In this Quick Start, you'll copy the AppSheet Facility Inspections app template and then use the app to create an AppSheet data source in Looker Studio and create a report. See also: Visualize your app data using Looker Studio
The steps are as follows:
- Create an app in AppSheet
- Create an AppSheet data source in Looker Studio
- Create a report in Looker Studio
- View and share the report
Create an app in AppSheet
For this demo, you'll copy the Facility Inspections app template.
- Sign in to AppSheet.
- Click Templates in the top navigation bar to view the Sample app templates.
- Locate the Facility Inspections app template and click Copy.
- Optionally, you can update the App name and choose a category from the Category drop-down.
- Click Copy app.
Create an AppSheet data source in Looker Studio
To create an AppSheet data source in Looker Studio:
- Go to Looker Studio and create an AppSheet data source:
- In the Region drop-down, select the region to connect to.
- In the Application field, select the Facility Inspections app.
- Click Next.
- Select a table to use as the data source in the Table field.
- Click Connect.
My Data Source is opened in Looker Studio. You can configure the fields in the editor. For this demo, you'll use the default list.
Create a report in Looker Studio based on the AppSheet data source
To create a report in Looker Studio based on the AppSheet data source:
- Click Create Report.
- If prompted to confirm adding My Data Source to the report, click Add to Report.
- An Untitled Report is created.
A default table is added to the report with Inspection ID and Facility ID columns.
- Configure the table.
- Left-click and drag the table to the bottom of the canvas. Resize the table using the handles to fit across the width of the canvas.
- Ensure that the table is selected, click the Data tab in the right pane, and do the following:
- Ensure that Date Range Dimension is set to Inspection Date.
- Under Dimension, add (drag and drop) the following fields in the order shown:
- Inspection Date
- Inspected By
- Facility ID
- Area Organized?
- Doors Locked?
- Garage Emptied?
- Delete Facility ID under Metric.
- Adjust the column widths, as desired.
The table appears similar to the following:
- Left-click and drag the table to the bottom of the canvas. Resize the table using the handles to fit across the width of the canvas.
- To allow users to filter the report by Facility ID:
- Select Add a control > Drop-down control.
- Drag and drop the element in the top center of the canvas.
- Make sure the Control field is set to Facility ID.
- Select Add a control > Drop-down control.
- To allow users to filter the report by date:
- Select Add a control > Drop-down control.
- Drag and drop the element to the right of the Facility ID drop-down list filter.
Note: You may need to adjust the placement of the Facility ID filter to fit both filters.
- Select Add a control > Drop-down control.
- Add a pie chart to show number of inspections by facility:
- Select Add a chart > Pie Chart.
- Drag and drop the element in the top left of the canvas.
- Ensure that the pie chart is selected, click the Data tab in the right pane, and do the following:
- Ensure that Date Range Dimension is set to Inspection Date.
- Under Dimension, add (drag and drop) Facility ID to replace the existing value.
- Ensure Metric is set to Inspection ID.
- Ensure that Cross-filtering is enabled.
- Click the Style tab in the right pane and do the following:
- In the Label section, change Percentage to Value
- In the Legend section, adjust the settings to show the legend centered and below the pie chart.
- Select Add a chart > Pie Chart.
- Add another pie chart to show number of inspections by facility:
- Select Add a chart > Pie Chart.
- Drag and drop the element in the top right of the canvas, below the filters.
- Ensure that the pie chart is selected, click the Data tab in the right pane, and do the following:
- Ensure that Date Range Dimension is set to Inspection Date.
- Under Dimension, add (drag and drop) Area organized? to replace the existing value.
- Ensure Metric is set to Inspection ID.
- Click the Style tab in the right pane and do the following:
- In the Label section, change Percentage to Value
- In the Legend section, adjust the settings to show the legend centered and below the pie chart.
The final report canvas should look similar to the following:
View and share the report
- Click View to view and interact with the report.
- Set the filters to view data for a particular facility.
- Select a specific date range to narrow the results.
- Click within a pie chart to further filter the results.
- Share the report.
For example, select Share > Schedule email delivery to schedule email delivery to a list of recipients.
- Configure the email delivery and click Schedule.