I want to be able to create reports in Excel which read data from Google Analytics
How do I go about doing this? I find a lot of information about using Google Spreadsheets but my team is more familiar with Excel
I'd like them to be able to pivot data from google analytics/create graphs and i'd like to be able to create graphs which refresh when the data refreshes
You can easily convert a Google Spreadsheet to Excel format by downloading it as "xlsx".
I'm doing pretty much the same.
First of all, you need to have 2 separate sheets, 1 for your core data and one for your visual part (ur graphs).
In raw data sheet, get insert the data from GA
In graphs sheet, create ur graphs using the raw data.
Now, if you import new data and replace the old one, it should automatically update your graphs as well (unless you deleted some references).
In general, this could be automated, but typically you need additional tool to so so. I hope this helps
Related
Currently, I'm connecting Jotform to Google sheets where information with the submissions are uploaded. We primarily use excel for the bulk of our operations and would like to connect the submissions uploaded from google sheets to excel. I can use import data from web which excel offers but it more so just copies the entire table even if you delete some rows on excel.
I want to do something similar to what zapier offers where the connection is not just a copy of the entire table and it only uploads new rows uploaded to google sheets onto excel and refreshes frequently.
Is there a way I can do this? My best bet is to use Google sheets API's? But i'm not sure where to get started.
What are "new" submissions? Excel need to know that.
You can directly import the data from jotform to Excel, no need to do it via google sheets.
Yes, even then all submissions are downloaded, that will always be the case. But not all need to be displayed. You can choose in and with Power Query what shall remain and loaded to Excel.
If you don't use a date for what you consider new, you have to store all old data in Excel as well, so Excel can see whether a submission is already downloaded before or not. You could load all data to the Data Model, where it uses very little space.
You need to learn PowerQuery for this. It is very worth it, because with little learning you can do a lot of fantastic things to your submissions and other data.
I'm currently testing some functionalities in Cognos Analytics 11.
My goal is to export a report to an excel file. The report should have multiple pages, each containing a list of data and a graph visualizing the data. Currently when I do this, the visualization is exported as an image into the excel file. What I want is to have the visualization editable/customizable within excel, in such a way that if a change is made to the list of data, the visualization is updated.
Is this possible?
Your question:
What I want is to have the visualization editable/customizable within
excel, in such a way that if a change is made to the list of data, the
visualization is updated.
Short answer: No - that is not possible.
Long answer:
IBM Cognos Analytics renders exports to Excel on the server side. As you noticed, the visualizations are created before they reach Excel and are "static" according to the data flowing into them.
If you want to achieve interactivity inside Excel, you would need to program that in some Excel Macros or use Excel Native visualizations.
What you might want to explore are data modules. With IBM Cognos data modules you can upload your excel file with the changed data to the IBM Analytics Server.
See this very short technote on how to do that: https://www.ibm.com/support/pages/node/295345
And from there you can do all the fancy stuff that IBM Analytics Dashboards provides like interactive filtering, linking, drilling, filtering and so on and so on.
The results can be embedded in any HTML page via direct URL.
You might want to automate data upload to IBM Cognos.
Hope that helped.
It depends on which visualizations you use. The 11.1 visualizations, 11.0 visualizations, and Legacy visualizations appear to render to Excel as an image. If you use Charts (the old-school visualizations from Cognos 10 -- so, 8 years old) some or all of these will render to Excel as an Excel chart and use data on a hidden worksheet as its source. I tested this by creating a clustered column chart based on very simple data from the GO Sales (query) package. I suspect you'll also find that Charts are far more configurable than the newer visualizations.
I'm a new user to powerBI but I'm trying to use it to automate some reporting systems that are pretty tedious. There are 3 things that I want to achieve with PowerBI:
Create pivot tables, filter data, and return an excel/csv file with vlookups
Maintain a history of certain columns somewhere within PowerBI
Generate graphs/informatics & easily export back to an excel/csv file
To give a little more background, the current process is to clean the excel file received, filter, run some vlookups, generate multiple pivot tables, and create graphs within excel from those pivot tables. Some of the graphs require a history of past reports in order to generate them; we've been copying certain data from the last report as necessary.
Ideally, I'd like to input a raw data file into PowerBI and have it automatically spit out one excel file with all the pivot tables, and also have it automatically create graphs on multiple dashboards.
I'm not sure if it's even possible to maintain a history of files with PowerBI. I'm aware that you can upload new excel files, but I'm under the impression that you'd have to go through the steps of generating the graphics all over again. Resources would be greatly appreciated.
So here is what we are trying to do:
My boss has a bunch of monitors and wants to display our monthly metrics in real time. I've built a database in MS Access that pulls the data from a list in SharePoint and then that linked table is in turn linked to an Excel Spreadsheet. The datasheet is then setup on a second sheet that has a 3-D pivot table showing the data in graph form. I then have added this graph to One Note for display. The problem is One Note won't update the Excel Spreadsheet. Is there a way to have one note update the spreadsheet/Graph in real time or update it periodically (say every hour?)
I've been looking around via Google search and found "Some" info but nothing directly to what I'm looking for or explaining how to do it.
Any help or direction would be greatly appreciated!!!
-D
My current employer (to remain nameless) has a collection of incredibly sophisticated Microsoft Excel 2003 worksheets (developed by contractors, also to remain nameless).
The employer is replacing the Excel-based solution with a SalesForce-based solution (developed by other contractors, likewise to remain unnamed). The SalesForce solution is also very complex using dozens of related objects and "Dynamic SOQL" to contain the data and formulas which previously was contained in the Excel-based solution.
The employer's problem, which has become my problem, is that the data from the Excel spreadsheets needs to be meticulously and tediously recreated in .CSV files so it can be imported into SalesForce.
While I've recently learned I can use CTRL-` to review formulas in Excel, this doesn't solve the problem that variables in Excel have cryptic names like $O$15. If I'm lucky, when I investigate $O$15, I'll find some metadata explaining if n cells up and/or some other data m cells to the left, and/or (in rare instances) there may be a comment on the cell.
Patterns within the Excel spreadsheets are very limited, rarely lasting more than 6 concurrent rows or columns and no two sheets which need to be imported have much similarity.
Documentation of all systems are very limited.
Without my revealing any confidential data, does anyone have any good ideas how I might optimize my workflow?
It's not clear exactly what you need to do: here are 3 possible scenarios, requiring increasing knowledge of Excel.
1. If all you want is to convert the Excel spreadsheets into CSV format then just save the worksheets as CSVs.
2. If you just want the data and not the formulae then it would be simple (using VBA) to output anything that isn't a formula (the cell.Formula won't start with =).
3. If you need to create a linkage excel-->csv-->existing Salesforce objects/SOQL then you will need to understand both the Excel Spreadsheets and the Salesforce objects/SOQL that have been created. This will be difficult unless you have good knowledge and experience of Excel and also understand what the salesforce App requires.
Brian, if you're still working on this, here's one way to approach the problem. I use this kind of process often for updating data between SFDC and marketing automation apps.
1) Analyze the formulae that you're re-creating in Salesforce.com to determine what base data fields you need (stuff that doesn't have to be calculated from something else.
2) Find those columns/rows in your spreadsheets and use Paste Special -> Values in a new spreadsheet to create an upload file with values instead of formulae that you need for each data area (leads, prospects, accounts, etc.)
3) If you have to associate the info with leads or contacts or accounts and you have already uploaded or created those records in Salesforce.com, be sure to export them with their ID numbers. That makes it easy to use the vlookup formula in Excel to match up fields that you need to add and then re-upload the data into Salesforce.
Like data cleaning, this can be a tedious process. But if you take it step by step it shouldn't be too hard. Good luck.