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 →

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 →

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 tabular and text responses.

LOGIN ACCOUNT

Add an Account/API Key – switch to an Account panel to allow entry of an API Key for a selected AI service.

Account – select the account to use.

Model – select (or enter) the model to use.

PROMPT

Role – enter the role you want the AI to play.

Instructions – enter the instructions you want the AI to follow. If you are sending data, ask the AI to read the data. If you want data returned in a table, ask for the response to be in a table form with or without the original data. Refine your instructions using the AI’s web interface where you can iterate the query more easily.

Format – please specify that you want table results in CSV format.

OTHER

Table Name – specify the name of an Analytics Edge table where supporting text (and token count) will be returned. If there is no table of data returned, then the text response (or error message) will be provided as the main output of the function.

Max Tokens – a limit for the tokens to be used in the query. Default values (if there are any) reflect the capacity of the API itself.

Select Columns – select the columns by letter (or By Name) to be sent to the AI as part of the prompt. Note the data will be sent in CSV format and is included in your token usage — do send unnecessary columns.

ADD AN ACCOUNT

Which AI – select the AI service to use.

Account Name – enter a name for the account (API key)

API Key – enter the API key you got from the AI service.

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

Append to the existing data in a worksheet, aligning columns to match. More →

Arrange and/or rename the columns in a table. More →

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 →

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 →

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

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 →

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 →

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

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 →

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 →

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

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

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

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

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 →

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 →

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 →

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 →

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 →

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

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 →

Read a worksheet into a table in memory. More →

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 →

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

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 →

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 →

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 →

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

This Analytics Edge wizard lets you split a text column into several columns. You can split on a delimiter, a fixed-width sequence, or into smart name columns. More →

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

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 →

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

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 →

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

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 →

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

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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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 →

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

Write to worksheet writes the current table to a selected worksheet location. More →