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Smarter Seporting with Data Studio - Search Love 2018
The document discusses the challenges and benefits of using Google Data Studio for reporting, highlighting how traditional reports can be time-consuming and often underutilized. It emphasizes the importance of real-time data visualization and automatic updates, allowing clients to engage more effectively with their reports. The author shares a step-by-step approach to setting up reports in Data Studio, encouraging users to use existing templates and data sources for efficiency.
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Smarter Seporting with Data Studio - Search Love 2018
- 1. SMARTER REPORTING with GoogleData Studio
- 2.
- 3. I’M BRANDY Chief OnlineOfficer Digital Agency Owner Ridiculous Shoe Fan
- 4. MY FIRST EMPLOYERSLi’l Peetzas
- 5.
- 8.
- 9. WHERE IT ALL STARTED 10-keyskills rock!
- 10. PAYROLL, SALES, OPSComputer > Calculator
- 11.
- 12.
- 13.
- 14.
- 15. WHY We hatereports
- 17. TIME SUCK Becompletely honest
- 18. WASTE OF ENERGYMeep Meep!
- 19. COMPLICATED Is thisreally necessary?
- 20. That’s right… 8 pageinstruction set on how to create 1 report
- 21. NO ONE USESTHEM But, the dashboard!
- 22. PROMISES, PROMISES Neveras advertised
- 23. WANT VS GETThe data is there… somewhere
- 24. @TheFieryFX WHY WE NEEDREPORTS
- 25. “INVISIBLE” SERVICES Magicallya truck full of money shows up, right?
- 26. SEO Kinda feelslike this
- 27.
- 28. LEADING VS. LAGGING Showwhat’s happening now and how that ties into what happens later
- 29. “I STILL DON’TKNOW WHAT YOU DO” Actual quote from my client
- 30.
- 31. DATA VISUALIZATION Andsharing, but that’s it
- 32. FREE FOR UNLIMITED REPORTS Withany Google account
- 33. BETA But, youknow, Google Beta From 2008 WIRED article: In response to those questioning Google's heavy, and possibly inappropriate, use of the word beta, a Google spokesperson tells NetworkWorld, "we believe beta has a different meaning when applied to applications on the web...."
- 34.
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- 36.
- 37.
- 38.
- 39. USE “REAL” WORDSAnd clients actually READ the reports
- 40. A LOT MOREACTION After 2 years of talk
- 41.
- 42.
- 43. Set Default, AutomaticallyUpdates
- 44.
- 45. GOOGLE ❤ GOOGLEBecause… Google
- 46. ALL THE GOOGLE ANDMORE All native data sources
- 47. ANY DATA SOURCEFiles or Create Connectors
- 48. VERSITLE Dashboard, traditional report,or whatever
- 49. TEMPLATES Easy toadd new clients
- 50.
- 51.
- 52. START SMART Don’tjust go creating reports
- 53. 1. Use theGoogle account with access 2. Easiest to start from an existing report, BUT 3. Set up Data Sources FIRST (trust me on this)
- 54. SET UP DATA SOURCES Youcould do it another way, but why?
- 55. Add a newData Source (yes, do this first) No attempt will be made to justify Google UI
- 56. Add Google Analytics– Select down to View
- 57. Add Search Console– Select down to Table
- 58. Add YouTube –Select down to Channel
- 59. Add AdWords –Select down to Report
- 60. Add Google Sheet– Select down to Worksheet
- 61.
- 62.
- 63. NOW CREATE REPORTYou are free to use the copy button
- 64.
- 65.
- 66. 1. Copy thereport 2. Set the data sources (this is why you did that 1st)
- 67. 3. Create Report 4.Report copy created & in Edit Mode
- 68. Set it up– Name, Layout, Theme
- 69. Edit, Apply Theme,Report-Level
- 70.
- 71. Bulk Editing (Shift+ Click or Drag)
- 72.
- 73. Copy/Paste In &Between Reports
- 74.
- 75.
- 76. Share: Link orEmbed
- 77. @TheFieryFX TIPS & TRICKS Ctrl +Click or Shift+Click PDF – use Google Data Studio PDF Export Chrome Extension Copy/Paste all the things Many changes? Delete/Duplicate Change timeframe = new report
- 78. BRANDY LAWSON FieryFX.com @FieryFX Get thedemo templates links emailed to you: Text SEARCHLOVE to 33444
Editor's Notes
- #2 The comforting bustle and hum of a busy factory was suddenly interrupted, by silence. Massive production lines froze. A critical piece of equipment in a long assembly line abruptly stopped working. This one machine brought the entire factory to a complete halt. Partially finished products backed up through the warehouse and company executives went into a panic. Tens of thousands of dollars were being lost for every minute that the assembly line was not running. Operators and floor engineers fiddled and fumbled, but couldn’t get the machine fired up. Officially, it was a crisis. The chief mechanic was called in and he quickly realized there was only one expert who could help. The expert arrived carrying a small toolbox. He examined the halted machine from this angle and that, skillfully inspecting for about ten minutes. The workers and executives watched hopefully as he then removed a hammer from his toolbox and walked up to the machine. Looking closely at one nondescript spot, he struck the machine once with the hammer. The “whack” echoed throughout the factory floor for a moment before it was drowned out by the noise of the machine springing to life and chugging up to full capacity. Goods started moving smoothly down the assembly line and the factory was back online. There was great rejoicing. The expert then presented his bill for $10,000. “This is outrageous!” the executives exclaimed “10,000 dollars to hit a machine with a hammer? You spent ten minutes here! We require an itemized bill!” The expert pulled out an invoice sheet, silently wrote a few things down and then presented his itemized invoice: Item 1) Hitting machine with hammer $1.00 Pause Item 2) Knowing where to hit the machine $9,999.00
- #3 It isn’t the tools that get the job done, it is how they are used. So let’s spend our time together today helping you use your tools better.
- #4 My name is Brandy Lawson COO, that is, your Chief Online Officer.
- #5 My career started at the tender age of 8 doing data entry for my parents. They had a restaurant here in town called Li’l Peetzas. From there I grew my skills and knowledge, and became a Product Director at the world’s largest domain registrar, you may have heard of them, Go Daddy.
- #6 I managed over 10 million email accounts, generating multi millions of dollars. I was responsible for making decisions for the entire systems and operations behind what might just have been your email account. Talk about some customer accountability….
- #7 I am a Certified Partner Agency with Digital Marketer… Anyone in here heard of them? I worked hard for Ryan Deiss’ seal of approval.
- #8 I have Degree in Marketing, a Masters in Business and closing in on 2 decades of marketing and business experience.
- #9 I created a 6-figure business within 3 years while also creating a baby in year #1, I did this by harnessing the right systems, using the right tools, and focusing my time where it mattered most and figuring out how to translate my value to something tangible.
- #10 May 25, 1984 2 floppy disks Commodore 64 Green Screen monitor Some mad 10-Key skills It was because of my parents restaurant that I grasped a clear perspective of my love for the intersection of technology and business. And learned the importance of reports…
- #11 My father’s innovative engineering mind, yes, his background was in engineering not in the culinary arts, created tools beyond the standard operating procedures for restaurant owners of that time. With his newly minted programming skills he created computer programs to manage payroll, sales, and operations for the restaurant Using these programs he was able to... Track trends Know the profitable hours of operation Save time by having all his data in one place (my sister & I were the ones inputting it) Make intelligent decisions based on real data
- #12 Why we hate reports There’s a reason they are the butt of jokes (TPS report)
- #13 So, let’s take a little poll in the room
- #14 Poll - who creates monthly reports?
- #15 Poll - who loves creating monthly reports?
- #16 So, let’s poke this bruise for just a moment and talk about Why we hate reports so much
- #17 Nothing like trying to turn all of this into a tangible ROI…
- #18 Reports feel like they suck your life away. My team used to spend 4 hours+ a month on reports, Ben had a client whose team had a standing meeting at 1 PM every Monday to discuss weekly reports, and spent every Monday morning preparing these reports. Almost 20% of their week was reporting.
- #19 In the beginning I spent a lot of time “concocting” how to put all the information I needed my client to know in 1 place. It was an elaborate plan that took a lot of thought to put together but the resulting report was just basic.
- #20 Reports can be… complicated.
- #21 Here’s a glimpse of how unnecessarily complicated it was for my team to create reports in the beginning
- #22 A friend of mine was frustrated by phone calls he was getting from new clients, bothering him about when they’d start seeing results. He exclaimed – “I gave them access to the dashboard!” Obviously, that wasn’t something they were using and his attempt at demonstrating the value was failing.
- #23 Seems like they never live up to the promise of actually showing anything useful
- #24 Seems like they never live up to the promise of actually showing anything useful
- #25 And yet, here we are talking about reports. So WHY do we need them?
- #26 Especially at the beginning, We sell “invisible” services - basically voodoo to the uninitiated (developer definition: A person who fixed a problem that you don't know you have, in a way you don't understand.)
- #27 There can be differences in perception of value and understanding of terminology (stuff we value or understand the work behind is not necessarily what the client values)
- #28 very difficult to quantify, evaluate or measure for the average person (until the phone starts ringing) And even then we have to prove it was us Leads? Sales? Calls? Appointments? Yes, but in order to properly connect the dots as to why these things are happening, reports are necessary.
- #29 Leading – tied into our day-to-day efforts (on-site, stacks built, citations, etc.) Lagging – the stuff we really want to have happen (users, phone calls, leads, sales)
- #30 This is my client Jane. We’ve helped Jane improve her internal systems by moving her to G Suite and setting her up with the right tools and services to manage email, contact, calendar & files. We took the porn off her website and keep it maintained for her. We provide her insights into what is happening on her site. We’ve built product pages for her and worked with her on creating a marketing strategy. This is an actual quote from her 2 weeks ago.
- #31 So what is Data Studio? – It is Google’s true data visualization tool
- #32 This is ALL it does
- #33 And it’s free
- #34 But it’s Beta https://www.wired.com/2008/09/google-beta-means-what-we-say-it-means/
- #35 Monthly Overview from LunaMetrics https://datastudio.google.com/u/0/reporting/0B3zl3GIjosRCQTRjdTlNSlNfc3M/page/L1Q Data Studio Resources from Helpfulee (demo of all-the-things) https://datastudio.google.com/u/0/reporting/0B2lgFyX5qOqhbFE5RllsdFdtMXc/page/0DlG SEO Dashboard from Geoff Kenyon https://datastudio.google.com/u/0/org//reporting/0B28KkM1NI8RyTW41Q0U4VFRuWXc/page/0MnD
- #39 Cut reporting time in 1/2
- #40 label information in a way the client will understand it (e.g. which page people visit when they come from Google) and thus clients ACTUALLY read the reports
- #41 Actually did annual reviews (my story about talking about it for 2 years and how I did it with Data Studio)
- #42 Interactive reports
- #51 Buggy – still in Beta Things change – still in Beta Can be sluggish Currently free, but that could change
- #65 Note the sidebar navigation 7 pages
- #66 This template is more of an internal dashboard – single page Note that you don’t even see any controls on the page
- #69 Change Report Title Set Report Layout Set Report Theme
- #70 Go back into Edit Mode Apply Report Theme Report-level vs. Page-level
- #72 Think PowerPoint
- #73 Change data Rename metrics Change the style, colors, legend, etc.
- #74 Multiple select Copy/Paste Set Data Source (if needed) Can reset to Report Theme if needed
- #75 Select the item you want to add Change the data information Change the element to something different
- #76 Again, think PowerPoint Align Distribute
- #77 Share the reports or embed them
- #78 PDF functionality isn't native yet - use Google Data Studio PDF Export Copy/Paste is your friend, even between reports Need to make a lot of changes and have a similar report? Delete the report and make a copy of the similar report. For quarterly, bi-annual or annual, just use the same report & change the timeframe