We realize that our templates will not meet all of our customers’ needs. Luckily, Google Data Studio is very versatile when it comes to adjusting the visual and data-specific aspects of reports.

If you’d like to customize data in a report or adjust the visual elements, we’ve provided directions and links to more information below. For a full overview of how Data Studio’s report editor works and how to adjust visual aspects of the reports, you can find a comprehensive overview of the editor here. We highly recommend reading the Build, Stylize, and Add Data to Reports section. 

For the purposes of this article, we’re going to focus on editing data via “the data tab.”

Editing via “The Data Tab”

Data Source

By default, your data source will be the Data View or Data table you selected when connecting BigQuery/Shape ADI to Data Studio. 

However, you can set a different Data Source for every new element/report you create.

You may want to do this if you are (for example) adding a graph with Shape Data Warehouse _daily_campaigns data and then a different graph with Google Analytics data on the same report page.

To change the data source, click on the name of the data source and a list will appear to select from. Or, you click "Create New Data Source" to add a new data source to your report.

If you have editing capabilities, you can also use the pencil icon next to the name of the Data Source to see available fields and their definitions, add calculated fields (using the + Add Field) button, or update the connection (using the <-Edit Connection button).

 

Dimensions & Metrics

Depending on the type of graph/table you implement, you may need to add dimensions and metrics, or just metrics. A dimension is a category of data, while a metric is a number that quantifies something in that category.

So for example, a campaign name or the date is a dimension and clicks or impressions are typically metrics. Adding campaign name as a dimension and clicks as a metric in a data table will display the clicks received by each unique campaign in the client account you are working on.

Due to a recent change by Google, almost all fields imported from BigQuery will appear as Dimensions. According to Google, "fields containing numeric data will appear as dimensions" but you can use these fields as either dimensions or a metrics in your chart.

To tell which fields can be metrics, look for 123 in green to the left of the field name (ex: average_cpc, clicks, cost)

Metrics have a blue icon next to them in the list of Available Fields.

Calculated fields (new data fields you can create using your data and functions) will typically be listed as metrics after you add them to your report.

 

Swapping a Dimension/Metric

To swap a metric/dimension, click on the name of the dimension/metric. A list of available dimension/metric groups will appear in either the “Dimension Picker” or the “Metric Picker.” Select the metric/dimension you want to replace the “old” dimension/metric with.

 

Adding/Removing a Dimension/Metric

To add a dimension or a metric to a chart/table, select the + Add Metric or +Add Dimension button. Select the metric/dimension you want to add.

To remove a dimension or metric, hover over the name of the dimension or metric until the X appears. Hit the X to remove the dimension/metric.

 

Changing Dimension/Metric Settings

All dimensions/metrics have a default name, aggregation method, and type. After you’ve selected the dimension/metric you want to add to a chart or table, you can edit the display name and type. Select the pencil icon next to the name of the dimension or metric.

  • Name - You can change the display name of a dimension or metric. However, if you change the name it will still appear in the Metric/Dimension selector menu as the original field name.
  • Type - You can change the “Type” of your data to number, percent, duration (time) or currency.

 

Rows Per Page

In Data Studio tables, you can select how many rows of data you want to display before a table will paginate. You can select the number of rows in specific intervals, starting at 5 and topping out at 5000.

 

Summary Row

In Data Studio tables, you can select if you’d like the table to include a summary row. We don’t typically recommend a summary row.

Note: Some metrics (such as CPC or avg. position) may not calculate correctly if you implement a summary row because these are averages.

 

Sort

Depending on the type of graph or table you’re using, you may have the option to sort by a dimension or metric. Sorting will allow you to prioritize or order your charts/tables according to your selected dimension or metric. You can select to sort in ascending or descending order.

Note: Some tables/charts also give you the option to select a secondary dimension or metric to sort by.

 

Default Date Range

The “Default Date Range” selector in the Data Tab allows you to select the date range you’d like to display your data for.

  • Auto - If you select Auto, the data in your chart/table will default to the report-level time period or you can add a date picker to your report page.
  • Custom - If you select Custom, the data in your chart/table will default to the time period you selected even if you add a date picker (or default report date-range) that shows a different date range.
  • Compare - In certain charts/tables, you can compare data to data from previous time periods. If you see an icon with two arrows pointed at each other, you can select from a variety of different periods including fixed, none, previous period, previous year, or advanced. 

 

Filters

Filters are helpful if you wish to include or exclude certain data sets in specific tables or charts. To implement a filter, select “Add a Filter.”

Name your filter, and then select the parameters for the filter.  You can include or exclude data from all available data points using both OR and AND conditions. Save your Filter.

 
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