Google Data Studio: How to integrate version control into your workflows? | Lachezar Arabadzhiev | Skillshare

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Google Data Studio: How to integrate version control into your workflows?

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

      0:22
    • 2. How to use version control and report history?

      6:43
    • 3. How to rename and modify your version history entries?

      3:54
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About This Class

In this class, you will learn all about version control in Google Data Studio. More specifically, how to enable the so called “report publishing” in order to switch between draft and published modes. In essence, report publishing lets you control when viewers see the changes you make to a report. Up until now, all viewers were seeing changes in real-time, which is not always good when working with a strict reporting cadence.

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Meet Your Teacher

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Lachezar Arabadzhiev

Founder and CEO @SkildLabs

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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 and welcome to my series on data visualization when Google Data Studio. In this class, we're going to learn how to use version control or simply put, how to switch between the published version of your report and the draft one. So you can easily communicate with your team members and clients if there's any specific reporting genus need to follow. Now, let's dive in. 2. How to use version control and report history?: We're going to start our exploration of version control with a brand new report. So I'm going to come in here on Create Report. And I'll be prompted to select my data source. So I'll click on my data sources and then type Google Analytics. And that's really what we're going to be using the merchandise store data that is available in any Google Data Studio account. So I'm going to click on the first one here and then click Add. Then I will have to do it one more time, had to report. And then I get this table here. So I'll expand it a little bit and we'll need a few charts in order to play around with the version control. So I'm going to take this one, put it here on the bottom, and then perhaps click on Add Chart and then add a time series here. So I'll do that. I'll have this on top here. I will expand it a little bit, and there you have it. All right? So by default, Google Data Studio doesn't really give you the option to use version control. Which means if I'm editing the report right now, this is happening in real time. So we've, I've shared this report to anybody. If I move this table right now, they will see it. And this might not be the greatest thing to do. If you have finalized and polish report, you would want to have a staging environment or a draft environment. And once you're done with all the changes and tests, you'll publish it. So recently in 2020 one, actually, Google Data Studio added this feature. But as I mentioned, it's not by default. So all you have to do is click on File here and then Publishing Settings, and then tick this little toggle. Basically in this really allows you to have manual control over your publishing. And you'll see what's going to change in just a minute. So I'm going to click on this one and then click Save. And as you can see, what happens is two buttons appeared. This one here on top that says published draft and C version history. And we'll come back to this in just a little bit. And then here we have published. So no changes to publish. Basically, it's telling us right now because we haven't really moved around anything. Now before we do anything, I just want to show you this difference between having somebody else in the dashboard. So I will go back here and click on Share, click on Manage axis. And I'm going to change the sharing to anyone on the internet can find this. So I'm gonna click on this one, click Save, and then copy this link. So this is Google Data Studio ship creating a link for us that is really available to anybody. So I'm going to close this, copy it. Then I'm going to open a brand new tab and click right here. And so as a viewer right now, I'm seeing two charts. I'm not able to do anything in terms of editing it, but I can see the charts. So if I go back to the previous report, you can see the little circle icon here at my avatar. And that's showing me that there's somebody else in the report. And if I go back here and then change this to a smaller table, go back here. No changes. Normally, what would happen is you'll have the whole table change here as well if we didn't enable that publishing mode. But what we've done here actually is we're in draft version right now. So this is not available too, anybody but ourselves. So even if I change this one, it's still not going to show. So let's see what we'll have to do in order to first to publish this. Well, we'll just have to click on publish. But before that I just want to show you the two versions. So we're in draft. And then if we click on published, we're gonna see what the other users seeing or what everybody really sink will go back to draft. And we're going to go to Edit. And so we're in the editing mode and we're going to click Publish. And it really asks us, are you willing to publish and make this the current version? Yes, I will publish. And so right now we've published everything. If I go here on the right and refresh this report, I should be able to see the new version. So you can see those tables are a little bit tinier and only on the left side. Now, let's say that we've actually made a mistake and this was not supposed to be published because these are discharged or distorted. We have to revert back because if the client sees then we're going to be trouble. So I'm gonna go back to our original report. And to solve for this, we can actually go to draft version and a familiar menu from the past cold C version history. So I'm going to click on this one. And the cool thing about this is it shows us every single change that we made here. It automatically creates copies. And also once we publish in and once we push anything to the published version that makes the modification and it adds it here as well. So I could come into this one, look at okay, previously published, go back to this version. Oh, this seems to be the correct version. So let me restore this version. And I'll click Restore. So we went back one version and just so we can publish it, I'm just going to move this chart a little bit here and a little bit down. So our button here is active. Then I'm going to click Publish. And that's going to ask me, do you want to make this current version yes. Publish. And now all changes republished. So if I go back to my original viewer report and refresh this, we should be back at the original version and there you have it. And so you can see that by using version control, you have much, much more flexibility when it comes to sharing updates and changes to it or report. So you don't have to work on the published version all the time. 3. How to rename and modify your version history entries?: Another aspect of version control is the ability of Google Data Studio to edit, modify, and rename each version. Let's see what that actually means. The first thing that we're going to do is just add on her chart so we get a new version of this report. So we'll add a pie chart. Probably put it right here, and maybe shrink this one a little bit to the left. Now, this is right now in draft mode, but we can also publish it and make it into the current version. So we'll click Publish once again, the report is published. And the next thing we're gonna do is click File here and then go to Version History and then named current version. Now, once I click that, we get this pop-up here. And what this allows us is really to put a notation of the version, perhaps add some information about the change that we just did, as opposed to accepting the automatic title that Google creates with the date and the time. So what I could do here is simply say added pie chart, wood products, and then click Save. So that will give me a hint of what the actual change was at that specific date. The next thing that we're gonna do is go back to File, Click version history, and then click on C version history. We already explored this menu in the last video, but let's dive a little bit deeper. The first thing that I want to call out is the different notations each version has. So let's go through them. We have previously published. This one means that this was a version that was in draft and it was eventually published before, but it's not the current version. The other notation is restored. This means that this was a version that we went back to from the original version. And if you recall, we did that in the previous video. Now, there's some of these versions that have no notation, which really means that we just kept them in draft in we need to publish them nor restored and reverted back to them. And the last notation here is current published version. And this is right now what's published in what the user is seeing. And as you can see, the title of each one of these. Normally it's the month and day, the ear. And then the time this happened. However, since we named our new version, I can go back here and click refresh the report, and then navigate back to Edit. Go to File Version History. And what happens here is we get the added pie chart with products. And with this, it's much easier to notice what the change was. Of course, you can click on each one of these versions and it will revert back to it. But if you haven't clicked restore this version, you will be safe. So you could change the name if you remember what the specific change was. So changed font perhaps, or anything really that's related to the dashboard. If you click the three dots on the side, you also can delete that version completely, but be careful because once he believed that version, you will no longer be able to restore back to it. And last but not least, the option to only show the names and published versions, which will technically skip all these automatic versions that were created by Google Data Studio. So if I go here and click on this toggle, basically I'm getting old the previously published versions, the actual existing current published version, and also the ones that we named. And with this or class on exploring version controlling Google Data Studio concludes.