Claude Prompt Library

30 Claude Prompts for Looker Studio

30 copy-paste prompts

Paste your metrics and audience into these prompts and Claude will return report specs, working calculated field formulas, chart recommendations with reasons, and data source structures you can build directly in Looker Studio.

In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.

Louis Corneloup
By Louis Corneloup ยท Founder, Techpresso
Last updated ยทHand-curated & tested by the AI Academy team

Report Specs and Planning

5 prompts

Full report spec from a stakeholder request

1/30

โœจ What it does

Turns a vague stakeholder request into a page-by-page Looker Studio build spec with metrics, sources, and open questions.

You are a senior business intelligence analyst who builds Looker Studio reports for department heads. <context> I just got a short verbal or written request for a new report and I need to turn it into a build spec before I open Looker Studio. </context> <inputs> - Requesting stakeholder and role: [STAKEHOLDER NAME AND ROLE] - Raw request text: [PASTE THE REQUEST] - Available data sources: [LIST OF DATA SOURCES, E.G. GOOGLE ANALYTICS 4, GOOGLE SHEETS, BIGQUERY] - Refresh frequency needed: [DAILY, WEEKLY, MONTHLY] - Audience for the finished report: [WHO WILL VIEW IT] </inputs> <task> Produce a build spec that lists the pages the report needs, the exact metrics and dimensions each page requires, which data source each metric comes from, and any calculated fields that will need to be created because the raw data does not already contain them. </task> <constraints> Assume I know Looker Studio's interface but do not assume I know the stakeholder's business context beyond what is given. Flag any part of the request that is ambiguous instead of guessing. Keep the whole spec under 500 words. Do not invent metrics that were not implied by the request. </constraints> <format> Return a numbered list of report pages. Under each page, list metrics, dimensions, source, and any calculated field needed as sub-bullets. End with a short "Open questions" section for anything ambiguous. </format>

๐Ÿ’ก

Pro tip: Paste the stakeholder's exact wording, even if messy, so Claude can flag ambiguity instead of guessing.

Convert a messy KPI list into a page layout

2/30

โœจ What it does

Groups a flat KPI list into logical report pages with a suggested chart type for each.

You are a Looker Studio report architect who specializes in turning unstructured KPI lists into clean page layouts. <context> Someone handed me a flat list of KPIs they want tracked and I need to group them into logical report pages before I start dragging charts onto a canvas. </context> <inputs> - Raw KPI list: [PASTE THE LIST OF KPIS] - Report purpose: [E.G. WEEKLY OPS REVIEW, EXECUTIVE SUMMARY] - Number of pages preferred: [NUMBER OR "NO PREFERENCE"] - Primary viewer: [E.G. CMO, GROWTH TEAM, CLIENT] </inputs> <task> Group the KPIs into a sensible set of report pages, name each page, and explain in one sentence why each KPI belongs on that page. </task> <constraints> Do not create more than 5 pages unless the KPI count genuinely requires it. Group by business function or funnel stage, not alphabetically. Note any KPI that seems redundant or that overlaps heavily with another and could be dropped. </constraints> <format> Output as a table with columns: Page Name, KPI, One-Line Reason, Suggested Chart Type. Add a short note below the table listing any KPIs you recommend cutting and why. </format>

๐Ÿ’ก

Pro tip: Run this before you open Looker Studio so you are not restructuring pages mid-build.

Executive summary page spec

3/30

โœจ What it does

Designs a single glanceable executive summary page with scorecards, one headline chart, and period comparisons.

You are a data visualization consultant who designs executive summary pages for Looker Studio dashboards. <context> I am building the first page of a dashboard that a busy executive will glance at for under a minute, and I need the page to communicate the state of the business immediately. </context> <inputs> - Business or department: [BUSINESS OR DEPARTMENT NAME] - Top 3 to 5 metrics that matter most: [LIST METRICS] - Time period being reported: [E.G. LAST 30 DAYS VS PRIOR 30 DAYS] - Any known trouble spot to highlight: [DESCRIBE TROUBLE SPOT OR "NONE"] </inputs> <task> Design the layout of a single executive summary page, specifying scorecard placement, one headline chart, and any comparison or trend element needed to show direction of travel. </task> <constraints> The page must be readable in under 60 seconds. Do not recommend more than 6 chart or scorecard elements total. Every element must include a comparison to a prior period, not just a raw number. Avoid jargon a non-analyst executive would not recognize. </constraints> <format> Describe the layout top to bottom in a short numbered list, naming the element type, the metric it shows, and the comparison period. Follow with 2 to 3 sentences on what story the page tells at a glance. </format>

๐Ÿ’ก

Pro tip: Cap it at 6 elements even if you're tempted to add more, the point is a 60 second read.

Report audit against a stated business question

4/30

โœจ What it does

Audits an existing report against the business question it was meant to answer and lists concrete gaps.

You are a Looker Studio consultant hired to audit an existing report for gaps. <context> I have a report already built and I want to check whether it actually answers the business question it was supposed to answer before I hand it off to a client or team. </context> <inputs> - Business question the report should answer: [STATE THE QUESTION] - List of pages and charts currently in the report: [PASTE LIST OR DESCRIPTION] - Data sources connected: [LIST DATA SOURCES] - Known limitations of the data: [DESCRIBE OR "NONE KNOWN"] </inputs> <task> Evaluate whether the current report structure actually answers the stated business question, and identify any missing chart, metric, or filter that would be needed to close the gap. </task> <constraints> Be direct about gaps rather than diplomatic filler. If the report already answers the question well, say so plainly instead of inventing extra work. Limit the response to concrete, buildable recommendations, not general BI theory. </constraints> <format> Start with a one-line verdict: fully answers, partially answers, or does not answer. Then a bulleted list of specific gaps, each with a proposed fix naming the chart type or field to add. </format>

๐Ÿ’ก

Pro tip: Use this before handing a report to a client, it catches gaps a build checklist misses.

Multi-tenant report structure for agency clients

5/30

โœจ What it does

Proposes a reusable report template structure that separates shared metrics from client-specific ones.

You are a marketing agency operations lead who standardizes Looker Studio reports across many client accounts. <context> I run reporting for multiple clients and I want one report template structure that works across most of them without a full rebuild for each new client. </context> <inputs> - Typical client type: [E.G. LOCAL SERVICE BUSINESS, ECOMMERCE, SAAS] - Common data sources across clients: [LIST DATA SOURCES] - Metrics every client cares about: [LIST SHARED METRICS] - Metrics that vary client to client: [LIST VARIABLE METRICS] </inputs> <task> Propose a template page structure that covers the shared metrics on fixed pages and isolates client-specific metrics on a flexible page or section, so the template can be duplicated and lightly adjusted per client. </task> <constraints> Design for a template you would duplicate in Looker Studio and swap data sources on, not a one-off report. Note where a blended data source or parameter would be needed to keep the template portable. Keep the structure to 4 pages maximum. </constraints> <format> List each page name, its fixed elements, and a note on what changes per client. Close with a short paragraph on which fields should be parameterized to speed up client onboarding. </format>

๐Ÿ’ก

Pro tip: Ask it to flag which fields need parameters so duplicating the template per client stays fast.

Calculated Fields and Formulas

5 prompts

Write a calculated field formula from a plain description

6/30

โœจ What it does

Converts a plain-English metric description into a working, pasteable Looker Studio calculated field formula.

You are a Looker Studio calculated field specialist who writes exact formula syntax. <context> I know what metric I want but I do not remember the correct Looker Studio calculated field syntax to produce it. </context> <inputs> - Plain description of the metric: [DESCRIBE WHAT YOU WANT CALCULATED] - Field names available in the data source: [LIST FIELD NAMES] - Data source type: [E.G. GOOGLE ANALYTICS 4, GOOGLE SHEETS, BIGQUERY] - Any edge case to handle, such as division by zero: [DESCRIBE OR "NONE"] </inputs> <task> Write the exact Looker Studio calculated field formula that produces the described metric, using the field names given. </task> <constraints> Use only functions that exist in Looker Studio's formula language. Handle the stated edge case explicitly with a CASE WHEN or IFNULL wrapper rather than ignoring it. Do not use pseudocode, the formula must be pasteable as-is. </constraints> <format> Return the formula in a code block first, then explain what each part of the formula does in 2 to 3 short sentences below it. </format>

๐Ÿ’ก

Pro tip: Paste your field names exactly as they appear in the source, mismatched casing is the most common reason a formula fails.

Debug a broken calculated field

7/30

โœจ What it does

Diagnoses why a calculated field errors or returns wrong values and returns a corrected formula.

You are a Looker Studio troubleshooting expert who fixes broken calculated field formulas. <context> I wrote a calculated field and it is either throwing an error or returning a value that clearly looks wrong, and I need to find out why. </context> <inputs> - Current formula: [PASTE THE FORMULA] - Error message shown, if any: [PASTE ERROR OR "NO ERROR, JUST WRONG NUMBERS"] - What the field is supposed to calculate: [DESCRIBE INTENDED RESULT] - Sample of what it is actually returning: [DESCRIBE OR PASTE SAMPLE OUTPUT] </inputs> <task> Identify the likely cause of the error or wrong output and provide a corrected formula. </task> <constraints> Explain the root cause before giving the fix, do not just paste a new formula with no explanation. Consider common Looker Studio pitfalls such as aggregation mismatches, data type mismatches, and blended field naming collisions. If more information is needed to diagnose confidently, say what it is. </constraints> <format> First line: likely root cause in one sentence. Then the corrected formula in a code block. Then a short bullet list of what changed and why. </format>

๐Ÿ’ก

Pro tip: Include a sample of the actual wrong output, not just the error message, it narrows the diagnosis faster.

Build a rolling comparison metric

8/30

โœจ What it does

Specifies whether to use Looker Studio's built-in comparison date range or a manual formula for period-over-period change.

You are a Looker Studio analyst who specializes in period-over-period comparison metrics. <context> I want to show change over time in a scorecard or table but my data source only has raw daily values, not a built-in comparison metric. </context> <inputs> - Base metric name: [BASE METRIC NAME] - Comparison period: [E.G. WEEK OVER WEEK, MONTH OVER MONTH, YEAR OVER YEAR] - Date field name in the source: [DATE FIELD NAME] - Whether Looker Studio's built-in comparison date range will be used or a manual formula is needed: [BUILT-IN OR MANUAL] </inputs> <task> Provide the setup steps or calculated field formula needed to display the percentage change of the base metric over the stated comparison period. </task> <constraints> If the built-in comparison date range feature is the right tool, say so and explain the setup instead of writing an unnecessary formula. If a manual formula is genuinely required, write it using only valid Looker Studio syntax and handle the case where the prior period value is zero. </constraints> <format> Open with a one-sentence recommendation of which approach to use. Then numbered setup steps or a formula code block, whichever applies. Close with one sentence on how to label the field for a non-technical viewer. </format>

๐Ÿ’ก

Pro tip: Let Claude talk you out of a manual formula when the built-in feature already covers it, that saves maintenance later.

Segment a metric with CASE WHEN logic

9/30

โœจ What it does

Writes a complete CASE WHEN calculated field that buckets a field into named segments with a fallback branch.

You are a Looker Studio formula specialist who builds segmentation logic with CASE WHEN statements. <context> I need to bucket a continuous or categorical field into named segments for filtering and charting, and I want the CASE WHEN logic written correctly the first time. </context> <inputs> - Field to segment: [FIELD NAME] - Segment definitions: [LIST THE BUCKETS AND THEIR RULES, E.G. "HIGH VALUE = ORDER TOTAL OVER 200"] - Data source type: [E.G. GOOGLE ANALYTICS 4, GOOGLE SHEETS] - What the new field should be named: [NEW FIELD NAME] </inputs> <task> Write a CASE WHEN calculated field that buckets the source field into the named segments exactly as defined. </task> <constraints> Cover every stated bucket plus a fallback ELSE branch for anything unmatched, do not leave rows uncategorized. Use consistent, human-readable label text for each bucket, not abbreviations. Keep the syntax valid for Looker Studio, not generic SQL. </constraints> <format> Return the full CASE WHEN formula in a code block, followed by a short table listing each bucket name, its rule, and an example value that would fall into it. </format>

๐Ÿ’ก

Pro tip: Always keep the ELSE branch even if you think you've covered every case, new data will prove you wrong eventually.

Normalize inconsistent text values into one dimension

10/30

โœจ What it does

Writes a calculated field that maps inconsistent spellings or casing of a category into one clean label.

You are a data cleaning specialist who fixes inconsistent categorical data inside Looker Studio calculated fields. <context> My source data has the same real-world category spelled or capitalized differently across rows, for example a channel or product name entered inconsistently, and it is splitting my charts into duplicate slices. </context> <inputs> - Field with inconsistent values: [FIELD NAME] - Known variants and what they should map to: [LIST VARIANTS AND TARGET LABEL] - Data source type: [E.G. GOOGLE SHEETS, GOOGLE ANALYTICS 4] - Target field name for the cleaned dimension: [NEW FIELD NAME] </inputs> <task> Write a calculated field formula that normalizes all listed variants into their single target label, with a sensible fallback for anything not listed. </task> <constraints> Use REGEXP_MATCH or CASE WHEN with LOWER() so the matching is not case sensitive where that matters. Do not silently drop unmatched values, route them to a clearly labeled "Other or Unmapped" bucket instead. Keep the formula maintainable, not a giant unreadable one-liner. </constraints> <format> Return the formula in a code block. Below it, list the mapping table you used as a bulleted list, and add one sentence on how to spot new unmapped variants going forward. </format>

๐Ÿ’ก

Pro tip: Route unmatched values to an explicit 'Other or Unmapped' bucket so new variants are visible, not silently dropped.

Chart Selection and Design

5 prompts

Recommend the right chart type for a dataset

11/30

โœจ What it does

Recommends the single best Looker Studio chart type for a dataset and the message you're trying to convey.

You are a data visualization expert who advises on chart type selection for Looker Studio dashboards. <context> I have a dataset and a message I am trying to communicate with it, and I am not sure which Looker Studio chart type will make the point most clearly. </context> <inputs> - Metric and dimension involved: [DESCRIBE METRIC AND DIMENSION] - Number of categories or series: [NUMBER] - Message I want the chart to communicate: [DESCRIBE THE MESSAGE OR INSIGHT] - Audience viewing the chart: [AUDIENCE DESCRIPTION] </inputs> <task> Recommend the single best Looker Studio chart type for this data and message, and explain why it beats the next best alternative. </task> <constraints> Pick from chart types that actually exist in Looker Studio, such as scorecard, time series, bar, geo map, table, pie, or bullet. Reject chart types that are commonly misused for this kind of data, such as pie charts with too many slices, and say why. Give one alternative only if the primary pick has a real limitation worth knowing. </constraints> <format> First line: recommended chart type in bold-style text. Then 2 to 3 sentences of reasoning. Then one sentence naming a runner-up chart type and its tradeoff. </format>

๐Ÿ’ก

Pro tip: Give it the message you want the chart to prove, not just the data, chart choice depends heavily on that.

Fix a chart that is misleading its viewers

12/30

โœจ What it does

Pinpoints the exact Looker Studio setting causing a chart to give a misleading visual impression.

You are a data integrity reviewer who audits dashboards for misleading visual choices. <context> Someone flagged that a chart in my report looks off or gives a wrong impression, and I want a second opinion before I present it. </context> <inputs> - Chart type currently used: [CHART TYPE] - What the chart shows: [DESCRIBE METRIC, DIMENSION, AND TIME RANGE] - Axis or scale settings: [DESCRIBE, E.G. "Y AXIS STARTS AT 40 NOT 0"] - What impression it currently gives versus what is actually true: [DESCRIBE THE GAP] </inputs> <task> Identify exactly what design choice is creating the misleading impression and specify the fix in Looker Studio settings terms. </task> <constraints> Name the specific setting to change, such as axis minimum, sort order, or chart type swap, not a vague suggestion to "make it clearer". Do not assume malicious intent, treat it as a default-settings problem to correct. If the underlying data itself is the real problem rather than the chart design, say that plainly. </constraints> <format> One sentence naming the specific issue. One sentence naming the exact Looker Studio setting or chart change to fix it. One closing sentence on how to verify the fix looks correct after applying it. </format>

๐Ÿ’ก

Pro tip: Check whether the underlying data, not just the chart setting, is the real source of the misleading impression.

Design a comparison chart across many categories

13/30

โœจ What it does

Configures a readable chart setup, including sort order and top-N filtering, for comparing many categories at once.

You are a dashboard design consultant who handles high-cardinality comparison charts. <context> I need to compare a metric across a large number of categories, such as many products, regions, or campaigns, and a standard bar chart is getting cluttered. </context> <inputs> - Number of categories: [NUMBER] - Metric being compared: [METRIC NAME] - Whether ranking order matters: [YES OR NO] - Whether the viewer needs to see every category or just the leaders and laggards: [EVERY CATEGORY OR TOP/BOTTOM ONLY] </inputs> <task> Recommend a chart configuration, including chart type, sort order, and any top-N filter, that keeps a large category comparison readable. </task> <constraints> Do not recommend a chart type that becomes unreadable past roughly 10 to 15 categories without a filter, such as an unfiltered pie chart. If a table with conditional formatting would communicate the comparison better than a chart, say so. Address how ties or a long tail of small values should be handled. </constraints> <format> Recommend the chart type and configuration in a short numbered list of settings to apply. Close with one sentence on how to handle the long tail of remaining categories. </format>

๐Ÿ’ก

Pro tip: Consider a table with conditional formatting instead of a chart once category count climbs past 15 or so.

Build a funnel visualization from stage counts

14/30

โœจ What it does

Specifies the funnel chart setup and conversion-rate formula needed to visualize drop-off across process stages.

You are a growth analytics consultant who builds funnel visualizations in Looker Studio. <context> I have counts for each stage of a process and I want to visualize the drop-off between stages clearly for a team that is trying to find where people fall out of the process. </context> <inputs> - Funnel stages in order: [LIST STAGES IN ORDER] - Metric at each stage: [DESCRIBE THE COUNT AT EACH STAGE] - Data source: [DATA SOURCE NAME] - Whether Looker Studio's native funnel chart is being used or a workaround with bar or scorecard elements: [NATIVE FUNNEL OR WORKAROUND] </inputs> <task> Specify how to build the funnel visualization, including any calculated field needed for stage-to-stage conversion percentage, and how to visually flag the stage with the steepest drop-off. </task> <constraints> If using a workaround because the native funnel chart does not fit the data shape, explain exactly why and what elements to use instead. Include the calculated field formula for conversion rate between adjacent stages. Keep the visualization to one chart or chart group, not scattered across multiple pages. </constraints> <format> Open with the chart approach in one sentence. Then the calculated field formula in a code block. Then a short note on which stage to visually highlight and how. </format>

๐Ÿ’ก

Pro tip: Highlight the steepest drop-off stage visually so the team's eyes go straight to the problem area.

Choose a color and formatting scheme for a client-facing report

15/30

โœจ What it does

Defines a consistent color, font, and positive/negative formatting scheme for a client-facing report.

You are a brand-aware dashboard designer who sets up formatting standards for client-facing Looker Studio reports. <context> I am finalizing a report that a client will see with their own name on it and I want the formatting to look intentional and consistent, not like default Looker Studio output. </context> <inputs> - Client or brand colors: [LIST HEX CODES OR COLOR NAMES] - Report tone: [E.G. CORPORATE, PLAYFUL, MINIMAL] - Number of distinct chart types on the report: [NUMBER] - Whether dark mode or light mode theme is preferred: [LIGHT OR DARK] </inputs> <task> Specify a consistent formatting scheme covering chart color palette, font choice, scorecard comparison color logic, and background treatment for the whole report. </task> <constraints> Limit the palette to a primary color, one or two accent colors, and a neutral gray for chart elements that need it, do not recommend a rainbow of colors. Specify what color represents positive versus negative change on scorecards so it stays consistent across every page. Keep recommendations achievable inside Looker Studio's theme and style panel, not external design tools. </constraints> <format> Return a short table with columns: Element, Setting, Reason. Cover palette, font, positive/negative color logic, and background as separate rows. </format>

๐Ÿ’ก

Pro tip: Lock in the positive versus negative scorecard color logic first, it is the setting most likely to be inconsistent across pages.

These prompts give you the what. Tutorials give you the why.

Learn when to use extended thinking, how to build Claude Projects, and workflows that compound. 300+ tutorials and growing.

Try AI Academy Free

Data Sources and Blending

5 prompts

Design a blended data source from two systems

16/30

โœจ What it does

Specifies the join key, join type, and field alignment needed to correctly blend two data sources.

You are a Looker Studio data architect who designs blended data sources across multiple systems. <context> I need to combine data from two different sources into one blend so I can compare or join metrics that currently live in separate tables. </context> <inputs> - Source A and its key fields: [SOURCE A NAME AND FIELDS] - Source B and its key fields: [SOURCE B NAME AND FIELDS] - Field that should join the two sources: [JOIN FIELD] - Metrics needed from each side after blending: [LIST METRICS FROM EACH SOURCE] </inputs> <task> Specify how to configure the blend, including which join key to use, what join type to select, and any field renaming needed so the join key matches exactly between sources. </task> <constraints> Flag if the join field is likely to have mismatched formatting between the two sources, such as date formats or casing, and specify how to fix that before blending. Recommend the correct join type, left outer versus inner, based on whether missing matches should still appear. Do not exceed the join key count Looker Studio blending supports. </constraints> <format> Numbered setup steps for the blend configuration. End with one sentence flagging the most likely data mismatch to check first. </format>

๐Ÿ’ก

Pro tip: Check date format and casing on the join field before blending, mismatches there are the most common blend failure.

Diagnose why a blended chart shows wrong totals

17/30

โœจ What it does

Diagnoses fan-out duplication or join type mistakes causing wrong totals on a blended chart.

You are a Looker Studio troubleshooting specialist who fixes broken blended data results. <context> A chart built on a blended data source is showing totals that do not match what I see when I check each underlying source separately, and I need to find the cause. </context> <inputs> - Sources in the blend: [LIST SOURCES] - Join field and join type used: [JOIN FIELD AND JOIN TYPE] - Metric showing the wrong total: [METRIC NAME] - Expected total versus what is displaying: [EXPECTED VS ACTUAL] </inputs> <task> Diagnose the likely cause of the total mismatch, considering common blending pitfalls like fan-out duplication from a one-to-many join, mismatched join keys, or wrong join type. </task> <constraints> Name the specific mechanism causing the discrepancy, such as row duplication from a one-to-many relationship, rather than a generic "check your data" answer. Propose the exact fix, whether that is changing the join type, pre-aggregating one source before blending, or using a different join key. If the fix requires restructuring outside Looker Studio, say so. </constraints> <format> One sentence naming the likely mechanism. One paragraph explaining why it produces this specific symptom. A final numbered list of the fix steps. </format>

๐Ÿ’ก

Pro tip: Test the fix on a duplicate report first since re-blending can affect every chart built on that source.

Plan a data source migration without breaking reports

18/30

โœจ What it does

Produces a step-by-step plan for swapping a report's data source backend without breaking existing charts.

You are a Looker Studio migration specialist who moves reports between data source backends without downtime. <context> I need to switch a report's underlying data source, for example from a spreadsheet to a database connection, and I do not want existing charts to break or need to be rebuilt from scratch. </context> <inputs> - Current data source type: [CURRENT SOURCE TYPE] - Target data source type: [TARGET SOURCE TYPE] - Number of charts and calculated fields relying on the current source: [APPROXIMATE COUNT] - Whether field names will change between old and new source: [YES OR NO, LIST CHANGES IF ANY] </inputs> <task> Produce a migration plan that keeps existing charts intact by aligning field names and types between the old and new source before the swap, and specify how to test the new source safely before committing to it. </task> <constraints> Recommend testing the new source as a duplicate report first rather than swapping the live report's data source directly. Call out any field type mismatch, such as a date stored as text in the new source, that would break existing calculated fields. Keep the plan to concrete steps, not general migration advice. </constraints> <format> Return a numbered step-by-step migration plan. End with a short checklist of what to verify in the test report before switching the live one. </format>

๐Ÿ’ก

Pro tip: Build and verify the new source in a duplicate report before ever touching the live report's connection.

Set up a data source for multi-client agency use with row-level security

19/30

โœจ What it does

Specifies row-level security or filter-based workarounds so each client only sees their own rows.

You are a Looker Studio governance specialist who sets up secure data access for agencies with multiple clients. <context> I have one large combined dataset covering multiple clients and I need each client to only see their own rows when they view a shared report link, not the whole dataset. </context> <inputs> - Data source type: [DATA SOURCE TYPE] - Field that identifies which client a row belongs to: [CLIENT ID FIELD] - Number of clients: [NUMBER] - Whether email-based row-level security through the data source owner's credentials is available: [YES OR NO] </inputs> <task> Specify how to configure the data source and filters so each client viewer only sees rows matching their own client identifier, using either row-level security features or filter-based workarounds. </task> <constraints> If true row-level security is not available for this data source type, propose the correct filter-based workaround, such as a filtered view per client or a URL parameter driven filter, and be explicit that this is less secure than native row-level security. Do not claim a security guarantee that Looker Studio cannot actually enforce. </constraints> <format> One paragraph explaining which approach fits this data source. Then numbered setup steps. Close with one sentence honestly stating the security limitation of the chosen approach. </format>

๐Ÿ’ก

Pro tip: Be upfront with clients that a filter-based workaround is not the same security guarantee as native row-level security.

Document a data source's field dictionary for handoff

20/30

โœจ What it does

Produces a field dictionary documenting every field's meaning, type, and calculation logic for handoff.

You are a data documentation specialist who writes field dictionaries for handoff between analysts. <context> I am handing this Looker Studio report off to another analyst or team and I want a clear reference of what each field in the data source actually means, since some names are not self-explanatory. </context> <inputs> - Data source name: [DATA SOURCE NAME] - List of fields with any notes you already have: [PASTE FIELD LIST AND ANY NOTES] - Calculated fields and their formulas: [PASTE CALCULATED FIELDS OR NONE YET] - Known quirks or caveats about the data: [DESCRIBE OR NONE] </inputs> <task> Produce a field dictionary document that explains what each field represents, its data type, and whether it is a raw source field or a calculated field, plus a caveats section for known data quirks. </task> <constraints> Write definitions a new analyst with no prior context could understand without asking follow-up questions. Mark calculated fields clearly and include their formula logic in plain English, not just the raw formula. Do not omit the caveats section even if it is short. </constraints> <format> Return a table with columns: Field Name, Type, Definition, Source or Calculated. Follow with a short "Caveats" section as bullet points. </format>

๐Ÿ’ก

Pro tip: Keep the caveats section even when short, it is usually the first thing the next analyst asks about.

Filters, Controls, and Interactivity

5 prompts

Design a filter control set for self-service exploration

21/30

โœจ What it does

Recommends which filter control types to use per dimension and whether they should be report-level or page-level.

You are a self-service BI consultant who designs filter controls for Looker Studio dashboards. <context> I want viewers to be able to slice a report themselves without me building a separate page for every possible cut of the data. </context> <inputs> - Dimensions viewers commonly want to slice by: [LIST DIMENSIONS] - Report audience technical comfort level: [E.G. NON-TECHNICAL EXECUTIVES, ANALYSTS] - Number of pages the filters should apply across: [NUMBER OR ALL PAGES] - Any dimension that should NOT be filterable for privacy or clutter reasons: [LIST OR NONE] </inputs> <task> Recommend which filter control types to use for each dimension, such as drop-down list, fixed-size list, or date range control, and specify which should apply report-wide versus page-level. </task> <constraints> Limit the total number of filter controls shown at once to what a non-technical viewer can process, generally no more than 4 or 5 visible controls. Recommend report-level scope for filters that matter everywhere, like date range, and page-level scope for filters specific to one page's topic. Exclude any dimension marked as not filterable. </constraints> <format> Return a table with columns: Dimension, Control Type, Scope (Report or Page), Reason. Close with one sentence on default filter values to set so the report is not empty on first load. </format>

๐Ÿ’ก

Pro tip: Set sensible default filter values so the report is not empty the first time someone opens it.

Build a parameter-driven metric switcher

22/30

โœจ What it does

Builds a parameter and CASE WHEN field that lets one chart toggle between multiple metrics on demand.

You are a Looker Studio interactivity specialist who builds parameter-driven controls. <context> I want one chart to let the viewer toggle between different metrics, such as switching a time series between revenue and units sold, without duplicating the chart multiple times. </context> <inputs> - Metrics to switch between: [LIST METRICS] - Chart type the switcher will control: [CHART TYPE] - Data source type: [DATA SOURCE TYPE] - Whether the metrics are already the same data type and unit: [YES OR NO] </inputs> <task> Specify how to build a parameter and a calculated field that lets a single chart display whichever metric the viewer selects from a control. </task> <constraints> Write the CASE WHEN calculated field that reads the parameter value and returns the correct metric. Flag if the metrics have incompatible units or scales that would make switching between them on the same axis misleading. Keep the setup to one parameter and one calculated field, not a workaround requiring duplicate charts. </constraints> <format> Numbered setup steps for the parameter and control. Then the calculated field formula in a code block. Close with one sentence flagging any unit mismatch risk. </format>

๐Ÿ’ก

Pro tip: Check that the metrics you're switching between share the same unit and scale before wiring up the toggle.

Fix a filter that is silently breaking a chart's totals

23/30

โœจ What it does

Walks through report, page, and chart level filters in order to find which layer is silently excluding data.

You are a Looker Studio debugging specialist who resolves filter interaction problems. <context> A chart's numbers look wrong and I suspect an interaction between a page-level filter, a chart-level filter, or a control is silently excluding data the viewer expects to see. </context> <inputs> - Chart in question and its metric: [CHART AND METRIC] - Filters currently applied at report, page, and chart level: [LIST EACH LEVEL'S FILTERS] - Control values currently selected: [DESCRIBE CURRENT CONTROL SELECTIONS] - Expected total versus displayed total: [EXPECTED VS ACTUAL] </inputs> <task> Identify which filter layer is most likely causing the unexpected exclusion and specify how to confirm and fix it. </task> <constraints> Walk through report-level, page-level, and chart-level filters in that order since Looker Studio applies them cumulatively, and identify where the conflict most likely sits. Recommend a specific diagnostic step, such as temporarily clearing filters one level at a time, rather than guessing blind. Give the fix as a specific setting change. </constraints> <format> A short numbered diagnostic sequence checking each filter level in order. End with the most likely fix in one bolded-style sentence. </format>

๐Ÿ’ก

Pro tip: Clear filters one level at a time during diagnosis rather than guessing which layer is the culprit.

Add drill-down interactivity from summary to detail

24/30

โœจ What it does

Configures native drill-down or a navigation-link workaround so clicking a summary chart filters a detail page.

You are a dashboard UX specialist who designs drill-down navigation in Looker Studio. <context> I have a summary page and a detail page and I want clicking an item on the summary chart to take the viewer to the relevant filtered detail page instead of them navigating manually. </context> <inputs> - Summary chart type and dimension: [CHART TYPE AND DIMENSION] - Detail page name and what it shows: [DETAIL PAGE NAME AND CONTENT] - Dimension that should carry over as a filter when drilling down: [DIMENSION NAME] - Whether native drill-down or a page navigation link with filter passing is preferred: [DRILL-DOWN OR NAVIGATION LINK] </inputs> <task> Specify how to configure the interaction so clicking a value on the summary chart filters the detail page to that value automatically. </task> <constraints> Recommend Looker Studio's native drill-down feature where the dimension hierarchy supports it, and only recommend the page navigation and filter-control workaround where native drill-down does not apply. Be explicit about which setting enables cross-filtering between the chart and the linked page or control. Keep the interaction to a single click, not a multi-step process for the viewer. </constraints> <format> One sentence naming the chosen approach. Then a numbered setup sequence. Close with one sentence describing what the viewer experiences when they click. </format>

๐Ÿ’ก

Pro tip: Prefer native drill-down whenever the dimension hierarchy supports it, it needs far less upkeep than link-based filtering.

Set smart default filters for a report shared externally

25/30

โœจ What it does

Specifies rolling default values for every filter so a first-time external viewer sees a complete view immediately.

You are a report distribution specialist who configures sensible defaults for externally shared Looker Studio reports. <context> This report gets shared as a link with people outside my organization and I want it to open on a sensible, relevant view rather than an empty or overwhelming default state. </context> <inputs> - Report topic: [REPORT TOPIC] - Filters and date range controls present: [LIST FILTERS AND CONTROLS] - Most common use case when someone opens the link cold: [DESCRIBE TYPICAL USE CASE] - Whether the report should default to the most recent complete period or a fixed period: [MOST RECENT OR FIXED, SPECIFY] </inputs> <task> Specify the default value for every filter and control so a first-time external viewer sees a complete, relevant view without needing to touch anything. </task> <constraints> Use a rolling default date range, such as last 30 days, rather than a fixed date range that will look stale months later, unless the use case specifically calls for a fixed period. Ensure every chart has data visible at the default settings, do not default into an empty state. Note any control that should be locked from viewer editing versus left open. </constraints> <format> Return a table with columns: Control or Filter, Default Value, Editable by Viewer (Yes or No), Reason. </format>

๐Ÿ’ก

Pro tip: Use a rolling date range like last 30 days rather than a fixed range that will look stale in a few months.

Most people use 10% of Claude. Tutorials unlock the rest.

AI Academy: 300+ hands-on tutorials on Claude, ChatGPT, Midjourney, and 50+ AI tools. New tutorials added every week.

Start Your Free Trial

Stakeholder Communication and Insights

5 prompts

Write the narrative summary that accompanies a dashboard

26/30

โœจ What it does

Writes a short plain-English narrative summarizing what happened this period and what to watch next.

You are a business analyst who writes plain-English narrative summaries to accompany dashboard reviews. <context> I am sending this dashboard to stakeholders who will not dig into every chart themselves, and I want a short written summary that tells them what happened and what to pay attention to. </context> <inputs> - Reporting period: [REPORTING PERIOD] - Key metric values and their change versus prior period: [LIST METRICS WITH VALUES AND CHANGE] - Any notable event that affected the numbers: [DESCRIBE EVENT OR "NONE KNOWN"] - Audience: [AUDIENCE DESCRIPTION] </inputs> <task> Write a short narrative summary that states what happened, why it likely happened if a cause is known, and what the reader should watch next period. </task> <constraints> Keep the summary under 150 words. Lead with the single most important number, not a generic opening line. Do not speculate on causes beyond what was given as a known event, flag uncertainty plainly instead of inventing a reason. Avoid restating every chart, focus on what changed and why it matters. </constraints> <format> Return plain prose in 2 to 3 short paragraphs, no headers needed. End with one sentence naming the thing to watch next period. </format>

๐Ÿ’ก

Pro tip: Lead with the single most important number instead of a generic opening sentence, busy readers stop after line one.

Turn a chart anomaly into a written explanation request

27/30

โœจ What it does

Prepares a ranked list of hypotheses and confirming data checks for an unexplained chart anomaly before a meeting.

You are a data analyst preparing to explain an unexpected chart pattern to a manager before a meeting. <context> A chart in my report shows a spike, drop, or unusual pattern and I need to prepare a clear explanation, or a clear statement that I do not yet know the cause, before someone asks about it. </context> <inputs> - Metric and the anomaly observed: [DESCRIBE THE METRIC AND THE UNUSUAL PATTERN] - Date range the anomaly occurred: [DATE RANGE] - Hypotheses already considered: [LIST HYPOTHESES OR "NONE YET"] - Data available to investigate further: [LIST AVAILABLE DATA OR TOOLS] </inputs> <task> Draft a short explanation to bring to the meeting that states the anomaly plainly, lists the most plausible hypotheses in order of likelihood, and specifies what data check would confirm or rule out each one. </task> <constraints> Do not present a guess as a confirmed cause, clearly separate confirmed facts from hypotheses. Rank hypotheses by plausibility given what is known, not alphabetically. Keep it honest if the true cause is genuinely unknown rather than forcing a confident-sounding answer. </constraints> <format> One sentence stating the anomaly. A numbered list of hypotheses, each with the specific data check that would confirm it. One closing sentence on next steps. </format>

๐Ÿ’ก

Pro tip: Keep confirmed facts and hypotheses visually separate so you never present a guess as a confirmed cause.

Translate a technical metric definition for non-analysts

28/30

โœจ What it does

Translates a technical metric formula into a plain-language explanation with a concrete worked example.

You are a data communicator who translates technical metric definitions into plain language for non-technical stakeholders. <context> A stakeholder asked what a metric on the dashboard actually means and my technical definition is not landing, so I need a plain-language explanation with a concrete example. </context> <inputs> - Metric name: [METRIC NAME] - Technical definition or formula: [PASTE TECHNICAL DEFINITION OR FORMULA] - Stakeholder's role and background: [ROLE AND BACKGROUND] - A real example value from the dashboard to illustrate with: [EXAMPLE VALUE OR SCENARIO] </inputs> <task> Write a plain-language explanation of the metric that a non-technical stakeholder can repeat back correctly, using the real example to make it concrete. </task> <constraints> Avoid restating the technical formula as the explanation, translate it into an everyday comparison or scenario instead. Keep it to 3 to 4 sentences. Do not oversimplify to the point of being inaccurate, the plain version must still be true. </constraints> <format> Return 3 to 4 sentences of plain prose, no bullet points, ending with the concrete example worked through in one sentence. </format>

๐Ÿ’ก

Pro tip: Test the explanation by asking the stakeholder to repeat it back, that's the real check it landed.

Prepare talking points for a dashboard review meeting

29/30

โœจ What it does

Builds a time-boxed talking points outline ordered by decision relevance rather than chart order on the page.

You are a reporting lead preparing talking points for a recurring dashboard review meeting. <context> I am presenting this dashboard live in a meeting shortly and I want a short set of talking points rather than reading numbers off the screen verbatim. </context> <inputs> - Dashboard topic and reporting period: [TOPIC AND PERIOD] - Key metrics and their current values with trend direction: [LIST METRICS, VALUES, TREND] - Decisions the meeting needs to make, if any: [DESCRIBE DECISIONS OR "INFORMATIONAL ONLY"] - Meeting length: [MEETING LENGTH IN MINUTES] </inputs> <task> Produce a talking points outline that covers the key metrics in order of importance, connects them to the decisions the meeting needs to make, and fits the stated meeting length. </task> <constraints> Order points by what matters most to the decision at hand, not the order charts appear on the dashboard. Include a suggested time allocation per section so the presenter can pace the meeting. Do not write full sentences to read aloud, write outline-style points a presenter can speak from naturally. </constraints> <format> Return a numbered outline with a time allocation in minutes next to each section header, and short sub-bullets of talking points under each. </format>

๐Ÿ’ก

Pro tip: Order points by what the meeting needs to decide, not by the order charts happen to sit on the dashboard.

Draft a follow-up email after sharing a report

30/30

โœจ What it does

Drafts a short follow-up email highlighting headline results and any action needed from the recipient.

You are a client-facing analyst who writes follow-up emails after sharing a Looker Studio report link. <context> I just sent a stakeholder or client a link to their updated dashboard and I want a short accompanying email that highlights what to look at first instead of leaving them to figure it out alone. </context> <inputs> - Recipient name and relationship: [RECIPIENT NAME AND RELATIONSHIP, E.G. CLIENT, INTERNAL STAKEHOLDER] - Report link placeholder: [REPORT LINK] - One or two headline results from this period: [DESCRIBE HEADLINE RESULTS] - Any action needed from the recipient, such as feedback or a decision: [DESCRIBE ACTION OR "NONE, INFORMATIONAL"] </inputs> <task> Draft a short email that shares the report link, highlights the headline results in plain language, and states clearly what action, if any, is needed from the recipient. </task> <constraints> Keep the email under 120 words. Do not bury the report link, place it near the top. State the requested action as a direct, specific ask if one exists, not a vague "let me know your thoughts". Match a professional but not stiff tone. </constraints> <format> Return a subject line, then the email body as short paragraphs, no more than 120 words total. </format>

๐Ÿ’ก

Pro tip: Put the report link near the top of the email, a link buried at the bottom gets missed.

Free tool

Prompt Optimizer

Turn a rough idea into a structured, professional AI prompt.

Try it free โ†’

Frequently Asked Questions

Yes. Give Claude the field names from your data source and a plain description of what you want to calculate, and it returns the exact formula syntax, including CASE WHEN logic, IFNULL handling for missing values, and division-by-zero guards. Paste the field names precisely as they appear in your source so the formula compiles on the first try.
State the message you want the chart to communicate, not just the data involved. Claude will weigh chart types against that message and reject choices that would mislead, such as a pie chart with too many slices, and explain the tradeoff of a runner-up option so you understand the reasoning rather than just following an instruction.
Yes. Describe the sources in the blend, the join field and join type, and the mismatch between expected and actual totals. Claude will check for the common causes first, particularly row duplication from a one-to-many join, and propose a specific fix such as changing the join type or pre-aggregating one source before blending.
Yes, if you paste the stakeholder's request along with your available data sources. Claude returns a page-by-page spec listing metrics, dimensions, data sources, and any calculated fields you will need to build first, plus a list of open questions for anything the original request left ambiguous.
These prompts are written to constrain Claude to valid Looker Studio syntax and real features, such as native drill-down, the built-in comparison date range, and row-level security limitations by source type. Always test a returned formula in a single scorecard before wiring it into a full report, since data source quirks can vary.

Prompts are the starting line. Tutorials are the finish.

A growing library of 300+ hands-on tutorials on ChatGPT, Claude, Midjourney, and 50+ AI tools. New tutorials added every week.

7-day free trial. Cancel anytime.