If you answer ‘No,’ or don’t understand the question, you need to follow these steps right from the beginning. I will walk you through the process of adding your data before we get that template working for you. Believe me this is the best way to do it.
If you answer ‘Yes, my data source is in Google Data Studio,’ jump on over to the next heading where we deal with setting up the template. You don’t need these first few steps.
1. Head on over to datastudio.google.com
2. Sign in with your Google account that you gave us during checkout.
3. Click the ‘Create’ button in the top left corner. It looks like a colourful plus sign. It is highlighted in the image below.
4. Now click ‘Data source’ as shonw in the highlight below.
5. Whoa! Now you have a big menu on your screen. These are all the options you have for bringing in data to Data Studio. For this template, we’re just bringing in Google Analytics so click on that one. Highlighted in the picture below.
6. Now you have a little menu on the left-hand-side that lists all of the Google Analytics accounts to which you have access. If you don’t see the account you want in this list, it means your permissions have not been setup correctly in Google Analyics. Go and sort that out and then come back to this step. If you are happy with what you see, select the account you want. Menu shown below.
7. Now you see a list next to the original list of account. The new list is properties. Select the one you want. And then finally you see a list of views. Select the view that makes the most sense for the dashboard.
We use a filtered view called ‘All traffic except us’ which does not count the activity coming from our IP addresses. This helps us really see whats going on especially if we have something new and we have been testing it like crazy. We want high numbers to mean interest not confusing about whether it was our testing or not. If this sounds interesting to you or you want to find out more about what accounts, properties and views in Google Analytics, you should consider our GA 101 short-course. It’s great for these missing pieces of information!
8. Now you will see a nice big blue button in the top right-hand corner of your screen that says ‘CONNECT.’ Click it and we’re done!
You will now be looking at your Google Analytics data set as a long, very, very long, list of variables. Feel free to explore. Or just head on over the the next steps to get your new template working!
1. Click on the link on the previous page to head on over to the template dashboard.
2. Now you are looking at the template in View Only mode. This means you can’t edit the dashboard or change the data source to your own. We solve this in the next step.
3. In the top ribbon on the right-hand-side, there is a button that’s commonly called a ‘cookie trail.’ it looks like three dots in a line. It is higlighted in the image below. Click this.
4. Now click ‘Make a copy’ in the pop-up menu. This is highlighted in the image below.
5. You will get a pop-up asking you to replace the data soucre in the original template dashboard with a data source of your own. This is your time to shine! Select your data source as shown below (maybe you added it in the steps at the very beginning or you had it added to Data Studio already).
If you don’t select the data soucre at this point and Data Studio will let you mive ahead keeping the demo data in the report (it is Googles Demo Merch Store data by the way), you will have to change the data soucre on each and every chart in the template from the demo data to your own data. So, really, the best thing you can do is to switch data sources at this point.
6. It takes a minute or two and then you have a new dashboard called ‘Copy of …’. This is your very own dashboard and you have all the access rights.