Example

Get data from Internet

• Goto Yahoo Finance (https://finance.yahoo.com) 

• In the search bar, type in apple Inc. (AAPL), then search

• Click on the "Historical Data" tab

• From the "Time Period" drop down, select "5Y"; then click the "Apply" button

•  Click the "download" to download the CSV file

Google Looker Studio

Create a Data Connection

• Goto Google Looker Studio (https://lookerstudio.google.com)

• Click the "Create" button and then choose "Data Source"

• Choose the "File Upload" connector

• Rename the data source as "AAPL Last 5 Years" by clicking on the title

• Upload the "AAPL.csv" file you just downloaded

• Click the "Connect" button

• Check whether the Field and Type match. 

• Change Adj Close, Close, High, Low, Open from "Numeric" to "Currency (USD - US Dollar ($))

Create a Report

• Click on the "Create Report" Button. 

• Your If the report is not in Edit mode, click the "Edit" button on the upper right to enter the Edit mode

• Rename the data source as "AAPL Last 5 Years Report" by clicking on the title

• Aftre you created a report, there is a table already in the report, if you dont want it you can delete it.

• First, let's Add a title on the canvas

  1. Click on the Text component on the toolbar and then put the textbox in the location you want

  2. Enter "AAPL Last 5 Years Report"

  3. Change the fonts size and style to whatever you like

• Next, let's add a chart

  1. Click on "Add a chart" and then choose the first Time Series chart, drop it to a location you like

  2. Kept the chart selected; in the "Set Up" tab, and then change the metric to "Close" (meaning close price of the stock"

  3. You may realize that there are a lot of 0 value. That's because the stock market is not open on weekend and holiday and the missing data is interpret as 0.

  4. Kept the chart selected; click on the "Style" tab, and then scroll down. Change the "missing data" drop down from "Line to Zero" to "Linear Interpolation" 

  5. You can also change the chart style to anything you like

  6. No it is your turn, Add another Time Series chart for Volume vs Date; but this time instead of show line, show bars. (There maybe a little bug in the bar setting when there are two many data the bar graph only can fit limited amount of data)

• Next, Let's add some scorecards. Scorecards highlight important numerical summative metric.

  1. When you created the Data Set, Looker already created one calculated metric for us, which is called "Record Count".

  2. Drag the "Record Count" from the Data column to the canvas, it will become a scorecard.

  3. You can change the style of the scorecard.

• Next, let's add another scorecard to show the minimum close price of AAPL in the last 5 years

  1. Click on "Add Field" in the Data Column

  2. In the Field Name, put "Min Close"

  3. in the formula, put min(Close)

  4. Click "Save" and then "Done"

  5. Now drag the "Min Close"  from the Data column to the canvas like before. Change the style to whatever you like

  6. No it is your turn, make a "Max Close" scorecard to show the maximum close price of AAPL in the last 5 years.

• Next, let's add some control elements

  1. Click on "Add a Control" dropdown to add a "Date range control"

  2. Now click the "View" buttom on the upper right corner to change the report to View mode. 

  3. Click on the Date range control dropdown to choose a new date range. Now you can see that the charts and scorecard both change accordingly

  4. Go back to the Edit mode by pressing the "Edit" button on the upper right corner.

  5. This time we are going to add a "Preset filter"

  6. After you add the "Preset filter" to the canvas, click on it