Create master templates

[nusaibatara]

so, before you start developing the report they've asked you to create, sketch out the design. this will serve as a guide as you create it. plus, if you have the opportunity to share it with your clients, it'll also be a good way to validate whether the final result is what they're looking for.

grab a pencil and paper and start sketching out where you'd fit the charts and data you think will be needed in the report, based on your previous conversations with stakeholders. if you prefer a digital format, you can use any online drawing tool like canva, or do the same as we did using google slides or even google drawing.

looker studio wireframe

analysts are often asked to design dashboards according to uae phone number list the client's brand identity to foster internal ownership of the report. other times, however, custom designs are accepted, whether from a freelancer or agency.

regardless of your situation, having master templates in looker studio (or another tool) for tactical, analytical, and other reports that have been formatted and have a combination of widgets worked in would be ideal for saving time when generating these reports.

what do we mean by this? on the one hand, you can create specific reports that don't contain any data (at least not from your clients) and are ready to be duplicated and styled (when required).

on the other hand, this same basic structure would allow you to copy and paste text elements, graphics, and tables and compose according to your wireframes in a much more agile way.

yes, agreed, it's a big initial investment of time. however, this will allow you to go much faster with subsequent reports you generate. imagine having to start from scratch for each new report request. it would be a nightmare.