Data Studio is Google's free data visualization tool.

It provides a lightning-fast integration with BigQuery, and is, in our experience, the easiest-to-learn reporting tool out there.

Each Recipe includes a corresponding Data Studio template for visualization.

Most teams set up one report copy per Recipe, with a dropdown selector to toggle between Sites. This allows you to view all of your sites from within one report.

If you're sharing reports with clients though, you may want to copy a separate report per client, and then filter for that client in Data Studio's report settings (so that they can't view any other client data).

Copying a Data Studio report is a two-step process: copying the data sources, which define the connection to your BigQuery warehouse, and then copying the report template itself.

Let's go step-by-step:

Copying Relevant Data Studio Data Sources

Google Data Studio operates on the concept of data sources.

Every chart, table, or filter that you see in Data Studio ultimately reads a single data source.

In our case, each data source reads from a single BigQuery table. A source can also read a Google Sheet, Google Analytics account, etc, but for our purposes we'll focus on BigQuery.

Each report template comes with a pre-defined set of data source templates, pre-formatted for you to copy. These data sources must be copied before the report is copied.

Links to these data source templates will live on both the Recipe's detail page (accessible by clicking 'View Sites' from the Recipes index), and also from the relevant support doc for that Recipe.

IMPORTANT

You'll only need to copy data sources once per Recipe per BigQuery project.

You can make use of the same data sources for every new site you add for the same Recipe, since data will write to the same BigQuery tables.

Use the appropriate link to access the template Data Source. Once open, select the “Make a copy of this Data Source” option on the top-right corner.

Connect your copy to the appropriate BigQuery tables

A new window will open with your new copy of the data source.

From this copy, select the back button to connect it to your BigQuery Project.

Once your BigQuery projects appear, use the project, dataset and then table search to find the appropriate table for that data source.

Double-check the docs if you're not sure exactly which table should be selected - they'll be listed clearly there for each data source.

Once you find the correct table, select "RECONNECT" in the top-right corner of the page:

It's possible you'll get a warning about field changes.

It is normal to get a notification about “New Fields” or “Changed Semantic Configuration.”

"Missing Field" errors are likely an issue, please double-check that you're connecting to the correct table, and contact support if the error persists.

Select "APPLY" to create your data source.

After this, your copy of the source is ready to go!

We recommend changing the name of the data source to match your company or agency name (ie "Actions - WEBRIS" if the template was named "Actions"), to make it easy to find in the next step.

Repeat this process with each of the data sources required for the Recipe you are setting up.

Copying the Data Studio Report Template

After copying all sources, we can now copy the Data Studio Report and connect the newly copied sources to it.

There are 3 different ways to make the copy of the report.

  1. Use the Make a copy of this report option at the top-right corner. This option may be the default when using the link we provide.

2. Using the menu option (Only when copying from a report that you OWN)

  • Make sure the report is in EDIT mode

  • On the menu, select File > Make a copy

3. Through a specialized link: Sometimes, the link we share to copy the report takes you directly to an option that includes an easy to access copy report option. If this is the case, just click the "USE TEMPLATE" option and this will allow you to make a copy directly.

Match the Data Studio Sources

After using the Copy report option in whichever of the forms above, you will be prompt to select which sources you want to copy the report with.

Our reports will have anywhere between 2 and 6 sources in them. The column to the left shows the source within the original report, while the column to the right allows you to indicate which of your own sources you want to select. Each comes with a drop-down option.

Within the drop-down the options you will first see the most recent sources, so your newly created sources should be easy to find, but you can also use the search function to find them directly by name.

Once you select "Copy Report," your new report will be ready.

Make sure to rename it something easily recognizable to you (rather than the default "Copy of...").

PRO TIP

Your data sources + reports are stored in your main Google Drive folder.

After finishing setting sources + reports up, you can move them to a relevant folder to make sharing with your team easier.

From the 'Sites' table in query.recipes, you can easily store your report links for easy access later on.

This doc walks through that process in detail, but in short you can select the Actions hamburger menu in the table for your site, then "Add a Visualization."

This will save your Data Studio report URL, and make it accessible via the "View Visualizations" option in that same menu.

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