter the file list to show all files, those owned by you, those shared with you, and files in the trash.
  5. Search. Find reports or data sources quickly. Search icon
  6. Sort the file list. Sort list icon
  7. Tool selector. Switch between reports, data sources, and additional product tools, if available.
  8. File list. Click a file to view it.
    1. Click the overflow menu to do more things with the file, such as share or remove it.
  9. Additional resources, such as video tutorials, and the report and connector galleries.
  10. User settings.
  11. Create new report.

Find your way around the report editor

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. Cache control. Update the cache. 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 switcherGMP 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. Chart tools. Click a chart tool, then draw a box on the page to add that chart to your report.
  7. Text , image, and shape tools. Add annotations, graphics, and geometric shapes to your report.
  8. Date range & Filter tools. Add interactive controls that let users refine the report.
  9. Share button. Share this report with other people. Add people
  10. Charts. Charts visualize the dimensions and metrics from your data sources. Select a chart to display the properties panel for that chart.
  11. Page Build your report here.
  12. Properties panel. Configure the settings and properties for the currently selected component.

 

Find your way around the data source editor

Data source editor interface map.

Data source editor legend

  1. Logo. Click to return to the Reports Home page.
  2. Data source name. Click to change the name.
  3. 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. Data source credentials. Determines how data from this data source can be viewed by others.
  5. Share. Share this data source with other people.
  6. Copy. Make a copy of this data source.
  7. Add new field. Create a calculated field.
  8. Create report. Create a new report from this data source.
  9. Edit connection. The data source owner can reconnect the data source.
  10. Search. Locate fields in this data source.
  11. Fields. Dimensions appear in green chips, metrics in blue chips. Click a chip to rename a field. Click the More menu to perform other field actions. More menu
  12. 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.
  13. Aggregation. Determines how the field is summarized. Click the drop-down menu to change the aggregation. Fields with AUTO aggregation can't be changed.
  14. Description. Use this to document your fields. Only appears in the data source, has no effect in reports.
  15. Refresh fields. Click to update the data source with any structural changes made to the underlying data set.
  16. Field count. Displays the number of fields in the data source.
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