This guide outlines three approaches to delivering client-specific dashboards in Looker Studio while ensuring data isolation when using DataHawk data.

Each approach aligns with a different level of scale and operational maturity, from manual duplication to fully automated, portal-based delivery.

This guide is meant to help you choose the most efficient setup for your client base and reporting needs.

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We strongly advise against using the full scope of the Analytics Essentials Template. The sheer volume of sources significantly complicates the required filtering, so a small, targeted perimeter is recommended.

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Method 1: Duplicate Dashboard + Hard‑Coded Filters

Overview

This method consists of making one copy of the Looker Studio dashboard per client and applying fixed filters directly inside each copy. You then share each dashboard with view‑only access.

How It Works

1. Duplicate your master dashboard.
2. Apply hard‑coded filters on Account Key, Tags, or any field that you want to filter the data on.
3. Rename the dashboard to the client’s name.
4. Test all tabs to ensure filtering has been applied thoroughly.
5. Share with view‑only permissions.

Best Adapted For

• Agencies managing fewer than 10 clients.
• Dashboards that do not change frequently.

Benefits

• Very simple to set up, no additional tooling required.