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. Enable data loading into the destination from the datastream.

  4. Configure load settings.

Adding Microsoft Excel as a destination

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

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Destinations.

  2. Click + Add Destination.

  3. Search for and click Microsoft Excel.

  1. 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.

  2. Click Next.

  1. Log in to your Microsoft Excel account.

  1. 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.

  1. Click Create.

Assigning Microsoft Excel as a destination

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

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

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

  1. In the External destinations section, click + Assign destination.

  2. Click Assign existing destination.

  1. Select the Microsoft Excel checkbox in the list.

  2. 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. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

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

  1. In the list in the Destinations section, find the Microsoft Excel destination, and enable the toggle.

  2. (Optional) To load data you have already collected into Microsoft Excel, in the All tasks tab, find the data extract you want to load into choose the additional identifiers to load into Microsoft Excel, and in the Load section, click Re-load.

Configuring settings for loading data into Microsoft Excel

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

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

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

  1. In the Destinations section, find the Microsoft Excel destination in the list, and click on the right.

  2. Click Destination settings.

  1. 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.

  2. Click Save.