* Analytics Edge Basic Add-in

Welcome to the Analytics Edge Basic Add-in! Get ready for some simple Excel report automation. Just register the add-in, add an account, and start making your queries! More

* Register the Basic Add-in

Before you can use an Analytics Edge add-in, it needs to be registered. In Excel, on the Analytics Edge ribbon bar, click the Register button. Note: the button will change to “License” if the add-in is already registered. More

Adding Connectors

Connectors are installed from inside the Add-in itself — in Excel, on the Analytics Edge ribbon bar, click the License button. All paid connectors are available free for 30 days, no payment required. More

Adding Queries

The Analytics Edge Basic Add-in makes it easy to download data to your workbook. Just select the cell where you want the results put, then open a connector query wizard. When you click Finish, the results are written into Excel. More

Copy a Query

To make a copy of an Analytics Edge query, make sure the Edit Mode is ON — that places Excel comments (little red triangles) in the cells with queries and cell references.  Then simply copy the comment to another location in the same worksheet, or another worksheet in the same workbook. Click on a worksheet cell to trigger a synchronization of the queries with the new comment locations.

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Delete a Query

To delete an Analytics Edge query from your worksheet, first make sure the Edit Mode is ON — that places Excel comments (little red triangles) in the cells with the queries. Then select the cell where the query is located, then select the Edit Query > Cut menu item from the Analytics Edge ribbon bar.

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Edit a Query

To edit a specific query, select the cell where the query is located (if Edit Mode is ON, an Excel comment will appear in the cell). Click on the Edit Query button on the Analytics Edge ribbon bar. The original query wizard will open with all of your previous settings.

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Edit Mode Help

The Basic Add-in has an ‘Edit Mode’ that places Excel comments (little red triangles) where your queries or cell references are located. These comments are used to keep the queries in sync with changes you make to the workbook, like renaming worksheet tabs or inserting rows. More

Moving a Query

To move an Analytics Edge query, first make sure the Edit Mode is ON — that places Excel comments (little red triangles) in the cells with queries and cell references. Then simply move the comment to another location in the same worksheet, or another worksheet in the same workbook. Click on a worksheet cell to synchronize the queries with the new comment locations. More

Refreshing Queries

In Excel, on the Analytics Edge ribbon bar, click the Refresh All button to refresh all of your queries in the workbook.

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