Google Data Studio Setup Guide

Introduction

Google Data Studio is a data visualisation platform, letting you create ‘dynamic and visually compelling reports and dashboards’.

Its ability to connect to multiple data sources – both within the Google ecosystem and outside – makes it incredibly flexible to use.

Delacon’s call tracking data can be connected to Google Data Studio via AdWords and Google Analytics. By integrating call tracking into Google Analytics and AdWords, the call tracking data can be pushed into Data Studio to make it visually appealing and easy to read reports for your business or your clients.

Note: In order to populate the dashboard with correct data, you need to create or know your Google Analytics goal names and custom dimensions.

See Appendix for instructions on where these can be found.

Step 1 - Setup New Dashboard Template

Delacon has setup a base template with key metrics which you can edit. Your account manager or onboarding manager will email this to you. If you do not have it please contact them or email support@delaconcorp.com.

To setup please follow the below steps:

1. Click on the link provided by Delacon.

2. In the top menu bar, click on ‘Make a Copy’:

3. From the New Data Source Menu, you can either:

a. Select an existing data source Google Analytics profile you want to connect to Google Data Studio            and click ‘Create Report’; or

b. Click on Create New Data Source to select a new data source:

c. Search for Google Analytics in the search bar and click ‘Select’

d. Search for the Google Analytics Account, Property and View you want to connect and click ‘Connect:

e. On the All Web Site Data screen, select ‘Add to Report’:

    f. Click ‘Create Report:

Your dashboard will now be created.

Step 2 – Updating Graphs and Tables

When the dashboard is created, the graphs and tables in the dashboard will load as blank:

This is because you need to map your metrics and dimensions for each individual table or graph. As each company has different naming conventions for goals (metrics) and custom dimensions, it is not possible for Delacon to include these in a template.

For instructions on how to do this, please follow the below steps:

1. Click on the graph or table you want to update.

2. In the left side bar, click on the Metric label:

3. Search for the relevant goal or event (we recommend using goal) you have created and select it:

4. Click back into the dashboard to proceed.

5. Click on Dimension label in the left side bar:

6. Search for the relevant dimension (in this case we searched for IVR Prompt) and click back on the dashboard:

The graph will now populate with the relevant data:

Repeat this process for all tables and graphs used in the dashboard. For additional support please contact support@delaconcorp.com or your Account Manager.

Appendix

Where can I find my goal names? 

1. Login to Google Analytics 

2. Click on Admin 

3. Click on Goals 

4. The goals page will now load. The goal names are the ones located in the first column:

Where can I find my custom dimension names?

1. Login to Google Analytics

2. Navigate to Admin Admin → Custom Definitions → Custom Dimensions.

3. The Custom Dimensions page will now load:

How do I create a new goal?

1. Login to Google Analytics

2. Navigate to Admin Admin → Goals

3. Click on ‘+ New Goal’:

4. Enter in your new goal details and click ‘Continue’:

How do I create a new custom dimension?

1. Login to Google Analytics

2. Navigate to Admin Admin → Custom Definitions → Custom Dimensions

3. Click on ‘+ NEW CUSTOM DIMENSION’:

4. In the name field type Call ID, as the dimension, change the Scope to Session and click Create.