If you are working on various digital marketing channels and analyzing a lot of data, then you're likely to be dealing with Microsoft Excel every day. Though Excel on its own is a great reporting tool, you might be missing out on other data sources that you cannot input into one Excel sheet. This is how connecting Excel to Looker Studio can help. Through Looker Studio, you can bring data into your report from almost any source without needing a specific connector. As such, you can create a report with a fully customizable dashboard that allows you to unify all your data sources. This easy, step-by-step guide will show you how to import Excel files in Looker Studio!
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In case you prefer to watch a video tutorial instead, here's one you can follow from XYZ Lab's Youtube Channel!
Step 1: Navigate to lookerstudio.google.com
Step 2: Select "Blank Report" or access your existing report
Step 3: Connect the Data Source
For new reports:
1. Select "File Upload".
2. Click on the "Click to Upload Files" button.
3. Select the file you'd like to upload. Make sure the file type is CSV UTF-8 (Comma Delimited).
You'll see the status as "Uploaded". If the file is not uploaded, the most common mistake is that your file is not in the right format. So make sure that you save the file as the CSV UTF-8 (Comma Delimited) file type.
4. Click on "Add".
For existing reports:
1. Click on the existing elements (scorecards, graphs, tables, etc).
2. Under the set-up column, click on the Data Source and click on"Add Data". You can then upload the file following the same tutorial shown above.
Step 4: Click on the pen symbol next to your data source to customize the data types of your Excel file
After uploading your file, you should be able to start adding data to your reports. However, in case your data are not recognized as they should, you can edit the data source by clicking on the pen symbol.
Looker Studio will show the dimensions and metrics of your report. You should check if the type of data matches the field (i.e. text, number, percentage, currency, etc). For instance, channel should be recognized as text, clicks should be recognized as number, cost should be recognized as currency, and CTR should be recognized as percentages.
In this example, the CTR is misrecognized as a number, so we can click on the dropdown to change the field type.
Closing Thoughts on Importing Excel Files in Looker Studio
There you have it, an easy and quick tutorial on how to upload your Excel files to a Looker Studio report. Now you can easily access and input various data sources, customize your data, and visualize your report in a meaningful way!