In this section, we will explore the various options available for sharing reports in Google Data Studio. Sharing your reports effectively is crucial for collaboration, decision-making, and ensuring that the right stakeholders have access to the insights they need.
Key Concepts
- Sharing Settings: Understanding the different sharing settings available in Google Data Studio.
- Permissions: Managing permissions to control who can view or edit your reports.
- Sharing Methods: Different methods to share your reports, including links, embedding, and exporting.
- Collaboration: Real-time collaboration features to work together with your team.
Sharing Settings
Google Data Studio offers flexible sharing settings that allow you to control who can access your reports and what they can do with them.
Types of Sharing Settings
- Private: Only you can access the report.
- Specific People: Share the report with specific individuals or groups.
- Anyone with the Link: Anyone who has the link can view or edit the report, depending on the permissions you set.
- Public on the Web: The report is accessible to anyone on the internet.
How to Set Sharing Settings
- Open your report in Google Data Studio.
- Click on the "Share" button in the top-right corner.
- In the sharing settings window, you can add people or groups by entering their email addresses.
- Choose the appropriate permission level (View or Edit).
- Click "Send" to share the report.
Permissions
Permissions determine what actions users can perform on your report. There are two main types of permissions:
- View: Users can only view the report and cannot make any changes.
- Edit: Users can make changes to the report, including modifying data sources, adding charts, and changing the layout.
Setting Permissions
- In the sharing settings window, enter the email addresses of the people you want to share the report with.
- Next to each email address, select the appropriate permission level (View or Edit).
- Click "Send" to apply the permissions.
Sharing Methods
There are several methods to share your Google Data Studio reports:
Sharing via Link
- Open your report and click on the "Share" button.
- In the sharing settings window, click on "Get shareable link".
- Choose the permission level for the link (View or Edit).
- Copy the link and share it with your stakeholders.
Embedding Reports
You can embed Google Data Studio reports in websites, blogs, or other platforms.
- Open your report and click on the "File" menu.
- Select "Embed report".
- Copy the embed code provided.
- Paste the embed code into the HTML of your website or blog.
Exporting Reports
Google Data Studio allows you to export reports in various formats for offline sharing.
- Open your report and click on the "File" menu.
- Select "Download report".
- Choose the desired format (PDF, CSV, etc.).
- Save the file and share it via email or other methods.
Collaboration
Google Data Studio supports real-time collaboration, allowing multiple users to work on the same report simultaneously.
Real-Time Collaboration Features
- Commenting: Users can leave comments on specific parts of the report for feedback and discussion.
- Version History: Track changes made to the report and revert to previous versions if needed.
- Simultaneous Editing: Multiple users can edit the report at the same time, with changes appearing in real-time.
Practical Exercise
Exercise: Share a Report with Specific Permissions
- Create a new report in Google Data Studio.
- Add a data source and create a simple chart.
- Click on the "Share" button and enter the email address of a colleague.
- Set the permission level to "View" and click "Send".
- Now, share the report with another colleague, but set the permission level to "Edit".
- Verify that the first colleague can only view the report, while the second colleague can make edits.
Solution
- Create a new report and add a data source.
- Add a chart to the report.
- Click on the "Share" button.
- Enter the email address of the first colleague and set the permission to "View".
- Click "Send".
- Enter the email address of the second colleague and set the permission to "Edit".
- Click "Send".
- Verify the permissions by asking your colleagues to access the report and check their access levels.
Conclusion
In this section, we covered the various options for sharing reports in Google Data Studio. We explored sharing settings, permissions, different sharing methods, and real-time collaboration features. By understanding these options, you can effectively share your reports with stakeholders and collaborate with your team to create insightful and impactful data visualizations.
Google Data Studio Course
Module 1: Introduction to Google Data Studio
Module 2: Connecting and managing data sources
- Types of compatible data sources
- How to connect a data source
- Management and updating of data sources