How to integrate data into Looker Studio with Windsor.ai
What is Looker Studio?
Looker Studio, formerly Google Data Studio, is a powerful business intelligence and data visualization tool for creating interactive reports and dashboards.
With its user-friendly interface and extensive integration capabilities, Looker Studio connects to various data sources, enabling data-driven decision-making.
By syncing Looker Studio with Windsor.ai data connectors, you can instantly generate detailed reports on your business performance across multiple channels without coding.
How to connect Looker Studio to Windsor.ai
1. Go to your Windsor.ai dashboard:
- Log in if you already have a Windsor.ai account.
- Create a new account if you don’t have one.
2. Connect your data source that you further need to move to Looker Studio. We’ll use Google Analytics 4 for this example.
For this, choose Google Analytics 4 data source and select the necessary account(s). Click “Next.”
3. Choose “Looker Studio” as your data destination.
4. On the new tab, you’ll be prompted to complete your account setup if it’s your first time using Looker Studio.
To complete the integration of Looker Studio with Windsor.ai:
- Go back to the Windsor.ai tab and click on “Looker Studio” again.
- Choose your preference or click “yes to all” and ensure the “saved” notification appears at the bottom.
- Click the “X” icon to complete.
5. Click on the “Authorize” button to allow Looker Studio to connect to your data. Sign in to your Google account and follow the required steps to authorize Google Analytics.
6. Select the account(s) from which you want to pull data and click the “Connect” button on the upper right side.
7. Congratulations, you’ve successfully connected Looker Studio with Windsor.ai. Now, you can “Create report” based on your integrated data.
How to use Windsor.ai report templates for Looker Studio
1. Navigate to the Windsor.ai Looker Studio templates page.
2. Select the template that suits your data needs.
3. Scroll down to the “How to use it” section and open the template via the provided link.
4. The template will open in Looker Studio. Click on the three dots on the upper right and make a copy.
5. If you see the “marketing preferences” pop-up, select the updates you want to receive in your email and click on the “X” icon to close.
6. Now, you can customize the created report through the following functions:
- Sync the necessary account in the “Add Data” field.
- Change it to the data source you want to use.
- Add necessary fields and parameters.
Feel free to adjust the template in a way aligned with your business goals and reporting needs.
FAQs
How do I connect separate accounts to different Looker Studio dashboards?
As an individual, once you connect your Google account, all accounts associated with the Google account will be available in the dashboards. Other accounts that are not from Google need to be added individually.
As an Agency dealing with multiple clients, you’ll need to add each account separately to Windsor.ai.
Log in to your Windsor account, click “Preview and Destination,” select “Looker Studio,” and choose the accounts you want to connect.
If you don’t choose accounts, Windsor will pull data from all accounts available.
How do I blend in more data sources?
In the bottom right corner of your Looker Studio dashboard, find the “Add data” tab, click on it, and add your sources in the pop-up window.
How do I import charts from Windsor.ai?
On the dashboard, find the “Add chart” tab and click on it.
How are currency conversions handled?
All data coming from the Windsor.ai connectors is in the account currency. To convert currencies, you should apply a simple case statement in Looker Studio.
- Add a new calculated field:
- Apply your currency conversions:
How do I create a custom metric/dimension?
Use the “Add a field” and “Add a calculated field” options in Looker Studio to create custom metrics or dimensions.
| Metric Name | Source | Currency |
| Amount Spent | Ad Platform | Currency of the Ad Account (e.g. Facebook Ads, Google Ads, …) |
| Spend | Google Analytics | Currency of Google Analytics view |
Unless you upload your costs to Google Analytics using another tool, it makes sense to use the field Amount Spent as default. It’s important to convert the currencies so that all costs and revenues are in the same currency.
Which metric should I use for media costs or media spend?
Use “Amount Spent” as the default metric unless you’ve uploaded costs to Google Analytics. Convert currencies for consistent reporting.
How do I load attributed revenue from Windsor.ai charts into Looker Studio?
1. Click “Explore chart.”
2. Click “Add a chart.”
How can I change field types to number or date?
Click the dropdown button next to the field type and choose the type you want.
Tired of manually transferring data to Looker Studio? Try Windsor.ai today to automate the process
