Understanding Report Editor in Google Data Studio

The report editor is used to edit a Google Data Studio report.

Through report editor you can:

You can access the report editor by creating a new report or editing an existing report.

At this point, you already know how to create a new report.

If you want to edit an existing report then follow the steps below:

Step-1: Navigate to the home page of the data studio reports: https://datastudio.google.com/navigation/reporting

Step-2: Click on the name of the report you want to edit:

Your report will open up in the ‘view’ mode.

 

Step-3: Click on the ‘Edit’ button at the top right-hand side to view your report in the ‘Edit’ mode:

 

Now the screen that you see is called the ‘Report Editor‘:

Find your way around the report editor

#1 Data Studio Logo


Click on this logo to navigate back to the home page.

#2 Report header

The report header is the name of your report.

#3 Refresh data


Click on this button to refresh the cached data in your report. This refreshes the cache for every data source added to your report.

#4 Share the report


Click on this button to share your report with other users.

#5 View


Click on this button to run your report.

#6 Help

Click on this button to access the data studio help options.

#7 Switch to other Google products

Click on this button to navigate to other Google products like Google Analytics, Google Tag Manager etc.

#8 Menu bar

#9 Page control

Use this drop-down menu to switch to other pages of your report or to create a new page.

#10 Undo button

This button works just like any other undo button. Click on it to undo your last action (like deleting a report component).

#11 Redo button

This button works just like any other redo button. Click on it to repeat your last action.

#12 Embedded data source schema

Click on this button to create a new embedded data source schema. The embedded data source schema is the data source schema you created while editing a report.

#13 Add a chart

Click on this drop-down menu to add one or more chart components (like a table, scorecard, bar chart, pie chart etc) to your report.

#14 Community Visualization

Click on this button to add community visualization (i.e. the charts created by third-party developers) to your report.

#15 Add a control

Click on this drop-down menu to add data controls to your report. These controls are used to make your reports more interactive to an end-user.

#16 URL embed

Click on this button to add contents (like youtube videos, Google docs, blog posts etc) hosted on other websites in your report.

#17 Image

Click on this button to add an image to your report.

#18 Text

Click on this button to add a text box to your report.

#19 Line and Arrows

Click on this button to add lines and arrows to your report.

#20 Shape

Click on this button to add shapes (rectangle or circle) to your report.

#21 Theme and Layout

Click on this button to show the ‘Theme and Layout’ panel on the right-hand side of your report.

Note: This button works only when you have selected one or more components of a report.

#22 Canvas

A canvas is made up of the grid lines.

#23 Chart Components

When we create a report in Data Studio, we add one or more components (like ‘tables’, ‘bar charts’, ‘text’, ‘pie chart’ etc) to the canvas. These are called the chart components.

#24 Selected chart component

When you select a chart component a blue rectangle appears around it. That’s how you know the chart component is selected.

#25 Multiple selected chart components

You can select two or more chart components while pressing the CTRL key on your keyboard. Whichever components appear inside the blue rectangle are the selected components.

#26 Property panel

The Properties panel (also known as the component property panel) appears on the right side of the report editor when you select one or more chart components.

#27 Change visualization type

Within the property panel, you will see a drop-down menu at the top. Use this menu to change the visualization type. For example, you can convert a column chart into a table or pie chart.

#28 The ‘DATA’ tab

Within the property panel, you will see two tabs. One of the tabs is the ‘DATA’ tab. Use this tab when you want to add, remove, change or re-order dimensions and metric fields used in one or more selected chart components.

You can also use this tab to change the data source schema used by a chart component.

#29 Available fields

Within the property panel, you will see the list of all the available fields for one or more selected components. These are the fields which you can use in your selected chart component.

#30 The ‘STYLE’ tab

Within the property panel, you will see two tabs. One of the tabs is the ‘STYLE’ tab.

Use this tab when you want to change the formatting (font colour, font size, table colour, border width etc) of one or more selected chart components.

Other articles related to Google Data Studio Reports

  1. Best practices for creating a report in Google Data Studio
  2. How to share reports in Google Data Studio
  3. Seven methods to create a new report in Google Data Studio
  4. Google Data Studio Report Tutorial
  5. How to invite people to view or edit a report in Google Data Studio
  6. How to share the link of your report in Google Data Studio
  7. Schedule email delivery of a report in Google Data Studio
  8. How to download Data Studio report as PDF
  9. How to embed a Data Studio report on a website
  10. Working with pages in a Google Data Studio report

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