Update the data shown in the default reports using filters and visualizations
Nonprofits have the ability to customize general reports by exploring the data. This means taking what populates in a general report and customizing it using your desired filters and visualizations. Exploring is a starting point to query, edit, sort, and drill into data within a report before saving or downloading.
How to access the Explore interface
Begin your exploration by clicking on explore from here from the three-dot-menu. The three-dot-menu will appear when hovering over a specific visualization. Scroll down to the data table to explore the data set as a whole.
Or, hover over a specific visualization to explore from there. Exploring from a specific visualization will open the interface with those filters pre-populated with that information.
Add additional data to your report
Use the field picker function on the left to search for data categories to add to your report.
The selections you make in the field picker on the left will show up in the data table at the bottom of the right side of the page.
You can reorganize the data by dragging and dropping the fields until you get the order you like.
Pro-tip: To save a report you customize, use the Gear icon in the top right hand corner and click "Save as a Look."
Remove a data column from a report
To remove a data column, you will need to hover over the data column you would like to remove until you see a gear icon pop up.
From there, click the gear icon on the data field and click Remove.
Set up filters to view data within a time frame
Filters let you limit the data you see based on criteria you specify, rather than seeing the whole data set.
There are a couple different ways to add filters. First choose a data point like, Name under the Fundraising Page category through the search on the far left. Click Filter so that it is highlighted.
This adds your field to the black filters bar at the top where you can then adjust the value of the filter.
Pro-tip: Any time you make changes, click the run button at the top right to see results. Remove a filter by clicking the ‘X’ on the right side.
You can also add a filter from the data table by clicking the gear that appears in the upper right of a column as you hover over the title.
Pro-tip: To start a new report from scratch, click remove fields and filters from the gear.
How to customize the way your data displays using visualizations
Visualizations help you find stories within the numbers. The visualization you choose determines the way your data is displayed in a report. Expand the middle section of the explore and select the type of visualization for your report.
Each type of visualization has different settings you can use to customize its appearance. Edit by clicking on the gear or edit button on the right side of the visualization.
Select table if you would like your data to appear very similarly to the data table, or like a simple Excel or Google file.
Check out these resources to learn more about how to further use Looker here: https://training.looker.com/