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Yujia Zhao

Google Looker Studio & Alteryx Integration Experience

Designed the end-to-end experience of Google Looker Studio users navigating from Looker Studio to Alteryx to ingest and clean data, and then to use the clean data back in Looker Studio for reports.

A three-column journey blueprint with swimlanes labelled "in Looker Studio", "in AACP Platform" and "in Designer Cloud". Blue and green step boxes trace a user finding and authorising an Alteryx connector, with a decision diamond asking whether the connection is already set up in AACP branching the path toward either entering credentials or selecting existing data.
My role
Team Lead, Architect
Time
5 months, 2023
Worked with
2 product managers from two companies, 2 engineering leaders, 1 researcher

Problem

Two complementary products, but no bridge — and no clear path to bring users across.

Looker Studio users needed data preparation capabilities they didn’t have, and Alteryx needed an acquisition pipeline it lacked. The opportunity was clear, but the challenge was bridging two distinct products for users who weren’t expecting to learn enterprise software — they just wanted to clean some data.

A Designer Cloud workflow overlapping the Google Looker Studio home page. Looker Studio shows a Create button, report templates such as GA4 Report and Search Console Report, and a list of untitled reports. The workflow holds a single input dataset; its Output Data panel is set to Alteryx Data Storage, labelled "Accessible from Looker Studio", and the results pane shows an error that the output tool is not configured.

Research & insights

We learned that users enter with a simple ask — but the engagement opportunity is much bigger than importing an Excel file.

Research identified three distinct levels of user intent: an immediate need to import and use existing data, a curiosity about connecting broader data sources, and a longer-term potential to automate data preparation entirely. The design challenge was to honor the simplicity of that initial hook without letting it become a ceiling — making the first interaction frictionless while keeping Alteryx’s deeper value visible enough to pull users further in over time.

Slide titled "User Goals & Gradual Engagement," a staircase of three steps. Initial Hook: "My data in Excel is already cleaned, I just need to import it for report building." Explore Potential: "I want to use data in other sources, and it seems like Alteryx can help importing those." Long-term Value: "I can automate data cleaning using Alteryx, and reduce report building and updating time."

Challenge

How might we meet Looker Studio users where they are and turn a simple data import into organic user acquisition?

End-to-end journey

Mapped the full cross-product user journey to expose every decision point — and design every transition intentionally.

With users moving across Looker Studio, the Alteryx Platform, and Designer Cloud in a single flow, there was no room for accidental gaps. Detailed flow diagrams were created for both first-time and returning users, capturing every screen state, branch condition, and required UI modification along the way.

This step ensured that nothing was assumed — every handoff between products was explicitly designed, and every point where a Looker Studio user might feel lost was identified and addressed before a single screen was built.

Journey blueprint, "First-time clicking on the first Alteryx Connector," across three swimlanes: in Looker Studio, in AACP Platform and in Designer Cloud. Screen states trace a user choosing the Upload Excel or Google Sheet connector, uploading or connecting data in the platform, optionally building a workflow in Designer Cloud, and returning to Looker Studio to connect the dataset. Several states are annotated with modifications, such as pointing Looker Studio users to what to do next.

Key solution #1: Intentional landing experience

Instead of dropping users into Designer Cloud, we landed them where their data lived.

The default instinct would have been to route users directly into Designer Cloud — the product Alteryx wanted them to adopt. But research showed this would overwhelm users who just wanted to use a file. Instead, users land on the Platform Data Page, where the data context is immediately familiar. Designer Cloud is introduced only when a specific transformation need arises, with the input tool pre-configured for that exact dataset.

The All Data page that Looker Studio users land on. A green banner reads "Uploaded data is now available in Looker Studio. If you need to transform your data, select Use in Workflow," with a Go to Looker Studio button. Below, an explanation of Alteryx Data Storage and a list of datasets, each with a Use in Workflow button or workflow details.

Key solution #2: Surgical UI modifications

Rather than rebuilding existing UIs, we made targeted modifications to bridge the experience gap.

The Platform Data Page and Designer Cloud UI were adapted — not overhauled — to serve Looker Studio users without disrupting the default Alteryx experience. Key additions included an “In Workflows” column, contextual overview messages, Looker Studio-specific CTAs, an onboarding tour, auto-configured input tools, and a post-job-run message guiding users back to Looker Studio.

A collage of five modified screens. An output panel where Company GCS is dimmed, with a tooltip: "You can only output to Alteryx Data Storage with your current free plan." A dataset table with an In Workflows column, Use in Workflow buttons, Looker Studio icons with a tooltip saying only data in Alteryx Data Storage is available in Looker Studio, and an expanded Details menu listing the workflows using a dataset. A new workflow with numbered hints: the input is already configured, drag transformation tools onto the canvas, drag the Output Data tool and connect, run the job. A Confirm Job Run dialog warning that resources are running low, showing 6 of 60 manual job runs remaining on the Free Annual Plan. A Workflow Run Finished dialog listing SalesQ3, SalesQ2 and SalesQ1 as updated in Alteryx Data Storage and accessible in Looker Studio, with a Go to Looker Studio button.

Growth experimentation

Drop-off analysis surfaced a friction point, and a growth experiment validated the fix — cutting drop-off by 18%.

Post-launch data showed significant drop-off between sign-up, data import, and workflow creation. Analysis pointed to a key hypothesis: users weren’t recognizing the workflow creation CTA as their next step. A targeted experiment repurposed the authentication pop-up to provide explicit way-finding — and it reduced the second drop-off by 18% compared to the control group.

An Analytics Cloud screen after an upload: "Uploaded Excel file is separated into 2 datasets." Each dataset card offers two paths, Use Now in Looker Studio and Clean This Data, with an Upload More button below.

Outcome & impact

The integration drove ~350 monthly sign-ups from Looker Studio.

The integration successfully created a product-led acquisition channel, generating approximately 350 monthly sign-ups with healthy downstream data import activity.