Connect the governed source
Select a supported connector or assess a community connector for the required dataset and authentication model.
- Receives
- Approved source and access policy
- Produces
- Report data source
Looker Studio integration.
Present campaign and operational data through reporting views connected to governed sources.
Let’s connectReports built on an explicit source and metric contract
Choose the connector and credential owner deliberately, then keep calculated measures consistent with the underlying reporting model.
Define the report grain
Map dimensions and metrics without duplicating aggregate values when blending datasets.
- Receives
- Data source schema and metric definitions
- Produces
- Validated reporting fields
Publish with context
Verify viewer access, refresh behavior and ownership before distributing or embedding the report.
- Receives
- Report and credentials configuration
- Produces
- Accessible, maintained reporting view
Step 1 of 3
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Reporting administrator | Has an explicit continuity and access policy. | |
| Analytics owner | Shared with other reporting surfaces. | |
| Data owner | Reflects source and connector behavior. |
Resolve the important decisions.
Model location
Complex shared business logic is often easier to govern in the data model than separately in every report.
Blending grain
Join only at compatible grains and reconcile totals after introducing another source.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
A connection with a clear purpose.
Supported connectors or a custom community connector, with report templates and embedding assessed as required.
We begin by identifying the business process this connection supports. Source ownership, permissions and the expected update behavior are documented before data starts moving.
The data behind the workflow.
Data sourcesConnectorsReportsCalculated fields
Object and field availability depend on the platform edition, API permissions and the agreed use case. Mapping defines which system owns each value and how changes are reconciled.
Decisions worth making early.
Scope & access
Define refresh expectations and source credentials ownership for each report.
Data & behavior
Keep metric logic consistent and validate data access before distributing a report.
From mapping to a maintainable connection.
Discover the workflow
Agree the trigger, source of truth, receiving system and the person accountable for exceptions.
Validate the contract
Confirm permissions, object mappings, identifiers, consent and API behavior using a representative test environment.
Test real scenarios
Exercise expected updates, duplicates, missing data, access failures and vendor rate limits.
Document and enable
Hand over field mappings, credentials ownership, monitoring guidance and recovery procedures.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.