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How to set up, run, and copy Supermetrics queries in Excel

This guide will walk you through you how to run queries and start pulling your data into Excel with Supermetrics.


Before you begin

Make sure you’ve installed Supermetrics and added the data sources you want to use to create your reports. 


Note that once you've created a query, you can copy it to any Excel spreadsheet you use with Supermetrics.


Instructions

  1. Open an Excel file.
  2. In the Ribbon, navigate to the Data tab.
  3. At the right-hand side of the Ribbon, click Show Supermetrics.
  4. In the Data source section of the sidebar, select the data source you want to pull data from.
  5. Select the data source account (its name will depend on the data source). Select at least one to include in the query.
  6. Navigate to Select dates. Set your date range.
  7. Navigate to Select metrics. Choose as many metrics as your report needs.
  8. In the Split by section, set your data to be split to rows and/or columns with different dimensions.
  9. Use the Filter and Options sections to further customize your query. Learn how to use filters here.
  10. When you’re ready, click Get Data. Your data will be inserted starting from the cell you’ve selected in your spreadsheet.


Refresh, modify, and delete queries

If you need to refresh, modify, or delete the query, click any cell containing the query's data, and the Query info tab will open again. 

  • To refresh the query, click Refresh
  • To make changes to the query, click Modify, make the adjustments, and click Update to run the query again.
  • To delete the query, click the 3-dot icon, and select Delete query or Delete query and data.


Copy a query

You can copy Supermetrics queries and reuse them in other Excel spreadsheets.

  1. In the Excel worksheet you want to copy the query from, open the SupermetricsQueries tab. (This is the saved configuration of all the queries in the file, and it’s hidden by default. To open the tab, right-click on a tab, click Unhide..., and select SupermetricsQueries.)
  2. Find the row that contains the query you want to copy.
  3. Highlight the full row. Copy it by right-clicking and selecting Copy, or using the Ctrl + C command.
  4. In the worksheet you want to copy the query to, open the SupermetricsQueries tab.
  5. Paste the copied row into the next empty row in the SupermetricsQueries tab.
  6. Scroll to the far right. In the second Range address (static) column, update the copied query’s row to the place in the file where you want it to appear. Update both the sheet name and the range.
  7. Open the Supermetrics sidebar and click Refresh. The new query’s data will appear in the location specified in its row in the SupermetricsQueries tab.

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