In some cases, it can be advantageous to combine multiple Analytics reports by exporting them to Excel.
For example, you might want an Excel file that shows how many jobs were completed last week while also displaying how many jobs are scheduled for the coming week.
Setup
The presentation of the data is managed in the Excel template. However, before Excel receives the data, you need to configure in INEXTIA which reports should be included.
To set this up, you start with one of the reports. This report becomes the main report, and the sub-reports will supply additional data.
Choose the report that will be the main report (this is the report the subscription will be set up for), and click "Edit".
Click "Next" until you reach the final step.
- Under Sub-reports, select the report(s) to be included.
- In "Sheet in Document", specify the name of the sheet/tab where the data will be placed.
- Also, define a data range in Excel that will contain the data from the sub-report. A data range is a named grouping of rows and columns. It can, for instance, be used in Pivot tables/charts. When INEXTIA knows the data range, it ensures the range stays updated with the data sent from INEXTIA.
As mentioned in this article, the main report automatically creates 4 tabs:
The "Data" tab is where the main report's data is inserted.
When using sub-reports, data from multiple Analytics reports are included in the Excel file. Therefore, it may be advantageous to rename the tab and data range of the main report.
Once this configuration is saved, the Excel file generated by clicking the "Download" button will contain data from both the main report and the sub-reports.
This Excel file can now be customized to present the data in the desired format.
After this, the Excel file can be uploaded as a Excel template for the main report.
Comments
0 comments
Please sign in to leave a comment.