Google Data Studio: How to use conditional formatting? | Lachezar Arabadzhiev | Skillshare

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Google Data Studio: How to use conditional formatting?

teacher avatar Lachezar Arabadzhiev, Founder and CEO @SkildLabs

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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

4 Lessons (13m)
    • 1. Introduction

      0:24
    • 2. How to activate "Single Color" conditional formatting?

      5:03
    • 3. How to add OR and AND rules to our configuration?

      3:47
    • 4. How to apply "Color Scale" conditional formatting rules?

      3:39
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About This Class

Within your dashboards and reports, it is important to highlight the key data points, so that your viewers using the reports can construct insights faster and in a more effective way. In this class, we are going to learn how to use conditional formatting effectively (eg. implementing AND and OR statements) and explore the different types of rules - "Single Color"; "Color scale".

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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

2. How to activate "Single Color" conditional formatting?: The first thing that we're gonna do is create a brand new report. So I'm just going to click here Report. And Google Data Studio is going to ask me what my data sources. So we're going to use a data source that's available to everybody, and that's the Google Analytics one. So that is not necessarily a connector, that's just a very, very simple dataset that Google provides to all accounts. So we're gonna click Google Analytics data and then click Add. And then we'll have to do Add to Report. And we'll see a table that Google Data Studio is going to automatically generate for us. So we'll expand it a little bit here. This a little bit down. And we're going to add a control that's for date. And why we're doing that is because both mean you would like to see the same data. So we're just going to pick one date range. So we align on what date is visible. And the range will be 2021, the whole month of May. So I'm going to click one here, go back 31st and apply. So this is the working dataset that we're going to be using. And where do we find conditional formatting? Well, we have to click on the chart that we've selected and then click style here. In style, we can right away see Conditional Formatting. I'll click Add, and then we'll expand this a little bit. Now, we have a couple of different types of color. We can select a single color, we can do a color scale, and we're going to explore both. Now, let's see single color first. No single color is really simplistic. It means the actual coloring, once the condition is met, is going to be in one type of color that we pick. But before we get to there, we'll have to do Format rules. So I'm going to click Select field. And then we have two options here. One is page title, The other one is new users. Now let's select page title and then push this a little bit down to see what we can actually pick the color. Now, I'm looking at the data. There's a lot of different pages here. There's a lot of new users. Let's assume that we want to find the pages that Google Analytics could not pull a name for it. So page unavailable. This is where new users arrived in those pages, but there's no really a page title. So page on available is what we're going to be picking. I'm going to expand this a little bit again and then select a condition. Now, establish that we're going to use page and available. Click select. And then here you have a lot of different options. You have empty, not equal to if you're using maybe numeric values contained, which is kind of the generic one does not contain. And for the advanced folks, we have also rejects. So really you can do anything, any type of rule. In this case we're just gonna do contains our value. As we mentioned, it's going to be paged unavailable. So we're just going to type here page an available. Now. We're going to correct this, and then we're gonna move on to color and style. Now, you can do a lot of different things, wood or an end statements. And we're gonna see that in the next video. So color and style, we have two options here. Three, actually entire row, page title and new users. For entire row. What's going to happen is the formatting and the coloring is going to be applied to the entire row, page title only to the page title column, and then new users. To new users, you might have a couple of more options depending on how many columns really you have in a, in a chart or in a table. Because we're picking only one row. We're going to select the entire row here. And then we're gonna go into fun color. Now, let's see what fun we can pick. There is obviously the standard theme colors. Let's do perhaps a white color for the font. And then we're going to do black color for the actual cell. Now look what happens here on the right, we have a textile. So this is really a little preview of what really that entire row is going to look like. It's going to be black background and white text. And all you have to do after this is click Save. And here is what happens then to R6. Row is what, a black background page and available and we have used conditional formatting here. You can even click View here on top, and you can see that only this specific row is formatted. Now in the next video, we're going to expand a little bit on the single color and see what, what's going to happen if we put OR and, AND statements. 3. How to add OR and AND rules to our configuration?: When we start introducing the OR and, AND statements, things get a little bit more interesting. So I'm gonna go back here to style. And then the rule that we've applied, I'm going to edit that one and then I'm going to delete it. So we don't need the page on available at this point. What we're gonna do is add a brand new rule. We're still going to be in the single color here. And then the formatting rules, we're still gonna pig page titles. Now for this one, let's look into the page titles that we have. For example, we have 10 and 11 here are those rules have Chrome, dynam marine layer t, That's probably know, some sort of merchandise that Google is offering. So we have the word Chrome, and then we have also a YouTube here. So let's say we play around with those two, will go up and then select a condition. So we're gonna do contains and then Add Chrome. So the word Chrome basically. And then we're going to now add or and then add page title again. And do contain and then YouTube. So now let's go to color and style and perhaps just pick the new users. And then we can do a similar thing where we pick a font color that's white, and then the actual background, It's a dark black. We have that little preview here, and let's click Save. I'll look what happens immediately. We have the Chrome dynamo. We have the new users that are highlighted with this one, and then we have the YouTube one. Now imagine that we actually want to exclude a specific product. We're still want to keep our first rule, but we want to exclude marine. So anywhere where there's Chrome and marine, we want to exclude it because this is not a product that we want to highlight. So we're going to go back here and Conditional Formatting edit rules. Edit this one, the same rule and then click AMD. And the n statement. As you can see, the Oersted mins uses this one block and you can have different conditions and signed by the end statement is almost like it gives you a separate block. So it's very visually well-structured. So I'm going to click here page title again. And then this one is going to be a bit different. It does not contain is what we're going to be picking. Click on that, then the input value. Let's scroll a little bit down. So we said Marine, that's, that's the word that we don't really want to include. And we're going to put this a little bit of Afghan coloring and style. This really remains the same and then we click Save. So let's see what the product here was. Well, the Chrome dynam marine layer T, it's gone now, it's not highlighted. And so would Google Data Studio is really doing. We have the first condition. We mentioned that every time there is the word Chrome, then please highlight this row. But then we added also an and statement. So we have two conditions that have to be satisfied in order for this to be highlighted. The first condition is Chrome end. The second one is to not be marine. So when both of these are combined, number 10, number 10 is excluded. And that's really how we can play with organ and statements and perhaps remove specific grows and be way more flexible than just picking a single word. In the next video, we're gonna do something even more interesting and that we'll be using the color scale this time. 4. How to apply "Color Scale" conditional formatting rules?: Let's take a look at the color scale now. So we're, have the same rule here. We're gonna go back to style. And then we're going to actually added this rule here. So we're going to click Edit and then Edit this one. And we're going to do a little slight change before we actually go to the color scale. So where it says entire row, we're actually going to highlight just the page title and you'll see why just in a minute. So I'm going to save that. And you can see this would just immediately, and we'll have only the YouTube and the chromodynamics selected. Now, we're going to close this here and click add a new rule. And so what happens here is we're still keeping the logic of the first role, but we're just adding something else. And here I'm going to unclick color scale. Now color scale, it's a bit different, but I think more intuitive. So the formatting will be based on, we're actually going to pick a metric. So new users. And as you can see, there's not much to fill in at a first glance, so pretty much everything is done for you. We have the actual metric, we have the gradient here, so you have a lot of different options and colors, but this is really a universal. If you have green, Good, yellow kind of in the middle, okay, and then red is some sort of an alarm or something bad. Now, the more interesting bit is here, point 1, 2, and 3. We have the colors here on the side. And we could add more. We have the values here. But with the points, what we could do is we can select between a number and a percentage. So with the number, you can actually pick a value that if you're seeing that value in the table, then color it to this specific one. But with the percentage is based on the whole data. So you might have seen something in Excel that's similar in its relative to the values in the entire column. So you will have 0 here, we'll have 50, and you'll have a 100. So the highest basically will be colored green. The lowest numbers that are closer to 0% will be, would read and then the middle ones are going to be with yellow. So let's click Save here. And let's see what happens. So there's two really cool things right now. One from her previous rule does not wiped out. It's really still there because it's still satisfied. So if we're looking at page title here, because our condition is satisfied, we have the YouTube one and the Chrome dynode again, and those are colored in black. Now on the right side, the neural that recreate it, you can see how the colors are actually pretty cool and kind of really it's kind of a gradient. So I'll click here on the view and I'll scroll down. So you can see here the color gets even more red and we're seeing that the lower the numbers go, the darker the red gets. This is because we pick the color scale really. And so the top number will get green, the middle one to the 50 percent basically from the top, we'll get yellow and then the rest are kinda, it starts with orange, then it goes into a little bit darker orange, and then it goes to red. So this is really to show you if you want to spawned the highest value and kind of the values in the middle, it's easier to do it with a color scale. And there we have it just by applying a few simple conditional rules, you can actually colored or data spot outliers and really add more visual cues to the information that you're trying to present.