Data Studio Filtering Introduction
Hi I’m Chris and thanks for joining me for another video here at Digital Metrics Guru. Today we’re going to go into Google Data Studio and look a little bit at the filtering, specifically filtering on individual charts.
Filtering is a great way to create a little bit of a different nuance within a report that’s already set up. We’re going to look at just how you can use filtering overall, and specifically how you can filter individual charts. You can do this with groups of charts if needed.
Starting with Your Dashboard
So I’m over here with a starter dashboard in Google Data Studio. I have a sample report set up here you see a couple of charts, a line chart, and a bubble chart down here. There are also a few scorecard metrics over here. We’ve got our date range and are using the sample data from Google Analytics. This data is available right within any Google Data Studio account. So you can follow right along if you want.
What I’m gonna do is to go up here to our tool bar. You’ll see almost all the way to the right here is a filter control. If you select that I’m going to actually put it right up here in a top left corner. Let me move over here and make it a little brighter. I can see the background if I go into style and make the font white. What you’ll see is it defaults to a selection of medium, but you can select any dimension available within your data set.
Right now let’s go ahead and we’ll just keep it at medium and we’ll see how it works. First we’ll see how it affects everything and then I’ll show you how to do it on an individual chart level.
Go back out to view and right up here I’ll select a medium and it shows every medium that’s brought traffic into this site. However, what I want to do is I don’t want all of them, I only want to look at this by organic search. So I’ll click on either organic search there or I can click the only button as well. It’s going to take a couple seconds to reload, just like selecting a new date.
When it does it’s coming back and now showing me only organic traffic. So you see that in the timeline, in the metrics here on the right, and more specifically in this scatter chart that we have , it’s shown by medium. With the scatter chart visualization though, now since we are only showing organic search there’s only one bubble. This makes this chart a little bit useless at the time.
However, what this allows people to do is if multiple people have access to your report you can go in and look at things a little differently and without sacrificing the integrity of the report. You can also change something as a whole.
Filtering Individual or Groups of Data
Now one thing that people constantly have questions about is filtering individual charts and graphs. They say, “so I have a filter by medium but I obviously don’t want it to affect the scatter chart down here”. I only wanted to affect this line chart and then the sessions over here, but keep the scatter chart as a comparison.
So we can do that. I’ll go back into edit and what you want to do is to select every thing that you would like affected by the filter. So I’ll select the line chart here, and then I’m going to hold down control on Windows, command on Mac. I’m going to go ahead and select sessions and then choose average session duration. At the same time, before I click anything else I’ll hold down control or command and select the filter.
Once I select the filter what you’ll want to do is right click anywhere on any one of those objects. I’m gonna go down here to group and that’s going to join all of these things together. So now I’ll select off of it and I’ll go back to view. Do the same thing again, I’ll select my filter drop down and I’ll click off of all of them and just select organic search. Now it’s showing organic search only here as we saw it it was up in the four thousands, now down to the two thousands. It affects the sessions, page views, and session duration but it does not affect this scatter chart.
Filtering is as simple as that. It can get a lot more involved, but the biggest point is how you affect certain charts you want. That is where things really can get interesting. You can have multiple filters within a report that are only filtering in certain areas. If you do that here’s a big tip. Make sure that you call that out in text somewhere in
your report. This way people know when they select this filter it’s only going to affect this chart or these groups of charts.
You can expand much more easily on filters and really grow your Data Studio reports.