Google Data Studio: How to configure Gauge charts to track performance against a goal? | Lachezar Arabadzhiev | Skillshare

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Google Data Studio: How to configure Gauge charts to track performance against a goal?

teacher avatar Lachezar Arabadzhiev, Founder and CEO @SkildLabs

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

3 Lessons (11m)
    • 1. Introduction

      0:19
    • 2. Configuring a Gauge chart with a single metric

      4:57
    • 3. Adding range limits to specify threshold values

      5:51
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About This Class

Do you work with a variety of KPIs (key performance indicators) that all have different targets? Well, you are in luck, because in this class, we are going to be exploring Google Data Studio's Gauge chart.

Gauge charts can provide you with visibility on how well a given metric is performing against a target goal. The components of a gauge chart are:

  • A center bar showing the actual value of the metric you are graphing.
  • An optional vertical line showing a target value.
  • An optional comparison value.
  • Optional colored bands that represent threshold ranges, such as poor, average, and good

As such, you can use gauge charts to monitor various "health" or performance KPIs (key performance indicators). Let's get started!

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Meet Your Teacher

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Lachezar Arabadzhiev

Founder and CEO @SkildLabs

Teacher

Hey there! I'm Lachezar Arabadzhiev and for the past five years, I have helped companies harness the power of data in a variety of ways to drive business growth and innovation. I began my career as a digital marketer at Microsoft but soon transitioned to the audience and analytics world, where I had the opportunity to work with major brands including Air Canada, RBC, Walmart, Kimberly-Clark, Nintendo, Mazda, and HSBC. In addition, I am the owner of the Data Studio Canada educational website. 

Throughout all that time, I always loved teaching and developing learning programs for my colleagues and friends. That passion materialized in early 2021 in the form of a brand new company that I was luckily enough to start.

I am currently the Founder and CEO of SkildLabs, where ... See full profile

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Transcripts

1. Introduction: Hey there, lotto here with another video on data visualization, would Google Data Studio. In this class, we're going to talk about a fairly new feature in Google Data Studio called gage charts. The gate charts allow you to track a single metric against a specific milestone or a goal that you have in your business. Let's get started. 2. Configuring a Gauge chart with a single metric: In this lesson, we're going to talk about gage charts are relatively new chart type introduced by the Google Data Studio team. Now gage charts are really meant for comparison between a metric and a specific target that you've picked. They're very similar to a scorecard. Now let's try to create a gauge chart and deep dive into the style and data configurations. So the first thing is, obviously I've created a brand new report and we're going to click on Add Chart here and scroll to the very bottom. And so you can see here the two types of gage charts. We're going to click on the first one for now and the iter one we're going to explore a little bit later. So I'll click gauge and then expand the actual chart. Now for the data source, I've picked a pretty common one is the Google Analytics data. There's a V1 or you can use the standard one. This is available with every Google Data Studio account. So once you put the chart here, make sure you replace this with the sample. Now let's take a look at what we have in the data menu here. Well, we have a metric, which is pretty simple. We can drop in any type of metric here. And we can also add optional metrics. So if we want to toggle between a couple of metrics, we can add a few, and perhaps they're from the same group. We're not gonna do that for now. We're just going to remove this here and explore the rest. So default data range, this could be auto based on a date filter that you've selected or custom based on a specific period of time that you want to work with. Now the interesting bit here is the comparison. Gage charts are really good for comparing obviously metrics and specific timeframes. So let's add a comparison period here and pick, for example, the previous year. So I'll click on this and they apply it. And what happens is, again, similar to a scorecard. If the metric here on top, bottom, this shows you the period over period, either growth or decline. So we have 10 percent growth year in the sessions. And this is compared to the previous year. So you can add more flexibility and allow the user to pick the period. Obviously, you can have a, you can click on Add control, data range control, and then click on here. And so that will allow the user to actually select the period. And you could change potentially the comparison date range to something that's either advanced, either fixed, something that the user will pick, or previous periods. So whatever the select here on the Select date range, it will be the previous period basically. And that of course makes sense in a lot of executive dashboards where there's a lot of key performance indicators or KPIs, that has to be followed every quarter or perhaps every month. So it's a nifty feature. Now, the other piece that it's really important here is filters and Google Analytics segments. So those are pretty standard. You can add them to any other type of chart. But the cool thing about the filter is if I have this metric, that is sessions for example, and I want to add a device category filter. And so I've created here actually. So let's click on this one. You can create a brand new filter and just follow with me. I will add this one and then click Edit. So let's see what this looks like. Well, you can say device category filter, pick the device category and just filter for mobile by default. So you can say this is the mobile view of this specific gate chart. Of course, there's a lot of different ways to do it. But if you are focused on a specific slice of data, filters are pretty good option. Now, I'll remove this one. And then finally show you the Google Analytics segments so I can click Add segment here. And of course create a custom segment. But also there's a lot of segments that are created in Google Analytics, which can then are poured it into Google Data Studio because we've initiated the connection. And from there, you could pig, for example, mobile traffic again, or something like single session users if you're trying to slice something specific. Or perhaps people that have made a purchase. Because you want to see those that have made a specific product purchase. And you want to see how the sessions correlate how many sessions did they have before they actually made a purchase. So a lot of insights can be derived from the gage charts and it's pretty, pretty easy to see. And then for the next lesson, we're going to explore the style and how we can change specific elements in this gate chart and also add and play around with ranges. 3. Adding range limits to specify threshold values: Now as I mentioned, Let's look into the style menu here. So I'll click style right here, and let's see what we could do. Well, the first thing is we have compact numbers enabled. So perhaps if I remove this, I'll see the entire number if that's something that you are looking at specifically and it matters to you or your business. Definitely leave the compact numbers unchecked over if your metric is in the millions and you have a lot of zeros, humpback numbers could be pretty helpful. The other bit here is the bark colors. So a lot of different brands obviously have very different color schemes. So here is where you can adjust things. So for example, if my dashboard is using some sort of a orange palette, maybe I'll select orange here. And if I want to differentiate this gray because it's not really, I can't really see the background. Perhaps I can have black here. And so this gives me a pretty good view of what's happening. Now, the comparison metrics here, you can also adjust them. You can make them compact and you can pick the decimal precision. So maybe you can do 0 even if you want to see what's the total. So 11 percent here. You can show the absolute value. So what is the actual increase if you have, let's say if you're a B2B business and there is not much of a change in the millions. Perhaps you've gotten five clients and if it's from 0 the previous month, I will be a crazy percentage. However, it might be a very small number. So you can toggle between the absolute change and the actual percentage change. Now, let's get into the range limits. So this is pretty cool. What you could do here, this is not necessarily the target yet, this is just the ranges. So let's add a range and look what happens. So when you add the range, the actual orange filler here, it kind of shrinks and the great art becomes much bigger. And that's because you can select different segments of this arc and make them into ranges that are perhaps meaningful to your business. So let's see how that actually works. So you have 67 close thousand sessions. So maybe let's do arrange one. And we're going to do 30000 here and just look at what's happening. You have the blank filling showing it it exactly 30000. Well then I can add another range and add 60000 here. And that will change color, a little bit grayer color, but that would be at the 60 thousand mark. And then I can add another one, perhaps say a 120. And that goes to the rest of the arc. So if those are meaningful to thresholds or milestones that I have to reach in order to receive a bonus or hit some sort of a quarterly goal that I have. These can be pretty good range limits to show me how far I'm getting. Because it's tough to get oriented when you have just the org chart and no other numbers. So the range limits could be pretty useful. Let's scroll a little bit lower here and just look at a few things. So show axis, this is pretty self-explanatory. So if I show the axis, I'll get 0 here and a 100 thousand. So when we put the range actually went a little bit beyond. So technically we can adjust this to a 100 thousand and nothing will change. You could pick the axis minimum and the maximum. This is normally auto because Google Data Studio recognize that it's a 67 thousand. So in order for it to look relatively good, it gives you a fair range. But you can also expand this and perhaps we find right, 300 thousand, then it looks very different. So all these ranges are kind of smushed in the left side. And if that's not really a feasible goal for me, I don't really want to have 300000 here. Maybe I want to have it closer to what the real That's it. Yearly goal is. So we can delete this and we'll revert back to auto. Now the interesting, very interesting bit is the actual target. So if you click Show target here, we can select what is the target value. So what are we aiming for? What are we working towards? Let's say that number is 80 thousand sessions. Well, we can write 80 thousand. And you'll see there's a little mark here that shows. Now the last bit of this is we have the actual target here, but then we have a similar line right next to. It almost overlaps with this orange filling that we have. So why is that happening? Well, because we've enabled the comparison period. So this is showing us a target here. And then there's another one that's related to the comparison period. If you don't want to see that, you'd have to come in here previous and clicking on and then click Apply. And so that will remove it. And you wouldn't have to have a target range there. Last but not least, I want to show you the other type of chart that's in the gauge menu settings are very, very similar. The design is a little bit different and you can kind of expand it here. This one is with pageviews. The design is a bit different. Again, you can come to style here, add range limits, change the axis, and perhaps even tweak the colors. And there you have it. You can now add gage charts to any type of report that you haven't Google Data Studio.