This section of the knowledge base covers everything you need to know about how Supermetrics and Excel work together. Use these articles as a reference when you're setting up Supermetrics in Excel, need tips and tricks to manage your data, or when something doesn’t work as expected in your report.
You'll learn, for example, how to run queries, use filters to fine-tune your data, and manage your data source connections.
Get started with Excel
Follow these steps to get started:
First, start a 14-day free trial for Excel, unless you have already done so.
Now that you have the Supermetrics add-in – or the Supermetrics sidebar – installed to Excel, you can start connecting to data sources. Select a data source from the Supermetrics sidebar. Take a look at our data source connection guides for the details you need to connect.
Good job! Now you can create your first query!
Learn more
Explore also the articles on using Supermetrics in Excel and the best practices for Excel to deepen your knowledge with relevant topics. Learn how to set up a scheduled refresh for your report, for example.
To get the most out of your data sources, take a look at our data source guides.
Troubleshooting
In case something doesn't go as expected, take a look at our troubleshooting articles for Excel. If you're having issues with a data source, check out the reauthentication guide and articles related to the data source.
Contact our support team if you can't find an answer to solve your issue.
Happy reporting!