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Create Reports in Google Data Studio Using Lasso Data Export Service

Create Reports in Google Data Studio Using Lasso Data Export Service

In this article:

Get Started

To create your own reports using Google Data Studio, you will need to first connect Lasso’s automated data export to Google’s BigQuery data warehouse. Once the two are connected, you will be able to design and generate your own reports with the data available in the Lasso data export. 

To begin using Google Data Studio to create reports with the Lasso data export, you will need to do the following:

  • Talk to your Lasso contact about setting up the Lasso data export. (Please note there is a monthly fee for this service.)
  • Create a Google account.
  • Create a Google billing account.
  • Provide your Gmail address to your Lasso contact.
  • Obtain a Lasso data export ID from your Lasso contact.
  • Connect BigQuery to Google Data Studio.

Set Up Google Billing Account

1 - Sign into your Google account.

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2 - Navigate to the Google Cloud Platform Console Manage billing accounts page.

3 - Click Add billing account.

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4 - Select your Country, read the Google Cloud Platform Free Trial Terms of Service, check the box to acknowledge that you read them and agree, and click CONTINUE.

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5 - Complete the required Customer info, How you pay, and Payment method details, and click START MY FREE TRIAL.

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Connect Lasso Data Export to BigQuery

1 - On the Google Data Studio home page, and click Create and select Data Source.

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Note: If this is the first time, you are logging into Google Data Studio, you will be prompted by the Welcome, Terms, and Preferences pages. You will need to click Get Started on the Welcome page and complete the Terms and Preferences pages.

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2 - Begin to type BigQuery in the search box and then SELECT.

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3 - If you are connecting to Google Data Studio for the first time, click AUTHORIZE to allow access to your account.

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4 - Select the project called Data Export Test, the Dataset Export ID that was provided to you by Lasso, and the Lasso Table that contains the data you need for your report.

- Click CONNECT.

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Note: To see the connected data sources, click on the Data Sources tab on the Google Data Studio home page.

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Troubleshoot - Data Export Not Showing

Once you have selected BigQuery as the data source in Google Data Studio, you should see a Project called Data Export Test.

If you do not see Data Export Test under the Project column on the BigQuery data sources page, you will need to create a new project and transfer data from the Data Export Test project to your new project.

1 - On the BigQuery data sources page, hover over My First Project and click on the icon that appears. 

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 2 - On the BigQuery console page, click on the dropdown arrow beside My First Project at the top of the page and click NEW PROJECT.

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3 - Enter a Project name and click CREATE.

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4 - Click on the dropdown arrow beside My First Project at the top of the page again and select your new project. Note the dataset ID.

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Next, you will enable the data transfer service in BigQuery.

5 - In the BigQuery interface, click on the dropdown arrow beside My First Project.

6 -  Select Switch to project and then select your new project.

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7 -  Make sure your project name is displayed and click Transfers.

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8 -  Click Enable.

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Next, you will add the Lasso data export dataset.

9 - On the BigQuery console page, make sure your new project name is selected at the top of the page. Click + ADD DATA and select Pin a project.

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10 - Enter the project name data-export-test-211420 in the space provided and click PIN.

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Next, you will transfer the data from the data export project to your new project.

11 - Under Resources, click on your new project’s dataset ID and click CREATE DATASET. The project ID will be displayed to the left.

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12 - Under Dataset ID, enter a name for the dataset and click Create dataset.

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Finally, you will copy the Lasso data export dataset to your project.

13 - Click on the dataset ID that matches the data export ID that was provided to you by Lasso.

14 - Click COPY DATASET.

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15 - Click on the dropdown arrow in the Project name field and select your project.

16 - Click on the dropdown arrow in the Dataset name field and select the dataset you created for your project.

17 - Check the Overwrite destination tables checkbox.

18 - Click COPY.

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You should now see the Lasso tables under your dataset.

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Update/Edit Data Source Fields

Adjustments can be made to Data Source fields such as changing the field name, counting only unique records, changing a date field format, aggregating the data using various statistics, and adding a description.

1 - Depending on whether you want your data field changes to be reflected in all reports that use the data source or only a specific report, access data source fields as follows:

a) To make changes to the data fields that will be reflected in all reports that use the data source:

  • On the Google Data Studio home page, click on the Data Sources tab.

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  • Click on the Data Source that contains the fields you want to change.

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OR

b) To make changes to the data fields that will be reflected in only a specific report:

  • In the report, click on the pencil icon beside the Data Source.

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  • Edit the fields as needed:
    • Under Field, click on the name to edit.
    • Under Field, click the dropdown beside the name to change the way the records are counted.
    • Under Type, click the dropdown associated to the field to change the format.
    • Under Default Aggregation, click the dropdown to change the way the records are aggregated.
    • Under Description, click on the blank space associated to the field to add a description.

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  • Click DONE when you have completed your changes.

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Create Report 

Once you have connected your data source, you can begin to create your report.

1 - To access a blank report:

a) On the Google Data Studio home page, click Create and select Report.

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OR

b) On the Google Data Studio home page, click on the Reports tab and click Blank Report.

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OR

c) If you want to edit the data source fields prior to creating the report, click on the Data Sources tab and select the Data Source.

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Make your edits and click CREATE REPORT.

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2 - Click on Untitled Report in the top left and give your report a name.

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3 - Under Select Data Source, select the data source needed for your report.

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4 – Click ADD TO REPORT.

Note: Check the box beside Don’t show me this again if you don’t want to see this message in the future.

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5 - Drag the fields that you want under Available Fields and drop them under Data Source. They will appear on the report.

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Note: When comparing the data in Lasso reports with data in Google Data Studio, there may be discrepancies due to time zone differences. Lasso standard reports recognize the user's time zone while Google Data Studio is UTC standard time zone unless adjusted.

Adjust Report Size

To adjust the size of the report, drag the points on the frame.

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Adjust Report Column Width

To adjust the width of the columns in the report:

  • Drag the column lines.

OR

  • Right-click in the report. Select Resize columns and then Fit to data or Distribute evenly.

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Update/Edit Data Source Field Names

1 - Depending on whether you want your field name changes to be reflected in all reports that use the data source or only a specific report, access data source fields as follows:

a) To make changes to the field names that will be reflected in all reports that use the data source:

  • On the Google Data Studio home page, click on the Data Sources tab.

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  • Click on the Data Source that contains the field names you want to edit.

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  • Click on the field and enter the new name.

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OR

b) To make changes to a field name that will be reflected in only a specific report:

  • In the report, hover to the right of the field and click on the pencil icon that appears.

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  • Click on the field and enter the new name.

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OR

c) To make changes to multiple field names that will be reflected in only a specific report:

  • In the report, click on the pencil icon beside the name of the Data Source in the report.

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  • Click on each field that you want to edit and enter the new name.

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  • Click DONE when you have completed your changes.

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 Add Date Range Filter

Note: Google Data Studio uses UTC standard time.

There are four types of date ranges to choose from:

  • Auto - defaults to the entire date range in the sheet
  • Fixed - specify exact beginning and ending dates
  • Preset - select from options such as Last 7 days, This Month, This week (starts Sunday), etc. 
  • Advanced - create flexible custom rolling dates

For comparison periods, you can also select:

  • Previous period - compares the currently selected period to the previous matching period
  • Previous year - compares the current selected period to the same period last year

1 - Click into the report and click on the calendar icon at the top.

2 - A box will appear. Drag it to wherever you want it placed on the report.

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3 - Click into the date range box and then click on the dropdown arrow beside Auto data range to select a date range option other than the default.

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4 - Select a date range option from the list and click APPLY.

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You can also edit the date range by hovering on the calendar icon beside the date range field in the Date Range Dimension section under DATA and clicking on the pencil icon that appears.

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Click on the dropdown arrow to the right of Show as and select the date range.

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Add Data Field Filter

There are 2 types of filters that can be applied to the data fields in your report:

  • Include - retrieve only the records that match the conditions
  • Exclude - retrieve only the records that DON'T match the conditions

1 - Under DATA to the right of the report, click ADD A FILTER.

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2 - Select Include or Exclude, depending on whether you want to include or exclude specific data.

3 - Select the field that contains the criteria you want to include/exclude.

4 - Select the condition that applies to the criteria.

5 - Enter the value and SAVE.

Note: You can add multiple conditions which can be joined by OR or AND:

  • OR - Returns data that meets any  of the conditions
  • AND - Returns only data that meets all  conditions 

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Your filters will be listed under DATA in the Filter section.

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You can also access and manage filters by clicking on Resource at the top of the report and selecting Manage filters.

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Combine Data Sources

If you find that there are fields you want on your report that come from different data sources, you can combine the data sources to create a blended data source. To created a blended data source, each data source in the blend must share a set of one or more dimensions, known as a join key.You can join the records in one data source to the records of up to 4 other data sources.

1 - Under DATA, click BLEND DATA.

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2 - Click ADD ANOTHER DATA SOURCE.

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3 - Click on the data source that you want to add.

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4 - In order to combine data sources, there must be a common field between data sources, called a join key field. Join keys show the relationship between data sources. Drag at least one common field from the Available Fields under each Data source to the Join keys so that you have matching fields from both data sources as join keys.

5 - Under each Data source, drag the fields you want on your report from the Available Fields section to the Dimensions, Metrics, and Date range sections, as needed. The fields that you drag over will be listed on the far right.

6 - Enter a name for your blended data source in the Data source name field, if desired, and SAVE.

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Change Report Visualization

When you first create a new report, the data will be represented in the form of a Table, which is simply a list where each column represents a Dimension (a data category such as Rating) or Metric (an aggregated value such as counts of each Rating) and each row is one record. However, there are several options availabe for visualizing your report data, including Pivot Tables, Pie Charts, Bar Charts, and Line Charts. Keep in mind that the format you choose is dependent on the fields in the dataset and how they’ve been customized for report use.

To change the report visualization, click the dropdown arrow to the far right of Chart. This will reveal the various options that are available for representing your data.

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Table

Tables are best for representing data in a list,  where each column represents a Dimension (a data category such as Rating) or Metric (an aggregated value such as counts of each Rating) and each row is one record.

There are three types of tables to choose from:

  • Standard with columns and rows
  • With bars to show counts, etc.
  • With a heatmap

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Table Example

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Pivot Table

Pivot tables take the rows in a standard table and pivot them so they become columns, alllowing you to group and summarize the data. For example, you can show ratings by community.

There are three types of tables to choose from:

  • Standard with columns and rows
  • With bars to show counts, etc.
  • With a heatmap

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Pivot Table Example

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Other options include Times Series, Line Charts, Bar and Column Charts, Pie Charts, Scorecards, and Stacked Charts.

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Edit Report

1 - To make changes to an existing report, on the Google Data Studio home page, click on the Reports tab and select the report Name.

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2 - Click Edit.

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3 - Click into the report to access the DATA fields.

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