In this lesson, I'm going to show you how to bring your Data Studio reports to live
by adding interactive elements and filters. Hi. This Ahmad from Siavak with the final
lesson from the Google Data Studio essentials series. I hope you enjoy the series so far.
In the previous lesson, we learned how to use different data connectors to connect to
a data into different tools, and how to visualize our data using a diverse range of the standard
charts and community visualizations. So at this point in time, you should be able to
create a report like this. But this report is a static, it is not different from a printed
piece of paper, the viewer of the report cannot interact with it. In this lesson, I'm going
to show you how to add interactive elements to your report to allow the report viewers
to change things like the timeframe or apply filters or segments. How to slice and dice
data or analyze it and look at it differently. Let's go ahead and get started.
Hello and welcome. In this lesson, I'm going to talk about report interactions in Data
Studio. At this point in time, we should be able to create a report like this. We have
some scorecards at the top. Then we have a trend line with users and pageviews. We have
a Google map, we have a table, we have a pie chart, and a horizontal bar chart. Creating
a report like this shouldn't be a problem for you. But let's see what we can do with
the support as a business owner receiving disappoints from the team what they can do
with the support. Yes, they can read the numbers they can see the number of users 2% of the
change to the previous period. And if they look at the top, they can figure out the disappoint
is for the first quarter of 2020 and two comparisons are to the first quarter of the previous year.
But besides the reading the numbers and knowing for what time period it is, what else they
can do? Imagine yourself as the business owner, you see some numbers here, and you want to
know more about them. For example, we can see that we've had a large number of users,
and a large amount of revenue from California, and from New York. What if we want to take
a deeper look at these segments only? Whatever you want to see the same data for just a male
audience or just a female audience? What if we want to compare how new visitors are doing
in terms of revenue compared to returning visitors? But what if we just want to see
the performance of paid search or referrals, organic search? Or even more important, what
if we prefer to see the same exact report for another time period? With this report,
we cannot do that. But as you might have guessed, there is a solution. And that's report interactions.
Let's take a look at another version of the same report and see how we can make it interactive.
This report looks exactly the same, but it is capable of transforming itself into many
different reports. Let's see how it is possible. The user of the report has the ability to
change the date range of the report. Here we can see the report for the month of April.
But we can easily change it to take a look at another time period. For example, March.
Something as simple as that will make your clients happier because they don't have to
call you anymore to create the same report for another time period.
The second way of adding interactivity to your report is by enabling the interactive
filteration for your charts. I'll show you how to do it a bit later on. But first, let's
see how it works. I've already enabled into filtering for all of the charts and the support
for this map, for this trendline, for this table, the pie chart and a bar chart. Let's
start with a map. Let's filter the whole report to just show data for California. We just
need to click on it. That's awesome, isn't it? How about New York? I guess I've clicked
on Massachusetts, but you get the point. This is New York. Did you notice the conditional
formatting working on ecommerce conversion rates scorecard? If not, just rewind it and
watch it again. Or just continue watching because it's gonna happen again. If you want
to reset that you can right click and click recent action. Now the report is back to the
default state. How about the pie chart? Let's just take a look at the segment of female
audience. They seem to be mostly from DC and California. And this shows that we cannot
expect a really high conversion rates from this segment. Let's click again to reset.
How about new visitors? That's it, click again and reset. We can also use this table to cross
filter the rest of the reports. For example, let's click on organic search. And you guess
what happens? We can hold down Ctrl key or Command key and click on another row to add
them to a segment. Again, let me right click and recent action. And now let's figure out
how we can use a trendline. to filter the report. Where do we click? On a line on, a
date range? I'm going to show you that's called brushing. You start clicking on the first
date, you hold your mouse button down, and you drag to the right and release. And that's
it. Again to revert it back recent action. This was exciting, wasn't it? I'm not sure
about you. But the first time that this feature was introduced, I was so excited about this.
Okay, let's go back to the edit mode, and I show you where the setting is for almost
any chart type in Data Studio when you click on the chart, at the absolute bottom of the
data Properties tab, you see this interactions tab with apply filters. If you remove it,
the users cannot use that chart to cross reference the report. If you enable it, the users can
use that chart to filter the report. Let's go back to the view mode and continue the
lesson. So far, we learn two ways of adding interactions to our reports using a date range
selector and click on different charts to cross filter the rest of the report, but are
two more items remaining.
The next method of adding interaction to a report is by using a filter control. This
allows the viewer of the report to filter the report by selecting different categories
of a dimension here I have selected Source medium as the dimension. And in the drop down
menu, we are seeing all the source medium for this GL account. ID, dimension and the
category that we're interested in, or we can search for it. And when we find it, we can
click only. When we click only, the report will be filtered to show only values for that
source medium. Another way of using it, instead of just using only is to either select them
all, or deselect them all and then just select some of them. So referral, CPC and organic
from Google. And also notice that we can go crazy and add several filters to the same
report at the same time. So I can do this. And I can click on Texas, and then I can click
on returning visitors to create a super small segment to look at. Let me reset everything
back to normal.
Okay, so let's move on to the final interactive element that we can add to a report It is
called the data control. The data control component allows the viewer of the report
to change the data source for the report. Imagine that you're a business owner that
owns several ecommerce stores. And you want to see the same report with same data for
each of those stores. Now, this report is connected to a single Google Analytics account.
But a data control component allows you to change the Google Analytics account that this
report is connected to. Let's see it in action. First of all, if you have access to many accounts,
you can of course search for it. Otherwise, you can just select an account to connect
the whole report changes to reflect the new numbers from the new GL account that has been
connected to. And as you can see, they have users, they have sessions, they have pageviews,
but no transactions, no revenue, nothing whatsoever. So either this is not an ecommerce store or
what they are not doing a good job, or any job at all. Let me just quickly show you how
to add a date range filter, a filter control component and a data control component.
Okay, just pause and reset the date control. Let's go back to the edit mode and see how
it is done. To add a date range control, click here and a date range. And you place it wherever
on the report cameras that you want. You can set your default date range under the data.
To add a filter control, you click here and add your filter control anywhere on the page.
Once added, you can come to the data Properties tab and edit dimension, some default selections,
comma separated and optionally a metric. And finally, to add a data control component,
you click on this one and add it to the report. The data control components work for the Google
connectors such as Google Analytics, Google ads, YouTube Analytics, campaign manager,
Search Console, etc.
That's it. Congratulations. You just learned how to add interactivity to your report. Congratulations.
This was the final lesson in Google Data Studio essentials series. Now, you should be able
to use Google Data Studio to visualize data in your marketing and analytics tools and
create beautiful, useful interactive reports and share them with others. I invite you to
take the exam to test your knowledge and receive the certification of completion. And if you'd
like to learn more about Data Studio, please check the links in the descriptions for the
next steps. If you're new to measureschool, make sure to subscribe so you can get notified
of future videos that we publish. And if you have any questions, please feel free to leave
a comment. It's been a pleasure for me to be with you and teach you the essentials of
Google Data Studio in this series. I look forward to seeing you in my next videos. This
is Ahmad until next time