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!
1. REGISTER THE ADD-IN
Just start Excel and click the Register button on the Analytics Edge ribbon
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.
After the 30 days of free usage, you can purchase a license key — enter it here to continue using the product.
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.
Account information is stored on your computer, not in the workbook or on a server. Sharing workbooks between computers? Read this…
3. MAKE A QUERY
Make your first query [Google Analytics > Analytics Reporting]
Click the Quick Query button.
Quick Queries are the fastest way to get your data into Excel. Macros open the door to more powerful analysis.
Select from one of the default report settings (you can modify it later), and click Finish.
You can come back and modify the query later, or explore the other tabs now.
Click the Write to Worksheet button.
You can come back and modify the query functions later, or choose from these quick functions now.
Core Add-in Operation: Quick Queries
The Analytics Edge Core Add-in allows you to assign queries to cells in your worksheets just like the Standard Add-in. Simply select a cell and open one of the connector wizards. Select Quick Query and 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 Quick Query.
Edit a Quick Query
You can modify a Quick Query by simply selecting the cell and clicking Edit. The previous settings are automatically inserted into the wizard, and you can make changes easily.
The Core Add-in Quick Queries also allow you to 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.
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.
Formatting Your Worksheet
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.
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 [and macros] in the workbook. Make sure to select ‘last calendar month’ as the date range for monthly reports — set it once and forget it!
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.
While you are building your workbook, turn the Edit Mode ON — that places comments on the cells where Quick 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.
Core Add-in Operation: Macros
See the orientation guide for details.