
Connect Google Sheets to Data Studio using the Google Sheets connector and create a new report. Add the sheet data, adjust fields to currency, and prepare the data for reporting.
Create time series charts in Google Data Studio by converting daily data to monthly metrics, including revenue, expense, net profit, and net profit margin, using month field and year-month formatting.
Add a filter control and a time range selector to the report to view profit and loss by branch (for example Sydney) and set dates for the current financial year.
Format and design a Google Data Studio dashboard, set size and theme, style revenue, expense, and net profit charts with last-year comparison and forecast, and create a profit margin field.
Learn to create lag data in the database and build calculated fields like net profit lag one month, using conditions and data sources in Google Data Studio.
Resolve date range issues in Google Data Studio by correcting the date format from month-day to day-month, updating spreadsheet settings to Australia, and refreshing data.