Looker Studio - Base Template Copy Instructions

How to use SourceMedium’s Looker Studio templates

Below, we outline how you can easily leverage our Looker Studio report templates for our obt_orders dataset.

1. Create your data sources

As part of your onboarding process, the SourceMedium team will create and grant you access to the Looker Studio data sources that our base BI template uses.

2. Create your dashboard

Open SourceMedium's base template dashboard

1. Open the SourceMedium Looker Studio base template dashboard
2. Hover near the top of the web page until the top navigation bar appears and click on the icon showing three vertical dots (“More options”) and select “Make a copy”

Map your copied data sources

1. A modal will open asking you to “Select the data source(s) to be added to the new report”
2. For each “Original Data Source” on the left, select the corresponding data source on the right
   • For example, for [DEMO] Orders OBT (left), we would select the [MyBrand] Orders OBT data source the SourceMedium team created
3. Once you’ve finished mapping all original Data Sources, press “Copy Report”

Rename your report and share access with your team

1. Rename your new report and share access with any users you’d like to have access to your new dashboard
   • We recommend setting up Google Groups for managing team access
   • You can find more information on setting up Google Groups and our best practices here