How to Automatically Record Google Analytics Data in Microsoft Excel Daily

[About Yoom]

How to Create a Workflow for Integrating Google Analytics and Microsoft Excel

This time, we will introduce an automation that "retrieves the latest report from Google Analytics every day and records it in Microsoft Excel."

1. When the specified schedule is reached (schedule trigger)
2. Retrieve user reports from Google Analytics
3. Add records to Microsoft Excel

The structure of the app integration is as shown above.
It's surprisingly simple, so you should be able to set it up easily!

From here, we will explain with images how the integration progresses while showing the actual Yoom screen.

Copy an Existing Template

By using the above template, you can easily automate the process.
*A Yoom account is required. >> Registration is here
Just press "Try it" to complete the copy!

If a popup like the one below appears, you have successfully copied the template.
Let's proceed with the actual setup!

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Step 1: Integrate Google Analytics and Microsoft Excel with My Apps

First, as preparation, integrate Yoom with the apps.

After logging into Yoom, select "My Apps" from the left menu.

After transitioning to the screen, please press "+ Add".

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Enter the name of the app you want to integrate in the search window, and by logging in or signing in according to the screen, the integration will be completed.
This time, we will register "Google Analytics" and "Microsoft Excel."
Once registration is complete, icons will be displayed in the list of My Apps.

• For details on what you can do by integrating with Microsoft Excel, clickhere

Step 2: When the specified schedule is reached (Schedule Trigger)

First, we will set up the schedule trigger.
Click on "When the specified schedule is reached" enclosed in a red frame.

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When the screen transitions, it will look like the following.
You can set the schedule as desired.
In this example, it is set to operate "every day" at "10 AM".
Customize it according to your own environment!

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Once the setup is complete, press "Save" to return to the initial screen.

Step 3: Retrieve Google Analytics User Report

Next, we will proceed with the setup for retrieving the user report.
Enter the account information to be linked and press "Next".

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There is a supplement at the bottom of the input field, so proceed while checking it for easy setup.
* By clicking on the input field, you can select the date format.

This time, we are assuming daily recording, so we are setting it to target only the data from yesterday, but if you have changed the schedule trigger as desired, you will also need to change the "Start of period" and "End of period" parts, so please be careful.

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Scrolling down, you should see the output displayed.
This can be used in the subsequent Microsoft Excel setup, but it is not set here, so you can skip it.
Press "Save" to return to the initial screen.

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Step 4: Add a Record to Microsoft Excel

• [Excel] For details on setting up operations to manipulate the database,click here

* Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Finally, proceed with the record addition setup.
First, enter the account information to be linked.

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Since it is necessary to link the database, carefully check the supplementary content at the bottom of the input field and proceed with the input.

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By clicking on the input field, there is a tab called "Candidates", and if there is a target Excel file, it will be displayed automatically, making it easy to set up.

If there are no issues with the settings so far, press "Next".

The screen will transition, so proceed with the setup according to the guide.

The values of the records to be added should be displayed as items on the database.
Set each output so that it can be automatically entered.

* By clicking on the input field, available outputs will be displayed.
This time, use the output from "Retrieve GA4 User Report".

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Once the setup is complete, try a test button to check the operation.

If the test is successful, the screen will look like this.

After confirming the operation with the test, scroll down to check the detailed settings.
* Here, you can set errors and intervals.

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Press "Save" and the following pop-up will be displayed.
Press "Turn on the trigger", and if the trigger at the top of the initial screen looks like the image, it's OK!

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With this, the setup for "Retrieve the latest report from Google Analytics every day and record it in Microsoft Excel" is complete.

Good job!

Other Automation Examples Using Google Analytics and Microsoft Excel

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Analytics and Microsoft Excel.
Both can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Google Analytics and Microsoft Excel

This is a flow that retrieves reports from Google Ads daily and records them in Microsoft Excel. It seems promising for improving the efficiency of advertising effectiveness measurement.

Automation Example Using Google Analytics

Retrieve the Latest Report from Google Analytics Daily and Send Email Notifications

Since the retrieved report is automatically sent via email, information sharing across the team can be more efficient.

Get the latest report from Google Analytics when a row is added or updated in Google Spreadsheet

Automate data acquisition tasks to save time. It also prevents input errors caused by manual operations and ensures data accuracy.

Automation Example Using Microsoft Excel

Read data with OCR and store it in Microsoft Excel

By making data transfer to Microsoft Excel more efficient, you can run your business more smoothly.

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Add a record to Microsoft Excel when a task is registered

By automating the process of adding tasks to Microsoft Excel, manual work is no longer necessary and human error can be prevented.

Benefits of Integrating Google Analytics with Microsoft Excel

Benefit 1: Saving Time and Resources

Manually obtaining reports from Google Analytics every day and transferring them to Microsoft Excel requires more time and effort as the amount of data increases.
However, by automating this process, the latest data can be automatically recorded in Microsoft Excel every day, significantly reducing the effort required for report creation.
Especially in tasks that require daily data collection, doing it manually can take anywhere from several minutes to several hours.
<span class="mark-yellow">If you can completely eliminate that time through automation, you can focus your limited resources more strategically on tasks and analysis.</span>

Benefit 2: Reducing the Risk of Human Error

When manually obtaining data and transferring it to Microsoft Excel, human error is inevitable.
For example, mistakes in entering numbers or overlooking data can easily occur, potentially affecting the reliability of subsequent analyses and reports.
However, <span class="mark-yellow">if you can automatically record Google Analytics data in Microsoft Excel, you can prevent such errors from occurring.</span>
Accurately capturing data is one of the benefits, as it reduces the time spent on correction work and re-confirmation due to mistakes.
This automation is highly recommended for those struggling with human error in environments where long-term data analysis is conducted.

Conclusion

In this article, we introduced a method to automatically obtain the latest reports from Google Analytics and record them in Microsoft Excel every day.
Google Analytics is a data analysis tool used by many companies, but by integrating it with Microsoft Excel, organizing data and creating custom reports becomes easier.
This integration should automate daily manual input tasks, saving time and effort.
Additionally, it can prevent human errors that tend to occur when entering data manually, allowing for the accumulation of accurate data.
By using a no-code tool like Yoom, you can easily integrate applications without programming knowledge.

Please try automating Google Analytics and Microsoft Excel based on this article!