Welcome to the Analytics Edge Standard Add-in! Get ready for some simple Excel report automation. Just register the add-in, add an account, and start making your queries!
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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 Free 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 Install. More->
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
STANDARD ADD-IN OPERATION
- Select a cell
- Make a 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.
* 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 Standard 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 Standard 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 a sample of the 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 automatically written to the worksheet, overwriting any previous content but the formatting will be unchanged. You are free to put your own personal look to the data. You can even format the entire result set as an Excel Table.
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 in the workbook. They will refresh in order: top-to-bottom, left-to-right.
Cut, Copy and Paste
If you want to copy/paste 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 query to a different worksheet or workbook, the Edit Query button has a drop-down menu with Cut, Copy and Paste functions. To delete a query, use Edit Query > Cut.