Data Studio Advanced Techniques: Introduction
If you’re running any digital marketing campaigns, then you’re probably tracking their performance and the impact they have on the sales and/or marketing goals of your company as a whole. Most often, performance is tracked by manually entering multiple fields for each digital platform into an Excel or Google Sheets spreadsheet. That data is then interpreted into charts and/or graphs to determine how well each platform is performing.
By utilizing Google Data Studio, you’ll be able to skip the processes of logging into each digital marketing platform, manually entering data, and interpreting the data into charts and graphs. Data Studio can save marketers a lot of time by automating reporting, budget management, and performance tracking. If you’re running digital marketing campaigns, then I highly recommend you start using Data Studio and determine which reports and dashboards would best reflect your team’s performance toward achieving KPIs and goals. In addition to the basic functionality of Data Studio, there are some advanced techniques that you can use to make your reports much more robust and to include all of the data your team needs in one place.
Other than the automation aspect, Data Studio reports are much easier to work with and are generally much more aesthetically pleasing than excel spreadsheets. This also eliminates the step of having to design a PowerPoint or Google Slides presentation to present the results to the rest of your team. A Google Data Studio report can be designed with the end result (a presentation) in mind. Reports can easily be downloaded as a PDF without having to re-enter data or re-create charts and graphs since all data is automatically pulled in.
With that in mind, Data Studio is a must-have for all marketing teams running digital campaigns (which is everyone these days). Data Studio does provide basic templates, all you need to do in order to use these is log in and connect to your data sources (i.e., Google Analytics, Google Ads, etc.). However, I recommend building your own dashboard that reflects your unique goals and adding your corporate branding to give your reports more of a professional look. I’ll walk you through the steps of building out a custom report through a series of articles, and in this post, will show some advanced techniques that will blend data to report much more robustly, and in the end, eliminate a lot of steps to getting those metric totals.
The example I’ll use is a report I put together to reflect some of the design capabilities of Data Studio.
The above is the first page of the report, and it shows a summary of performance across all of the ad networks the example company is currently advertising on. To pull in this summary page, you’ll need to set up multiple different data sources and blend data. I’ll start with the remaining budget metric. To pull this in, I combined the total cost from Google Ads, Microsoft Advertising, and Facebook Ads then subtracted that total from their overall monthly budget. Here are the steps:
Set Up Blended Data
- Head to “Resource,” then “Manage added data sources:”
- Click “Add data source” then select the source you need to add
- Log in to the account to verify
- Add the source to the report
Repeat these steps for all digital platforms that you’re currently advertising on.
Now, you’ll need to pull in a custom budget metric. To do this:
- Create a new document in Google Sheets. The custom metric will pull in two cells with the upper cell as the header/naming function and the cell below as the metric.
- If your budget is the same across all months in the year, then just put your company’s name as the header/naming function, and then put your total budget for each month below.
- If it varies each month, you can repeat the same steps but for each month. You can also add one for the total budget for the year if you want to show yearly spend in your report.
- When the Google sheet is all set, connect your Google Sheet as a data source (the steps for adding a data source are listed above).*
*As you’re pulling in data, keep in mind that you can rename metrics and dimensions by double-clicking on them:
This makes it easier when you’re working with the data and creating a custom report. Once that’s finished, you’re ready to blend the data.
To blend the data:
- Click on the scorecard in your report
- Navigate to the data source in the right sidebar
- Click “Blend data,” which will enable this workspace:
- Click on “Add another data source”
- Select your digital ad platform
- Add the “Cost” metric across each platform*
*For some platforms, the name of the Cost metric might vary. For example, for Facebook, the metric is called “Amount Spent.” I also typically rename these metrics to ensure that I’m pulling the correct network when using the blended data source:
For the budget blended data, your workspace should now look like this:
Create Custom Metrics
Once your blended data is all set, continue onto creating the custom metric that will pull in your remaining budget value into your scorecard. Here’s how:
- Navigate to the right sidebar
- Click on the metric field
- Click “Create field”
- Enter the metric name. For this case, I used “Remaining Budget”
- Enter in your formula. The formula I used for Remaining Budget was:
Company Name 3 - SUM(Google Ads Cost + Microsoft Advertising Cost + Facebook Ads Cost)
Once the formula and name are entered, be sure to change the type to “Currency:”
When you click “Apply,” the formula should be reflected in your scorecard:
Et voila! Now you are pulling in your remaining budget for each month automatically across all ad platforms without having to log in to separate accounts, manually record data, then interpret it into this visualization.
To learn how I set up the rest of these graphs and scorecards, and to see how to design a branded and professional custom report, subscribe to our newsletter so you don’t miss my next post. My next article will be on more useful data studio advanced techniques such as custom metrics, editing a data source directly, and custom filters.
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