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How to install the Supermetrics Excel add-in

Installing the Supermetrics Excel add-in is the first step towards connecting your data sources to your reporting in Excel. Individuals can install the add-in themselves, or administrators can install and manage the add-in for users in their organization.


Follow these instructions to install the Supermetrics Excel Add-in for Excel 2016 (or newer), or Excel Online, directly from an Excel file.


Note

If you see a message asking you to contact your administrator at any point in the process, get in touch with your organization's Microsoft administrator for help.


Instructions

Install for an individual


  1. In the desktop version of Excel, or Excel Online, navigate to Insert
  2. If you’re using the desktop version, click Get Add-ins. If you’re using Excel Online, click Office Add-ins.
  3. Find Supermetrics in the Add-ins Store.
  4. Click Add, and then Continue.
  5. In the Ribbon, navigate to the Data tab.
  6. At the right-hand side of the Ribbon, click Show Supermetrics
  7. Log in with your Microsoft account.


Install for users in an organization

Microsoft's Centralized Deployment feature allows administrators to install add-ins safely and securely for users in the same organization. They can assign the add-in to certain people or user groups. 


Administrators should refer to Microsoft's documentation for detailed instructions on how to deploy add-ins for their organizations. If you have any questions about how Supermetrics secures and handles data, please read our security documentation. We are SOC 2 Type II, GDPR, and CCPA compliant.


Once an administrator has deployed the Supermetrics add-in, users can find and install it in Excel by navigating to  Insert → Add-ins → Admin Managed.


Next steps

Learn how to connect data sources to Excel with Supermetrics.


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