My first hour with Google Data Studio
I'd never opened Google Data Studio before, so I hit record and tried to rebuild a Tableau dashboard from scratch to see how it feels as a Tableau user.
- Data Studio is entirely browser-based and free to start, with native connectors to Google data sources like YouTube analytics plus a large library of partner and open-source connectors built right into the product.
- It does not connect to Excel files directly through the web uploader, so you need to convert to CSV (or route via Google Sheets) before uploading.
- Boolean logic must be written with a CASE WHEN statement rather than a simple greater-than expression, and the community documentation was essential for working that out.
- Themes and layout hints are genuine strengths over Tableau, letting you restyle a whole dashboard in a click while still respecting manual colour choices, and snapping objects into alignment.
- Number formatting (currencies, percentages, compact thousands/millions) lives in the field definition rather than directly on the chart, which is less intuitive coming from Tableau.
- What Google Data Studio is0:00
- Trying it blind, not as a comparison0:57
- Free signup and first interface2:18
- Connecting to data sources5:10
- Uploading Superstore as CSV7:38
- First chart and dropping in Google Maps11:08
- Recreating the profitability calculation18:21
- Category charts via filters33:45
- Colouring the map by profit ratio40:44
- Scorecards and number formatting48:18
- Adding filters and interactivity57:44
- Final reflections64:12
0:00Hello, and welcome to another video. Today
0:01I'm going to be doing something very
0:03different. I'm going to be trying out a new
0:06tool. Now, in my previous video, I covered
0:10Google Analytics. This is the sort of web
0:12tracking and analytics platform that Google
0:14have, you can connect it to your website.
0:17And in the last video, I shared how to
0:18connect to it in Tableau. Now, Google
0:20Analytics itself is part of a much bigger
0:24product, which is called the Google
0:25Marketing platform. It's essentially a tool
0:27for marketing purposes, that allows you to
0:28connect to your website.
0:29It allows you to use different services to
0:30bring together intelligence about how your
0:33products are performing on the web. And so
0:35obviously being able to track your website
0:38is an important part of that. But they also
0:40have other products, Data Studio, which is
0:43a reporting tool, optimized surveys, tags,
0:47360 displays, and, you know, basically a
0:50whole suite of tools allowing online
0:52marketers to better understand how their
0:55products are doing.
0:57Now, today, I actually had this article pop
0:59up in my stream, Google kind of shoved this
1:02in front of my face. And it was a little
1:05sort of post about getting started with
1:07Google Data Studio. And I hadn't actually,
1:10you know, clocked that it was a reporting
1:11tool in the past, I'd come across it, but I
1:13hadn't clocked that it's a reporting tool.
1:16And I read this post just very quickly. It
1:18's a three minute read, I'll put a link to
1:19it in the description below.
1:21It's by a chap called Pranav Kaushik. And I
1:24read it, and it looked really
1:27straightforward. So I thought, why not let
1:30's try and do this for the first time.
1:34So I thought, why not let's try and do this
1:36for the first time, and do it live on
1:38camera. So I haven't actually tried to
1:40follow the steps that he's put in his blog,
1:42I'm going to do it blind, I'm actually not
1:44going to follow his blog post.
1:45And I'm just going to see how it is as a
1:47Tableau user, if it's an intuitive platform
1:49for me to connect to. Now, it's also
1:51important to note that this shouldn't be
1:53used as a comparison to Tableau.
1:55I've been using Tableau for nearly six
1:56years. And this is going to be the first
1:59six minutes of me using Google, the Google
2:03platform. So this isn't a comparison. This
2:06isn't something that you can walk away and
2:07say, Hey, look, you know, Data Studio is
2:09better or whatever.
2:11This is just me sharing my experience of
2:13using something for the first time. Okay,
2:16let's get stuck in.
2:18Okay, so to get started here, I'm in the
2:21basic sort of Google marketing platform
2:24page, I'll go ahead and click on Data
2:27Studio. And it's actually free to start
2:29using. So the first straight out of the
2:31block, here's an immediate comparison to
2:33Tableau.
2:34I said it wouldn't be a comparison. But
2:36this is an important thing to try out. Most
2:38analytics tools have some sort of upfront
2:41costs for trying them out, or trial period.
2:44Well, here, I've just gone on to the Data
2:45Studio homepage, there's a button there to
2:47try it out for free.
2:48So let's go ahead and tap and see what
2:49happens. I'll go ahead and close these
2:52other tabs now that I'm into the video.
2:55When it loads, you get this interface, it
2:57looks kind of interesting, it looks like I
2:59'm in my Gmail inbox, except for I'm about
3:01to sort of engage with analytics,
3:04analytical products here. So I'm just going
3:05to click on some of these, it's often a
3:07good idea to just click on something else
3:09and see how it's been brought together.
3:11And it looks very much like the interface I
3:14've seen in Google Analytics in some
3:17respects. You know, you can choose sort of
3:21start and end periods, you can choose pred
3:24efined periods. And the nice thing is, this
3:26is all entirely in the web, I haven't had
3:26to download any software to try this out.
3:29So this is another sort of big plus. So
3:31straight away, I'm getting some sort of,
3:33you know, context here. And if I click
3:36Apply, because this is a web tool,
3:39obviously, it's a little bit more
3:40responsive than you'd expect. But you've
3:43got some very standard chart types here.
3:47You can choose sort of different, different
3:49data sets. In fact, here, what I think I'm
3:52seeing is my own data. So I can actually go
3:55in and click on some of my own data sets
3:57that I have available to me in Google
3:59Analytics.
4:01Let's go ahead and try and build something
4:03new. So let's go back. And let's just get
4:06started. Okay, so this is my first time. So
4:09I get this sort of onboarding screen.
4:11Again, this is this is something I wish
4:13Tableau had, it'd be really, really nice
4:16feature. The minute you start building
4:18something, if you're new to something, it's
4:19nice to have this little guide. So you can
4:21connect to data, visualize, and then share
4:26the three kind of vital parts of analytics.
4:28If we get started, obviously, you've got
4:30terms and conditions here, and always
4:31recommend you quickly scan these, but I'm
4:33using my own personal account. And I'm only
4:36sort of playing around with data here. So I
4:38'll go ahead and accept in an enterprise
4:40context, you probably want to pay more
4:42attention to that as well.
4:44Sign up for emails to get the most of the
4:47Google Data Studio platform. I'm really
4:50reluctant to sign up to these, but I think
4:53tips and recommendations is actually a good
4:57one.
4:58Would you like to receive emails with tips
4:59and recommendations about how to get most
5:01of the Google Data Studio account? I think
5:03that's a good one to finish with. So I'll
5:06just click no to the rest and click
5:08finished.
5:10And please continue with trying to create
5:14something new. Okay, great. So here I am, I
5:17've clicked on that. And okay, we get
5:20prompted with this interface to connect to
5:22a data source.
5:24Immediately, obviously, I'm seeing Google
5:26data sources here. So a USP here is if you
5:28're completely sort of connected to the
5:31Google experience, the Google data
5:33experience, then actually, this is probably
5:35going to work out really well for you,
5:37because it's already got native connectors
5:40right in there.
5:41So Google connectors have their own sort of
5:43section. And these are the ones up here, I
5:46can even connect to my YouTube analytics,
5:49it's actually pretty cool, because, you
5:52know, getting that data out of Google
5:54YouTube is actually requires an API.
5:57So immediately, there's already a USB here
6:00that that's quite, quite, quite unique,
6:03Google are obviously making it very easy to
6:06connect to their own data sources, which
6:10which you'd expect. They've also got
6:12databases that are hosted by Google.
6:13So maybe if you've got these running inside
6:15of the Google Cloud Platform, I'm assuming
6:17that's what these would let you connect to,
6:19you can build your own connectors.
6:21It's good to see that as well, they've got
6:23partners here. So the 208 partner
6:25connectors to connectors built and
6:27supported by Data Studio partners.
6:30So this also informs me that there's quite
6:33a big crowd of professional partners who
6:35are building connectors that Google is
6:38endorsing here inside of the product. So
6:42this, again, is quite cool.
6:43In the Tableau world, this would be a web
6:45data connector, there is a web data
6:46connector, you know, web page. But here, it
6:49's actually in the product as I'm connecting
6:51. So it's apparent to me what I can connect
6:54to.
6:55So if I was just type in YouTube, for
6:57example, you see, I'd get the YouTube
7:00connectors from partners, as well as
7:02YouTube's own connectors.
7:05And this is really cool, because it allows
7:06you to see instances where maybe a partner
7:08connector can do something that the native
7:10connector can't, if that makes sense.
7:13So it's really cool. And they've also got
7:15this section for open source connectors.
7:17That's kind of nice. It's kind of nice to
7:19see that.
7:20If I just close that, and then just go to
7:22my data sources, I'm wondering what this is
7:25. Okay, so these are, okay, these are sample
7:28data sources, a bit like Superstore sales
7:30that you'd get.
7:31And these have been sort of, you know,
7:33dropped into this instance of that can
7:36connect to them.
7:38Now, the data I'm familiar with the Super
7:40store sales, and obviously, that's not going
7:43to be in the Google Cloud Platform.
7:46But what I can do is I can bring it into
7:47Google Sheets. So let me go ahead and do
7:50that. I'm going to probably fast forward
7:52this process because this is really boring.
7:55I'm basically going to try and bring in
7:57Superstore sales. In fact, better than that
8:00, I'm just going to upload the file rather
8:03than rather than create that.
8:05Let's just see if it supports Excel. It
8:07doesn't doesn't outwardly immediately say
8:09that that's a connector.
8:11So I'm assuming Excel itself isn't a
8:13supported connector. But maybe you have to
8:17go through Google Sheets.
8:19CSVs and Excels aren't the same thing. So
8:22let's, let's, let's try and do this first.
8:27Yep, they see the upload your data Google
8:28Cloud Storage, we need your authorization
8:30to connect to Google Cloud Storage. Okay,
8:32let's go ahead and authorize that.
8:35I should have some enough sort of Google
8:37Cloud Storage space available to my account
8:40, I have actually signed up to the Google
8:42Cloud Platform in the past.
8:45So let's go ahead and click to upload files
8:47. Let's go to my documents. Let's go to my
8:50Tableau repository data sources. And I'm
8:52worried this is not going to be a CSV that
8:55it's going to see here.
8:57That's correct. So that's not a CSV. So I'm
9:00already a little bit of a snag here, it
9:02seems like through the web, it's not able
9:04to natively connect to an Excel file.
9:07So let me go ahead and turn this into a CSV
9:09. And we'll be back in a second. So I'm just
9:12going to fast forward through this bit. It
9:15's a little bit boring.
9:16Okay, so I've got my CSV file here, I'm
9:40just going to go ahead and essentially
9:42connect to that by uploading the file.
9:45So let's go ahead click to upload files.
9:52It should open up the location as before,
9:57except for in here, we do now have a CSV if
10:02I just make sure that I select it there,
10:07click open.
10:09Okay, so I've got my CSV file there. It
10:16looks like it's processing it. So it's
10:16looking at the basically the total number
10:18of files is one, it's now finished
10:20processing it, it's uploaded, it's two meg,
10:233% of my 100 meg used.
10:26I think this might be my sort of file limit
10:30, creation date, and last modified date. So
10:35let's go ahead and add that.
10:39Okay, cool. So you can obviously clearly
10:42add more files and then potentially connect
10:45more information to this if that makes
10:47sense.
10:48So I'll just go ahead with this simple data
10:53set for now. It authenticated me there. And
10:56okay, now we're inside of the product. And
10:58this is interesting, it's actually taken
11:00one of my, you know, columns order ID, and
11:04it's immediately started to sort of create
11:06something very simple.
11:08It's got like a canvas here that we can see
11:10and then across the top here, you've got
11:12the tool pane on the right, you've got the
11:15blue and green that we're familiar with in
11:17the tableau.
11:19You know, denoting dimensions and measures,
11:21you can actually see that it's got the
11:23available fields list here on the right
11:25hand side, a little bit disorienting,
11:28because normally this is on the left.
11:30And most web pages you read from left to
11:31right. So by putting it over there, I think
11:33it's a little bit difficult to see it. But
11:35maybe that's just, you know, me needing to
11:37get used to the platform.
11:39I can obviously add different aspects here
11:42to this table. So it's obviously chosen
11:45this particular table type. So what I'm
11:47going to do is I'm actually just going to
11:50delete this, I'm just going to not try and
11:52use any of the hints that it's giving me.
11:54And just let's try and go from scratch. So
11:57now that I've deleted that it's giving me
12:00themes and layouts. This is actually quite
12:02cool. It's making me think about the design
12:05upfront.
12:06And it's kind of interesting. These look
12:08like the kind of layouts you get in
12:11Microsoft Excel, or, you know, office word
12:14in terms of design.
12:16So let me just let's just click what
12:17happens when I click on one of these. Okay,
12:19nothing really happened. I think it just
12:21themes the contents that's already on the
12:23canvas, but because we don't have any,
12:26there's nothing for it to work with.
12:28So I'm going to go here and click Add a
12:30chart. And now we can see the different
12:32chart types. You've got a scorecard style
12:35design, this is really cool time series, a
12:38couple of others.
12:40You know, these look like the standard
12:41chart types that we're used to. But the
12:43cool thing here is, you know, where we talk
12:45about mapping, they've obviously got Google
12:47Maps.
12:48So again, that is a USB, not many places
12:50can you drag in a Google Maps, sort of item
12:53here and have that as part of your chart.
12:57Okay. And that is really cool. Okay, I did
13:00not expect it to do that I dragged in
13:02Google Maps.
13:04And what it's clearly done is it's it's
13:06looked at my data, and it's gone and got
13:08the country of origin, and it's dropped it
13:10into the view and it's using Google Maps to
13:13do that.
13:14And okay, that's pretty cool. I like that.
13:16I like that a lot. And in tablet, we've got
13:19Mapbox and some other really rich sort of
13:21assets. But here, we've got, you know,
13:23Google Maps, I was trying to preview it,
13:26but actually, I think I'm in the build view
13:28.
13:29I'm not able to preview it very well. If I
13:31click View, then yes, okay, that gives me
13:33the ability to zoom in. And it behaves just
13:36like Google Maps, I can even sort of go
13:38down to street level view here, right
13:40inside of the visualization.
13:43I don't know why you'd want to do that.
13:44Although I have dropped myself here. So
13:46very interesting. That's pretty cool. Okay,
13:48let's go back and let's just zoom back. How
13:52would I reset this?
13:54Okay, so that goes full screen, let's exit
13:56that we don't want to go full screen. Okay,
13:59cool. I think I have to go back to edit
14:01here. And then we're where we are where we
14:04need to be.
14:05Now, this page is very sort of wide. What I
14:09'd probably like to do is change the layout.
14:12So let's add the width here, I found this
14:14on the right hand side. So let's make this
14:171600.
14:18Okay. And if we just scroll down there,
14:20there, you can see that, okay, it's just
14:23sits in the view nicely now. So we'll have
14:26this here. Now, what I've got in my mind is
14:29this visualization in Tableau. This is the
14:32default view that you get inside of Tableau
14:35, when you open up one of the sample work
14:37books, and I'm just going to try and get as
14:39close to this as I possibly can, and see
14:41where we end up.
14:43This could take a while. So apologies, if
14:45you're watching along and trying to see how
14:48I do. And I should have done this as a live
14:50stream, but it's just a spur of the moment
14:52idea ahead. So let's, let's call this what
14:54do we call it in Tableau executive overview
14:56profitability. Okay, so let's just type
15:01that in.
15:09Cool.
15:10I can't type.
15:12Now, I really like the fact that this is in
15:14the browser, my laptop fans aren't spinning
15:16, everything is nice and smooth.
15:19It's just in the browser, nothing to
15:21install on straight into my sort of
15:23analysis. And I am going really slowly here
15:26because I have no clue what I'm doing. But
15:28I'm just going to try and see if I can set
15:29this up. So we've got another chart here
15:31with monthly sales by product, office
15:34supplies and technology. Okay, cool.
15:38So the other thing is this map is a Google
15:41Maps map. If I delete it, let's just see if
15:44we add this other one, a geo map. What map
15:47format does this give me?
15:50Okay, gives me a filled map. Cool. So
15:53Google Maps is obviously a specific map
15:55type. Okay. Now, interestingly, Google Maps
15:59zoomed in to the area that I was actually
16:02interested in, whereas this has given me an
16:05entire world map.
16:07So I'm sure there's probably is a setting
16:09here to change this, but we'll just leave
16:12it as is. And then we can kind of try and
16:15figure out what we're doing here.
16:18If I look at these options, what does it do
16:22?
16:23Okay, cool.
16:25Now, just looking at some of these options
16:27on the right here, you've got the ability
16:29to blend data. Okay.
16:31So there's a little bit of a demonstration
16:32here about how to blend data, you obviously
16:35create some sort of relationships.
16:37And you do joins here. And again, I have to
16:40give it to Google here. This is in the
16:42product because it's in the browser. It's
16:45innately very easy for them to link to this
16:47.
16:48So I just basically clicked on this
16:50information icon, and it pops up this tab
16:52straight to the documentation.
16:55And this can actually be sort of a big deal
16:57breaker for a lot of people because a lot
16:59of people will just spend time getting
17:01frustrated in the product, never thinking
17:03to go to support pages because they sort of
17:06expect things to be intuitive.
17:08So having that nudge there just makes it
17:10that little bit easier to find what you're
17:12trying to do.
17:14Right, I've done a lot of talking, I really
17:15need to start building charts here. So let
17:17's, let's try and add another chart. And for
17:19this one, I think we want an area map.
17:23So I'm going to put it over here. Notice as
17:25I do this, it's giving me little layout
17:27hints. Man, I wish this was in Tableau.
17:29Let's just drop this here. And let's just
17:32see if we can drag this out. Yeah, we can.
17:35Cool.
17:36Okay, it's filled it with something. I didn
17:38't want it to fill it with country. So maybe
17:40here, I'm going to have to start checking
17:42this out.
17:43So it's got the breakdown by dimension. I
17:44don't want it to be broken down by anything
17:46.
17:47So interestingly, I dragged the country
17:48onto the canvas thinking that would remove
17:50it, but actually it's dragged the map.
17:53So I need to just right click on that and
17:54then delete that. Okay. And then go back in
17:58here.
17:59And I think if I, if I just remove this
18:02over here, I actually can't remove it.
18:07I can change the breakdown, but I just want
18:09to remove the breakdown entirely.
18:12I guess I haven't got the other object to
18:15break it down by. So in this case, we'd
18:18need to basically check if the item is
18:19profitable or not.
18:21So let's go to Tableau and let's just go
18:23see the condition that's actually coloring
18:26this order profitability.
18:28Now, where are we here? Trying to find the
18:32ranges that are used here.
18:35So where is it? Where is it gone? Let's
18:38just type it in here. Order profitable or
18:41not.
18:42Okay. So here's my calculation. Oh, God, it
18:44's a fixed, it's a fixed level of detail
18:46calculation inside of the calculation.
18:50So I basically just need to find if the
18:52profit is greater than zero or not at the
18:55level of the order ID.
18:57Right. So let's go ahead and see how this
18:59can be done.
19:01Okay. So let's see if we can add a custom
19:04calculation. You've got the dimension here,
19:07which is the order date.
19:09That's what's going across the bottom. We
19:12have the record count, which is I assume
19:15this is the number of rows.
19:17Let's say I was to just replace that with
19:20profit. Then this would give me the total
19:24profit.
19:25Yes. By the different countries. I actually
19:28don't want to do the breakdown, so I need
19:31to really figure out how to remove this.
19:34Let's just say I do that. What happens if I
19:40, okay, I can drill down the dates like we
19:42can in Tableau. That's pretty cool.
19:44Let's switch that off. Breakdown dimension.
19:50We can create a field. Here we go. So we
19:52can create a field right there.
19:53That was a little bit hard to find. Okay.
19:56So the profitability. Let's just paste that
20:01in.
20:02Oh, that's my web address. It's not copied
20:04the format of the calculation. So let's
20:07just click that again.
20:09I'm just going to take that as is. It's a
20:11little bit rogue to expect us to just work
20:15inside of Google.
20:17But let's just go ahead and delete this.
20:20Okay. And just see what happens if we say
20:24sum of profit is greater than zero.
20:27Okay. Is that a valid calculation? Okay.
20:31Invalid formula, invalid input expression
20:33unsupported.
20:35Okay. So let's just see. It's got these
20:38squares which Tableau needs. We don't need
20:41that in Google.
20:43So now that looks to work unsupported
20:45operator greater than. Okay. So, okay, let
20:51's just do something else then.
20:53Let's just say I do that. And we don't do a
20:58text. It should be a Boolean. Let's see if
21:01that changes anything.
21:04Okay. So this is already proving a little
21:06bit tricky. Let's just see how we can solve
21:10this now.
21:11Let's just say, okay, this is the profit.
21:14The profit is greater than zero. Un
21:17supported operator greater than or equal to.
21:23True or false? Interesting. So this is
21:31correct. I can't think of any other way to
21:34write this.
21:35So let's just clear this and go back. Okay.
21:41It's obviously got this calculation. It's
21:42given me an error here.
21:43So let's just add a field here. And when
21:47you do that, you get this option to see all
21:50the fields, right?
21:51And I think if I click add a field here, we
21:54get to the formula. So I can just paste
21:57this.
21:58And I'm hoping here I can get a little bit
22:00more assistance as to how to write this
22:02calculation.
22:04So it gives it like an ID. We can call this
22:09profitability.
22:12And again, this the way I'm writing this
22:15isn't making sense. So in this case, what I
22:19'd normally do is I'd go over to Google.
22:21Surprise, surprise.
22:22Interestingly here, it's not actually
22:26giving me the option to learn how to write
22:31a calculation. It's not giving me any sort
22:34of hint anywhere.
22:36So whilst I congratulated it earlier on,
22:38here it's not doing the same thing. So we
22:41're going to have to go ahead and do that.
22:43So Google Data Studio formula. Cool.
22:53So let's just see sums. So here,
22:56aggregation sum, sum of the thing you want
22:58to do. That's correct.
23:00Okay. So let's say Google Data Studio
23:11Boolean. There you go. Boolean. That's the
23:14thing. How to work with Boolean data type.
23:15So I've got this article here, but there's
23:18also this thread. So, okay.
23:23So there's the case thing here as well. But
23:26I think that's typically something else. So
23:30let's just see. Okay. That's a case again.
23:33How to work with Boolean's data types. Let
23:35's see. Okay. Cool. So here we go. Here the
23:39field is revenue, grades and forecasted
23:41revenue.
23:42Only two possible things. True or false.
23:45For Google Sheets, the value trues and
23:46false. This seems straightforward, doesn't
23:48it?
23:49Yeah. It's not going to work. When you
23:51create a report from the data source, which
23:53is file revenue_shooker, you'll get system
23:55error.
23:56It's happened because Studio did not
23:57recognize a Boolean value stored in Google
23:59Sheets as a Boolean value.
24:01Instead, it treats these Boolean fields as
24:03text fields. Okay. No matter how you store
24:06Boolean fields in blah, blah, blah, blah,
24:09the Studio won't recognize them. So add a
24:13field, enter the following formula into the
24:17field. Okay.
24:19So this is interesting. New, for example,
24:26enter the name of the field, enter the
24:27formula in the formula field.
24:31Right. Make sure you see the green colored
24:33checkmark at the bottom of the formula box.
24:36You've entered the formula correctly. If
24:39the formula is the symbol instead of the
24:42green checkmark,
24:44the case when is revenue true, then true,
24:48else false, end. This means if the value...
24:51Okay, great.
24:54Right. Right. You can now see new
24:59calculation listed in the data source
25:04schema.
25:06Okay. When you create the report based on
25:08this data source, which uses new
25:09calculation, it will look like one of these
25:11.
25:12Yeah. We'll only do a short video. Okay,
25:14cool. So let's just try this out a little
25:17bit.
25:18So I go back to all fields and I click add
25:23a field and I say profitability. Prof
25:31itability.
25:33Let's call version two because we're being
25:36rather successful. What's this formula?
25:41Okay. This formats the formula. Let's click
25:43on this help little icon and let's say we
25:46can click on this Boolean.
25:47So this time around, I seem to have found
25:49the help thing. When I type in Boolean, it
25:52comes up with this case command.
25:53So I think it can only do this using a case
25:58command, which seems a bit odd, but that's
26:01fine.
26:02Okay. So let's just try case. And then you
26:08can say when some... Let's just do this.
26:13When profit is greater than zero, then...
26:20And this one that you want to say false...
26:23True, sorry.
26:24This profit is greater than zero. So let's
26:27just type in the function true.
26:30Yeah. When profit... Okay, you got some
26:42more to completion going on there.
26:45Is less than or equal to zero. Then false.
26:56You can see it's also doing auto-completion
26:58there. And then you just need to type end
27:01here.
27:02Okay. And this one seems to work. So, okay,
27:07that's my first hurdle there.
27:10I think understanding the way formulas work
27:12in Google Data Studio is really important,
27:15but thankfully you can just problem solve
27:17it like you can anywhere else.
27:19And it's actually good that there was a
27:20community article on this already.
27:22That's a really important part of learning
27:24Tableau, right? So you always need to be
27:26able to Google and find these solutions for
27:28yourself.
27:28So here I am in real time just finding that
27:30solution. So I'm going to hit save.
27:33And then what I can do is I can hit
27:35finished. And what I can do is bring
27:38profitability version two in place of that
27:43one.
27:44There we go. Okay, great. And we've got
27:47this true and false here, but you can see
27:50it's very, you know, it is actually
27:52separating.
27:53They've got two different colors. I can't
27:55see the colors too well, but that's fine
27:57because I think it's just the theme that I
27:59've chosen.
28:00So the next thing I'm going to do is I need
28:02to actually choose the right level for this
28:05date going across the bottom here.
28:09Okay, because at the moment it's by day,
28:11but actually I think I just want it by
28:14month.
28:15So let's try and figure out how to do that.
28:17So let's remove the year and just keep the
28:22year month and let's see what happens here.
28:25Okay, very nice. There we go. So we figured
28:27that out. We can ignore the colors for a
28:29little bit.
28:30Also, the order of profitable and not
28:33profitable is not in the right sort of
28:36order.
28:37So again, we'll need to come back to that.
28:40But okay, I'd like to give this a title.
28:44So I can't. There's no. Let me click on the
28:49style tab here.
28:50If I click on the style tab or click on the
28:53style tab, go to style. And then is there a
28:56title thing here?
28:58I can show the axis. I can change a few
29:00things here and there. I can give it a grid
29:02, customize it.
29:04There's quite a few design options, I have
29:06to say. This is actually quite nice.
29:09One bugbear in Tableau is the fonts. And oh
29:12my word, this uses the Google Fonts API, of
29:16course.
29:17So it has a slightly nicer range of fonts,
29:19if that makes sense.
29:21So you can obviously probably customize the
29:23fonts that you want to see in that list as
29:25well.
29:26I'm just assuming that's a feature because
29:29it's a Google API to use those fonts.
29:32100% stacking. Okay, cool. So this shows
29:36you the percentage of total, which is kind
29:39of nice.
29:40Although that doesn't make sense. 100%
29:42stacking. What does that mean? What does
29:45that actually mean?
29:48Interesting. I'm not sure what that
29:51actually means, 100% stacking.
29:53I can do a running total. I can show the
29:56data points. I can show labels. That is
30:01messy.
30:02Compact numbers, what's that? I don't
30:07understand these, but I'm assuming they'd
30:09be documentation.
30:11You can color them by series order or
30:13dimension values.
30:15Okay, cool. When I click on those values,
30:17you can see here I actually get a color
30:19pane that allows me to manage these
30:22centrally.
30:23That's quite cool. So let's go down and
30:26click on true. Let's make our own custom
30:30colors.
30:32Nice, we get a little bit of a nice color
30:35palette here. Let's choose a nice green
30:39here.
30:41Let's just go down. There you go. That
30:43sounds good. And false. Let's just go ahead
30:47and choose maybe an orange.
30:51Maybe a bit more wild here. Just click on
30:55orange. Cool.
30:57So we've changed those two. Hit close. And
31:00now you can see that it's filling.
31:02Although it's doing something weird with
31:03the fill in between.
31:05So the line and the fill are slightly
31:07different variants of the same color. That
31:10's really frustrating.
31:12And yeah, that's kind of annoying. Anyway,
31:14we're not done with this chart because if I
31:17go back to Tableau
31:20and look at furniture, office supplies and
31:22technology, we've got this sort of
31:23breakdown here.
31:24And this breakdown, I think, is the
31:26category. Yes, it's the category.
31:28So we need to try and see if we can break
31:30this down by category. Right. How would I
31:34do this?
31:35Now I've got the profitability here. Then
31:38it's got the metric profit.
31:41And so I think I'm just going to just try
31:46and see what happens if I put.
31:50Wherever. Can I add a dimension there? Yeah
31:53, let's put category there and see how does
31:56that break things down?
31:58It doesn't at all. Okay, let's bring it
32:02back up.
32:04Okay. That doesn't seem to be doing
32:06anything, which is a shame. Let's just
32:08click a preview in case it's a bug.
32:11Oh, cool. You get nice tool tips when you
32:12hover over these. So that's kind of nice.
32:17It's kind of done for me.
32:19Oh, nice. And it even gives you this hover
32:20over over the axis. That's kind of cool.
32:28Okay, so let's let's go back. Where is. How
32:34do I break this down?
32:36This is the challenging thing you see when
32:38you try something new and you don't know
32:40what you're doing.
32:42And you just try to figure out how do I
32:45break this down? All right. When in doubt,
32:49just try and put this thing pretty much
32:51anywhere.
32:52So we've created one for profitability. I
32:54don't want it to break down that metric
33:00again.
33:02I want to see if I can just do that. What
33:07does that do? Oh, interesting. That
33:12replaces the metric that's on there, which
33:12is frustrating.
33:13That's not what I want to do. I can go back
33:17here with undo.
33:21Okay. Let's go back again. No. Okay. The
33:27undo button is not actually working here.
33:32Right. Okay. It's just not working. Okay.
33:34Cool. So let's click on the chart again.
33:39And let's drag in profitability version two
33:41. Let's replace that and just get back to
33:43where we were before.
33:45I think my only option in this, at least
33:48for the sake of this video, not make it a
33:51half an hour video about how to break this
33:53into two.
33:54I think what I have to do is I have to
33:55filter this and then duplicate it three
33:57times for the different categories.
33:59That's the only way I can think of doing
34:00this very quickly. I'm certain this is me
34:03not understanding how to use this.
34:06Although that might not be the case. So let
34:13's apply filter.
34:17Let's add the filter first. And what we can
34:20do is we can.
34:22I'm getting a few bugs here as I'm using it
34:24. It might be my laptop.
34:26You can now hear the fan going. I've been I
34:28'm recording a video in the background, so
34:30that doesn't probably help.
34:31But let's let's bring category here and to
34:36can I scroll down that scroll down even
34:40further.
34:41Add a filter category. Okay. You have to
34:45add a filter.
34:47Let's say where are we? What is category?
34:51Okay.
34:54So it makes you build the filter manually.
34:58Right. And the categories we're interested
35:01are furniture and office supplies.
35:04So let's start with furniture. I'm
35:08intrigued that it's making me build this.
35:13So if I hit save. Right. There we go.
35:18So that's very interesting. I also think
35:20this shot is wrong. So this is this is the
35:22furniture department.
35:25I don't think at any point the furniture
35:27department gets is negative unprofitability
35:30.
35:31There is no profitability, but it doesn't
35:34drop below zero.
35:36It could just be actually this chart in
35:37Tableau is not showing negative values.
35:40Right. Because if I go to edit the filter
35:42here, you can see that it's now it's
35:45showing the full range.
35:47So if I do that and hit apply, what happens
35:49? Okay. So it does go negative.
35:52Click OK. And if I edit the axis just just
35:55to indulge this a little bit, I just do
35:59minus.
36:01Let's say this is actual hard sell. So let
36:04's do minus 100,000.
36:08Yeah, you can see the profitability never
36:09sort of goes below zero. Right.
36:13Kind of negative profitability because you
36:14'd have to literally be giving people money,
36:17if that makes sense.
36:18So my chart in Google isn't quite correct.
36:22I think the way it's aggregating this is
36:26making it so that we're actually seeing
36:29instances where we're potentially selling
36:32something at a massive loss.
36:35And it's aggregating those by the month.
36:37And so we're not able to see that sort of
36:40behaving slightly differently to how to
36:42expect.
36:43Okay, that said, I can duplicate this.
36:52There it is.
36:56And we get this nice ability to sort of
36:58line these up. I have to say that that's
37:00much easier than in Tableau.
37:02Let's duplicate this again.
37:07And let's bring that down here.
37:10All right. So this one was furniture. The
37:13next one should be office supplies. So let
37:15's go ahead.
37:18And get rid of that one doesn't change my
37:23previous one. But then I do have to go in
37:26and add a filter here.
37:29So what I have to do is I have to bring
37:32category in here and then create a filter.
37:38Select a field.
37:42Category.
37:50Yeah, equals two. It's a shame that it's
37:54not auto filling this. I feel like I'm
37:57missing a trick here.
38:00So let's just make sure that's correct. It
38:05's sparked correctly. Hit save.
38:07There we go. There's the office supplies
38:09one.
38:10And then this last one is technology. Cool.
38:20So let's, in fact, if I just clear that,
38:23add a filter, create filter, select a field
38:27.
38:27And equals two and technology.
38:31So I feel like auto completion should be a
38:35feature here and I'm probably just missing
38:39it. And that's why this is behaving this
38:40way. Cool.
38:40So where are we so far? Let's just say I
38:44said at the beginning of this, this wasn't
38:46going to be a comparison and it shouldn't
38:49be.
38:50But as a first time user, I've, you know,
38:53with some understanding of Tableau and
38:55another analytics product that does help me
38:57here.
38:58I'm sort of looking for synergies between
38:59the two products. And actually it's got me
39:01this far. I've got a basic map.
39:04I've got this, you know, chart that shows
39:06profitability. Right. And I'm actually able
39:10to start to understand what's going on with
39:14my with my data.
39:16Now, earlier on, you saw me look at these
39:17themes and I think what these do is they
39:19wholesale change the look of the dashboard.
39:22So let's say if I click on this, you see it
39:24changes the whole entire look. And man,
39:28this is something I've always cried out for
39:29in Tableau with style sheets, actually.
39:31Where just just have some of these themes
39:33here and just in the click of a button, it
39:35changes the whole chart to match that
39:37specific theme where possible.
39:40And so I think that's really cool. And it
39:42doesn't seem to be changed these because I
39:43gave a specific coloring for true and false
39:45here.
39:46So it's also respecting my personal choices
39:49that I've made in this particular space.
39:52Whereas here, you know, I haven't made a
39:53choice about that yet.
39:55And when I go to a dark layer, it actually
39:57keeps those same colors. It's not changing
40:00those as well.
40:01So it's just quite cool to have that kind
40:03of capability. And actually, now that I do
40:05that, I can see I have an issue there.
40:07If I can actually drag this down. Now we
40:10have something that looks kind of cool.
40:14Now, this map, I'd like to zoom in. There's
40:17so much that needs to change on this.
40:20Number one, if I go back to the view, and
40:23this is taking so long, those three charts,
40:25I couldn't figure out how to separate them.
40:28So I had to build three charts to do that.
40:30And then the same would happen here. So
40:32that would be six vertical charts.
40:35I'm not going to do that in this video. I'm
40:37just going to try and get this world map to
40:40show the profitability on the actual color.
40:44Okay, so I'm going to take the profit ratio
40:46, which is a calculation. We're going to try
40:48and put that on color.
40:50So I'm a bit lazy. Let's go ahead to Table
40:53au and let's grab the profit ratio.
40:56The reason I'm using Tableau as a point of
40:59context is because that's the tool I'm
41:03coming from. And people are typically
41:05coming from another tool and they want to
41:05try and bring their understanding as well.
41:08So analytics tools generally need to follow
41:11sort of the same principles so that users
41:14can just hop in and out of many tools.
41:17Because if I'm strictly honest, no
41:19analytics platform uses just one tool in
41:21their stack.
41:23You either use this database, that platform
41:25, and you use different things for different
41:27reasons.
41:28If I knew how to use Google Data Studio, I
41:30'd probably use it to build my YouTube
41:32analytics dashboard because they already
41:34have a connector right there.
41:36And so it's just something to be aware of
41:39when you're working with this kind of data.
41:43Now, I've selected this map. I've obviously
41:45got this option here to change it to a
41:47Google map if I wanted to.
41:49And actually the Google map has these sort
41:52of nice elements actually.
41:55I wonder if I can make it a filled map at
41:57the same time.
41:59Let's have a see. So we've got this. We've
42:04got these options at the top.
42:07I think maybe in the style tab, if I click
42:10on the style tab, click on the chart and
42:15then click on the style tab.
42:17Here we go. Right. OK, so you get the map.
42:23OK, you get the colors, you get the bubble.
42:27Bubble there. You can change the size of
42:29those bubbles.
42:31You get colors, but it doesn't let you
42:34choose the specific fill type.
42:37OK, and you've got the theme and stuff like
42:38that.
42:39And you can kind of reduce the complexity
42:41to do with things like labels from lots of
42:43complexity to no complexity.
42:46I like that slider actually. Rather than in
42:48Tableau, you have to choose the levels
42:50manually.
42:51And this one, it just gives you a slider so
42:53you can kind of just choose the level of
42:55detail.
42:56So that's kind of cool. And, you know, in
43:01some respects, it's kind of a nice to have
43:04feature.
43:06It's not a necessary feature. But I can't
43:08seem to make this a filled map.
43:10So let's go back to the one which I had
43:12before, which was a filled map.
43:15And maybe when we go to the style settings
43:17here, we might be able to change a little
43:22bit of the context.
43:25You get this little sort of toolbar across
43:27the top when things are happening.
43:29And so now that's loaded up. Cool. We're
43:32back in here. Let's go to style.
43:34And we've got different size. So mid color
43:37value, min color value.
43:39OK, so you can choose the color that drives
43:43the formatting. We haven't created that
43:46calculation yet.
43:48I can't seem to make it zoom in on this
43:51particular area.
43:53I don't know. I don't know. I don't know
43:55what it would take to do that.
43:57But that would be a really nice feature to
43:59be able to just zoom into the scope that's
44:02actually shown in my map,
44:04because there's no need to show me the
44:08whole of the world when I only have
44:11European data in here.
44:15OK. Yeah, I again, if you if you know what
44:18I'm doing wrong, drop something in the
44:20comments and let me know what you what I
44:23should be doing instead.
44:25Maybe I can crowdsource some knowledge on
44:27Google Data Studio.
44:29So, yeah, I'm just going to leave that as
44:31is if there's no other way of showing that.
44:34But what we can do is we can correct this
44:37this profit ratio calculation.
44:40So let's go ahead. And the record count is
44:43actually what's on color, I believe.
44:46OK, so the number of records. So I'm just
44:48going to go ahead and add a field and we're
44:51going to create our own.
44:54I'll just paste the profit value that we
44:57saw before. So let's just remove that.
45:01And then. This is going to write an
45:04aggregation. It's good to see that
45:07basically writing it the same way.
45:11OK, this should be a valid calculation. Yes
45:13, it is great. So let's type this in.
45:22You get like a field ID. I assume these can
45:24then be called in APIs.
45:26And when you're creating them, it's nice to
45:28be actually able to see that in Tableau.
45:30This actually happens as well. But what you
45:31have to do is you have to know what it's
45:33called in the data source.
45:35And it can be could be really, really weird
45:36. So it's just nice to see that metadata
45:39here whilst you're creating it.
45:41So now we've created a a profit ratio. I'm
45:45just going to go ahead and drop that onto
45:47the metric.
45:49And now we see this color range. So what I
45:52'd like to do is is change the legend.
45:55Let's try and see if we can change the
45:57legend. OK, we can show the legend here.
45:58That's fine.
46:01Oh, so you can change. Yes. OK, so you can
46:03set the top. I can see how this works now.
46:05So you can set the max color value, which
46:07in this case, let's just keep it as blue.
46:10You can set the min color value if I just
46:14click out of this. If I go to maybe this
46:17this red here and then the middle value, we
46:20can set to something neutral.
46:22So I think I'm just going to set this up to
46:24like a very, very light yellow.
46:27So you can kind of we're trying to kind of
46:29emulate the Tableau map here.
46:31But obviously, you can see that this is
46:34this is just very sort of basic.
46:37So if I just go preview this very quickly,
46:39you can see here that we obviously get some
46:42really nice capabilities here.
46:44And you can download that specific data
46:46just from these three dots. And again, you
46:49can drill up and drill down.
46:53So this is kind of cool because I think I
46:55broke something in doing that. Oh, I
46:57removed the I removed the information.
47:01OK, cool. So I now know what that does.
47:03This drill toggle lets me cycle through
47:05whatever is in the drill down tab.
47:07But I don't think it should show you that
47:09if there's nothing else in the in the drill
47:11and the drills context.
47:13So I go back to editing and I click on this
47:17chart.
47:19You'll see that there is actually a drill
47:21down context menu and it tells you what you
47:23can add to that drill down.
47:25And I took a year and month away. So you
47:28can see I've got a drill down and it's only
47:31got the profitability as a breakdown
47:32dimension.
47:34And it's got category and year, month in
47:35here. But fundamentally, if I don't have
47:38something in there, it shouldn't be showing
47:41me that at the top.
47:43So that's pretty much it. That's actually
47:46been a really interesting, interesting sort
47:49of journey because I'm sure with maybe a
47:53week,
47:54you know, if I did exactly the same
47:55training that I've done in my first month
47:57of Tablo, I'd get extremely comfortable
47:59with this.
48:00And it's again, it's an inviting tool. And
48:03there are already some aspects in this
48:05product that are better than what we have
48:07in in Tablo today.
48:09So, you know, I don't know when Google Data
48:11Studio was launched, but, you know, out of
48:13the box, it's got some really nice
48:16capabilities.
48:18The last thing I'd obviously want to do is
48:20these big numbers at the top. And these are
48:22actually a chart type.
48:24So we can just go in here and just add a
48:27total. These are just totals, right?
48:29So we just it's funny in Tablo, what you'd
48:31have to do is you'd have to create a sheet,
48:34then format it, then make it big.
48:36It's all it's exactly the same step. But
48:38here it's just it's just giving you that as
48:40an interface items, right?
48:42So the profit ratio is zero point one three
48:44. OK, that is actually correct. Thirteen
48:47percent. Look at that.
48:48OK, so the thing here now is how do I
48:50format this as a percentage? Right.
48:53So we've got a let's see, how do I format
48:57this metric data type?
49:00So if I if I click on this, how do I
49:08default range? And so here we are.
49:12We're in this position where I need to tell
49:17the tool how to format this number.
49:22And I can't figure it out. That is the
49:24right number. It is 13 percent.
49:29I tried double clicking that.
49:40Interesting. So let's.
49:47Let's see what we can do. Date range, data
49:54control. What's that do? What does data
50:00control do?
50:05OK, maybe. Oh, it lets you change the data
50:08source. That's cool. I think I saw this in
50:11one of the other demos.
50:13But that's not what I want to do. All right
50:17. I'm going to have to ask you guys to help
50:18me out here.
50:19How do I change that into a percentage? It
50:22must be straightforward, right?
50:25I'd expect some sort of formatting option.
50:29I'm not seeing it here.
50:31I don't believe I'm missing anything here.
50:35So maybe, maybe, maybe.
50:41Go back to the field interface.
50:50OK, so here in this interface. OK, cool,
50:53cool, cool. I think I found it.
50:58It's not immediately sort of where I'd
51:00expect it to be, but this is a number
51:05numeric percentage.
51:09And I would expect this then to change.
51:13Right. This is a number percentage. Yeah,
51:15there we go. Perfect.
51:18All right. That took a while. It's a shame
51:21there's no immediate option right there.
51:23So that was that was a little bit of a
51:26hurdle. But interestingly, I think now that
51:29I know how to do that, sales and profit are
51:32the next two.
51:33So let's let's just bring these in. Let's
51:35do total sales. We can just do that there.
51:39And this one, it's going to be all you have
51:41to do is you have to click on that and then
51:44I can just sort of replace that value with
51:47sales.
51:48OK. Right. We're on to our next issue,
51:52which is how do you.
51:54OK, I guess I guess I know the answer to
51:56this, which is go back to my fields.
52:00And what I need to do is be a little bit
52:02more diligent at the start when I bring my
52:04data in by defining what the columns are.
52:07So I'm going to do that in bulk here. So
52:12the discount is at a, you know.
52:16A different level of detail. Record count.
52:19This is number of records in Tablo.
52:22Text. Where do we have more values here?
52:26Quantity, profitability, profit. This is a
52:33currency.
52:35Let's just call that British pounds. It's
52:38nice that it has a different currencies in
52:40there.
52:41Built in. That's kind of nice. Discount.
52:46Discount is a number. That's fine. Sales
52:51where sales.
52:54I can search the fields here. So actually,
52:56let's just type that in. Let's just be a
52:58bit lazy and just search.
53:02I think what's happening now is that my
53:04laptop is really not liking the fact that I
53:06'm recording a video whilst doing this.
53:09So that's fine. We'll just have to allow
53:12for that. So sales. And this should be a
53:17currency.
53:19So this will actually go here and do that.
53:22It's unintuitive to have currency and
53:24numbers in different places.
53:26I'd expect the currency to be a subset of
53:28number, if that makes sense. But hey, hey.
53:31OK. And this is cool, but OK, you've got
53:36the default aggregation here.
53:40So if I go to sales again, the default
53:43aggregation is sum. I can give a
53:46description, but I can't choose the level
53:48that this shows.
53:50I want this to say 2.9 million. I think
53:53that's correct in Tablo. It's different,
53:55actually. It's 3 million in Tablo.
53:59Maybe I'm not connected to the same data
54:02source. 3.4 million, whereas here it's 2.9
54:07million.
54:08Yet the profit ratio is basically the same
54:10at 13%. So it might be slight differences
54:14in what I'm actually connected to and the
54:16sample workbook itself and what that
54:19connects to.
54:21So that's fine. So let me just give this
54:27more space. Now, how do I make this say
54:38millions?
54:43OK, this is all formatting again.
54:54So you can choose the number of decimal
54:55places. Let's say zero here and that will
55:00disappear.
55:03Oh, I see. Compact numbers and automatic.
55:08OK, cool.
55:09So that's a term I've never heard of before
55:13, but taking this compact numbers detail is
55:17actually kind of interesting.
55:20You can also do a comparison metric to that
55:24. So let's say I have the same value from
55:28the previous month.
55:30I could actually add a comparison metric, I
55:34think. Comparison date range. OK, cool. So
55:39I can choose previous year. Hit apply.
55:48And OK, it says no data, but I assume this
55:52would mean that because obviously this is
55:56there's no data in this time frame, but it
56:00's really nice that it gives you the ability
56:02to do a comparison straightaway there.
56:04So if I was to go back far enough and
56:07actually choose the date range relevant to
56:10this thing, then I think I'd see that there
56:12.
56:13But again, it's not being smart with those
56:16timelines. It's not really showing me that
56:19here. OK, we'll just have to leave that as
56:21is.
56:22But that is a cool feature. I'm expecting
56:23that's what it would do. If I actually had
56:25data up until today, this would do the
56:27comparison for me.
56:29And same here, right? So if I was actually
56:31able to choose, I could choose a profit
56:33ratio from the previous month and then have
56:35it.
56:36Oh, actually, it's appearing all the way
56:39over here. That's so weird. Previous period
56:44. Apply. Again, no data.
56:48But now we can start to format these a
56:50little bit. That's cool. When I was
56:53adjusting that, can you see that it shows
56:55you the similar proportion to the next
56:57thing?
56:58So it figures out you're trying to line
57:00them up. Again, that's just such a neat,
57:02neat feature. OK, so, yeah, this is taking
57:05a while, but I'm actually discovering a lot
57:07of things that it has that Tableau doesn't
57:09have.
57:10And whilst I could do this much, I would
57:12have done this in five minutes in Tableau.
57:15But the point is, this is a new tool and I
57:18'm sort of discovering how it works.
57:21Look at that. Look at that placement hint
57:23to just drop it there. And, you know, that
57:26that would just be so useful in Tableau.
57:29Honestly, the amount of time you spend ages
57:31putting things in containers and just. Yeah
57:34, it can be really, really tough.
57:36And I definitely hitting some sort of limit
57:39with my computer and the fact I'm recording
57:41this video at the same time.
57:44Hence, things are taking a little bit
57:48longer here in the browser.
57:51Yeah, so the other thing to bring in is
57:53profit. So let's just bring I'll do profit
57:55and then we'll probably call it a day there
57:57.
57:58Let's put profit on there. And we now know
58:04that we have to go here to style compact
58:10numbers. It's automatic. Interesting.
58:14This one's gone to thousands. 372.83
58:18thousand. OK, that's fine. We'll leave that
58:22as is. And again, we can do the comparison
58:26if we wanted to.
58:28And you could just do previous period. Hit
58:41apply. OK, so if we have a look at that.
58:48Now we're starting to sort of get somewhere
58:50. Now, the cool thing is in Tableau, you
58:52normally have interactivity. So rather than
58:55spend ages building out this top level, I
58:57want to try and see if I can add some
58:58interactivity to this entire chart.
59:01The first thing to do is to add filters.
59:05And there's this filter control option here
59:08. I know this because I've used Google
59:09Analytics. I know that icon means filter
59:12control.
59:13So if I just click on that and bring it in.
59:31Here we go. So it didn't work the first
59:33time, but you can choose a country region
59:36here and I can just place this here and I
59:39assume then what will happen is if I go to
59:41my visualization and I deselect that and
59:44just select.
59:46I can't deselect all, which is an
59:48interesting sort of challenge. But check
59:52this out. It's actually got the values of
59:55the profit ratio in here. That's cool. That
59:59's very cool. I like that. I like that.
60:01So I can select France, for example. Let's
60:17give that time to think. Again, I don't
60:17think this is the performance of the tool.
60:18This is my browser and my laptop struggling
60:19to do a recording and also handle what's
60:20going on here.
60:21I've got another sort of app running in the
60:23background as well that's probably eating
60:26the performance. But you can see here that
60:28that filter isn't just a filter. It's
60:31giving me context. I can actually see where
60:33there might be a problem already.
60:36For example, Ireland. Ireland is a good
60:39place to go where there is a lot of
60:42negative profitability. And this filter is
60:46applying across the whole entire sort of
60:49data set. And I can obviously deselect all
60:51and choose. It's got a really nice search
60:53function there as well.
60:54And yeah, it just works really nicely. Cool
60:58. So, okay, that's been a really interesting
61:03sort of journey. The last thing I'll do is
61:08let me add a date filter.
61:11Okay. And when you add a filter, what it
61:13does is it kind of cycles through the
61:15different measures. So interestingly, let
61:18me just see what it brings in. So it's
61:21brought one for profitability. So I can
61:24just look at the unprofitable items on
61:27their own.
61:28And then if I bring in another one, and
61:33this time I want to filter by date, I'll
61:38see if I can change the filter type to date
61:43.
61:44So I've got a really, really bug experience
61:58here. Yeah, it's got the order date set up.
62:03So interestingly, it's, it's actually, it's
62:05actually made some really smart decisions
62:07there.
62:08I didn't tell it what filter to bring in,
62:10but it's clearly got some sort of context
62:12of country profitability and order date.
62:15And when I just bring more filters in, it
62:16kind of goes through that rank of
62:18importance and figures out what I'd like to
62:21see.
62:22So now if we go back in and hit this, you
62:24can obviously just look at the profitable
62:26and unprofitable items. But also, I can see
62:29anything happening on a specific order date
62:32.
62:33Now, that's not what I was expecting. So if
62:35I go back into edit, I might be able to
62:37change the way this order date filter
62:39actually works, because at the moment, it's
62:42treating it like a dimension and actually
62:44like a, you know, start/finish date kind of
62:46selector or the last, you know, 12 months
62:49kind of, you know, periods like that.
62:52And I'm assuming this might be done in
63:01style.
63:04So you've got this pop up menu, fixed size,
63:08text. If I go to data,
63:13and scroll down.
63:20Again, it's not really giving me the kind
63:22of filter I was expecting. I can see it
63:26here when I go to my own filters, right?
63:34But
63:37it's showing me the top and the bottom.
63:41But I can't seem to change this
63:46five.
63:48I can enable the search box. I think it's
63:50because it thinks the order date was a
63:52dimension, which it is, but it's also
63:54clearly a date. So it knows that here.
64:05Okay, so I'm not able to figure that out
64:08right now. So,
64:12you know, if I just stop there for a second
64:15, let's just view what I've built. This is
64:18taking some time.
64:20I've been running for quite a bit of time.
64:23And again, I hadn't used this at all. I
64:26hadn't used this before.
64:29And this is what I've created so far. And
64:32is it great? No, there's obviously some
64:35issues here.
64:35I'd like to be able to control the
64:37formatting in a more direct way on the
64:40visualization. I'd like to be able to
64:42control some of the behavior of some of
64:43these items as well and how they behave.
64:46And there's probably some chart specific
64:48things I don't know how to do quite yet.
64:51But as you saw me do earlier on, I was able
64:52to Google and find out how to fix that
64:54formula that we can fix. And I was able to
64:56get into a very basic formula.
64:59And so with enough time investment, I think
65:01it's fair to say that I'd actually end up
65:03building something that was very close to
65:06this that resembles this very, very closely
65:08.
65:09And this was never about speed. This was
65:11never about sort of speed to usage because
65:14I've never used Google Data Studio before.
65:17What I did do is use some of my knowledge
65:19from Tableau. So that is one plus side.
65:22I was able to take some of my analytical
65:23experience and apply it to the product,
65:25sight unseen, and then use Google and any
65:27other tool to figure out how to do things.
65:30Okay. There are plenty of things here that
65:32I like that I don't see in Tableau. I like
65:35the layout in here. It's a lot more sort of
65:38guided.
65:40I like the ability to theme this. So, you
65:43know, just go into the edit tab here and we
65:46edit this and I can just very quickly hit a
65:49theme and it just applies across the board.
65:53It's a really, really, really cool
65:55capability that I'd love to see in Tableau.
65:58And because it's a web product, it's
66:00actually innately easy to connect to data
66:02sources, especially if they're owned by
66:03Google, but also other web data sources
66:06through the partner list that you saw.
66:08And that's all inside of the product rather
66:10than having to go to another web page,
66:11download it, install it.
66:13And because it's running through the
66:14browser, this is running on Google's own
66:16infrastructure.
66:18Okay. So this is going to be far more
66:21reliable to use and so on and so forth.
66:24So let's just let me just I can see I've
66:26done something really bad here.
66:28I've kind of squashed the map there.
66:31And what I what I really should do is just
66:34add more space to this to this map, but you
66:37can only see now see it that now that we've
66:40got these sort of different colors here.
66:42So we can see here I've got some real bugs
66:44here in terms of speed and performance.
66:48So maybe that is something to be wary of.
66:50I'm recording a video so that naturally
66:52eats up lots of resources on my laptop.
66:55That said, I record videos with other
66:57products and I never have sort of this kind
67:00of laggy behavior.
67:02So it's just an interesting thing to be
67:03aware of because it's running in the
67:05browser.
67:06You just want to make sure that your
67:08computer is optimized for heavy browser
67:11usage.
67:12You know, Chrome uses lots of resources.
67:14Browsers today use a lot more resources
67:16than the typical application do sometimes.
67:19So just be sure that if you're going to use
67:21this, you have a computer that's ready to
67:24handle that.
67:25Or just make sure you debug sort of what's
67:27causing those performance issues and don't
67:29do those things at the same time.
67:31OK, well, that's pretty much it.
67:35I think this is this is as far as I should
67:36carry on.
67:37I think if I carried on for another hour,
67:39you guys would just be seeing me kind of go
67:41across the same hurdles.
67:43What I will do, though, in the future is I
67:45will do this video again.
67:47Having understood how to use the product.
67:49So I don't know how long that will take,
67:51but at some point in the future, I will
67:52rebuild this dashboard that we've seen in
67:54Tableau here.
67:56I'll try and do it as close to the original
67:58as we can.
67:59But this time around, I'll be building it
68:01from scratch with some knowledge of how the
68:03product works.
68:04And then we can start to see a more fair
68:06comparison of, you know, how long these
68:08things are actually taking and where am I
68:10spending more time in Google versus Tableau
68:12.
68:13OK.
68:14Well, this has been a long video.
68:16If you've watched it to the end, thanks for
68:17your patience.
68:18Thank you for watching.
68:20Let me know how you found this video.
68:21It's a slightly different thing to what I
68:22've done before.
68:23I might do it with other products like
68:25Power BI and ClickView because I do get a
68:27lot of questions on the channel about those
68:29products.
68:30So rather than being ignorant about them,
68:32it might be a good idea just to try them
68:34for myself so I can give maybe more honest
68:36and open opinions about why I use Tableau.
68:39But otherwise, if you've liked this video,
68:40hit the like button.
68:42If not, hit the dislike button. They all
68:46count for the same thing, engagement.
68:47And I'll catch you in the next video.
68:49Thank you.
68:50Thank you.
68:50Thank you.
Tim rebuilds a familiar Tableau profitability dashboard in Google Data Studio for the first time, unscripted, to see how it actually feels to a long-time Tableau user rather than reading a feature comparison.
He starts from a Tableau Superstore profitability dashboard he knows well and tries to recreate it in Data Studio from scratch, with no prior experience of the tool. He works through connecting data, building charts, writing calculations, colouring a map and formatting numbers as problems come up.
- Sign up and explore the interface blind 2:18
He signs up free and deliberately avoids following a tutorial, instead poking around sample dashboards and settings to get a feel for the tool as a brand-new user would.
- Check what data sources are natively supported 5:10
Data Studio has strong native connectors into Google's own data (Analytics, YouTube, Cloud databases) plus a large library of partner and community connectors, which is a real advantage if your data already lives in the Google ecosystem.
- Get non-Google files in via CSV or Sheets 7:38
There's no direct Excel upload through the web connector; you either convert the file to CSV first or route it through Google Sheets. This is a hard prerequisite if you're bringing in a spreadsheet from outside Google's world.
- Build a chart and drop straight into Google Maps 11:08
Once connected, dragging a geographic field onto a map chart pulls in native Google Maps automatically, which he found a genuine strength over building maps manually.
- Write Boolean logic as CASE WHEN, not as a comparison 18:21
A simple 'profit > 0' expression is rejected as an unsupported operator; the fix, found only via community documentation, is to wrap the logic in a CASE WHEN...THEN...ELSE...END statement. This is a required syntax pattern, not a style choice, if you want conditional true/false fields in Data Studio.
- Break down charts using filters, not just dimensions 33:45
To split a chart by category when adding the field directly didn't do what he expected, he instead builds separate filters (e.g. one per category) and duplicates the chart, applying a different filter to each copy.
- Colour a map by a calculated ratio 40:44
To shade the map by profit ratio rather than a raw dimension, he creates the ratio as its own calculated field first, then drops that field onto the chart's colour encoding, where you can also set custom min/max colour values.
- Number formatting lives on the field, not the chart 48:18
Getting a value to show as a percentage or currency, or numbers to compact to thousands/millions, means editing the field definition itself rather than a chart-level format option — noticeably less intuitive coming from Tableau, where formatting sits on the pill or chart directly.
- Themes and layout snapping let you restyle or realign an entire dashboard in one click while still respecting any manual colour choices you've made.
- Fonts come from the Google Fonts API, giving a noticeably wider range than Tableau's font options.
- He hit real bugs and lag during the session (an undo button that didn't work, filters behaving unexpectedly) which he attributes partly to his laptop and browser load rather than the tool itself, but flags as worth being aware of.
- Community documentation, not the official docs, was what actually solved his Boolean formula problem — official help wasn't the fastest route to an answer.
Reach for Data Studio if your data and workflow already sit inside Google's ecosystem (Analytics, YouTube, Sheets, Cloud) and you want free, browser-based reporting with easy theming; expect a learning curve and some workaround-hunting if you're coming from Tableau and want parity on calculations or formatting.
How this Rollup was made provenance & method ▸
A Rollup is drafted by AI from the video's transcript, then reviewed and edited by Tim. Everything used to produce this one is listed below — the model, the exact prompt, and the source video — so the process is transparent and reproducible.
- Transcription
- On-device — NVIDIA Parakeet v3 for recent videos, OpenAI Whisper large-v3 for earlier ones. The transcript never leaves the machine or gets published.
- Drafting
- Claude Sonnet 5 in the cloud, from that transcript.
- Prompt
- The exact Rollup prompt (v2) ↗ — the full system prompt, unedited.
- Source video
- Watch on YouTube ↗
- Drafted
- 5 July 2026 at 09:38
- Reviewed & edited
- 5 July 2026 at 09:41 · by Tim Ngwena
Model + prompt + video is everything you'd need to recreate a Rollup like this yourself. The one thing we don't share is the transcript.
Rights. The video and its transcript are the property of TN Media Ltd. Unauthorised use or download is prohibited. © TN Media Ltd.