How do you connect Google Data Studio as an Extension?

Myles Dean
Myles Dean
  • Updated

Google Data Studio allows you to turn your data into informative, easy to read, easy to share, and fully customizable dashboards and reports. The instructions below follow along with the video above:

Connecting Google Data Studio

    1. Go to Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under Google Data Studio
    3. Set a title and icon that represents the extension.
    4. We're going to change this to a Local Extension so that we can embed different data for each client.
    5. Next, click Add. You will be taken to the extension's page where you can set the embed for each client.
    6. Click Connect Extension under a client.
    7. Leave it as Show as embed so that the client isn't directed outside of the Portal.
    8. Next, go to your Google Data Studio home page and select a document that you want to share.
    9. Click edit, then click the share drop-down arrow in the top right corner. Enable embedding.
    10. Copy the embed code or copy the embed URL, either will work the same way.
    11. After copying the embed code or URL, go back to the extension setup page and paste the copied data into the content box.
    12. Click Save.

Client Experience

    1. To check if the clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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