How to quickly copy a Looker Studio template ?

How to quickly copy a Looker Studio template ?

Looker Studio (formerly Google Data Studio) is a great tool to visualize your data, create reports and dashboards and present your performance to yourself or your clients.

But it can be time-consuming to create a great report that everyone will visually appreciate. So that's where the templates come in!

Looker Studio has a great community, and you will find many designs with a simple Google Search. Catchr has a dedicated templates menu; you can find one on the Looker Studio template menu.

Copy a template with my data.

Open the selected template. It should look like this : 

Template Looker Studio
Looker Studio template.

If it looks like this : 

Looker Studio report in view mode.
Looker Studio report in view mode.

You can follow this tutorial to copy it.

Ok, if you are still here, you are in preview mode before a Looker Studio report (there is a /preview at the end of the URL). This is the demonstration mode, used essentially for templates.

Click on "Use my own data" to start creating your data source that will be used to copy the template.

Create your Looker Studio data source.

The first thing to do to copy a template is to create a data source. For example, if you want to copy a Facebook Ads template, you'll need a Facebook Ads data source.

Fortunately, by clicking Use my own data you are automatically redirected to the suitable connector.

Follow these steps to create your data source quickly:

  • First, find your platform in the Catchr connectors list.
  • Click on it, then click Authorize three times.
Login to Catchr
Log in or create an account on Catchr

Connect Catchr and your Google account.
Connect Catchr and your Google account.

Authorize Looker Studio and Catchr to connect to Facebook Ads.
Authorize Looker Studio and Catchr to connect to your platform account.

  • Select the configuration if necessary. This depends on which platform you choose. You can edit it later if you do not know what to choose, write in the chat, and we'll come to help you!
  • Click Add at the bottom right to create your data source.
Select your account anc click Add
Select your account anc click Add

The next step can take a few moments to load. Once done, you are now seeing your data in the templates! Don't worry. You are the only one seeing it.

Edit and share your new report:

Now click on Edit and Share at the top right. Looker Studio creates your new report from the template, and you can now find it in your report list on the Looker Studio homepage.

Edition mode:

You are now in edition mode, where you can change everything. You can learn how to modify your report by following this tutorial, and you'll learn more about the interface in this article.

How to share your report?

Click the Share button at the top right and enter a Gmail or Google account in the input box. Next, select the role, viewer or editor. The first one won't be able to access the editor mode like you. The second one will be able to access and edit this report like you.

There is various way to share a Looker Studio report. You'll find more reading this article.

Quick steps to copy a Looker Studio template:

To copy a Looker Studio report, follow these steps:

  1. Open the template and click Use my own data.
  2. Select or create a Looker Studio data source.
  3. Click Add at the bottom right.
  4. Click Edit and Share

More function to use with Looker Studio

SUM
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How to use the SUM function in Looker Studio
TRIM
:
Mastering Text Data Manipulation: An In-Depth Guide to the TRIM Function in Looker Studio
REGEXP_CONTAINS
:
Understanding and Utilizing the REGEXP_CONTAINS Function in Looker Studio for Data Manipulation and Extraction
MINUTE
:
Utilizing the MINUTE Function in Looker Studio for Precise Temporal Data Analysis and Report Generation
MAX
:
Mastering the Use of MAX Function in Looker Studio for Enhanced Business Data Analysis and Insights

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Johan Chemin
Customer Success Manager & Looker Studio Expert
I design powerful dashboards that enable you to effectively analyze your marketing data. I also provide comprehensive lessons on mastering your BI tools. Feel free to contact me for assistance with these areas.