Mastering Cost Control Reports in Looker Studio | Step-by-Step Tutorial

Описание: Phase 1: Setup & Configuration
00:00 – Review Google Sheets columns (Serial No, Control Point, Activity, Discipline, etc.).

00:27 – Connect Google Sheets data source to Looker Studio.

01:03 – Open "Theme and Layout" settings.

01:14 – Change Canvas Size: Width to 1500px, Height to 1200px.

Phase 2: Filters (Controls)
01:51 – Add Drop-down list for Control Point.

02:08 – Add Drop-down list for Activity.

02:16 – Add Drop-down list for Discipline.

Phase 3: Visualizations (Charts & Tables)
02:40 – Add Combo Chart (Line & Bar).

03:00 – Set Chart Metrics: Planned Value, Earned Value, Actual Cost.

03:31 – Configure Chart Style: Enable "Cumulative," "Show Points," and "Compact Numbers".

04:30 – Add Scorecard: Planned Value.

04:39 – Add Scorecard: Earned Value.

04:54 – Add Scorecard: Actual Cost.

05:25 – Add Table with columns: Activity, Planned Value, Earned Value, Actual Cost.

05:52 – Enable "Show Summary Row" for the table.

Phase 4: Custom Formulas (Calculated Fields)
06:15 – Create SPI (Schedule Performance Index) field.

Formula: SUM(Earned Value) / SUM(Planned Value).

07:50 – Create CPI (Cost Performance Index) field.

Formula: SUM(Earned Value) / SUM(Actual Cost).

09:30 – Create TCPI (To Complete Performance Index) field.

Formula: (SUM(Budget at Completion) - SUM(Earned Value)) / (SUM(Budget at Completion) - SUM(Actual Cost)).

10:49 – Debugging TCPI errors (fixing aggregation issues by ensuring SUM is applied correctly).

Phase 5: Design & Formatting
12:55 – Add rectangular shapes to create background sections for the header and KPIs.

13:51 – Add Text Box for Dashboard Title: "Cost Control Report using Looker Studio".

14:15 – Extract Theme from Image: Upload an image to automatically generate a color palette for the dashboard.

14:48 – Apply the extracted theme colors to the background and charts.

Phase 6: Final Review
15:38 – Test the filters and review the final dashboard layout.
In this video, I will walk you through the complete process of creating a professional Project Cost Control Dashboard using Google Looker Studio. Whether you are a Project Manager, a Project Controller, or a Data Analyst, this tutorial will help you visualize your data effectively.
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🚀 What you will learn in this tutorial:

Data Connection: How to connect Google Sheets to Looker Studio.

Page Setup: Adjusting canvas size and layout for a professional view.

Visualizations: Creating Combo Charts (to compare progress) and detailed Tables with heatmaps.

Custom Metrics (Math): How to create calculated fields for SPI (Schedule Performance Index) and CPI (Cost Performance Index) using formulas.

KPI Cards: Displaying compact numbers for Planned Value, Earned Value, and Actual Cost.

Design Tricks: How to add a custom background image to make your dashboard look like "magic."

🧮 Formulas used in this video:

SPI (Schedule Performance Index): SUM(Earned Value) / SUM(Planned Value)

CPI (Cost Performance Index): SUM(Earned Value) / SUM(Actual Cost)

Estimate at Completion: Custom formulas based on your project requirements.

📊 Tools used:

Google Sheets
https://docs.google.com/spreadsheets/...

Google Looker Studio
https://lookerstudio.google.com/repor...