Step 1: Properties and property groups

IMPORTANT: This step only needs to be done once. If you have previously completed Step 1 for any dashboard, you can go straight to Step 2.

Most of our dashboard templates use unique data (i.e. profit and loss data, delinquency data, prospects data, etc.), but there are two datasets that every dashboard will need: properties and property groups. With this data, our dashboards will be able to filter by property group or property-level fields, such as the property manager, the property city or state, or the property type.


Save as data sources for future use

Now we are going to save the properties and property groups as what Looker Studio calls "reusable data sources" so that we can use them in all of our dashboards.

Properties Data Source

Property Groups Data Source

That's it! Now you've got two reusable data sources with your properties and property groups. You're ready for step 2!