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Transfer Data from Excel to Adobe Analytics

This article explains how to transfer data from Excel to Adobe Analytics using the Excel Add-In for Adobe Analytics.

The CData Excel Add-In for Adobe Analytics enables you to edit and save Adobe Analytics data directly from Excel. This article explains how to transfer data from Excel to Adobe Analytics. This technique is useful if you want to work on Adobe Analytics data in Excel and update changes, or if you have a whole spreadsheet you want to import into Adobe Analytics. In this example, you will use the AdsReport table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Adobe Analytics connection by clicking From Adobe Analytics on the ribbon.

Adobe Analytics uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the "Getting Started" section of the help documentation for a guide.

Retrieving GlobalCompanyId

GlobalCompanyId is a required connection property. If you do not know your Global Company ID, you can find it in the request URL for the users/me endpoint on the Swagger UI. After logging into the Swagger UI Url, expand the users endpoint and then click the GET users/me button. Click the Try it out and Execute buttons. Note your Global Company ID shown in the Request URL immediately preceding the users/me endpoint.

Retrieving Report Suite Id

Report Suite ID (RSID) is also a required connection property. In the Adobe Analytics UI, navigate to Admin -> Report Suites and you will get a list of your report suites along with their identifiers next to the name.

After setting the GlobalCompanyId, RSID and OAuth connection properties, you are ready to connect to Adobe Analytics.

Retrieve Data from Adobe Analytics

To insert data into Adobe Analytics, you will first need to retrieve data from the Adobe Analytics table you want to add to. This links the Excel spreadsheet to the Adobe Analytics table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Adobe Analytics button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the AdsReport table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Adobe Analytics

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyAdsReportSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Adobe Analytics, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the AdsReport sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.