Looker Studio> Menu Explained > Resource Menu

Resource Menu in Looker Studio

The resource menu has all the settings managing report label resources. You can add, modify and delete from your report. Detailed explanation below for each submenu under the resource menu.

Resource Menu in Google Data Studio
Resource Menu in Looker Studio (Formerly known as Data Studio)

I. Manage added data sources

Use this option to see and manage all the data sources used in the report.

How to access the Manage added data sources?

Select Resources > Manage added data sources.

Manage added data sources in Google Data Studio
Manage added data sources in Google Data Studio

I. Name

Name of your data source

To Edit a name

  • Click Edit

  • Enter the data sources name; on the top left in the popup windows, click Finished.

II. Connector type

Name of the Data Sources. In this example, Google Analytics.

III. Type

  • Embedded: data sources can be only used in the report in which they were created. Sharing or copying a report will share and copy all of its embedded data as well.

  • Reusable: data sources can be used in multiple reports.

IV. Used in report

Display the Number of charts used by each source

V. Status

Status of the data sources, working correctly, or there is a problem with the connection.

πŸ’‘ If you see a message "Could not load data. Data source must be added to report." error in your chart component, check here for the details.

VI. Action

  • Edit

  • Duplicate

  • Remove

  • Make Reusable

VII. Under Action > Edit you can also do the following:

a. Update data credentials

Credentials let you control access to your data. You can change your data credentials anytime between the owner's credentials and the viewer's credentials.

Owner's Credentials

The owner's credentials rely on the credential owner's authorization to access the underlying data set.

Viewer's Credentials

Viewers credentials rely on each report viewer's credentials to access the underlying data set. With this setup, viewers can only view the data in a report if they also have access to the data sources. E.g. let's assume you have a report that uses Google Spreadsheet as a data source. In this case, only a viewer can see the data in the report if they also have access to the same Google Spreadsheet.

b. Rename data source name

c. Edit connection

d. Add a custom field (for both metric and dimension)

e. Add a Parameters

f. Data freshness

This lets you decide how often you want to refresh your data source. This varies by the data source. Default is 12 hours for Google Analytics, and other options include "Every hour" and "Every 4 hours."

g. Community visualizations access

This lets you decide if a report can have charts created by third-party developers.

Community visualizations access: ON

A community visualizations chart can be used for this data source.

Community visualizations access: OFF

A community visualizations chart can't be used for this data source and will display a configuration error message.

h. Filed editing in report

This control if an editor can create a custom field within the DATA tab. Suppose you have turned off this option. An editor will see a message "Field editing in reports is disabled for this data source".

i. Alias

Display the alias name of each source; you can rename them by double-clicking

j. Add a data source

To add a new data source to your report.

II. Manage blends

Here you can see the list of blended data views, and you can edit, duplicate or delete them.

The Blended Data function lets you connect multiple data sources in one chart. With blending, you can identify relationships between your data sets and eliminate the need for data formatting or creating a third combined data source.

Live Blend data demonstration from Google πŸ——

Live Blend data demonstration from Google πŸ——

How to access Manage blended data sources?

Select Resources > Manage blended data

Manage blends in Google Data Studio

I. Name

Blended data source name

To Edit a name

Click Edit

Enter your desired name on the top right corner in the popup windows, click SAVE.

II. Used in report

Display the number of charts used by each blended data source

III. Action

  • Edit

  • Duplicate

  • Remove

IV. Under Action > Edit; you can edit your blended data source configurations

Blending data limitations

  • You can only blend up to 5 data sources.

  • Supports left outer join operations at the moment.


πŸ’‘ If you want to reuse your blended data source in another report, just copy and paste a component with blended data into your new report.

III. Manage segments

Here you can see the list of Segments added to the report. In addition, you can remove, select or deselect to Sync with Google Analytics or Edit in Google Analytics.

How to access Manage segments?

Select Resources > Manage segments

Manage segments in Google Data Studio
Manage segments in Google Data Studio

I. Name

Show the segment name

To Edit a name

Click EDIT IN GOOGLE ANALYTICS

II. Used in report

Display the Number of charts used by each segment

III. Sync with Google Analytics: by default, it's selected

πŸ’‘ Only the report owner of the segment will see the edit link.

IV. Delete segments from the report

πŸ’‘ Notes:
  • You can only apply one segment to a component.
  • If you make a change to your segment in Google Analytics, it will reflect in Google Data Studio as well.
  • The report editor can also use the segments added to a report
  • If you copy a component to a different report with a segment applied, the segment will be copied as well and available for all the reports editors.

IV. Manage filters

Here you find all the filters in your report. Use can duplicate, edit, or remove filters.

How to access Manage filters?

Select Resources > Manage filters.

Manage filters in Google Data Studio
Manage filters in Google Data Studio

I. Name

Show the filter name

II. Used in report

Show the Number of charts used by a filter

III. Description

Show the condition of the filter

IV. Action

Duplicate, edit, or remove filters.

V. +ADD A FILTER

Add a new filter

VI. To add a filter

  1. Click +ADD A FILTER.

  2. Choose a name for your filter

  3. Choose the condition between Include or Exclude.

  4. Choose between dimensions or metrics by which to filter.

  5. Select a condition

    • Metrics condition: EQUAL TO | NOT EQUAL TO | GREATER THAN | GREATER THAN OR EQUAL TO | LESS THAN | LESS THAN OR EQUAL TO | EMPTY | NOT EMPTY | IS TRUE | IS FALSE | CONTAINS | DOES NOT CONTAIN | STARTS WITH | REGEX

    • Dimensions condition: EQUAL TO | NOT EQUAL TO | EMPTY | NOT EMPTY | CONTAINS | DOES NOT CONTAIN | STARTS WITH | REGEX | IS FALSE | CONTAINS | DOES NOT CONTAIN | STARTS WITH | REGEX

    • πŸ’‘ Additional conditions available in Scorecard: IS TRUE | IS FLASE

  6. Add a condition value expression.

  7. Optional: To add multiple conditions to your filter, you can use the AND or OR clause.

  8. Click SAVE

V. Manage dimension value & colors

The dimension value color configuration lets you assign a custom color for your desired value. The default color is based on the theme setting.

How to access dimension value and colors? there are three ways to access

  1. Resources > Manage dimension value and colours

  2. Theme and layout > Customise > Manage dimension value and colours.

  3. Click Manage dimension value colours under the Color by options in the Chart STYLE tab.

Manage dimension value and colors in Google Data Studio
Manage dimension value and colors in Google Data Studio

To edit dimension value color:

In the popup window

  1. Click "Add a value."

  2. Color = select your desired color

  3. Value = enter your custom value

  4. Click "CREATE VALUE"

To restore to the default setting

Click "RESTORE DEFAULT COLOURS" on the bottom left

!This will remove all the custom dimension value colors you have created in the report

πŸ’‘ Max 1000 dimension value colors per reports

VI. Manage report URL parameters

If you have created to have parameters in your report, you can manage them here.

With Parameters, you can provide an option to your report audience to input their data. For example, you can create a scorecard that forecasts the revenue based on your user input.

How to access Manage report URL parameters?

Resources > Manage report URL parameters

Manage report URL parameters in Google Data Studio
Manage report URL parameters in Google Data Studio

I. Display name

Parameter name

II. Location

Data source name

III. Data Type

Data type name

IV. Name

You can assign a custom name by double-clicking

V. Allow to be modified in report URL

Checkbox, by default, it's unselected

How to create parameters?

Like other fields under the resource manage, we can't create parameters here, and there are two ways to access the edit windows.

To add parameters

  1. Go to Resources > Manage data sources

  2. Click Edit under Action for the data source you want to create parameters.

  3. On the top right corner, click "ADD A PARAMETERS."

OR

  1. Select a component in the editing mode

  2. On the bottom right corner, click "ADD A PARAMETERS."

  3. The above action will open a popup window.

How to create a parameters in Google Data Studio?
How to create a parameters in Google Data Studio?
  1. Enter your Parameter name and ID*

  2. Selected Data Type:

I. Text

a. Any Value

Enter the Default value and Click Save

b. List of Value: Enter the Value and Label and Click Save

πŸ’‘ Must be unique for each value filed

II. Number (whole)

a. Any Value

Enter the Default value and Click Save

b. List of values: Enter the Value and Label

Select the default value (your first value will be automatically selected as a default value)

Click Save

πŸ’‘ Value must be a whole number and unique for each value filed

c. Range

  1. Enter the min range

  2. Enter the max range

  3. Select the default value (value must be within the specified range)

  4. Click Save

III. Number (decimal)

a. Any Value

Enter the Default value and Click Save

b. List of values: you can use decimal numbers or whole numbers, and they should be unique for each value field.

  1. Enter the Value and Label

  2. Select the default value (your first value will be automatically selected as a default value)

  3. Click Save

c. Range

  1. Enter the min range

  2. Enter the max range

  3. Select the default value (value must be within the specified range)

  4. Click Save

IV. Boolean

  1. Enter your Parameter name and ID*

  2. Select if you want to be this your default Boolean value

  3. Click Save in the bottom right corner

πŸ’‘ Changing the Parameter ID will break all the components and calculated fields using that parameter.

VII. Manage Community visualisations

Mange all the community visualisation added to your report. Grant access or revoke access to the existing community visualisation or add a new community visualisation. This menu also has an option to Build your own visualisation and apply it to Google to validate your community visualisation to display in Looker Studio.

How to access Manage Community visualisation?

Resources > Manage Community visualisations

OR

Under menu click > Community visualisations and component > Manage visualisation resources

Manage Community visualisations in Google Data Studio
Manage Community visualisations in Google Data Studio
  1. Visualisation resource

Name of the third party visualisations

II. Used in report

Number of charts used by individual chart

III. Status

Allowed or Consent Required

To enable access again click, Allow under Actions

IV. Action

Revoke the Community Visualisation access for your report.

How to add Community visualisation?

In the Menu bar click > Community visualisations and component, icon

  • Pick a Featured Community visualisations component.

  • For all the Community visualisations components, click +Explore more. Here you will see all the Community visualisations components.

  • Click your desired Community visualisations component and Click Allow

  • This menu also has an option to Build your own visualisation or apply it to Google to validate your community visualisation to display in Google Data Studio

How to add Community visualisations in Google Data Studio?
How to add Community visualisations in Google Data Studio?