Microsoft Excel Data Integration Guide

Microsoft Excel Data Integration Guide

This article will show you how to install and use PMA's spreadsheets connector for Microsoft Excel.

The Excel Data Connector requires your PMA plan to have the spreadsheets addon. This is included in the Pro and Enterprise plans and is available for $49.95/month in the Single and Business plans.

Install and Launch the Excel Data Connector


Once the add-on is installed in Excel, go to the Home tab and click on Data Connector in the Commands Group. 



When you first use the Excel data connector, you will be prompted to enter your Power My Analytics user API key:





Your API key can be found in your hub under Exports > API.



Create a Report in Excel

Click the + button to create a new report:





Select the data source you would like to report:



Select your Hub and account for the data source:



This "account" may be a Business Manager account in Facebook or some other higher-level account than the actual account you will report.  The selection of the actual account under a Business Manager account will come in a later step).

Additional configuration settings will be selected in the next step.  If you selected certain data sources, the actual Account, Page, Instance, etc. will be selected in this step:



Select the date range you would like to report:


Select the fields you would like to report.  You can click the "+" icon to browse them all or type in the box to search for the fields:



Once you select field(s), incompatible fields will not display via search or browsing.  If you cannot find a field, try removing one or more fields selected to see if that field becomes available.

Familiarize yourself with the fields available for each connector. Creating a Looker Studio report with our template is an excellent way to see the field names and what they report.

After choosing the fields, you'll have the option to filter the data by a set of conditions.







Next, set how the data should be ordered and select the row limit.  If you want to report as much data as possible, select the largest value in the "Limit" list:



Then enter a name for your report:



Click "Create Report" to generate the report:



The report will run in the selected sheet:



There will be a new sheet created called "PMA Config" listing all reports created and their settings.  



Edit a Report

To edit a report, click the three dots menu to the right of the report. Then click Edit.



Then proceed to make any edits and save the report:



Note: There is presently no way to schedule an automatic update to the report in Excel. We will investigate a solution in the future.

If you have questions or are receiving errors in your report, click the bug icon to request support: 



Enter your question or error details and click "Submit".  We will respond promptly!




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