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Creating a Report from Scratch

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In this section, we will walk through the process of creating a report from scratch in Google Data Studio. By the end of this lesson, you will be able to create a basic report, add data sources, and configure basic visualizations.

Steps to Create a Report

  1. Accessing Google Data Studio

To start creating a report, you need to access Google Data Studio:

  1. Open your web browser and go to Google Data Studio.
  2. Sign in with your Google account if you haven't already.

  1. Creating a New Report

  1. On the Google Data Studio homepage, click on the + Blank Report button.
  2. A new blank report will open, and you will be prompted to add a data source.

  1. Adding a Data Source

  1. Click on Add Data to open the data source selection panel.
  2. Choose a data source from the list of available connectors (e.g., Google Sheets, Google Analytics, BigQuery).
  3. Follow the prompts to connect your chosen data source. For example, if you select Google Sheets:
    • Select the Google Sheets file you want to use.
    • Choose the specific sheet within the file.
    • Click Add to connect the data source to your report.

  1. Configuring the Report Layout

  1. Once the data source is added, you will see a blank canvas where you can start building your report.
  2. Use the toolbar at the top to add various elements to your report, such as charts, tables, and text boxes.

  1. Adding Charts and Tables

  1. Click on the Chart icon in the toolbar to open the chart selection menu.
  2. Select the type of chart you want to add (e.g., bar chart, pie chart, time series).
  3. Click on the canvas to place the chart.
  4. Configure the chart by selecting the appropriate dimensions and metrics from your data source.

Example: Adding a Bar Chart

1. Click on the **Chart** icon and select **Bar Chart**.
2. Click on the canvas to place the bar chart.
3. In the **Data** panel on the right, select the dimension (e.g., "Date") and the metric (e.g., "Sales").
4. Customize the chart by adjusting the style settings in the **Style** panel.

  1. Adding Text and Images

  1. Click on the Text icon in the toolbar to add a text box.
  2. Click on the canvas to place the text box and enter your text.
  3. Use the Image icon to add images to your report. Click on the canvas to place the image and upload the file from your computer.

  1. Saving and Viewing the Report

  1. Click on the Save button in the top-right corner to save your report.
  2. Enter a name for your report and click OK.
  3. To view your report, click on the View button in the top-right corner.

Practical Exercise

Exercise: Create a Basic Sales Report

  1. Create a new blank report in Google Data Studio.
  2. Connect to a Google Sheets data source that contains sales data.
  3. Add a bar chart to display sales by month.
  4. Add a text box with the title "Monthly Sales Report".
  5. Save and view your report.

Solution

1. Create a new blank report.
2. Add a data source:
   - Select Google Sheets.
   - Choose the file with sales data.
   - Select the appropriate sheet.
   - Click Add.
3. Add a bar chart:
   - Click on the Chart icon and select Bar Chart.
   - Place the chart on the canvas.
   - In the Data panel, select "Month" as the dimension and "Sales" as the metric.
4. Add a text box:
   - Click on the Text icon.
   - Place the text box on the canvas.
   - Enter "Monthly Sales Report".
5. Save the report:
   - Click Save.
   - Enter a name for the report.
   - Click OK.
6. View the report:
   - Click View.

Summary

In this lesson, you learned how to create a report from scratch in Google Data Studio. You now know how to:

  • Access Google Data Studio and create a new report.
  • Add and configure data sources.
  • Add and customize charts and tables.
  • Save and view your report.

In the next lesson, we will explore how to add and configure basic charts in more detail.

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