LookerStudio - Report

To save time, duplicate one of the reports provided by Cadulis: you can then modify it as needed.

Alternatively, you can create a blank report and add your own visualizations.

Activities Demo

Below is a sample dashboard to visualize your activity data (interventions, calls).

Go to the following link and duplicate the dashboard to integrate your own data! (you must have created your data source beforehand)

Cadulis Activities Demo Report

Licenses (Credits) Demo

Below is a sample dashboard to visualize your license consumption.

Go to the following link and duplicate the dashboard to integrate your own data! (you must have created your data source beforehand)

Cadulis Licenses Demo Report

Creating the Report

LookerStudio opens a new report, based on the data source we just configured.

You should see an initial visualization.

At the top of the page, edit the report title: this will help you find it more easily!

Add a Visualization

In the report, you can add a chart by clicking the corresponding button in the menu.

Choose the type of chart you want and place it on the page.

Configure the Visualization

For example, let’s add a pie chart.

In the chart configuration (simply click on the chart you want to configure), replace the value in the Dimension field to select status_complete.

You can also modify the Date range dimension field to select scheduled_start_at (planned start date).

Add an Activities Table

By adding a Pivot table chart, you can list the filtered rows based on other charts:

Click on Add a chart then select Pivot table.

In the chart configuration, remove the metrics and add all the columns you want to display under Dimension.

The list of activities you are interested in is displayed in the table.

In the table configuration, you can set the maximum number of rows to display per page.

Add a Map

If you have added the lat_lon field as explained in the data source configuration, simply add a “Map” chart.

DataStudio will automatically use the correct “Latitude, Longitude” field.

The list of activities you are interested in is displayed in the table.

In the table configuration, you can set the maximum number of rows to display per page.

Filter the Page

Add Filters

For example, you can add a date filter:

Choose date range.

Cross Filters

By clicking on elements in the charts, all other charts are automatically filtered!

At the bottom of each chart’s configuration, you’ll find a Cross-filtering option (under “Chart interactions”). If you leave this option checked, the chart will be filtered when you select a value in another chart.

For example, here I clicked on “Demo Cadulis” in the top table, which shows the number of records per business unit.

My table is then filtered according to my various selections.

View

By clicking on View, you exit edit mode.

You can then interact with your previously configured charts and data.

Share

There are many sharing options available to make the report accessible to your colleagues, clients, etc.

• You can share the report link: the person will then have access to filters, etc.
• You can generate a PDF that is automatically sent to an email address: perfect for a client!