There are lots of options when it comes to visualizing your data with Google Data Studio, but which charts should you be using? And what are all the settings? If you're looking for a quick-reference guide to Google Data Studio you've come to the right place! Think of it as your Google Data Studio dictionary. You’ll find all of the most important terms right here, and you can also download the Google Data Studio Glossary.
Area charts allow you to present data for a particular period, but they also allow you to segment the data by choosing a breakdown dimension. For example, when using Google Analytics data, the area chart will show you traffic by day broken down by traffic source.
Choose how charts and elements are arranged in the report. You can place elements so they are in front or behind other items. Here are some keyboard shortcuts you can use to speed things up (replace ⌘ with CTRL if you’re using Windows):
Bring to front ⌘+Shift+↑
Bring forward ⌘+↑
Send backward ⌘+↓
Send to back ⌘+Shift+↓
Bar charts allow you to categorize and rank data. For example, a bar chart can be used to compare product sales, marketing channels and more.
A bullet chart allows you to add a single metric to your report. Bullet charts can be useful for presenting KPIs because you can set a target for the metric.
Google Data Studio caches queries and pre-fetches data to speed up reporting. In most cases, this won’t impact on your reports. However, you do have the option of disabling the ‘Prefetch cache’ if your data changes frequently.
Calculated fields (or custom fields) allow you to create new metrics and dimensions based on existing metrics and dimensions available from your data source.
Calculated Field Formula
You can input different types of formulas to create calculated fields. You can use basic math formulas:
And you can use functions:
Aggregation, including SUM() and COUNT()
Arithmetic, including ROUND()
Date, including DAY(), WEEK() and YEAR()
Geographic, including TOCITY() and TOCOUNTRY()
Text, including LOWER() and REGEXP_REPLACE()
You can also use CASE statements to modify values. For example, if you wanted to clean up campaign names in your report you could use a formula like:
CASE WHEN REGEXP_MATCH(Campaign, ".*(AW - Dynamic Search Ads Whole Site|AW - Accessories)") THEN "Ads" WHEN REGEXP_MATCH(Campaign, "(Data Share Promo|Special Promo)") THEN "Promotion" ELSE "Other" END
You can change the size of the pages in a report by adjusting the canvas size. You can select from US letter (portrait and landscape), screen (portrait and landscape) and custom.
Apart from the built-in data connectors, you can also make use of third-party connectors. These can make it easier to pull data from other platforms into Google Data Studio. For example, Supermetrics (affiliate link) provides a range of community connectors, allowing you to connect Bing Ads, Facebook Ads, Facebook Insights, Instagram and more. These third-party connectors generally require a paid subscription. See also connector.
When data is presented in a chart, like a table, you can choose to display the full metric (number) or a short number. For example, a metric with the value of 10,398 would be shown at 10K as a compact number. To use a compact number select the ‘Style’ tab on the properties panel after you’ve selected a chart.
A connector allows you to link a data source to your report. For example, the Google Analytics connector allows you to select a reporting view and data from that view is then made available in your report. You can use multiple data connectors with a report to bring data from different platforms together in a single report.
Current connectors include:
DCM (DoubleClick Campaign Manager)
DFP (DoubleClick for Publishers)
Google Cloud Storage
Current Page Settings
The current page settings allow you to select a data source for all of the charts on the current page. You can then select a default date range and filter for all the charts. The current page settings are available under the ‘Page’ drop-down.
You can add a data control to quickly change the data used for the charts when viewing the report. For example, adding a Google Analytics data control allows you to quickly switch between the reporting views you have access to, to update the tables in the report.
Data controls are currently available for:
Attribution 360 (TV Attribution)
DCM (DoubleClick Campaign Manager)
DFP (DoubleClick for Publishers)
You can also select one or more charts and group them with the data control. Only the grouped charts are updated with the selected data source. Watch a video on data control.
Once a platform is connected to Google Data Studio, it becomes a data source for the report. A data source includes all of the dimensions and metrics from the selected platform, as well as any calculated fields that have been created. See also connector.
The data source also allows you to modify how metrics and dimensions are treated in the report. For example, you can change a metric from a number to a percent, and decide if the data should be aggregated or not.
Data Source Access
When you add a data source, it will automatically make the data available to anybody who has access to the report. This is the default option which is ‘owner’s credentials’. You can also require that anyone who has access to the report also needs access to the underlying dataset. To do this, you’ll need to select ‘viewer’s credentials’ for the data source.
After selecting a chart the ‘Data’ tab will load in the chart properties panel. This allows you to select the chart type, data source, dimension, metric and other chart configurations.
Each chart has a date range which determines the amount of data that it presents. The default date range can be changed to a custom date range. Custom date ranges can be fixed (and not change) or dynamic which will mean the data will be different depending on when you view the report. Dynamic date range options include:
Last 7 days
Last 14 days
Last 28 days
Last 30 days
Default Date Range
The default date range for charts is the last 28 days worth of data, excluding today.
A dimension is typically information, like an attribute or characteristic. For example, if you connected data from Google AdWords, then common dimensions include the name of your campaigns and your keywords. See also metric and dimension in the Ultimate Google Analytics Glossary.
The time series chart allows you to select a time dimension. This allows you to control how your data is graphed. By default, each point on the chart will be for an individual day (by date), but you can choose from other time dimensions including; hour, day of week, month of year and so on. Other charts, for example, bar charts, also allow you to select a dimension based on time to present data.
The breakdown dimension allows you to apply a second dimension to a chart to see more detail. For example, with a Google Analytics data source, an area chart will use ‘date’ as the dimension and ‘medium’ as the breakdown dimension. This visualizes the top ways people are finding your website for each day in the chart.
Dimension Value Colors
Dimension value colors allow you to choose the color used for a unique value across all of the charts in your report. For example, if you have multiple charts that compare paid and organic traffic, then the dimension value color means that ‘organic search’ and ‘paid search’ will always be presented using the same colors, even if they are in different charts. You can adjust the colors for each dimension value in your report.
You can embed a report on your website by enabling the embedding option. This works in combination with the sharing and data source access setting for the report. If you want an embedded report to be viewed by anybody (like the example below), then you’ll need to set sharing to ‘Anyone with the link can view’.
When viewing a report you can export the underlying data used for a chart. To do this hover over the chart, select the three vertical dots on the top right corner and then select one of the export options.
Field aggregation allows you to control how metrics are treated. For built-in data connectors, like Google Analytics, Google AdWords and Search Console, you can leave the aggregation on ‘Auto’. For other data sources and calculated fields you can choose from the following options:
Each field is assigned an index. This is a number that corresponds to an individual dimension or metric.
The field type controls how the dimension or metric is treated in your reports. For example, if you add Google Analytics as a data source, then the ‘users’ metric will have a ‘number’ as the field type. This is because the users metric should show the total number of users in our report. Compared to bounce rate which will have ‘percent’ as the field type. When you connect third-party data sources, it’s important to check the field type to ensure the dimension or metric is presented correctly in your charts. Field types include:
Date and time.
Field editing allows you to change how fields are defined for individual charts. This is like changing the field type, but instead of changing the metric or dimension for the entire data source, it is only changed for the individual chart. To use field editing, select a chart and then click the chart type icon to the left of the dimension or metric name.
Filters can be applied to a chart to modify the data that it uses. Filters allow you to include or exclude particular pieces of data using conditions. You can use ‘or’ and ‘and’ statements within a filter to further refine the data that is included in the chart. Once a filter has been created it can be applied to multiple charts in the report.
Adding a filter control allows people viewing the report to control the data that is included. Filter controls will update all of the charts on a page unless the filter control has been grouped with a chart (or charts), in which case, only the charts in the group will be changed.
You can view a report in full-screen mode by selecting the full-screen icon at the top of the window.
The geo map chart allows you to present data using a geographic map. See also zoom area.
When viewing a report, you will see the name of the report, pagination and other options at the top of the window. The default option for header visibility is ‘always show’, but you can also select ‘auto hide’ and ‘initially hidden’. See also view mode.
You can add images, like logos to your Google Data Studio reports.
Here are some handy keyboard shortcuts you can use with Google Data Studio (replace ⌘ with CTRL if you’re using Windows):
Select All: ⌘+A
Select None: ⌘+Shift+A
Bring to front ⌘+Shift+↑
Bring forward ⌘+↑
Send backward ⌘+↓
Send to back ⌘+Shift+↓
Refresh Data: ⌘+Shift+E
Next page: Page Down
Previous Page: Page Up
View element settings: Control + click element
Move elements: ↑, ↓, ← and →
Move element without snapping: click element, begin moving it and hold Shift
Selecting the log scale option will mean that the x-axis in a chart does not equally space the values. For example, instead of the intervals being at 0, 5K, 10K, 15K and 20K, they could be presented at 1, 10, 100, 1K, 10K and 100K. In most cases, you should avoid using log scale as it makes it difficult to interpret the data.
You can select elements on a page, select ‘Arrange’ and then ‘Make report-level’. This means that the selected elements will be placed on every page in the report. This is useful if you want to include consistent branding or other elements on every page, like a filter control or data control.
If an element has been applied to all of the pages in the report with the make report-level option, you can remove this by selecting the element, then ‘Arrange’ and ‘Make page-level’. This will mean the element is now only applied to the current page.
You can change the position of pagination using navigation position. The default position is ‘top’, enabling you to navigate between pages on the top left corner of the report. This can be changed to ‘left’ which shows all the pages of the report to the left of the report canvas.
You can add additional pages to the report and copy existing pages. Select the current page when editing the report and then click ‘Add a new page’ or select the three vertical dots for an existing page and then select ‘Duplicate’.
Pie charts allow you to structure data so you can see the percentage breakdown.
Pivot tables allow you to add multiple dimensions for a more granular view of the data. For example, you can use a pivot table to understand the performance of your marketing channels and landing pages using data from Google Analytics.
Bullet charts include range limits which allow you to set the range for the minimum, middle and maximum range values. You can think of range limits as a way to set the lower, middle and upper targets for a metric. See also bullet chart.
You can refresh the data in a report by clicking the refresh icon at the top of the window. This will fetch current data (based on the date range of the charts) from the data sources.
Report settings allow you set a default data source, default date range, filter, cache and other options for all the charts in the report. You can also track how people use your report by adding a Google Analytics tracking ID. You can access the report settings by selecting ‘File’ and then ‘Report settings’.
Report-level Component Position
You can choose if elements that have been added to all pages with the make report-level option are placed above (by selecting ‘Top’) or below (by selecting ‘Bottom’) all other elements on pages. To set the report-level component position click on the canvas (and deselect any charts). The setting is available at the bottom of the ‘Layout’ tab.
There are some resources you can manage for your report, including the data sources, segments from Google Analytics and filters. To manage resources for the report, select ‘Resource’ and then choose from the resource options.
Manage Added Data Sources
You can view, edit, remove and add data sources by selecting ‘Manage added data sources’ under ‘Resource’. See also data source.
Selecting ‘Manage segments’ under ‘Resource’ allows you to view segments that have been added to charts from Google Analytics. By default, segments will be synchronized with Google Analytics, which means any changes to the segment in Google Analytics will be reflected in the report. Disabling this option will mean the segment stays the same, even if it is updated in Google Analytics. You can also edit segments and remove segments. See also segment.
You can view, edit, remove and add filters by selecting ‘Manage filters’ under ‘Resource’. See also filter.
Manage Dimension Value Colors
You can view, edit and add dimension value colors by selecting ‘Manage dimension value colors’ under ‘Resource’. See also dimension value colors.
Charts that use data from Google Analytics can have segments from Google Analytics applied to them. This allows you to control the data that is included (or excluded) for a chart. Segments provide greater flexibility compared to filters. See also filters and segment in the Ultimate Google Analytics Glossary.
A scatter chart allows you to compare multiple metrics in a single chart.
A scorecard allows you to add a single metric to a report. Scorecards can also include a date range comparison to highlight whether the value of the metric has increased or decreased.
You can share a report with others using the flexible sharing options. Sharing options include:
Public on the web: people can find and view your report without having to log in
Anyone with the link: anybody with the link can view the report without having to log in
Anyone at your company: if you use G Suite, then users can log in and view the report
Anyone at your company with the link: they need a G Suite login and the link to the report
Shared with specific people: you need to add people’s Google Account for them to view the report
You can choose if people can edit or simply view the report. See also data source access.
You can control how data is sorted in a chart by setting the sorting metric and choosing either ‘Descending’ or ‘Ascending’.
You can add a secondary sort to tables and other charts in Google Data Studio. This allows you to keep the primary sort while applying the secondary sort. For example, if you have the primary sort set to ‘bounce rate’ and the secondary sort set to ‘page views’, you can then focus on pages that have the highest bounce rate and the highest number of page views.
You can style charts and reports using a range of options, including colors, fonts, backgrounds and borders. Selecting a chart (or charts) allows you to select the ‘Style’ tab in the properties panel on the right of the window. See also theme.
You can add a table to your report to include multiple metrics for a dimension (or dimensions). Tables are useful when you need to provide more granular data in a report.
You can add additional text to reports for headings, subheadings and other descriptions using the text option.
Instead of styling individual charts you can modify colors, fonts and other elements with the report theme. To view the theme select the report canvas (and deselect any charts), then select ‘Theme’ on the layout and theme panel on the right of the window. See also style.
A time series allows you to view trends in data for the date range.
When editing a report there is a visible grid that makes aligning charts and other elements easier. You can hide the grid when editing a report by selecting ‘View’ and then ‘Toggle grid’.
You can add a trendline to a time series chart to show the overall trend of the data. To add a trendline, select the chart, select the ‘Style’ tab in the properties panel on the right and then select the type of trendline you would like to add. You can add the following types of trendlines:
The linear trendline adds a straight line that follows the data in the chart.
The exponential trendline is used to show the trend in data that is accelerating or decelerating (in other words rising or falling at a rapid rate).
The polynomial trendline is a curved line that is useful for data that changes over time.
Clicking on the report canvas (and deselecting any charts) shows you the layout and theme settings. Under the ‘Layout’ tab are the ‘View mode’ options. You can use these to adjust how the report is displayed when it’s being viewed.
You can choose to hide the report header, change where the page navigation is positioned and resize the report to the screen size.
When using the geographic map chart you can choose the zoom area. This allows you to control how much of the world map is included in the chart. You can choose continent and subcontinent regions using the zoom area.
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