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Automated reporting with With Google Sheets/Slides/Data Studio

Stop cutting & pasting your graphs in powerpoint. Learn how to automate reporting with free tools: Google Slides & Google Sheets; or with Datastudio

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Automated reporting with With Google Sheets/Slides/Data Studio

  1. 1. Automated reports With Google Sheets/Slides/Data Studio
  2. 2. 22017 © Humix, all rights reserved #MeasureCamp Agenda 1. Introduction 2. The evolution of the homo analyticus 3. The evolution applied to data 4. The evolution of the homo automaticus 5. The homo analytics habitat 6. Free tools 7. The setup 8. (Google slides & Sheets version) 9. The setup 2 (Google Data Studio & Sheets version) 10. Feedback
  3. 3. Introduction
  4. 4. Yves Ferket Humix.be Senior Analyst I'm digital since ‘95 @Nodesktophero yves.ferket.com
  5. 5. 95 96 97 98 99 00 01 02 03 04 05 06 08 09 10 11 12 13 14 15 Organisation: Im@gic Task: Freelance Webdesign Organisation: Hogeschool Antwerpen Task: Docent Computer Sciences Organisation: Planet Internet Task: Head DesignStudio Organisation: Planet Internet Task: Portal Manager Organisation: Edge.be Task: founder, creative director Organisation: Telenet Task: E-care Manager Organisation: Sanoma Magazines Task: Project manager - Consultant Organisation: Nascom Task: Freelance Business consultant Organisation: UserPlus Task: founder startup 16 17 Organisation: Humix + Shimano Task: Freelance senior analyst
  6. 6. The evolution of the homo analyticus
  7. 7. 72017 © Humix, all rights reserved #MeasureCamp Must know!! Looking Back Export & Create & Mail Reports “Look at” the reporting tools together Automated Dashboards , analysis, benchmarks + forecasting Looking forward Automated Dashboards with analysis
  8. 8. The evolution applied to data
  9. 9. 92017 © Humix, all rights reserved #MeasureCamp the numbers: last 7 days
  10. 10. 102017 © Humix, all rights reserved #MeasureCamp the numbers: last 7 days What are sessions? Is this good? Should it be better? …
  11. 11. 112017 © Humix, all rights reserved #MeasureCamp What are sessions? > human voice added Add human voice “Last 7 days we had 199 visits on the site.”
  12. 12. 122017 © Humix, all rights reserved #MeasureCamp Is this good or bad? > benchmark added Add Benchmark “Last 7 days we had 199 visits on the site. This is -9.55% from our target.”
  13. 13. 132017 © Humix, all rights reserved #MeasureCamp Are we improving? > benchmarked vs previous period Add benchmark vs previous period “Last 7 days we had 199 visits on the site. This is -9.55% from our target. Compared to previous period of 7 days, this is a -8.3% difference.”
  14. 14. 142017 © Humix, all rights reserved #MeasureCamp I’m more like a visual kind of person….? > Add big numbers Make it more visual
  15. 15. 152017 © Humix, all rights reserved #MeasureCamp Is this last week or last 7 days? > Add period Make it clear so there’s no doubt
  16. 16. 162017 © Humix, all rights reserved #MeasureCamp I’m like a really visual person? > Add Gauge Make it really visual
  17. 17. 172017 © Humix, all rights reserved #MeasureCamp Did we have good or bad days? > Add Sparkline Add context
  18. 18. 182017 © Humix, all rights reserved #MeasureCamp Tell me again…what is this? > Add explanation Add context
  19. 19. 192017 © Humix, all rights reserved #MeasureCamp I see what you did there... 10 10
  20. 20. The evolution of the homo automaticus
  21. 21. 212017 © Humix, all rights reserved #MeasureCamp Telling stories with data works better in custom environments
  22. 22. 222017 © Humix, all rights reserved The IT departement has it’s own idea for your best tools... …. if your IT departement is Penny Wise, Dollar stupid?
  23. 23. Bounce rate you say...it’s that that thingy you explained last week?
  24. 24. “We may have more than one language...”
  25. 25. “We may have more than one site...”
  26. 26. “Can you do 2 weekly...” “Drop Italy & France...” “I want segment data +90 days...” “Where is my SEO data...” “Compare to last summer”” “Change that to our corporate style”
  27. 27. “You always run into a certain level of customisation”
  28. 28. The homo analytics habitat
  29. 29. “Are you an export >graphic > cut & paste > powerpoint Report Monkey?”
  30. 30. 302017 © Humix, all rights reserved #MeasureCamp Reporting flow 1: Set Timeframe 2: Create/View data & graphics 3: Create a presentation 4: Add analysis by hand 5: Share by mail Oh no… it’s the end of the month again... 3: Export or screenshot the results
  31. 31. Free tools
  32. 32. 322017 © Humix, all rights reserved #MeasureCamp These are some popular tools you’ll need: ● Google sheets: Because it’s a non cluttered excel on steroids ● Google Slides: Because it’s Google Sheets’ sexy sister ● Super Metrics: Because import/export is for report monkey’s...and not free...but ● Google Data Studio: If you use standard periods Free (or almost free) tools
  33. 33. The setup (Google slides & Sheets version)
  34. 34. 342017 © Humix, all rights reserved #MeasureCamp Reporting flow 1: Set Timeframe 2: Create/View data & graphics 3: Create a presentation 4: Add analysis by hand 5: Share by mail Oh no… it’s the end of the month again... 3: Export or screenshot the results
  35. 35. 352017 © Humix, all rights reserved #MeasureCamp Use a Google sheet to prepare your Dynamic variables: ● Reporting Period P1 ○ StartDate ○ EndDate ● Previous Period P2 ○ PrevStartDate ○ PrevEndDate ● … ● Anything else you might need Prepare a Google Sheet
  36. 36. 362017 © Humix, all rights reserved #MeasureCamp Supermetrics will enable you to query the Google Analytics (and other) API’s without really having to learn the whole API. Puts your data in a sheet It’s free: ● For Google Analytics ● For 100 lines/query ● No scheduled refresh Paying for a whole lot more features ● + 24 platforms ● Scheduled refresh ● € 43.75 /month // € 88.39 Use SuperMetrics
  37. 37. 372017 © Humix, all rights reserved #MeasureCamp You can now pull your data in Google Sheets through the supermetrics Add-on ● Just select your GA account ● Build a query by selecting ○ Dates (just pick the period you need, we’ll fix this later) ○ Metrics (sessions, users,...) ○ Dimensions (date/time, segment,...) ● Get the data to the Table in a sheet: GeneralSiteData-P1 Create your Query in Supermetrics
  38. 38. 382017 © Humix, all rights reserved #MeasureCamp Duplicate your Query for Previous Period P2 Now duplicate your query in Supermetrics, and get the data to the Table in a sheet: GeneralSiteData-P2 Notice I created an extra sheet : GeneralSiteData-Calcs. This I will use to calculate differences and create my chart
  39. 39. 392017 © Humix, all rights reserved #MeasureCamp Make your Dates Dynamic Remember the start & end period in our SheetVariables? We will now use them to adapt our queries to the periods we like, to make this setup re-usable, for your next reporting Point the cells in the SuperMetrics query for start & end date to the variables for the P1 start & end date in your variables sheet
  40. 40. 402017 © Humix, all rights reserved #MeasureCamp Refresh your Data You can now refresh your queries by selecting them, and pushing refresh...
  41. 41. 412017 © Humix, all rights reserved #MeasureCamp The Data Calculation & Graph Sheets Prepare the sheet GeneralSiteData-Calcs , where you will : 1. align your data: a. The dates from P1 b. The values for P1 c. The values for P2 2. calculate differences 3. create graphs,using the charting possibilities of Google Sheets to create a graph that tells a story with your data ...and this all without it being overwritten by your dynamic data from SuperMetrics 01 02 03
  42. 42. 422017 © Humix, all rights reserved #MeasureCamp Create a Google Slides presentation You can now embed these charts in your presentation 1. Insert Chart 2. From Google Slides
  43. 43. 432017 © Humix, all rights reserved #MeasureCamp Create a Google Slides presentation You can now embed these charts in your presentation. (Be sure to check “link to spreadsheet”) Export as PDF to create a snapshot version of your presentation...or copy the presentation to create a new version...
  44. 44. 442017 © Humix, all rights reserved #MeasureCamp Create a Google Slides presentation Every time you change your date parameters in the Google Sheets and refresh the queries in SuperMetrics, the Google slides will update with a click.
  45. 45. 452017 © Humix, all rights reserved #MeasureCamp For the traffic acquisition of this period we see: ● Traffic by people who search in Google went up by 2,5% ● People direct typing in our URL went down by 50% ● Our Google Adwords brought in 10 people ● Sites linking to us went up 33% ● Social traffic went also up 33% Example Slide With interactive Charts + your analysis
  46. 46. 462017 © Humix, all rights reserved #MeasureCamp Lazy version...automated these reviews This Periods Traffic Sources Review Traffic by people who searched in Google went down by -9.54% Traffic by people direct typing in our URL went down by -45.45% Our Google Adwords brought in 8 people Sites linking to us went up by 45.45% This Week Traffic Agenda In Week 39 we had a visit of the king & queen Bonus points: Create a weekly agenda in a sheet to document what happened and add it: Sales promo’s, external PR, Holiday periods, ...
  47. 47. 472017 © Humix, all rights reserved #MeasureCamp 1: Create these sentences How do you do that? 2: Vlookup “Organic Search”, and make it a rounded nr: =ROUND(Vlookup("Organic Search",A1:D9,4,FALSE)*100,2) 3: Check if value is positive or negative: =IF(K2>0,"up ","down ") For more “human” voice, use several words: “Really down”, “down”, “neutral”, “good”,... 4: type the kind of value you need: %, visits, sessions,... 4: Stitch it together wit Concatenate: =IF(ISNA(CONCATENATE(H2,I2,J2,K2,L2)),"-",CONCATENA TE(H2,I2,J2,K2,L2)) I use errortrapping with the If-ISNA combination
  48. 48. 482017 © Humix, all rights reserved #MeasureCamp 5: Select your cells, and Copy&Paste in your presentation How do you do that? 6: Google slides will ask if you want to link this. Of course we do ;). This Periods Traffic Sources Review Traffic by people who searched in Google went down by -9.54% Traffic by people direct typing in our URL went down by -45.45% Our Google Adwords brought in 8 people Sites linking to us went up by 45.45% Social traffic went nowhereby 0% 7: Look: a dynamic review for your report. Now put your extra time in the analysis of your data instead? Or go biking or surfing ;)
  49. 49. The setup 2 (Google Data Studio & Sheets version)
  50. 50. 502017 © Humix, all rights reserved #MeasureCamp Google Data Studio Google Data Studio makes the job a lot easier: ● You will create your visuals + analysis in one tool But….Google Data Studio has more restrictions in ● Customization ● Auto refresh (use a chrome plugin) But…Is changing every month (or faster) Standard (limited) version of the graph native in Google Data Studio Enhanced version from the Google sheet data, with an automated (table graph) report

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