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Course Outline

Getting Started with Looker Studio

  • Overview of the cloud-native reporting architecture and guidance on interface navigation
  • Foundations of report creation: distinguishing between reports, dashboards, and individual pages for effective data presentation
  • Establishing organizational defaults, managing themes, and adhering to branding standards to ensure consistency across government applications
  • Lab 1: Provisioning a Looker Studio workspace for government use, initiating a blank report, and applying a customized thematic template

Working with Data Sources

  • Survey of supported connector types and platforms, including Google Sheets, CSV files, BigQuery, GA4, and MySQL
  • Configuration of connections, management of refresh intervals, and understanding query limitations for large-scale datasets
  • Data validation procedures: inspecting schema structures, mapping field types accurately, and troubleshooting common ingestion errors
  • Lab 2: Establishing connections to two distinct data sources, verifying the integrity of ingested data, and configuring automated refresh schedules

Metrics and Dimensions

  • Differentiating between metrics (quantitative aggregations) and dimensions (categorical or text-based attributes)
  • Configuring breakdowns, defining date ranges, and applying rollups to provide context for analytical reporting
  • Managing null values, addressing missing data points, and standardizing timezone and date formats for uniformity
  • Lab 3: Constructing base tables and charts using raw dimensions and metrics, incorporating dynamic date controls for flexible analysis

Filters and Sorting

  • Differentiating between report-level, page-level, and chart-level filter scopes for precise data control
  • Implementing interactive components such as date range selectors, dropdown menus, checkboxes, and search filters
  • Applying sorting logic across alphabetical, numeric, reverse, and multi-field parameters to organize data effectively
  • Lab 4: Integrating interactive filters into a dashboard, testing filter dependencies to ensure accuracy, and optimizing query performance

Data Calculations

  • Creating custom metrics and dimensions directly within Looker Studio to meet specific analytical needs for government programs
  • Utilizing formula functions such as CASE, REGEXP, DATE_DIFF, IF, SUM, AVG, and string manipulation tools
  • Evaluating performance implications: determining when to use computed fields within the tool versus calculations at the source level
  • Lab 5: Developing custom KPIs, applying conditional formatting logic, and deriving new metrics using native functions

Building Visualizations and Dashboard Design

  • Selecting appropriate chart types aligned with specific business inquiries, including tables, bar/line charts, scorecards, geographic maps, scatter plots, and pivot tables
  • Incorporating interactive elements such as click-through URLs, drill-down capabilities, and customized tooltips
  • Designing layouts and ensuring responsive design through grid systems, padding, alignment, and optimization for mobile and tablet devices
  • Enhancing accessibility and readability by applying proper contrast ratios, clear labeling, and principles of effective data storytelling
  • Lab 6: Assembling a multi-page dashboard with a responsive layout, interactive components, and professional styling suitable for official use

Data Blending

  • Understanding join types available in Looker Studio: inner, left/right outer, and full outer joins
  • Defining common dimensions and resolving issues related to mismatched data keys across datasets
  • Implementing blending strategies such as pre-aggregation and normalization while optimizing for performance
  • Lab 7: Blending two datasets (e.g., sales data combined with marketing spend), validating join results, and correcting common blending errors

Sharing and Publishing

  • Managing access controls through roles such as viewers, commenters, and editors, including organization-restricted permissions for security compliance
  • Configuring auto-refresh schedules, email subscriptions, and scheduled report distribution for stakeholders
  • Embedding reports into websites or internal portals and utilizing export options (PDF, CSV, PPTX) for documentation
  • Establishing dashboard governance protocols including version control, naming conventions, and maintaining audit trails
  • Lab 8: Publishing a production-ready dashboard, configuring sharing permissions for government users, setting up auto-refresh, and exporting artifacts

Capstone & Real-World Implementation

  • Executing an end-to-end workflow: connecting data sources → performing calculations → applying filters → creating visualizations → publishing results
  • Conducting peer reviews of dashboard builds with facilitator feedback focused on design quality, performance efficiency, and clarity for decision-makers
  • Facilitating open Q&A sessions to troubleshoot common connector and calculation errors, alongside the distribution of additional learning resources
  • Deliverable: Participants submit a fully functional, interactive Looker Studio dashboard accompanied by supporting documentation for government reference

Requirements

  • Gmail account
  • Basic familiarity with spreadsheets, data structures, or reporting workflows (not required)
 7 Hours

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