Looker Studio Masterclass.
The Most Comprehensive and Advanced Looker Studio Course. 100% free.
This is the only training you need to become a Looker Studio expert and confidently create world-class data pipelines & beautiful reporting dashboards. It’s a complete beginner to advanced free course to learn at your own pace.
Who is it for?
Looker Studio Masterclass is a great investment in yourself and your skills if you’re a practitioner in a role related to digital marketing or analytics (web analysts, Google Analytics experts, PPC specialists, data scientists, data analysts, digital marketers, SEO SEM experts, conversion optimization experts, etc.) and are looking to take your data analysis, data visualization, and dashboard design skills to the next level.
Learning Objectives
You will learn how to confidently plan and build world-class data pipelines, insightful reports, and automated web analytics and business intelligence dashboards from scratch, whether it’s for web analytics or business intelligence.
The curriculum and training materials in this Looker Studio course are designed to help you learn all the skills you need at your own pace: From the fundamentals of Looker Studio (Formerly Google Data Studio), to the advanced techniques such as data modeling, data blending, creating interactive dashboards, and custom data visualizations.
Through completion of this course, you will learn how to:
- Plan the structure of a reporting dashboard,
- Extract metrics from various marketing and analytics tools and databases such as Google Analytics 4, Google Sheets, etc.
- Clean up, process, and prepare dimensions and metrics for visualization,
- Effectively present information with different data visualization techniques,
- Add different types data controls and interactivity to your dashboards, and
- Share, track usage, and manage your Google Data Studio dashboards.
Why become a Looker Studio expert?
Mastering Looker Studio can help you in several ways:
- Advanced data analysis and visualization: Looker Studio enables you to access, connect to, extract, transform, and visualize metrics from various sources, which is essential in today's data-driven environment and in any role related to analysis, reporting, business intelligence, or data science. By mastering Data Studio as a tool, you can gain a better understanding of data and communicate insights more effectively —especially from Google products like Google Analytics 4(GA4), Google Cloud BigQuery, Google Ads, and Google Sheets), making your skills and knowledge an invaluable asset to any team.
- Greater efficiency and improved communication: Creating data pipelines and beautiful reports & dashboards that can eliminate repetitive tasks and streamline workflows, saving time and cost though creating data transformation systems and reporting templates. Mastering Looker Studio (formerly Google Data Studio) will help you create visually appealing, real-time, and interactive business intelligence dashboards and effectively communicate insights to your team, boss, or clients.
- Greater career advancement opportunities: Data transformation, data analysis, and data visualization are in high demand across many industries. Becoming a data visualization expert puts you in a great position to be a valuable asset to any marketing or data analytics team or agency. This can lead to more career advancement opportunities and higher earning potential.
- Higher demand for professionals with data skills: By mastering Google Data Studio, you'll be positioning yourself as a key member to any in-house or agency team, especially those who are focuses on Google products like Google Ads, Universal Analytics and are in the process of migrating their clients to GA4.
- Greater ability to solve complex problems: Looker Studio allows you to create exceptional reports to access, analyze, and visualize metrics and dimensions from multiple sources, identifying trends and patterns that would be difficult to see with traditional methods. By completing this advanced training course, you'll find the skills to solve more complex problems and provide valuable insights to your team or clients.
Your Instructor
Hi, my name is Ahmad (Siavash) Kanani.
I run Siavak Analytics from the beautiful city of Budapest, Hungary.
We’re a small team helping a few key clients who make from $200M to $4B in annual revenue - optimize their websites, marketing, operations, employee performance, revenue, and profits by creating and maintaining their data pipelines in Google Cloud BigQuery and automated reports and dashboards in Looker Studio.
Why is this training offered at no cost?
I have taught five complete live cohorts of Looker Studio Masterclass course since 2021 when it was still called Google Data Studio. At the beginning, the title of the program was Data Studio Masterclass.
Participants had to either apply or be invited to enroll, and then invest $2k+ and dedicate 50+ hours to attend the live workshops.
Due to my busy schedule, I’m unable to host any live cohorts this year. That’s why I decided to release the entire training publicly and 100% for free, for the benefit of everyone who wants or needs to become an expert in Looker Studio.
Alumni Testimonials
According their feedback, everyone has been extremely satisfied with the ROI they received and the way the training transformed their work and business.
“I wasn't expecting this, but the other people in your cohort are remarkable. It was amazing to meet such intelligent agency owners - people from all walks of life - who wanted to hone their skills and improve their business. One of my cohort members just launched her own course on CXL. That's incredible!”
- Fred Pike
GA & GTM Freak. CXL Instructor. Managing Director & Web Analytics Lead at Northwoods
“Ahmad was able to respond to my hyper-specific questions, and explain the theory behind them in a kind and loving way… there was no tutorial or Google search that could provide a response like that.”
Measurement Ninja & Lead Instructor at Better Than Data
Measurement Agency Owner at Mediauthentic
“I'm only 26 mins into the replay and so glad I joined this. Gold already!! I’m seriously geeking out over this stuff. I had no idea any of this was possible.This course is INSANE value so far!!”
- Jennifer Grayeb
Agency Owner, Measurement Expert, and Data Studio Instructor at TheNimble Co.
“The course was perfectly paced, structured, and professionally delivered. It was better than 99.9% of other offerings out there and was loaded with practical information. I've definitely achieved my goal… my abilities have grown significantly… and the result has been increased income, higher revenue, and satisfied customers.”
- Scott Reid D2C Ecommerce Growth Specialist | Conversion Optimization & Data Visualization Expert
“I watched the Regex workshop and I must say that was the best coverage of this (quite popular) topic that I’ve come across. Loved the use cases and just using this for Search Queries alone is really worth it.”
Measurement, SEO, and CRO Expert, Rednavel Consulting
Before joining this course, my work was limited to the hours I put in, so I couldn't scale my business. The masterclass not only allowed me to earn more revenue without spending time on it, but also improved the quality of my services.
Paid Search Specialist, Solopreneur
It's been incredibly valuable and has had a huge impact on my business. I'm often being hired first… I've been in rooms with a lot of quotes on the table and I've won the bid… my basic charge is now 3x more than before!”
Marketing Agency Owner
“ We only used Data Studio as a deliverable for our services, until we took your program and realized it could be leveraged as a profit center and also to create self-liquidating offers.”
- Josh Lannan
Digital Marketing Agency Owner
“It has been incredible to go through this course. I didn't need to figure out everything and go in blindly. Instead, I can focus on what specifically works for me and my business.”
- Natasha Vorompiova
Systems & Operations Consultant, Capacity Architect at Systemsrock
Free Access to Looker Studio Masterclass
Below you can access the full curriculum and course content which consists of 17 core chapters and two workshops.
Course Curriculum
The Foundations:
The Masterclass:
- Chapter 3: Dashboard Planning & Bringing in Your Data
- Chapter 4: Aggregation & Working with Numbers
- Chapter 5: Working with Text
- Chapter 6: Grouping & Categorizing Data
- Chapter 7: Data Visualization: Best Practices
- Chapter 8: Data Visualization: Styling Like a Pro
- Chapter 9: Data Blending: The Foundation
- Chapter 10: Data Blending: Join Types Explained
- Chapter 11: Filters & Controls
- Chapter 12: Parameters in Looker Studio
- Chapter 13: Advanced Controls & Parameters
- Chapter 14: Working with Dates, Embedding Content, and Extracting Data
- Chapter 15: Sharing, Tracking, and Management
The Next Steps:
Looker Studio Essentials: The Beginner’s Course
If you have no prior experience with Looker Studio, the first two chapters of this course will get you started with all the basics and foundations you need to know about the tool.
Even if you are already familiar with the tool, I still highly recommend watching these two chapters.
Chapter 1: Looker Studio Essentials
In this beginner level Looker Studio Course, we will quickly cover the basics of Looker Studio and get familiar with the user interface and then we’ll see a high-level overview of most key features of Looker Studio through building a simple eCommerce dashboard based on Google Analytics data from scratch.
1.1. Looker Studio Masterclass Program Structure
Dive into the exciting world of Looker Studio and learn how to effectively and profitably use dashboards in your business.
We're kicking things off with Looker Studio Essentials. This section will equip you with the foundational knowledge you need to excel in the Looker Studio.
Data Studio Essentials: Objectives
Today's mission is twofold:
- Quickly cover the basics: We'll go over the absolute fundamentals of Data Studio. Some of these might seem simple, but we'll move fast.
- High-level overview of key features: We'll introduce you to the main features of Data Studio by creating a "Simple eCommerce" dashboard from scratch.
In just 60 to 90 minutes, we'll construct a complete dashboard side by side. Buckle up, and let's get started!
→ 1.2. Looker Studio Essentials
→ 1.3. User Interface Explained
→ 1.4. Live Workshop: Creating an eCommerce Dashboard - Part 1
→ 1.5. Live Workshop: Creating an eCommerce Dashboard - Part 2
→ 1.6. Sharing Your Report
Chapter 2: Chart Types Overview
In this chapter, we will learn Looker Studio’s chart toolbox to see what options we have available to us to visualize data.
2.1. Overview of Chart Types in Looker Studio
Welcome to Looker Studio Essentials!
Our goal is to become experts in Looker Studio and data visualization. Then, we can successfully create web analytics, marketing, and business intelligence dashboards to drive our business forward. Today, we dive into the second part of our Looker Studio Masterclass: Chart Types Overview.
Recap: What We've Done So Far
In the chapter, we created an e-commerce dashboard from scratch in just an hour. We quickly explored almost all of Looker Studio's features. Today, we'll take a closer look at the available chart types and visualizations.
What's Coming Up
In the following chapters we'll cover dashboard planning, data connectors, data modeling, in-depth data visualization, creating beautiful reports, interactions, sharing security, managing reports with clients, and BigQuery. Stay tuned!
Today's Objective: Explore Built-In Charts
We'll discover Looker Studio's built-in charts, their capabilities, and key features. We'll also learn when to use each chart type for data visualization.
→ 2.1. Chart Types Overview
→ 2.2. Scorecards
→ 2.3. Tables
→ 2.4. Pivot Tables
→ 2.5. Time Series
→ 2.6. Area Charts
→ 2.7. Line Charts
→ 2.8. Combo Charts
→ 2.9. Bar Charts
→ 2.10. Geo Charts & Google Maps
→ 2.11. Pie Charts & Donuts
→ 2.12. Scatter Plots & Bubble Charts
→ 2.13. Tree Maps
→ 2.14. Bullet Charts
→ 2.15. Gauge Charts
Looker Studio Masterclass: Full Advanced Course
The next 14 chapters, with in-depth lessons and advanced step-by-step tutorials, are designed to take you from where you are to the top 1% of Looker Studio experts.
After successfully completing this course and learning and practicing the concepts and techniques taught in the training lessons, you will be able to confidently plan, design, and deliver Looker Studio dashboards, properly working reports, and data pipelines with high standards and at world-class level.
Chapter 3: Dashboard Planning & Bringing in Your Data
To create a useful reporting dashboard for our report viewers, we must plan its structure beforehand. Dashboard planning is thus essential for successful and efficient implementation.
In this chapter, we will discuss how information hierarchy applicable to any business can be mapped to our dashboard’s hierarchy. This will enable us to plan and structure our dashboards more effectively.
In the 2nd part of this chapter, we’ll take a look at different ways of bringing in metrics and dimensions from different sources (Google Ads, Google Analytics, GA4, Google Sheets, Google Cloud BigQuery, 3rd Party marketing & analytics softwares, SQL databases, etc.).
3.1. Intro to Dashboard Planning - STQA Framework
As an example we will go through a dashboard planning scenario following the information and dashboard hierarchy discussed in the lesson. Particularly, we will see the process of outlining and constructing a Website Usability & Engagement Report and a section that shows data about 404 Pages.
In previous lessons, we created an e-commerce report and explored various built-in chart types: from scorecards to scatter plots.
Today, let's talk about dashboard planning and data connectors. Later, we'll discuss data modeling, visualization, report interactions, sharing, security, and more.
Planning Your Dashboard
When creating a dashboard, it's tempting to dive right in and start building. But if you want a truly useful and valuable dashboard, you should plan it in advance.
To plan a dashboard, you need to understand two concepts: information hierarchy and dashboard hierarchy. We'll look at how information is structured in a client's business and how a dashboard in Looker Studio is organized.
Information Hierarchy
When creating a dashboard, you usually have a main subject in mind, for example, website engagement.
Within this subject, you have different topics, such as video engagement, scroll depth, and page visits. For each topic, you'll want to present data that answers specific questions. For example, for video engagement, you might ask:
- What was the percentage of video views?
- What were the top three videos viewed on our website?
- How many video views led to finishing the videos on the website?
The information hierarchy consists of Subject, Topic, Question, and Answer (STQA).
Dashboard Hierarchy
Now, let's map this information hierarchy to a Looker Studio dashboard.
- Subject maps to a Report
- Topic maps to Pages within the report
- Question maps to Sections on a page
- Answer maps to Charts within sections
Use pages to declutter your dashboard and present one topic at a time. Create sections within pages to answer different types of questions about that topic. Finally, use charts within sections to answer specific questions.
Live Example: Website Usability and Engagement Report
Let's say we're asked to create a Website Usability and Engagement Report. We can divide this subject into three topics: Engagement, Engagement by Source, and 404 Pages.
Under Engagement, we'll have sections for Video Engagement and Scroll Engagement. Under Engagement by Source, we'll have a section for Micro Goals (engagement by traffic source). Under 404 Pages, we'll have sections for Total and Trend, and By URL.
For each section, design charts to answer the questions you've identified. For example, in the 404 Pages topic, we could have a scorecard with conditional formatting to show the number of broken pages and how bad the situation is, and a time series chart to show the trend.
Data and Charts
To create charts, you need data. In the next part of this lesson, we'll talk about providing data to charts using data connectors.
→ 3.2. Bringing in Your Data
→ 3.3. Data Connectors
→ 3.4. Live vs Warehoused Connectors
→ 3.5. Google Connectors
→ 3.6. Partner Connectors
→ 3.7. Data Sources
→ 3.8. Data Source Scope: Embedded vs Reusable
→ 3.9. Caching & Data Freshness
→ 3.10. Managing your Data Sources
→ 3.11. Assignment
Chapter 4: Aggregation & Working with Numbers
After learning the dashboard planning framework and understanding data connectors and data sources, we can now model (or transform) our data before visualization.
In this chapter we will cover Data Modeling: how to shape, process, and clean data in data sources before visualizing and sharing it with your team, clients, or other users.
4.1. Introduction to Aggregation
Specifically, in this chapter we will discuss:
- Data Sources
- Aggregation
- Working with Numbers
- Scope of Custom Fields
Data Modeling within Data Sources
We learned in the previous lessons that the first place we can perform data modeling is at the source (the tool), such as setting a goal in Google Analytics or labeling campaigns in an Ad platform. And the second place we can perform data modeling on is at the Data Connector level.
Modeling data at the source (the tool) and within the data connector (such as how it can be done in Dataddo, Supermetrics, or Funnel.io) are out of the scope of this course. Mainly because those are specific to the tool being used, and not the core functionalities of Looker Studio.
In this chapter we will cover the third place where we can transform data to make it ready for visualization in Looker Studio, which is at the Data Source level.
Every Chart is a Table
It’s fundamental to understand this concept: At its core, every chart or visualization is a table, with rows, and columns. It doesn’t matter it’s a scorecard, an area chart, or a fancy scatter plot: at the core, all charts are tables (or their underlying dataset can be represented by a table).
When we perform data modeling, we do it while presenting data as a table. We will cover why in the next lessons.
→ 4.2. All About Data Sources
→ 4.3. Aggregation
→ 4.4. Aggregating Ratios: The Correct Method
→ 4.5. Auto Aggregation
→ 4.6. Data Modeling: Working with Numbers
→ 4.7. Scope of Custom Fields: Chart vs Data Source
Chapter 5: Working with Text
In this chapter we will study another data modeling fundamental: Working with Text.
This is useful especially since half of the data we’re going to deal with are in text format, the other half being numbers.
5.1. Cleaning & Normalizing Data with Text Functions
A prerequisite to visualizing fields in text format inside Looker Studio is cleaning and normalizing text.
In the following lessons we will go over the basic functions and formulas we can use to clean and normalize our text data.
These functions are:
- CONCAT()
- LOWER() & UPPER()
- LENGTH()
- CONTAINS_TEXT()
- STARTS_WITH() & ENDS_WITH()
- LEFT_TEXT() & RIGHT_TEXT()
- REPLACE()
- RegEx Functions
→ 5.2. Text Functions: CONCAT()
→ 5.3. Text Functions: LOWER() & UPPER()
→ 5.4. Text Functions: LENGTH()
→ 5.5. Text Functions: CONTAINS_TEXT(), STARTS_WITH(), and ENDS_WITH()
→ 5.6. Text Functions: LEFT_TEXT() and RIGHT_TEXT()
→ 5.7. Text Functions: REPLACE() and REGEXP_REPLACE()
→ 5.8. REGEXP_EXTRACT()
→ 5.9. REGEXP_MATCH()
→ 5.10. Every Chart is a Table
→ 5.11. Additional Resources
Chapter 6: Grouping & Categorizing Data
We’ve already talked about data sources, aggregation, working with numbers, scope of custom fields, and working with text.
6.1. Grouping Data with IF() in Looker Studio
In this chapter we will discuss how we can use the CASE and IF() conditional functions to group and categorize data so we can attain how we want to present and visualize our data in our reports.
We will discuss the most common and useful applications of the CASE function especially when working with web tracking data.
In this first lesson we will tackle how we can nest the IF() function to text functions to categorize metrics or dimensions into two categories.
Grouping Data with IF()
In our data modeling journey, we've covered data sources, aggregation methods, mathematical formulas, custom field scopes, text processing, and regular expressions.
Now, it's time to dive into grouping and categorizing data using conditional functions.
In this lesson, we'll explore how to group data similarly to how Google Analytics groups channels, breaking them down into categories we understand based on our business logic. We'll be using the IF() function to achieve this.
Tables and Calculated Fields
Remember that every chart in Looker Studio is a table. We're always working with tables, and when we're happy with the results, we connect them to charts.
While grouping and categorizing data, we'll be creating custom fields or groups using conditional functions.
There are two main conditional functions in Looker Studio to help us group and categorize data: the IF() function and the CASE function. We'll use the IF() function for simple use cases with only two options or groups, while the CASE function will be used for more complex scenarios.
The IF() Function
Let's say we previously used the REPLACE function to replace the top-level domain in a hostname and extract the subdomain. Instead of just returning the value of the subdomain, such as "shop" or "www," we want to report the actual value in the reporting interface.
For example, if the website uses "s" for "shop" or "a," "b," "c" for departments, we want to report the actual names. In this case, we can use the IF() function to return the desired result based on a condition.
The IF() function takes three parameters:
- Condition: Any expression that returns true or false
- Result if true
- Result if false
Here's an example of how to use the IF() function:
IF(LEFT(x,4) = "shop", "Shop Section", "Main Website")
In this example, we check if the first five characters of the hostname are "shop." If they are, we return "Shop Section"; otherwise, we return "Main Website."
The IF() function is most effective when we only have two categories and want to group all our dimension categories into just two different categories.
Note: It's important to note that the IF() function in Looker Studio is case-sensitive.
→ 6.2. The CASE Function
→ 6.3. Grouping 404 Pages with CASE Function
→ 6.4. CASE Functions with Multiple Clauses
→ 6.5. Advanced Tips for Editing Formulas in Looker Studio
→ 6.6. Using CASE Function for Cleaning Data
→ 6.7. Order of WHEN Clauses in CASE Function
→ 6.8. Returning Expressions in CASE Functions
→ 6.9. Using CASE to Extract URL Query Parameters
→ 6.10. Mixing Dimension & Metrics in CASE
→ 6.11. CASE Function: Aggregating Results
→ 6.12. Misc Functions: IMAGE() & HYPERLINK()
Chapter 7: Data Visualization: Best Practices
In this chapter we will cover the best practices in data visualization and will learn how we can be more effective when it comes to data storytelling in Looker Studio (formerly Google Data Studio).
7.1. Data Visualization Best Practices
In previous lessons, we've explored the importance of data aggregation, numerical analysis, and the categorization of data. We've covered techniques to process, clean, and reshape data into various groupings, such as channel groups, and have employed regular expressions to refine text. So far, our results have been presented in tables, but we haven't yet delved into the world of data visualization.
This week, we will shift our focus to visualizing data. Our goal is to effectively communicate insights and tell stories with data, empowering people to find answers in the information we've prepared for them.
This lesson will be divided into two parts: the first focusing on best practices, and the second on "styling like a pro." In this first part, we will explore the principles of data visualization, while in the second part, we will learn how to apply these principles in practice.
Today's lesson will cover:
- Storytelling: Harnessing the power of data visualization to convey meaningful stories.
- Chart Selection: Choosing the right chart type to communicate your message effectively.
- Contextualization: Enhancing your charts with reference lines and other contextual elements.
- Conditional Formatting: Communicating data status by applying visual cues based on specific conditions.
- Color Consistency: Using colors purposefully and consistently to improve comprehension.
- Distraction Avoidance: Removing unnecessary clutter to increase the value and impact of your visualizations.
→ 7.2. Visualizing KPIs & Metrics
→ 7.3. Visualizing Distribution
→ 7.4. Visualizing Trend over Time
→ 7.5. Comparison Across Categories
→ 7.6. Visualizing Relationship
→ 7.7. Adding Context
→ 7.8. Communicating Status
→ 7.9. Eliminating Distractions: Data-ink Ratio
→ 7.10. Using Colors in Data Visualization
→ 7.11. Clarity: Tell, Don’t Show!
→ 7.12. Report Examples: Good, Bad, and Great
Chapter 8: Data Visualization: Styling Like a Pro
In the previous lessons we tackled best practices when it comes to interactive data visualization: storytelling, adding context, communicating status, using colors, avoiding distraction, and how to tell not show.
In this chapter we will learn the ways to style like a pro. We will see what tools we have at our disposal to efficiently implement and complete our vision when visualizing data.
8.1. Mastering Your Style in Looker Studio
In the last chapter, we covered best practices in data visualization, the art of storytelling, and how to choose the right chart: whether it’s a table, a time series, or a scatter plot.
Here are some takeaways from the last chapter:
Tell, don't just show.
Remember that the goal of data visualization is to communicate information clearly and effectively. Ensure that your visualizations convey the message you want to present. Guiding your viewer through the story helps them understand the data and derive insights more easily.
Color with intention.
Colors play a significant role in data visualization. Use them wisely and consistently to enhance your viewer's understanding. For example, apply conditional formatting with red, green, and yellow to indicate negative, positive, and warning statuses, respectively. By doing so, you can draw attention to the most important aspects of your data.
Increase Data-Ink Ratio: Less is more.
Keep your visualizations clean and straightforward by reducing visual clutter. Focus on increasing the data-ink ratio – the proportion of ink used to display the data compared to the total ink used in the graphic. Simplify your charts by removing unnecessary elements and highlighting the most important information.
Now that we know how do we want to visualize data, let’s actually put it in action by mastering the tools at our disposal.
To make your visualizations stand out, it's crucial to become proficient with the tools you have at hand: to familiarize yourself with the features and functionalities of Looker Studio. The more comfortable you are with the tools, the more efficient and creative you can be in bringing your vision to life.
We have four main sections today:
- Styling like a pro
- Time saving techniques
- Effective communication
- Community visualizations
Let’s begin!
→ 8.2. Report Layout Customization
→ 8.3. Theme Customization
→ 8.4. Dimension Color Management
→ 8.5. Page Level Theme & Layout Settings
→ 8.6. Time Saving Techniques
→ 8.7. Effective Communication
→ 8.8. Community Visualizations
Chapter 9: Data Blending: The Foundation
Data blending is a powerful technique that helps you merge tables and combine data from multiple sources into a single, unified dataset. In this chapter, we'll explore the foundations of data blending and why it matters for your Looker Studio (Google Data Studio) projects.
9.1. Introduction to Data Blending in Looker Studio
Why Data Blending Matters
Understanding the "why" behind data blending can help you appreciate its potential for your data modeling projects. Let's dive into some use cases to see the different end results you can achieve with data blending:
1. Combine Fields from Different Data Sources
One of the primary benefits of data blending is the ability to combine fields from different data sources on a single chart. For instance, you might want to show costs from Facebook Ads, Google Ads, and Microsoft Ads on one chart to get a comprehensive view of your marketing spend across platforms.
2. Aggregate Data from the Same Marketing Tool
You can also use data blending to aggregate data from the same marketing tool but for different accounts. For example, you might want to see a roll-up chart displaying summarized data from multiple Google Ads accounts for all your clients.
3. De-Aggregate and Re-Aggregate Data
Data blending allows you to de-aggregate and re-aggregate data, which is often the only way to achieve the desired results. We'll see a live example of this later in the session.
4. Blend Data for Calculated Fields
Data blending enables you to create calculated fields using data from different sources. For example, you might want to calculate the conversion rate using metrics from multiple data sources.
5. Enrich and Widen Data
Data enrichment and widening are useful techniques for adding more context to your dataset. For instance, you can enrich your data by looking up the profit margin for each SKU on an e-commerce site or by adding population data for a city. In both cases, you're "widening" your dataset by adding more columns of information.
→ 9.2. One Chart, One Data Source
→ 9.3. Data Blending: Behind the Scenes - Theory
→ 9.4. Data Blending: The Simple Blend
→ 9.5. Data Blending: Behind The Scenes - Live Demo
→ 9.6. Data Blending: Calculated Fields & Dealing with Nulls
Chapter 10: Data Blending: Join Types Explained
In the previous lessons we discussed the foundations of data blending: what data blending is and how it works behind the scenes mainly using the Left Outer Join Type.
We learned how useful data blending can be for us to bring up to five data sources (e.g. Google Analytics, Google Sheets, Facebook Ads data source, etc.) together into a single, blended data source so we can visualize it on a chart.
In this chapter we will learn about the other join types aside from Left Outer Join.
10.1. Intro & Limitations of Old Data Blending
Welcome to the advanced course on data modeling and data blending in Looker Studio! In our last session, we explored the foundations of data blending and discussed the left outer join. Today, we'll dive deeper into the rest of the join types available in Looker Studio, starting with some live examples of the left join.
Data Blending: A Refresher
Remember, in Looker Studio, we can only use one data source per chart. However, we can blend data sources based on specific criteria and join keys, essentially creating a single blended data source. This allows us to connect multiple data sources to a single chart.
Initially, data blending had some limitations:
- A maximum of five data sources could be blended.
- Only left outer join was supported.
- The same join key needed to be present in all data sources.
While the limitation of blending up to five data sources still exists, we now have access to multiple join types and keys across different joins.
Expanded Join Types
In addition to the left outer join, Looker Studio now offers right, inner, full outer, and cross join types. This provides greater flexibility in how you can mix and match different join types between tables. For example, you might want a left join between the first and second tables, a full outer join between the second and third tables, and a cross join for the final table.
Understanding Join Types with Venn Diagrams
Venn diagrams are often used to illustrate different join types. These overlapping circles show how data from different tables is combined based on the join type being used.
Let's take a closer look at the various join types in Looker Studio and how they can be applied in real-life scenarios.
→ 10.2. Left Outer Join in Looker Studio
→ 10.3. Data Blending: Data Enrichment
→ 10.4. Data Blending: Paid Ads Cost
→ 10.5. Data Blending: De-Aggregation
→ 10.6. Right Outer Join
→ 10.7. Inner Join
→ 10.8. Full Outer Join
→ 10.9. UNION (with Full Outer Join)
→ 10.10. Cross Join
Chapter 11: Filters & Controls
In this chapter we will talk about Data Control: the application of Filters and Controls in reports.
Filters limit the data shown in a report based on a dimension or metric.
We’ll also discuss the different functions of filters, where they can be applied, the conditions used, as well as restrictions between editors and viewers.
Controls allow report viewers to limit the values shown in a chart based on different categories of a dimension, similar to filters.
Controls differ from filters since some controls can enable the report editors to gather user input for parameters to be used in calculated fields.
Controls also have different functions that can affect the dataset, time frame, and parameter values.
11.1. Intro & Dimension Filters
Welcome to an exciting lesson about filters and controls in Looker Studio. These powerful tools are essential when creating and working with reports. So let's dive in and learn how they work.
Filters and Controls
First, let's understand the distinction between filters and controls. Filters are for the report editor, allowing you to decide what to apply. You can filter based on dimensions or metrics. On the other hand, controls are for the viewer and include data control, date range control, filter controls, advanced filter control, and chart cross filters.
Dimension Filters
Filters allow you to limit the data shown on a chart. You can apply them to a chart, control, page, or the entire report. Keep in mind that report viewers cannot change filters, so you'll need to inform them about the filters applied.
Filters do not transform data, they only limit it. You can include or exclude dimension values, apply filters with more than one condition, and have multiple filters applied to a single chart. Filters are linked to a data source.
Applying Dimension Filters
Let's start with filtering a chart based on dimension values. First, select the chart and look at the data property in the sidebar. Scroll down to find the "table filter" section and click to add a filter.
Name your filter descriptively, then decide whether you want to include or exclude certain values. For example, you might want to exclude rows where the source medium contains "not set."
Once you've set up your filter, save it. The chart should now only display the data you want to see. Keep in mind that the order of the filters does not matter, as they are all applied on top of each other.
Using Multiple Criteria
You can also apply multiple criteria to a filter. For example, if you want to include data where the device is either desktop or mobile, use the "OR" operator. If you need to include or exclude more than ten values, use the "IN" operator followed by a list of values separated by commas.
Applying Dimension Filters to Scorecards
Filters can also be applied to scorecards, which don't have dimensions. Simply add a filter and choose from the ones you've already created. The numbers on the scorecard should change accordingly.
→ 11.2. Metric Filters
→ 11.3. Filters Live in Data Sources
→ 11.4. Managing Filters
→ 11.5. Filters vs GA Segments
→ 11.6. Controls: Data Control
→ 11.7. Date Range Control
→ 11.8. Filter Controls
→ 11.9. Filtered Filter Controls
→ 11.10. Advanced Filter Controls
→ 11.11. Chart Cross Filter
→ 11.12. Controls Filter Controls
→ 11.13. Scope of Controls
Chapter 12: Parameters in Looker Studio
In this chapter we are going to cover a Looker Studio concept that falls under data modeling and report interaction: parameters.
Filters and controls do not model data or change the underlying calculation. This is where parameters come into play.
Parameters allow users to provide data to the calculated fields and charts.
We will cover in the following lessons how we can use controls to work with parameters to enable our report viewers to have an input in the way we transform data in Looker Studio.
Parameters can be used in:
- User Provided Goals & Targets
- Calculations with User-provided Values
- Forecasting & Projection
- Dynamic Metrics & Dimensions on Charts
- Custom & Connected Calculators
- Dynamic Queries against BigQuery
With above use cases, we see how parameters are flexible, powerful, and open-ended.
12.1. Introduction to Parameters
In our last session, we explored filters and controls, which allowed us to narrow down the information presented in our reports based on certain dimension values or metric ranges. We learned that filters are designed for editors and controls for viewers. Both perform the same functionality, but now we'll dive into controls and their relationship with parameters.
Parameters: Empowering Your Viewers
Parameters are an exciting addition to Looker Studio. For the first time, we can offer users the ability to influence how data is transformed and calculated.
This means the viewer of the report can have their input on how they want those calculations to be performed.
In Looker Studio, we can connect to external data sources and collect values from users using parameters. Parameters allow us to also collect data and provide it to calculated fields and charts, making them more relevant and useful to the viewer.
For example, let's say we have a metric coming from a data source like Google Analytics, BigQuery, or Google Sheets. We can combine this metric with a value provided by the viewer, perform some calculation, and present the result in a chart. This chart now has aspects that are customized by the viewer, making it more relevant and useful to them.
Imagine a scenario where a user wants to forecast revenue for the next quarter. They could provide a parameter (let's call it X) to adjust the forecast based on their expectations, such as doubling the revenue or increasing it by 20%. This way, users can directly influence the calculations in their reports.
The Power of Parameters
Parameters provide a level of customization and interactivity that hasn't been available in Looker Studio before. By allowing users to influence the underlying calculations, we can create more meaningful and personalized reports that cater to our clients’ unique needs and preferences.
In the next lessons, we'll dive deeper into parameters, advanced features, explore how to create them, and learn how to use them in our data visualizations.
→ 12.2. Use Cases for Parameters
→ 12.3. Properties of Parameters
→ 12.4. Parameters: From Creation to Visualization
→ 12.5. Parameters: Range of Values
→ 12.6. Parameters on Charts
→ 12.7. Scope of Parameters
→ 12.8. Parameter Example: Google Maps Link
→ 12.9. Parameter Example: UTM Generator
→ 12.10. Parameter Example: Dynamic Dimension
→ 12.11. Parameter Example: Dynamic Metric
→ 12.12. Parameter Example: Dynamic Comparison
→ 12.13. Parameter Example: Dynamic Filter Controls
→ 12.14. Parameter Example: Projection & Custom Calculators
→ 12.15. App View
→ 12.16. Parameters in Dynamic SQL for BigQuery
→ 12.17. Parameter Example: The Journey Framework
→ 12.18. Running Calculations
Chapter 13: Advanced Controls & Parameters
In the previous lessons we learned about parameters and how to use them in Looker Studio.
In this chapter we will talk about Advanced Control and Parameters.
In particular, we will discuss:
- Filtering Blended Data
- Filtering across Data Sources
- Parameter Scopes
- Using a Parameter across Data Sources
We will also cover Chart Interactions, Metric Sliders, Optional Metrics, Dimension Drill Down, and lastly, Custom Link Navigation.
13.1. The Limitation of Controls Across Data Sources
Filtering Across Data Sources
In this lesson, we'll discuss a limitation in Looker Studio: filtering across different data sources. Most of our discussions have focused on what you can do in Looker Studio, but it's essential to be aware of its limitations.
Filtering in Looker Studio works only across data sources of the same type, meaning those created by the same data connector. For example, if you have two different Google Analytics data sources from two different domains, they can be filtered together since they were both created using the same connector.
Suppose you have four data sources: two Google Analytics data sources, a Google Sheet, and a Google Ads source. All of them have a field called "country" (or something similar like "country/territory"). As humans, we understand that these fields represent the same information. However, controls in Looker Studio cannot filter charts based on different data source types.
Live Example: Filtering Limitations
Imagine a control (in yellow) that's connected to a Google Analytics data source. If you filter by "United States," the charts based on Google Analytics data sources will refresh to display data only from the United States. However, the charts based on the Google Sheet and Google Ads data sources will not change. They cannot be cross-filtered since they come from different data connectors.
The same applies to filtering by the Google Sheet or Google Ads data sources - only the corresponding charts will be affected.
A Potential Workaround…
There might be instances where you want to force Looker Studio to filter across different data sources, even though it's not designed to do so. In the next lesson, we will explore a workaround to help you achieve this.
→ 13.2. Bridge Fields
→ 13.3. Bridge Filters
→ 13.4. Filtering Blended Data Sources
→ 13.5. Bridge Parameters: Advanced Feature
→ 13.6. Page vs Report Level Parameters
→ 13.7. Metric Sliders
→ 13.8. Optional Metrics
→ 13.9. Chart Dimension Drill Down
→ 13.10. Link Navigation
→ 13.11. Dynamic Date Range Granularity Selector
→ 13.12. Managing Pages & Sections in Navigation Sidebar
Chapter 14: Working with Dates, Embedding Content, and Extracting Data
In this chapter, we'll explore working with date fields in Looker Studio and discover how to manipulate and utilize them effectively in our working reports. We'll then delve into the "Extract Data" connector, understanding its use cases and benefits, and finish by learning how to embed external content within Looker Studio dashboards. Follow along as we navigate through these essential topics in Looker Studio.
14.1. The Date Functions
In this first part, we’ll discuss Working with Dates. We’ll take a look at the different fields of date types, different ways we can work with dates, as well as the different date functions and their use cases.
Working with Date Fields
Date and time fields are commonplace in reporting as they typically represent vital data points for analysis. As such, understanding how to work with date fields and how they interact with reporting components, such as a date range selector, is essential.
In this lesson, we work with a dataset comprising user IDs, the date users become leads, and the date users become paid members. The goal is to calculate the number of days it takes for a user to convert from a lead to a paid member, as well as the conversion rate per week. Let's begin by learning about the DATE_DIFF
function.
The DATE_DIFF() Function
The DATE_DIFF
function calculates the difference in days between two date fields. By simply passing two date fields to this function, you can quickly determine the number of days between these dates. In our live example, we used the following formula to obtain the desired result:
DATE_DIFF(Date_Become_Lead, Date_Become_Paid_Member)
However, Looker Studio doesn't offer a custom function for obtaining the weeks directly. To calculate the number of weeks between the two dates, we need to divide the result of DATE_DIFF
by seven and round it with zero decimals.
The result can be obtained using the following formula:
ROUND(DATE_DIFF(Date_Become_Lead, Date_Become_Paid_Member) / 7, 0)
→ 14.2. Calculating Membership Duration with CURRENT_DATE()
→ 14.3. Advanced Date Range Selector
→ 14.4. WEEKDAY() Function
→ 14.5. DATETIME_ADD() in Looker Studio
→ 14.6. DATETIME_DIFF() in Looker Studio
→ 14.7. EXTRACT() and DATE()
→ 14.8. Embedding Videos in Looker Studio
→ 14.9. Embedding Forms in Looker Studio
→ 14.10. Embedding Google Docs
→ 14.11. Quicker Data Freshness with Blending & BigQuery
→ 14.12. Extract Data in Looker Studio
→ 14.13. Creative Use Cases for Extract Data in Looker Studio
→ 14.14. Discussion: Dashboard Types in Looker Studio
→ 14.15. Discussion: Dashboard Design and Layout Considerations
Chapter 15: Sharing, Tracking, and Management
In this chapter we’ll talk about the various options we have when it comes to Sharing, Tracking, Security, and Management of Looker Studio reports.
In particular, we will discuss:
- Sharing Options
- Limiting Access for Viewers and Editors
- Presentation Mode
- Row Level Security
- Tracking Report Usage
- Auditing Log and Alerts
- Report Publishing
- Version History
- Managing Ownership
15.1. Diving into Sharing and Management in Looker Studio
Welcome to this tutorial where we'll dive into the core aspects of sharing, tracking, and management of reports in Looker Studio.
Sharing Your Reports
Your reports are ready, gleaming with insights, just waiting to be shared. Your audience might be clients, team members, or perhaps the world. So what's the best way to share?
We'll consider the various options at your disposal. We'll weigh the pros and cons and help you identify the most effective sharing strategy for each scenario.
Access Control
An important facet of sharing is access control. We'll discuss how to restrict the level of access for your viewers and editors. Remember, you have the power to determine how much they can see or edit.
Advanced Features
Looker Studio isn't just about creating reports and sharing them. It goes above and beyond with features such as presentation mode and role-level security. We'll delve into these features and see how they can save you considerable time and effort, based on the specifics of each case.
Tracking and Auditing
It's crucial to understand the usage of your reports. Who's viewing them? How often? Are they even being used? You can keep track of all these factors in Looker Studio.
But wait, there's more. You can also audit your reports. You can understand who's accessing or editing them, whether anything has been altered. You can even receive alerts about these changes. We'll explore these functions in detail.
Publishing and Versioning
Finally, we'll investigate report publishing settings and version history management. These are especially useful when you're actively working on a report, whether to add new pages, incorporate additional functionalities, or correct any issues.
Time to roll up our sleeves and immerse ourselves in the vibrant world of Looker Studio. We have an exciting journey ahead!
15.1. Sharing Looker Studio Dashboards
15.2. Embedding Reports on Webpage
15.3. Downloading Looker Studio Reports in PDF format
15.4. Notes About Sharing Edit Access
15.5. Creating Dashboard Templates
15.6. Limiting Access for Editors and Viewers
15.7. Presentation Mode
15.8. Row-Level Security
15.9. Tracking Usage of the Report
15.10. Auditing Dashboard Usage
15.11. Working on and Editing Published Reports
15.12. Version History in Looker Studio
15.13. Restoring vs Report Publishing
15.14. Managing Ownership of Assets in Looker Studio
Introduction to BigQuery
Once we learn everything about Google Data Studio, we’ll talk about the next steps, and specially about how we can leverage Google Cloud BigQuery to create robust data pipelines and improve the speed and reliability of our dashboards:
Chapter 16: BigQuery: Introduction
In this chapter we’ll cover an Introduction to BigQuery: What BigQuery is, when we should or should not use this tool, and the limitations of the current data-stack in Looker Studio.
We’ll also cover how we can bring in and work with data in BigQuery, as well as how to connect it to Looker Studio, and finally, we’ll take a look at some case studies on how BigQuery is used.
16.1. Introduction to BigQuery
Welcome to the advanced Looker Studio course, where we'll dive into the world of BigQuery. This lesson will help you understand what BigQuery is, why it's interesting, and how it might fit into your business. By the end of this lesson, you'll be equipped with the knowledge to decide whether or not BigQuery is right for you and your organization.
Why Consider BigQuery?
Before we jump into the specifics of BigQuery, let's discuss why you might want to consider it in the first place. You may have heard about others using it and wondered if it's worth exploring for your own purposes.
Limitations of Your Current Data Stack
Every data stack has its limitations. Whether you're currently using Looker Studio or another tool, understanding these limitations can help you determine if BigQuery could be a valuable addition to your arsenal.
What is BigQuery?
BigQuery is a powerful tool that can help overcome some of these limitations. In this section, we'll explore what makes BigQuery unique and how it can benefit your data analysis process.
When Should You Use BigQuery?
Not every situation calls for using BigQuery. In this part of the lesson, we'll discuss when incorporating this tool might make sense for your business needs.
Bringing Data into BigQuery
If you decide that utilizing BigQuery is a good move for your organization, you'll need to bring your data into it so that you can work with it effectively. We'll cover various methods for importing data into this platform.
Working with Data within BigQuery
Once your data is inside BigQuery, there are numerous ways to manipulate and analyze it. We'll go over some key techniques for working with data within this environment.
Connecting Looker Studio to BigQuery
To get even more value from using both tools together, we'll discuss how to connect Looker Studio to BigQuery. This connection will enable you to take full advantage of the capabilities offered by both platforms.
Case Studies
Finally, we'll explore some real-life case studies that demonstrate the power and potential of combining Looker Studio and BigQuery. By examining these examples, you'll gain a better understanding of how these tools can work together to create valuable insights for your business.
16.2. Why Do We Need BigQuery?
16.3. What is BigQuery?
16.4. BigQuery Pricing Explained
16.5. How Fast is BigQuery?
16.6. When Should we Consider BigQuery?
16.7. Google Sheet vs BigQuery Data Pipeline
16.8 Importing Data into BigQuery
16.9. Importing Google Analytics Data to BigQuery
16.10 Importing Data from Marketing Tools into BigQuery
16.11. Working with Data in BigQuery with SQL
16.12. Connecting Looker Studio to BigQuery
16.13. BigQuery & Looker Studio Case Study: Affiliate Performance Dashboard
16.14. BigQuery & Looker Studio Case Study: Labor Performance
16.15. Shopify, Klavyio RFM Segmentation with BigQuery ML
16.16. Store Inventory Capacity Outlook: BigQuery and Looker Studio Case Study
16.17. Location Exploration Case Study with BigQuery and Looker Studio
16.18. Discussion: BigQuery and BigQuery ML Use Cases
Chapter 17: BigQuery: Hands-on Workshop
Advanced Workshops →
There were specific topics that we couldn’t cover in enough detail in the core curriculum, so we ran two advanced workshops to cover the following:
Workshop: Working with RegEx in Looker Studio
This workshop has 2 parts, each part being a 60 to 90 minute session:
- Part 1: The basics of RegEx
- Part 2: RegEx functions in Looker Studio
Workshop: Working with UTM parameters in Looker Studio
This workshop has 3 parts, each part being a 60 to 90 minute session:
- Part 1: UTM Strategy
- Part 2: Working with UTMs in Looker Studio
- Part 3: Extracting UTMs in Looker Studio (With RegEx)
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