* Analytics Edge Core Add-in

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

Installation

  • Download and install the Core Add-in from the Download page.
  • Your license should automatically activate; if not, click the Register button.
  • If you experience problems with the installer, see the Manual Installation guide.

Core Add-in Operation

  • Select a cell for your query results.
  • Make a query.
  • Optional functions let you modify the results.
  • Select the cell and click Edit Query to change your query.
  • Refresh All refreshes all queries in the workbook, or Schedule them.
  • And much, much more…

Using the Google Analytics Connector

  • Select the target worksheet cell.
  • Add an Account with the Account Wizard.
  • Make your query.

Using the Google Search Connector

  • Select the target worksheet cell.
  • Add an Account with the Account Wizard.
  • Make your query.

Follow a similar process for other connectors.

Five Steps to Easier Reporting!

To avoid common errors and get the most out of Analytics Edge, I have prepared five more short videos for you, delivered daily to your inbox.


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REGISTER THE ADD-IN

Start Excel, navigate to the Analytics Edge ribbon bar, and click the Register button.

Accept the Terms of Use, and click the Activate 30-Day License button.
If you have purchased a license key after the trial expired, you can enter it here.
OPTIONAL
: Enter your email address to make it easier to reset or transfer your product licenses. More->

ADD CONNECTORS

Analytics Edge installs the Free Google Analytics and Free Social Shares connectors by default, but you can install and use any of the other Analytics Edge connectors for free for 30 days. Simply open the License wizard fro the Analytics Edge ribbon bar to see the connectors available, click on the one(s) you want, and click InstallMore->

ADD YOUR ACCOUNTS

Each connector is a little different, but almost all require that you add an account before you can make a query.  See the connector help documents for details.

Google Analytics | Google Search | Google AdWords | Bing Ads | Facebook Ads | Facebook Insights


CORE ADD-IN OPERATION

The Analytics Edge Core Add-in supports both Quick Queries (compatible with the Standard Add-in) and Macros.


QUICK QUERIES

  • Select a cell
  • Make a query
  • Select Quick Query
  • Click Write to Worksheet on the Functions wizard
  • Repeat

You can place queries on the same worksheet or different worksheets, and repeat as often as you need*. Change the data you download, the accounts you select, and even the connectors you use. Click Refresh All to re-run all your queries.

When you make a new connector query, a popup will appear asking if you want a Quick Query or Macro. If you already have macros in the workbook, you may need to close the Task Pane to create a Quick Query.

* while Analytics Edge does not impose any restrictions on the number of queries you can make, Google, Facebook, Bing and other sources typically do. In normal usage, they should not be a problem.

Functions Wizard

The Core Add-in adds the ability to modify your results before writing them to your worksheet. You can Pivot your results, Arrange the columns, Sort , and Filter the results before Writing to a Worksheet. When your Connector query is finished, the Core Add-in will open a Functions Wizard allowing you to make these transformations to your data.

To accept the data as-is from the connector, simply click Write to Worksheet.

A temporary worksheet (ᴁ Step Results) highlighted in green will appear with the interim results, so you can see the impact of your selections on a sample of the results. When you click the Write to Worksheet button, the temporary worksheet will disappear and the full results will be written to your worksheet.

Edit a Query

You can modify a query by simply selecting the cell and clicking Edit Query. The previous settings are automatically inserted into the wizard, and you can make changes easily. Click Finish to run and save your updated query.

Edit Mode

If the Edit Mode is ON, a comment will be placed in the cell as a reminder of the query location. While you are building your workbook, keep the Edit Mode ON. When you copy or move any of those cells (comments), the add-in will keep the queries in sync with the new cell locations.

When you are finished with changes, turn the Edit Mode OFF. The Edit Mode can slow down Excel while it is on, especially in larger workbooks.

Note: the comment contains a pointer to the query. With the Edit Mode ON, you can copy or move the comment within the same workbook and you will copy or move the query.

Format Your Results

The results are written to the worksheet, overwriting any previous content. You can format the results and subsequent refreshes will not alter the formatting — you are free to put your own personal look to the data.

Mind the Gap

Since some queries can change the number of rows or columns returned between refreshes, the Add-in will clear the previous ‘block’ of data before writing new results to the worksheet. Keep an empty column and row between your query results and other things on your worksheet, or the Add-in may wipe out more than you expected when you refresh.

Refresh All

You can add as many queries to your worksheet as you want. Click Refresh All to re-run all the queries [and macros] in the workbook. They will refresh in order: top-to-bottom, left-to-right.

Cut, Copy and Paste

If you want to copy or move any of the queries, simply turn on the Edit Mode and copy or move the comments. If you want to copy or move the Quick Query to a different worksheet or workbook, the Edit Query button has a drop-down menu with Cut, Copy and Paste functions.


MACROS

Analytics Edge macros allow you to string together a series of queries and functions. This allows you to quickly create a custom analysis without the need for manual steps or complicated formulas. if you select a

  • Select a cell
  • Make a query
  • Enter a macro name
  • Add functions from the ribbon bar
  • Add File > Write to Worksheet function from the ribbon bar

Note that macros can also contain cell references, which leave comments when Edit Mode is On. If the Edit Query button is not enabled when you select a commented cell, open the Task Pane to see the macros in your workbook.

Macros are managed in the Task Pane. In the simplest case, a macro would consist of a query function plus a Write to Worksheet function. As you work with your data, a temporary worksheet, (ᴁ Step Results) highlighted in green, will appear with the interim results, so you can see the impact of your selections on a sample of the results. When you add a Write to Worksheet function, the temporary worksheet will disappear and the full results will be written to your worksheet.

See the orientation guide for next steps.