Loading data into Microsoft Excel

This guide explains how to load data into Microsoft Excel for further analysis.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

• Create a datastream whose data you want to load into Microsoft Excel. For more information on creating a datastream, see Creating a datastream.

Procedure

To load data from a datastream into Microsoft Excel, follow these steps:

1. Add Microsoft Excel as a destination to the workspace which contains the datastream or to one of its parent workspaces.

2. Assign the Microsoft Excel destination to the datastream.

   You can assign as many destinations to a datastream as you want.

   Some destinations require specific Data Mapping, such as Hubspot and Facebook Offline Conversions. If these Data Mapping requirements conflict, the destinations cannot be assigned to the same datastream.

3. Configure load settings.

4. Enable data loading into the destination from the datastream.

Adding Microsoft Excel as a destination

To add Microsoft Excel as a destination to a workspace, follow these steps:

1. Go to the Destinations page.

2. Click + Create destination.

3. Search for and click Microsoft Excel.

4. Choose how to authorize Adverity to access Microsoft Excel:

   • To use your details, click Access Microsoft Excel using your credentials.

   • To ask someone else to use their details, click Access Microsoft Excel using someone else's credentials.

     If you choose this option, the person you ask to create the authorization will need to go through the following steps.

5. Click Next.

6. Log in to your Microsoft Excel account.

7. In the Configuration page, fill in the following fields:

   Name

   (Optional) Rename the destination.

   Output Folder

   Enter the name of the output folder which contains the Excel file into which you want to load data. If the output folder does not yet contain an Excel file, a new file is created.

   Mode

   Choose one of the following options:

   • Append - If data exists in the excel file, the loaded data is added to the table.

   • Truncate - If data exists in the excel file, the loaded data overwrites the existing data.

   Data Mapping

   Choose to enable Data Mapping during the data load. Choose one of the following options:

   • Disabled - Do not use Data Mapping. This option is selected by default.

   • Enabled (with metadata) - Enable Data Mapping during the data load that also adds three columns containing metadata to the loaded file.

   • Enabled (without metadata) - Enable Data Mapping during the data load without adding the new metadata columns to the loaded file.

8. Click Create.

Assigning Microsoft Excel as a destination

To assign the Microsoft Excel destination to a datastream, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the Load section, click + Add destination.

4. Select the Microsoft Excel checkbox in the list.

5. Click Save.

6. For the automatically enabled destinations, in the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the new destination. The following data extracts will be loaded:

   • All data extracts with the status collected if no other destinations are enabled for the datastream

   • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

   Alternatively, click Skip to continue configuring the destination settings or re-load the data extracts manually. For more information, see Re-loading a data extract.

Configuring settings for loading data into Microsoft Excel

To configure the settings for loading data into Microsoft Excel, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the Load section, find the Microsoft Excel destination in the list, and click Actions on the right.

4. Click Destination settings.

5. Fill in the following fields:

   Method

   Select one of the following:

   • Select Create new Workbook (once, then update) to create a new excel workbook the first time you load data from this datastream into Microsoft Excel, and then update this workbook with all subsequent data from the datastream.

   • Select Update existing Workbook to add data from the data extract to an existing workbook.

   The selected method determines the additional fields to populate.

   Drive

   If you are creating a new workbook, select the drive in which the new workbook is created.

   Workbook

   If you are updating an existing workbook, select the name of the workbook to update with the loaded data.

   Worksheet

   If you are updating an existing workbook, select the name of the worksheet in which to add the loaded data.

   Workbook and Worksheet name template

   This field is available when you select Create new Workbook (once, then update) in Method. Specify the target workbook in the destination into which to load data from the datastream. The name can contain alphanumeric characters and underscores. For example, target_workbook.

   By default, Adverity creates a new worksheet for the first data load and then updates this worksheet with each subsequent load. This worksheet is named {datastream_type}_{datastream_id}.

   If you specify the same target worksheet for more than one datastream, the existing worksheet will be overwritten with the new data.

   • To create a new Microsoft Excel spreadsheet containing the data you load into Microsoft Excel, enter a name for the new spreadsheet into this field.

   You can use the following placeholders when creating new worksheet names in the destination:

   Placeholder	Description
   {datastream_id}	The datastream ID.
   {datastream_type}	The data source.

6. Click Save.

Enabling data loading into Microsoft Excel destination

To enable data loading into the Microsoft Excel destination from the datastream, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the list in the Load section, find the Microsoft Excel destination, and enable the toggle.

4. In the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the newly enabled destination. The following data extracts will be loaded:

   • All data extracts with the status collected if no other destinations are enabled for the datastream

   • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

   Alternatively, click Skip to only load data extracts collected in the future or re-load the data extracts manually. For more information, see Re-loading a data extract.