This article will show you how to install and use PMA's spreadsheets connector for Microsoft Excel, including setup for both Excel Online and Excel Desktop.

The Excel Data Connector requires a PMA plan that includes spreadsheets. This is included in the Pro and Custom (formerly Enterprise) plans.

Install the Excel Data Connector

The Power My Analytics add-in for Microsoft Excel is available for both Excel Online and Excel Desktop. You can install it from the Microsoft AppSource listing:

https://appsource.microsoft.com/en-us/product/office/WA200002101

You can also install it directly from within Excel. The steps for installation and authentication differ slightly depending on whether you are using Excel Online or Excel Desktop.

Excel Online Setup

If you are using Excel Online, no access key is required. Simply install the add-in and log in with your PMA account.

1. Open a new spreadsheet in Excel Online.
2. Navigate to Insert and click the Add-ins button.
3. Search for "Power My Analytics," then find Power My Analytics in the results and click Add.
4. Click Continue to agree and install the add-in.
5. Once the add-in is installed, click the Allow button in the sidebar.
6. Log into your Power My Analytics hub. The PMA window will close and the add-in will appear in the Excel sidebar.

If you are using Excel Online and have more than one Google Account, make sure you are logged into just the email associated with your Power My Analytics hub.

To reopen the add-in once you are already logged in, navigate to Home > Commands Group and click Data Connector.

Excel Desktop Setup

If you are using the desktop version of Microsoft Excel, you will need to authenticate using an Excel Desktop Access Key provided in your PMA hub. This key is specific to the Excel Desktop add-in and is separate from the Power My Analytics API key.

Step 1 — Find Your Excel Desktop Access Key

1. Log in to your PMA hub.
2. In the left sidebar, navigate to Reports > Microsoft Excel.
3. Click the Desktop Access Key button in the upper-right corner of the page.
   
   
   
   
4. The Excel Desktop Access Key slideout will open on the right side of the page, displaying your access key.
5. Click the Copy icon next to the key to copy it to your clipboard.

The Excel Desktop Access Key is only required for the desktop version of Excel. No key is needed for Excel Online.

Step 2 — Install and Authenticate in Excel Desktop

1. Open Excel Desktop.
2. Go to the Home tab and click the Add-ins button in the ribbon.
3. Enter "Power My Analytics" in the search box, then find Power My Analytics in the results and click Add.
   
   
   
   
4. Once the add-in is installed, click the Data Connector button in the Home tab ribbon (in the Commands Group). This will open the Excel Data Connector sidebar.
   
   
   
   
5. Paste your Excel Desktop Access Key into the Key field.
   
   
   
   
6. Click the right-arrow button to authenticate.

You can now create reports with your Power My Analytics data in Excel Desktop.

The Excel Desktop Access Key is distinct from the Power My Analytics API key found under Tools > API. The API key is used for the Power My Analytics API and is no longer used for authentication with the Excel Desktop add-in.

Create a Report in Excel

Once you have installed and authenticated the add-in (in either Excel Online or Excel Desktop), you can begin creating reports.

1. Click the + button in the add-in sidebar to create a new report.
   
   
   
   
   
   
   
   
   
   
2. Select the data source you would like to report.
   
   
   
   
3. 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.

4. Configure additional settings. If you selected certain data sources, the actual Account, Page, Instance, etc. will be selected in this step.
   
   
   
   
5. Select the date range you would like to report.
   
   
   
   
6. Select the fields you would like to report. You can click the + icon to browse all available fields, or type in the search box to find specific 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 selected fields 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.

7. After choosing the fields, you will have the option to filter the data by a set of conditions.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
8. 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.
   
   
   
   
9. Enter a name for your report.
   
   
   
   
10. Click Create Report to generate the report.
    
    

The report will run in the selected sheet.

Edit a Report

To edit an existing report, click the three dots menu to the right of the report in the add-in sidebar, then click Edit.

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

Get Support

If you have questions or are receiving errors in your report, click the bug icon in the add-in sidebar to request support.