Resource Menu in Google Data 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.
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.
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.
💡 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.
How to access Manage blended data sources?
Select Resources > Manage blended data
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.
💡 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
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
💡 Only the report owner of the segment will see the edit link.IV. Delete segments from the report
💡 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.
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
Click +ADD A FILTER.
Choose a name for your filter
Choose the condition between Include or Exclude.
Choose between dimensions or metrics by which to filter.
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
💡 Additional conditions available in Scorecard: IS TRUE | IS FLASE
Add a condition value expression.
Optional: To add multiple conditions to your filter, you can use the AND or OR clause.
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
Resources > Manage dimension value and colours
Theme and layout > Customise > Manage dimension value and colours.
Click Manage dimension value colours under the Color by options in the Chart STYLE tab.
To edit dimension value color:
In the popup window
Click "Add a value."
Color = select your desired color
Value = enter your custom value
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
💡 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
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
Go to Resources > Manage data sources
Click Edit under Action for the data source you want to create parameters.
On the top right corner, click "ADD A PARAMETERS."
OR
Select a component in the editing mode
On the bottom right corner, click "ADD A PARAMETERS."
The above action will open a popup window.
Enter your Parameter name and ID*
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
💡 Must be unique for each value filedII. 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
💡 Value must be a whole number and unique for each value filedc. Range
Enter the min range
Enter the max range
Select the default value (value must be within the specified range)
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.
Enter the Value and Label
Select the default value (your first value will be automatically selected as a default value)
Click Save
c. Range
Enter the min range
Enter the max range
Select the default value (value must be within the specified range)
Click Save
IV. Boolean
Enter your Parameter name and ID*
Select if you want to be this your default Boolean value
Click Save in the bottom right corner
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 Google Data Studio.
How to access Manage Community visualisation?
Resources > Manage Community visualisations
OR
Under menu click > Community visualisations and component > Manage visualisation resources
- 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
