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Integrations

Data Studio Parameters

Go to Data Studio and find the Jepto Connector or go to this link

Configuration

Once you have logged in with your Jepto email and password you will be presented with the following Parameters screen.

Client - If you are making a report that uses more than one Client there is no need to make any Client selection. If however you are making a Client facing report and want to limit the report data to a single Client, select the Client from the dropdown.

Budget ID - You should not need to supply an ID here unless you only want to create a report for a single Budget. We do recommend ticking the box to allow IDs to be modified in reports.

KPI ID - As above, there shouldn't be a need to put in an ID, just tick the allow box.

Exclude Today - This setting is useful to stop graphs from having a sharp downwards drop in time series or line charts when viewed during the day.

Allow to be modified in reports - Ticking the box will make the field available in the Parameters section of Data Studio so you can make modifications to the report from within the editor.

Creating a KPI /Budget Chart

You can re-create the KPI prediction graphs with native Data Studio Graphs. See the template for live examples or follow the instructions below.

To create the above graph you will need to create a Time Series chart with the metrics of KPI Actual, KPI Prediction and KPI Target.

By default the data of all KPIs are aggregated together, so you will want to enter a KPI ID to limit the chart to a single KPI. This can be done by utilising Data Studio filters or the preferred method of using Parameters as it speeds up the fetching of data. 

The KPI and Budget ID Parameter field takes a single 16 Character Alphanumeric ID.

To find the KPI or Budget ID, view any KPI/Budget and go to the "More details" dropdown section and copy the ID.


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See all categories

Integrations

Go to Data Studio and find the Jepto Connector or go to this link

Configuration

Once you have logged in with your Jepto email and password you will be presented with the following Parameters screen.

Client - If you are making a report that uses more than one Client there is no need to make any Client selection. If however you are making a Client facing report and want to limit the report data to a single Client, select the Client from the dropdown.

Budget ID - You should not need to supply an ID here unless you only want to create a report for a single Budget. We do recommend ticking the box to allow IDs to be modified in reports.

KPI ID - As above, there shouldn't be a need to put in an ID, just tick the allow box.

Exclude Today - This setting is useful to stop graphs from having a sharp downwards drop in time series or line charts when viewed during the day.

Allow to be modified in reports - Ticking the box will make the field available in the Parameters section of Data Studio so you can make modifications to the report from within the editor.

Creating a KPI /Budget Chart

You can re-create the KPI prediction graphs with native Data Studio Graphs. See the template for live examples or follow the instructions below.

To create the above graph you will need to create a Time Series chart with the metrics of KPI Actual, KPI Prediction and KPI Target.

By default the data of all KPIs are aggregated together, so you will want to enter a KPI ID to limit the chart to a single KPI. This can be done by utilising Data Studio filters or the preferred method of using Parameters as it speeds up the fetching of data. 

The KPI and Budget ID Parameter field takes a single 16 Character Alphanumeric ID.

To find the KPI or Budget ID, view any KPI/Budget and go to the "More details" dropdown section and copy the ID.