Creating and Customizing Scorecard KPI in Google Data Studio

By Zekeriya Mulbay
Table of contents

A scorecard is a way to track a single metric that measures the relative health or performance of your business or area of activity. For example, a scorecard tracks total sales, average bounce rate, count of ad impressions, maximum hold time, minimum failure rate and more.

Scorecards in Data Studio appear as numbers, and, optionally, the name of the metric is being summarized. The format of the displayed number depends on how the metric is configured in your data source.

Let's imagine this is our data source:

We can have below scorecards from this data source:

How to add a scorecard?

Click on the "Add a chart" button on the toolbar and select "Scorecard".

You can observe an example scenario below. Please note some additional tweaks which can be done after adding a scorecard.

Chart Settings

Click on the chart, afterwards on the right, use the properties panel to change the chart options.

Data Tab

This tab shows settings related to the data source.

Data source: A data source lets you to connect to the data set you want to use. Data source options are: change the data source, view/edit the data source, add a blended data source.

Metric: Metrics are used to measure the contents of dimensions and provide the chart with a numeric scale and data series. Drag fields from the Available Fields tab on the right onto the chart to add measurements. You can also click Add metric in the Data tab.

Optional metrics allows you to select more than 1 metric and viewer will able to change them.

Metric Slider gives the viewer an option to filter desired metric value to view. For example, you can limit the chart to only show Average Orders where the total value is between $100 and $200. (not all charts offer this option)

At least 1 metric is required. You can have up to 20 metrics in a single-dimensional graphic. One metric can be used for charts with two dimensions.

Default date range: This lets you set the timeframe for an individual chart*.* When this is changed, this specific chart's date range overrides the date range of the page. Default date range options:

  • Auto: Applies the date frame of the dashboard if there is a data selector. If not, then tries to include all data.
  • Custom: This Lets you use the calendar widget to select a custom date range for the chart.
  • Date compare type: Displays comparison data for the selected time period.

Filter: Filter help filter the raw data which is coming from the data source. It might be helpful when you want to include specific values or exclude some. For example, you might want to exclude ad campaigns with zero impressions.

Google Analytics segment: This option appears for charts based on a Universal Analytics data source. A segment is a subset of your Analytics data. You can apply segments to your Data Studio charts to help ensure that your Data Studio and Google Analytics reports show the same data.

Style tab

A chart's style properties control the overall presentation and appearance of the chart.

Conditional formatting: It is to evaluate a chart against one or more rules that you set. When the rule condition has been met, your setting is applied to the data so the user can quickly see what has changed. Click the + Add selection and then decide rules, colour and style to apply when the format rules are met.

Primary metric: Control how the scorecard shows your data.

  • Compact Numbers: Rounds numbers and displays the unit indicator. For example, 553.939 becomes 553.9K.
  • Decimal Precision: Sets the number of decimal places in metric values.

Missing Data: This option is visible when your dimension has missing data. There are 3 options: line to zero, line breaks, linear interpolation (Google Data Studio connects 2 points before and after the missing point)

Labels: Change the appearance of labels. Always double-check as a viewer after making changes. Too small or large fonts might overlap from the borders or might look too small to read.

  • Font colour: Changes the font colour of the scorecard label.
  • Font size: Changes the font size of the scorecard label.
  • Font family: Changes the font family of the scorecard label.
  • Hide Metric Name: Hides the default metric name (which comes from the data source). You can use the Text tool to add a custom metric label.
  • Alignment: Align the metric name, primary value, and comparison value.

Background and border: These options control the appearance of the chart background container.

  • Background: Sets the chart background colour.
  • Border Radius: Adds rounded borders to the chart background. When the radius is 0, the background shape has 90° corners. A border radius of 100° produces a circular shape.
  • Opacity: Sets the chart's opacity. 100% opacity completely hides objects behind the chart. 0% opacity makes the chart invisible.
  • Border Color: Sets the chart border colour.
  • Border Weight: Sets the chart border line thickness.
  • Border Style: Sets the chart borderline style.
  • Add border shadow: Adds a shadow to the chart lower and right borders.

Padding: Use these options to control the line height and left, right, and top padding within the chart.

Chart Header: The chart header lets viewers perform various actions on the chart, such as exporting the data, drilling up or down, and viewing the chart in the Explorer tool. You can choose a show on hover - which is the default, always show and do not show.

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