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!
1. REGISTER THE ADD-IN
Just start Excel and click the Register button on the Analytics Edge ribbon
OPTIONAL: Enter your email address to make it easier to reset or transfer your product licenses.
2. ADD AN ACCOUNT
Open the connector’s Accounts wizard
Enter a Reference Name for the account and click the Add Account button to login.
3. MAKE A QUERY
Make your first query [Google Analytics > Analytics Reporting]
Select from one of the default report settings (you can modify it later), and click Finish.
The Analytics Edge Basic Add-in allows you to assign queries to cells in your worksheets. Simply select a cell and open one of the connector wizards. The results of the query will be written into the worksheet. If the Edit Mode is ON, a comment will be placed on the cell as a reminder of the query location.
Note: the comment contains a pointer to the query. With the Edit Mode ON, you can copy, delete or move the comment within the same workbook and you will copy, delete or move the query.
See the Results
The results are automatically written to the worksheet, overwriting any previous content. Note that you can format the results and refreshes will not alter the formatting — you are free to put your own personal look to the data. If you change the query, you will be asked if you want to clear the formatting; this is useful if you want to insert a field and do not want to use the previous formatting in the cells.
You can add as many queries to your worksheet as you want. They can be from different accounts and different sources (connectors). Click Refresh All to re-run all the queries in the workbook. Make sure to select ‘last calendar month’ as the date range for monthly reports — set it once and forget it!
Edit a Query
You can modify a query by simply selecting the cell and clicking Edit. The previous settings are automatically inserted into the wizard, and you can make changes easily.
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 query to a different worksheet or workbook, the Edit Query button has a drop-down menu with Cut, Copy and Paste functions.
While you are building your workbook, turn the Edit Mode ON — that places comments on the cells where queries or cell references are placed. When you copy or move any of those cells, 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. It will slow down Excel while it is on, especially in larger workbooks.