Quickly copy a Data Studio template: Step-by-step

Data Studio (formerly Looker 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!

Data Studio (formerly 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 Data Studio template menu.

Copy a template with my data.

Open the selected template. It should look like this : 

If it looks like this : 

You can follow this tutorial to copy it.

Ok, if you are still here, you are in preview mode before a Data 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 Data 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.

• 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.

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. Data Studio (formerly Looker Studio) creates your new report from the template, and you can now find it in your report list on the Data Studio homepage.

Edition mode:

You are now in edition mode, where you can change everything.

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 Data Studio report. You'll find more reading this article.

Quick steps to copy a Data Studio template:

To copy a Data Studio report, follow these steps:

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