Function Wizards (filter at right)

GSC + GA4 Report

This function is available only if you have both Google Analytics and Google Search connectors licensed, plus you are running 64-bit Excel.

This function is part of the Google Analytics connector, but it uses accounts from the Google Search connector as well.

Note that the GA data is filtered by session source / medium so it reflects organic search, AI referrals, and selected other sources (like direct). This filter expression can be changed.

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Setup – GSC Warehouse

When you first open the applicaton, you will be walked through the setup process. It starts with acceptance of the License Agreement and Privacy Policy. More →

MCP Server – GSC Warehouse

This panel lets you configure and monitor the built-in MCP Server. PRIVACY CAUTION: when using the MCP Server, your AI desktop client has access to all the data in your databases. That data is sent to the AI service for processing. More →

Explore – GSC Warehouse

This is the main data exploration panel, and it is designed to be fast and easy to use but some of the features are not obvious. More →

Data Sources – GSC Warehouse

Each client database contains one or more data sources — a connection to Google Search Console. You can add multiple sources if desired; for example 3 GSC properties for 3 separate subdomains. More →

Client Databases – GSC Warehouse

The GSC Warehouse allows you to blend data from multiple data sources into a single database for consolidated reporting. This would typically be for a single client or website domain. More →

AI Assistant – GSC Warehouse

The GSC Warehouse lets you craft your own DuckDb SQL queries and save them to a client-specific library or as a template for use with other client databases. Using an API key of your own, you can use AI to help craft the queries. More →

MCP GA Accounts

The Accounts wizard allows you to interactively add, refresh or delete accounts from your installation. More →

MCP GA About

Opening the About wizard will show your some details about the MCP server installation. Share this information with support if you have a problem. The ‘self test’ will open a browser window that you can close — it tests a critical function of the account login process. More →

MCP GA Help

When the application starts, it will confirm that the mcp server is listening. As your AI makes queries, status updates will be logged; for example, asking for your Google Analytics accounts listing will show the ‘GetAccounts’ function was run.

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MCP GA License

Should you have a problem with your license, the Licnesee wizard shows you the current status. The Experimental release has a trial license that lasts several months.

Send Email

This wizard lets you send an email (Google or Microsoft) leveraging Analytics Edge range names to customize the subject, contents and/or sender list. More →

Exporter Scheduled Refresh Troubleshooting

On Windows Computers

The Analytics Edge Exporter products use the Windows Task Scheduler to trigger refreshes on the schedule you want. You can find the Task Scheduler itself from the Windows start search bar by searching ‘Task Scheduler’.

Exporter-scheduled items are named ‘AeExporter…’ in the list of scheduled tasks. The Description field contains the path to the file that is to be refreshed. Click ‘Properties’ to edit the entry and see the details. More →

Exporter License

After the product has been activated, you can change the location of the default folders or reactivate the license key after a computer update.

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* Exporter Orientation

The Analytics Edge Exporter products allow you to automate the download of data into simple CSV (comma-separated) or TSV (tab-separated) files that can be imported into virtually any application. There is no programming or knowledge of the APIs required; the query wizards use report-friendly field names and provide a simple, yet powerful capabilities to download and fine-tune your data in report-friendly formats. Download now
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Exporter Quick Functions

Once a query has been made, you can make a few refinements to the data before it is saved. The last function at the bottom is a critical step: specifying the file to be saved. More →

Exporter License / Configuration

This wizard lets you change the folder location of the database and the default location for exported files. You should backup the database file before changing the folder!

If you purchase a license key for the product (there is a button provided), you can enter and activate it here.

Exporter Schedule

You can schedule a query to be automatically refreshed daily, weekly or monthly. You can also run a  refresh from a command line. Note that the options differ on MacOS from what is shown below (for Windows).

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Exporter About

This wizard lets you see information about the product installation and allows you to perform a self-test to verify the functionality required for account logins. If you contact support about a probem, please include a copy of this information.

 

Exporter Setup

The setup process for the Analytics Edge Exporter products starts with agreeing to the Software License Agreement and Privacy Policy.

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AI Request

2025-09-08 latest update
Beta – this function is subject to change and may not retain backward compatability! 

Send selected columns along with some instructions to an AI service, getting text and tabluar responses. More →

Options

This Analytics Edge wizard is used t oturn on debug mode for the applicaiton, as well as to manage accounts saved for use sending email using the Save/Email Workbook and Save/Email PDF functions. More →

Granting Access to Google Sheets Files/Folders

This page opens when you try to open a file or folder in Google Drive. Since Analytics Edge products are installed, not web-based, they cannot be opened in a browser, but you have granted permission for the product to access the file or folder.

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Contacts

The Contacts wizard is used to get a list of all contacts in an account, list or segment. More →

Campaigns

The Campaigns wizard is used to list campaigns that ran in a specified date range. More →

V2 (old) API – Accounts – Constant Contact

This wizard is used to authorize Constant Contact login accounts to be used by the old version 2 API queries. It is strongly recommended to move to the newer version 3 API accounts and queries as soon as possible. More →

* Add-in Orientation

When you install the Analytics Edge Add-in for Excel, a new ribbon bar will appear in Excel. License status is visible on the License button (‘License ok’). Starting with version 11, all connectors are pre-installed but they are still licensed separately.

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* Licenses

The License wizard for the Analytics Edge Add-in for Excel [and the Analytics Edge Desktop App] provide a single location to manage product configuration and licensing. More →

Accounts – Google Analytics

The Accounts wizard is used to manage saved Google Analytics accounts for use by the connector. For security reasons, Analytics Edge stores your account information in an encrypted file on your computer, not in the workbook. Accounts are stored using Reference names, and the queries in your workbooks use a Reference name to identify which account to use. More →

Accounts – LinkedIn Ads

The Accounts wizard is used to manage saved LinkedIn Ads accounts for use by the connector. For security reasons, Analytics Edge stores your account information in an encrypted file on your computer, not in the workbook. Accounts are stored using Reference names, and the queries in your workbooks use a Reference name to identify which account to use. More →

Customers – Microsoft Ads

The Customers wizard of the Microssoft Ads connector allows you to get a listing of the customers available to a selected login account. More →

Accounts – Microsoft Ads

The Accounts wizard is used to manage saved Microsoft Ads accounts for use by the connector. For security reasons, Analytics Edge stores your account information in an encrypted file on your computer, not in the workbook. Accounts are stored using Reference names, and the queries in your workbooks use a Reference name to identify which account to use. More →

GA4 Realtime Report

Download your data for a GA4 Realtime report. This wizard lets you select an account and GA4 property. select the fields, filters and sort criteria for the report.

GA4 Realtime reports show traffic in the last 30 minutes.

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Read Google Sheet

This Analytics Edge wizard is used to read the data from a Google Sheets worksheet. It always reads the entire sheet. More →

Write To Google Sheet

This Analytics Edge wizard is used to write the results of an analysis to a Google Sheets worksheet. It always overwrites the entire sheet. It can can be added as a separate macro function, or as an option from the Write to Worksheet wizard. More →

Web Request

This function allows you to make a raw web request and parsing the response. Note that this is  a very technical function that could be used in a wide variety of ways, so limited help is available here. Contact support for clarification if needed.

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Save/Email PDF

This wizard lets you save an Adobe PDF copy of the Excel workbook, and optionally email it to someone. Email options include SMTP email or Google Gmail. More →

Number Format

Analytics Edge supports Microsoft .NET Framework format codes which are slightly different from Excel format codes. The common variants are listed below, but see the references at the end for a full listing. More →

* Mode: AE Macro

With this option, you can record a sequence of functions that can easily be edited and refreshed. Macros are created and edited using the Task Pane located to the right of the sheet. More →

* Mode: Quick Query

Available only for connector queries, selecting this option targets a new, refreshable query to be written to the selected worksheet/cell. After the query runs you will be presented with optional Quick Functions wizard. Intermediate results are visible in the ‘ᴁ Step Results’ worksheet behind the wizard. When you are ready, click the Write to Worksheet button to write the results to the originally selected worksheet/cell location. More →

* Mode: Interactive

Choosing the Mode on the Analytics Edge ribbon lets you decide if you want a macro function or connector function to start an Analytics Edge Macro, a Quick Query, or simply run the function once (Interactive). More →

Write to Text File

This Analytics Edge wizard lets you write the current table to a delimited text file, specifying the format to be used for dates. More →

Update

This Analytics Edge wizard lets you update the current table from entries with matching rows in another table or worksheet. More →

Unpivot

This Analytics Edge wizard is used to perform a reverse pivot operation, converting multiple columns of data into two; one with the original column name and the other with the value. More →

Transpose

This wizard is used to transpose (swap) rows with columns in the current table. More →

Total

This Analytics Edge wizard is used to create a numeric aggregate row or column, like Total or Average. You can choose to aggregate only the first or last group of numeric rows or columns, and position the results before or after the numeric data, or to remove the original (now aggregated) data completely. More →

Top / Bottom

This Analytics Edge wizard lets you keep or remove a specific number of the top or bottom rows. More →

Table Name

This Analytics Edge wizard lets you save the current table, and switch back to it or reference it later in the macro. It can also assign Analytics Edge range names to all the columns. More →

Subtotal

This Analytics Edge wizard allows you to subtotal a table based on unique values in selected columns. More →

Split

This Analytics Edge wizard lets you split a text column into several columns. You can split on a delimiter or into Smart Name or URL component columns. More →

Sort

This Analytics Edge wizard lets you sort the data using specific sorting rules or generically sort all numeric columns. More →

Save/Email Excel Workbook

This wizard lets you save an Excel workbook copy or your report, and optionally email it to someone. Email options include SMTP email or Google Gmail. More →

Run… If…

This wizard allows you to run Analytics Edge macros, Excel VBA macros, or Windows commands from your macro. It also allows your to set criteria (Run If…) to determine whether to run or not. More →

Replace

This Analytics Edge wizard lets you replace text in selected columns. It supports the usual * and ? wildcard, as well as regular expressions. More →

Repeat Macro

Analytics Edge lets you automate worksheet refreshes without coding — all functions are wizard-based. This wizard converts the current macro into a Repeating Macro. Repeating macros allow you to load a tables of values from a worksheet to be used as Analytics Edge named ranges while running the rest of the macro. More →

Read Text File

This Analytics Edge wizard allows you to import a text file into a table. It accepts both delimited files as well as fixed-width fields. More →

Rank

This Analytics Edge wizard is used to convert the selected column into a number representing either the rank order or it’s percentile, decile or quartile position. More →

Pivot

This Analytics Edge wizard is used to pivot a column of data similar to Excel’s PivotTable. If you are pivoting by date, you can also select the date range and automatically fill in any missing values. More →

Match

This Analytics Edge wizard is used to keep or remove rows based on whether matching row values exist in another table or worksheet. More →

Lookup

This Analytics Edge wizard lets you quickly lookup values from another Table or Worksheet that share an index column with the current table. More →

Join

Typical uses include combining name or address components into a single column for uploading into a database. More →

Group

This Analytics Edge wizard lets you add a category or group column based on the value in one of the other data columns. More →

Quick Functions

Following a Quick Query, the Quick Functions wizard allows you to Pivot, Arrange, Sort or Filter your data as well as provides options to Write the results. More →

Formula

This Analytics Edge wizard inserts a column with an Excel formula, giving you full access to the spreadsheet application’s advanced functions. It is evaluated in the spreadsheet AFTER you write it to a worksheet, so it should be followed by a Write to Worksheet function. More →

Filter

This Analytics Edge wizard lets you construct one or more filters to be applied to the current table. Filters can be combined using And / Or logic, and you can choose to remove or keep the matching rows. More →

Duplicate

This Analytics Edge widget recognizes duplicate rows in your data and lets you choose whether to keep them, remove them or combine them. More →

Date Format

Analytics Edge supports Microsoft .NET Framework date format codes which are slightly different from Excel date format codes. The common variants are listed below, but see the references at the end for a full listing. More →

Convert

This Analytics Edge wizard is used to convert columns from one data type (text, number, or date) into another. It can also convert to a variant of the same type, like converting dates to first of the month. Typically used to force imported data into the correct type (such as dates with odd formats), it can also be used to convert dates and numbers into specific formats for reporting purposes. More →

Compare

This Analytics Edge wizard is used to compare the current table with another, computing the difference between matching rows. More →

Combine

Combine two sets of data, merging the values from a worksheet or previously named table. This is generally used with two similar data sets, totalling the numbers, retaining the most recent date, and/or preserving a list of category values. More →

Calculate

This Analytics Edge wizard lets you perform typical math calculations without using formulas, including a number of series calculations across rows or down columns. More →

Append

Append a previously saved table, or the contents of a worksheet in the same workbook, to the current table in memory. More →

* Constant Contact Help

The Constant Contact Connector for Analytics Edge makes it possible to interact directly with the Constant Contact API, automating your downloads and updates. More →

Accounts – Facebook Ads

The Accounts wizard is used to manage saved Google Business Profile accounts for use by the connector. For security reasons, Analytics Edge stores your account information in an encrypted file on your computer, not in the workbook. Accounts are stored using Reference names, and the queries in your workbooks use a Reference name to identify which account to use.
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