Looker Studio Connection and Data Source Setup Plan
Plan connectors, credentials and refresh safely.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Plan data connections for Looker Studio. Sources: [SOURCES]. Who owns each source and who builds the reports: [OWNERS]. Credentials approach (owner's credentials or viewer's): [CREDENTIALS_APPROACH]. Freshness needs: [FRESHNESS]. Present a table by source with connector, credential owner, access level, fields exposed, refresh and caching behaviour [VERIFY], and risk. Highlight the case where a report uses its owner's credentials, because viewers may then see data they could not otherwise access, and the case where the owner leaves and the report stops working [VERIFY]. Also consider quota limits. Recommend a credentials and sharing model, preferring team-owned accounts over personal ones where policy allows, a naming convention, and a documentation sheet. Plan the steps to set up, test with a viewer account of limited rights, and hand over, with a handover checklist for when an owner changes and a quarterly access review. Never include real credentials. Rank the sources by how much would break if each connection failed, and set up the riskiest ones first. State plainly anything you are assuming about who owns each source.
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