Adding Queries

With the Analytics Edge Basic Add-in and optional Connectors, you can automate the download of data from a number of sources directly into Microsoft Excel worksheets. You can mix queries from multiple sources, and use different accounts for each query if you want; Analytics Edge makes it easy to refresh them all with a single click. More

Copy a Query

Copy in the Same Workbook

To make a copy of an Analytics Edge query, simply copy the comment to another location in the same worksheet, or another worksheet in the same workbook. More

Delete a Query

To delete an Analytics Edge query from your worksheet, you must select the cell where the query is located, then select the Edit QueryCut menu item from the Analytics Edge ribbon bar. More

Edit a Query

To edit a specific query, click on the cell where the query is located (remember a comment was placed in that cell so you could find it easily). Click on the Edit button on the Analytics Edge ribbon bar. The original query wizard will open with all of your previous settings. More

Edit Mode Help

The Basic Add-in has an ‘Edit Mode’ that shows you where your queries and any cell references have been placed (for start and end dates, for example). When Edit Mode is ON, the add-in places Excel comments on all the referenced cells.

Editing the Worksheet (Edit Mode On)

If you are going to move things around on your worksheet, rename a worksheet, or insert rows or columns, turn the Edit Mode ON first. After any worksheet change, be sure to select a worksheet cell after the change, and check the comments to make sure that the add-in has re-synchronized them to point to the new cell locations. The comment should contain the new cell location. Do NOT change the comments yourself — the add-in needs to do that to keep things aligned.

Turning Edit Mode Off

While Edit Mode is on, the add-in will intercept and process every click you make into the worksheet, looking for changes. This will slow things down in larger workbooks. Turn Edit Mode OFF when you are finished moving things around. It is not necessary to have Edit Mode on to Refresh a workbook, only if you want to move a query or cell reference to a different location or change worksheet names.

Moving a Query

Move a Query in the Same Workbook

To move an Analytics Edge query, simply move the comment to another location in the same worksheet, or another worksheet in the same workbook. More

Optional Free Trials

The Analytics Edge Basic Add-in comes with two free connectors by default, but you can also install free trials of many others with a simple click. You can start as many free trials as you want, but remember: the clock starts ticking right away so make sure you have to to evaluate them all. More

Refreshing Queries

Refresh All Queries

Click the Refresh All button on the Analytics Edge ribbon to refresh all of your queries in the workbook at once. More