1. Purpose

The purpose of this SOP is to provide detailed instructions on setting up a dashboard in Looker Studio to visualize and analyze data efficiently.

2. Scope

This procedure applies to all team members responsible for creating and managing dashboards in Looker Studio.

3. Prerequisites

• A Google account with access to Looker Studio.
• Data sources ready to be connected (e.g., Google Analytics, Google Ads, Facebook Ads, CSV files).
• Basic understanding of data visualization concepts.

4. Responsibilities

• The Data Analyst is responsible for setting up the dashboard.
• The Marketing Team is responsible for providing the necessary data sources.
• The Project Manager is responsible for reviewing and approving the dashboard.

5. Procedure

Step 1: Access Looker Studio

1. 1. Open your web browser and go to Looker Studio.
   2. Sign in with your Google account.

Step 2: Create a New Report

1. 1. Click on the “Create” button on the top left corner.
   2. Select “Report” from the dropdown menu.

Step 3: Connect to Data Sources

1. 1. Click on the “Add Data” button in the report editor.
   2. Choose your desired data source from the list (e.g., Google Analytics, Google Ads, Facebook Ads).
   3. Follow the prompts to authorize and connect your data source.
   4. Repeat this step to add multiple data sources if needed.

Step 4: Configure Data Fields

1. 1. Once the data source is connected, click on the “Resource” tab and select “Manage added data sources.”
   2. Customize the data fields as required for your analysis (e.g., renaming fields, creating calculated fields).

Step 5: Design the Dashboard

1. 1. Use the toolbar to add different elements to your report, such as:
      • Charts (e.g., bar charts, line charts, pie charts)
      • Tables
      • Scorecards
      • Text boxes
      • Images
   2. Drag and drop these elements onto the report canvas.
   3. Customize the appearance and layout of each element using the properties panel on the right.

Step 6: Filter and Segment Data

1. 1. Add filters to your dashboard to enable users to segment data as needed.
   2. Click on the “Add a control” button and choose the type of control (e.g., date range, dropdown list).
   3. Configure the filter settings to apply to the desired data fields.

Step 7: Set Up Data Refresh

1. 1. Ensure your data sources are set to refresh automatically.
   2. Click on the “Resource” tab and select “Manage added data sources.”
   3. Check the refresh settings and configure them as needed to keep your data up to date.

Step 8: Share the Dashboard

1. 1. Click on the “Share” button on the top right corner.
   2. Choose “Invite people” to add collaborators or viewers by entering their email addresses.
   3. Adjust the sharing settings (e.g., view or edit permissions) as required.
   4. Click “Send” to share the dashboard.

6. Review and Approval

• The Data Analyst will review the dashboard for accuracy and completeness.
• The Marketing Team will review the dashboard to ensure it meets their reporting needs.
• The Project Manager will give final approval before the dashboard is officially used.

7. Maintenance

• Regularly review and update the dashboard to ensure it remains relevant and accurate.
• Address any data source issues promptly to avoid disruptions in reporting.

Note: This SOP is a template and should be customized to fit the specific needs and requirements of your organization.