Improve your data insights with our Google Analytics Data Studio Template, a systematic workflow to create, customize, review, and share dynamic reports.
1
Determine the metrics to track
2
Create the Google Data Studio project
3
Connect the Google Analytics account to Data Studio
4
Choose the specific Google Analytics view
5
Configuring the data source settings
6
Add dimensions to the report
7
Add metrics to the report
8
Decide on the most appropriate visualization for the data
9
Customize the appearance of the charts and tables
10
Add relevant filters
11
Add date range controls
12
Design the layout of the report
13
Formulate clear and simple titles for each analysis
14
Review the Data Studio report
15
Approval: Data Analyst
16
Share the report with relevant stakeholders
17
Revisit and fine-tune the Data Studio report based on feedback
18
Cross-verify the Data Studio report with Analytics data
19
Approval: Manager
20
Finalize and publish the Data Studio report
Determine the metrics to track
Identify the key performance indicators (KPIs) that you want to measure using Google Analytics. Think about the goals of your analysis and the specific metrics that will help you track progress and evaluate performance. Consider factors such as website traffic, conversion rates, engagement metrics, or any custom metrics that align with your business objectives.
Create the Google Data Studio project
Create a new project in Google Data Studio where you will build your analytics report. This project will serve as a container for your report and allow you to access and customize the different features and options available in Data Studio.
Connect the Google Analytics account to Data Studio
Connect your Google Analytics account to Data Studio to access and import the relevant data. This connection will enable you to pull data from your Analytics account and use it to create visualizations and reports in Data Studio.
Choose the specific Google Analytics view
Select the specific Google Analytics view that contains the data you want to analyze and report on. Different views may have different filters, segments, or access restrictions, so ensure you choose the one that aligns with your reporting needs.
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View 1
2
View 2
3
View 3
4
View 4
5
View 5
Configuring the data source settings
Customize the data source settings in Data Studio to fine-tune the way the data is imported and presented in your report. Configure options such as date ranges, sampling settings, or data aggregation methods to ensure the data is accurately reflected in your report.
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Last 30 days
2
Last 60 days
3
Last 90 days
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Last 6 months
5
Last 12 months
1
Faster response time
2
Higher accuracy
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Sum
2
Average
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Min
4
Max
5
Count
Add dimensions to the report
Identify the dimensions you want to include in your report to provide additional context and insights into your data. Dimensions are attributes or characteristics of your data, such as page URL, traffic source, or user demographics.
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Page URL
2
Traffic Source
3
Device Category
4
User Location
5
Campaign
Add metrics to the report
Select the specific metrics that you want to visualize and analyze in your report. Metrics are quantitative measurements of your data, such as sessions, pageviews, conversion rate, or revenue.
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Sessions
2
Pageviews
3
Bounce Rate
4
Goal Completions
5
Conversion Rate
Decide on the most appropriate visualization for the data
Choose the visualization types (charts, tables, graphs, etc.) that best represent and communicate your data. Consider the nature of the metrics and dimensions you have selected, and choose visualizations that highlight trends, comparisons, or patterns effectively.
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Line Chart
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Bar Chart
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Pie Chart
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Table
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Geo Map
Customize the appearance of the charts and tables
Modify the visual elements and settings of your charts and tables to enhance readability, aesthetics, and clarity. Customize options such as colors, fonts, labels, or scaling to align with your brand guidelines or reporting preferences.
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Blue
2
Green
3
Red
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Purple
5
Orange
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Roboto
2
Arial
3
Helvetica
4
Times New Roman
5
Verdana
Add relevant filters
Apply filters to your report to segment and analyze the data based on specific criteria. Filters can help you focus on specific subsets of data or exclude irrelevant data from your analysis.
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Include traffic from specific countries
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Exclude internal traffic
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Include traffic from specific campaigns
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Filter out spam traffic
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Exclude traffic from bots
Add date range controls
Include date range controls in your report to allow users to easily select and adjust the time frame of the data they want to analyze. These controls can help users explore data trends and make comparisons over different time periods.
Design the layout of the report
Arrange the different elements of your report, such as charts, tables, and filters, in a visually appealing and intuitive way. Consider the flow of information, the hierarchy of sections, and the overall user experience when designing the layout of your report.
Formulate clear and simple titles for each analysis
Create clear and concise titles for each analysis or visualization in your report to provide context and facilitate understanding. Use language that is easily understandable and meaningful to the target audience of your report.
Review the Data Studio report
Review and validate the data and visualizations in your report to ensure accuracy, relevance, and alignment with your reporting objectives. Verify that the report effectively communicates the key insights and findings you intended to present.
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Yes
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No
Approval: Data Analyst
Will be submitted for approval:
Review the Data Studio report
Will be submitted
Share the report with relevant stakeholders
Share the Data Studio report with the appropriate stakeholders to keep them informed about the analytics insights and help them make data-driven decisions. Determine the recipients and the most suitable method for sharing the report, such as email, cloud storage, or a shared link.
Revisit and fine-tune the Data Studio report based on feedback
Gather feedback from stakeholders or users of the report and analyze their suggestions or requests for improvements. Revisit the report and make the necessary adjustments to enhance its effectiveness, usability, or relevance.
Cross-verify the Data Studio report with Analytics data
Cross-verify the data and visualizations in your Data Studio report with the corresponding data in Google Analytics. Ensure that the information presented in the report accurately represents the data from your Analytics account and matches any filtering or segmentation criteria applied.
Approval: Manager
Finalize and publish the Data Studio report
Make final adjustments, refinements, or updates to your Data Studio report based on the feedback and verification process. Ensure that the report is error-free, up-to-date, and ready for publication. Publish the report and share it with relevant stakeholders as a finalized and polished analytics deliverable.