Step 2: The dashboard data

1. Open this spreadsheet

2. Make a copy of the spreadsheet (File -> Make a copy)

3. Rename the new spreadsheet to "Service Issues"

4. Star the new spreadsheet

5. In the new spreadsheet, click on Extensions -> Visata for Rent Manager -> Open sidebar (not seeing this option?)

6. Create a new query

   • Name: "Service Manager Query"

   • Entity: Service Manager Issues

   • Sheet: Service Manager Data

   • Headers: Show table names

   • Refresh: Daily, 2 AM to 3 AM

   • Columns:

     • Open the Service Manager Data sheet and notice the orange columns. Now add exactly the same columns in the sidebar.

       • Don't miss the last three columns! (Click Add a column, look for Service Manager Issue Linked Properties, and choose the three columns)

     • Add a filter to the column called "Create Date" to be Greater than or equal to cell A2 from the "Parameters" sheet (see below)

7. Click Save

8. Click Run query

Save as data sources

• Open this link

• Click the copy button:

• Click Copy Data Source

• Close the tab with the template data source you copied

• Click STARRED

• Choose the spreadsheet we just created ("Service Issues")

• Choose the "Issues" worksheet

• Leave the options as is

• Click Reconnect

• Click Apply

• In the top left corner, rename the data source from "Copy of Service Issues [TEMPLATE]" to "Service Issues"

• Open this link

• Click the copy button

• Click Copy Data Source

• Close the tab with the template data source you copied

• Click STARRED

• Choose the spreadsheet we just created ("Service Issues")

• Choose the "Linkings" worksheet

• Leave the options as is

• Click Reconnect

• Click Apply

• In the top left corner, rename the data source from "Copy of Property ~> Issue Linkings [TEMPLATE]" to "Property ~> Issue Linkings"

Time for Step 3! Open the link below before continuing on:

https://lookerstudio.google.com/reporting/dce76c6c-9a60-4ef6-8668-489d64587d56/page/J2lcD