FAQ content

Creating a Google Analytics dataset

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Getting there

To create a new dataset, go to Admin > Manage Datasets and click the Add New Dataset button.

Navigating the the Manage Datasets page and adding a new dataset


1. Select Dataset Type

  1. Select Google Analytics from the dataset type dropdown.
  2. Click the Next >> button to continue.

Selecting the dataset type


2. Describe Dataset

  1. Give your dataset a name.
  2. Optionally, add a brief description to help explain the purpose of the dataset (up to 255 characters).
  3. Enter the View ID for the Google Analytics account you want to track.
    • To find this, log into Google Analytics and go to Admin > View > View Settings.
  4. Select the initial status for this dataset (you can change this at any time).
    • Enabled: LibInsight will automatically fetch your usage data on a daily basis.
    • Disabled: LibInsight will not automatically fetch any data for this dataset.
  5. Click on the Next >> button to continue. At this point, your new dataset will be created. The following steps will allow you to configure it.

Describing the dataset and adding the View ID

Giving LibInsight access to your Google Analytics account

To allow LibInsight to gather your Google Analytics data, you must give it access to your Google Analytics account. Here's how:

  1. Once logged into your Google Analytics account, go to Admin > Account > User Management.
    • If using Google Analytics 4, go to Admin > Account > Access Management.
  2. Add a Read & Analyze permission for the service account address that displays under the Describe Dataset tab. (You can also find this by editing an existing dataset and looking under the Edit Dataset Info tab.)
    • If using Google Analytics 4, add a Viewer role for the service account address.

The Service Account address under the Describe Dataset tab


3. Define Permissions

  1. Who can define metadata and administer this dataset: this determines who can manage this dataset. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names. Each user with this permission will also be able to add and analyze records, as well.
  2. Who can add records to this dataset: this determines which users can add new records to the dataset. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names. This does not automatically give users the ability to analyze records.
  3. Who can use this dataset in analysis and dashboards: this determines who has the ability to analyze this dataset and use it in dashboards. By default, all admin users have this permission. However, you can select one or more regular-level users, as well. To select multiple users, press CTRL and click on their names.
  4. Click the Done Here. Add Data >> button to continue. You can always edit this dataset later to modify your permissions.

Example of setting permissions for a dataset