How to use Google Data Studio with Google Sheets

 

Step-1: Navigate to https://datastudio.google.com/overview

Step-2: Click on the ‘Use it for free’ button:

 

Step-3: Sign in with your Google email and password. You should now see the home page of the data studio:

 

Step-4: Click on the ‘Create’ button:

 

Step-5: Click on ‘Data Source’

 

Step-6: Find and click on Google Sheet Connector:

 

Step-7: Rename your data source.

Get the ebook on Google Data Studio (50+ Pages)Get the ebook on Google Data Studio (50+ Pages)

 

Step-8: Find and click on your Google Sheet:

 

Step-9: Click on the blue ‘Connect’ button on the top right-hand side:

You should now see a screen like the one below:

Here all the green fields represent dimensions and all the blue fields represent metrics. 

 

Step-10Now Google data studio does not always determine the correct data type for each field. So you need to make sure that each field is of the correct data type.

For example, from the screenshot above we can see that the ‘Transaction ID’ field is of type ‘date’:

 

It should be of type ‘number’:

 

The Revenue, Shipping and Tax fields are of type ‘Number’:

 

They should be of type ‘currency’ (US Dollar):

 

The region field is of type ‘Text’:

 

It should be of type ‘region’:

 

At this point, you can also change the name of a field by clicking on its name:

but I don’t recommend that. If you want to change the field names then do it via the Google Sheets.

 

Step-11: Once everything looks all right then click on the ‘Create Report’ button:

You should now see a dialog box like the one below:

 

Step-12: Click on the ‘Add to Report’ button. You should now see following similar screen:

 

Step-13: Rename your report by double-clicking on the text ‘Untitled Report’:

 

Step-14: Start adding components to your report from the toolbar:
 

Following are the various components you can add to your report from the toolbar:
  • Charts
  • Community Visualizations
  • Controls (Dropdown list, fixed-size lists…)
  • URL
  • Image
  • Text
  • Line
  • Shape (rectangle, circle)

Step-15: Click on the ‘Add a Chart’ button in the toolbar and then click on the ‘Column Chart’ icon:

 

Step-16: Click anywhere on the canvas to add the column chart:

 

On the right-hand side of your screen, you should see the list of available fields for your column chart:

 

Step-17: Drag and drop the ‘Region’ field on the dimension named ‘Customer Name’. Once this action is complete, you should see ‘Customer Name’ dimension being replaced by the ‘Region’ dimension:

 

Once the ‘Customer Name’ dimension is replaced by the ‘Region’ dimension, your column chart will automatically update and may look like the one below:

 

Step-18: Drag and drop the ‘Revenue’ field on the metric named ‘Record Count’:

 

Once this action is complete, you should see ‘Record Count’ metric being replaced by the ‘Revenue’ metric:

 

Once the ‘Record Count’ metric is replaced by the ‘Revenue’ metric, your column chart will automatically update and may look like the one below:

You can now visualize sales by region in Google Data Studio.

That’s how you can create a report in Data Studio.

 

Step-19: In order to see your report in the ‘view mode’, click on the ‘view’ button on the top right-hand side:

 

You can now see your report in view mode:

 

Step-20: Click on the ‘Edit’ button on the top right-hand side, if you want to edit this report again:

 

That’s how you can use Google Data Studio with Google Sheets.

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