How to manage shared and private connections in Excel

1. Open the Supermetrics add-in.
2. Click Create new query and navigate to the Data source list in the sidebar. You can also click the menu icon in the top-left corner and select Manage data source connections.
3. You'll find the connections available to you under Connected data sources.
4. Click the chevron next to the data source's name to open it. If you have more than 1 connection for the data source, your connections are grouped into two categories:
   • My connections → Connections that you've created. You can keep them private, or share them with your team.
   • Shared with me → Connections that belong to other team members and have been shared with you.

1. Open the Supermetrics add-in.
2. Click Create new query and navigate to the Data source list in the sidebar. You can also click the menu icon in the top-left corner and select Manage data source connections.
3. Enter the data source name in the search field. If the data source has a connection, click the chevron next to the data source name to expand the list of available connections.
4. Click Add connection.
5. Keep the sharing option turned on and connect to the data source.
6. Click Start.

To create a new shared connection:

1. Open the Supermetrics add-in.
2. Click Create new query and navigate to the Data source list in the sidebar. You can also click the menu icon in the top-left corner and select Manage data source connections.
3. Enter the data source name in the search field. If the data source has a connection, click the chevron next to the data source name to expand the list of available connections.
4. Click Add connection.
5. Keep the sharing option turned on and connect to the data source.
6. Click Start.

To share an existing connection:

1. Open the Supermetrics add-in.
2. Click Create new query and navigate to the Data source list in the sidebar. You can also click the menu icon in the top-left corner and select Manage data source connections.
3. Enter the data source name in the search field. If the data source has a connection, click the chevron next to the data source name to expand the list of available connections.
4. Click the Share icon. This will give team members access to this connection.
   

If you've lost access to a connection used in one of your queries — for example, if the user who added it has left your organization — you can replace it. This means that all queries using this connection will start using the new one. Please note that this action can't be canceled without contacting our support team.

You can replace a connection only if you have more than one connection to the data source. If you need to replace a connection, add a new connection first.

Note that only users with the Admin or Owner role can replace connections.

1. Open the Supermetrics add-in.
2. Click Create new query and navigate to the Data source list in the sidebar. 
3. In the top right corner, click Manage to open the Hub.
4. On the Hub, navigate to the data source with the connection to be replaced, and click the data source to expand its details.
5. Find the connection you need to replace and click Replace connection.
6. Select a new connection, and confirm your choice.

Any queries that used the unshared connection will now use the new connection instead.

You can open the Hub from the Supermetrics sidebar to manage all your connections. This gives you an overview of all your connections, their sharing settings, and depending on your team role, extended connection management options.

1. Open the Supermetrics add-in.
2. Click Create new query and navigate to the Data source list in the sidebar. 
3. In the top right corner, click Manage.

Learn how to manage shared and private connections on the Supermetrics Hub.