Google Analytics is an essential tool for web data analysis and is used by many companies. By integrating it with Microsoft Excel, you can smoothly organize data and create custom reports.
In this article, we will explain the benefits of integrating Google Analytics with Microsoft Excel and provide step-by-step instructions with images on how to integrate them using the no-code tool Yoom!
Please read to the end.
Recommended for
Those who utilize Google Analytics and Microsoft Excel
Those considering integrating Google Analytics with Microsoft Excel to improve work efficiency
Those analyzing collected information by integrating Google Analytics with Microsoft Excel
Those who want to reduce the effort of organizing data by integrating Google Analytics with Microsoft Excel
For those who want to try it immediately
In this article, we introduce the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily achieve it. You can also start immediately using the template below, so please give it a try!
Retrieve the latest report from Google Analytics every day and record it in Microsoft Excel.
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."
When the specified schedule is reached (schedule trigger)
Retrieve user reports from Google Analytics
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!
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".
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
Retrieve the latest report from Google Analytics every day and record it in Microsoft Excel.
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.
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!
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".
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.
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.
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.
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.
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".
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.
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!
With this, the setup for "Retrieve the latest report from Google Analytics every day and record it in Microsoft Excel" is complete.
Good job!
Retrieve the latest report from Google Analytics every day and record it in Microsoft Excel.
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!
Automation Example Using Google Analytics
Get and add the latest reports from Google Analytics every day
By automating the daily data acquisition and addition work, you can expect to reduce the time required for manual work.
Every day, retrieve the latest information from Google Analytics user event reports and automatically add it to Google Sheets.
■Overview This flow retrieves the latest information from the Google Analytics User Event Report at a specified time every day and automatically adds it to a Google Spreadsheet. This automation reduces the time spent on manual data entry and updates, making it easy to check accurate analytical information. With Yoom, you can easily connect applications without the need for programming.
■Recommended for - Marketing personnel who want to regularly compile Google Analytics data into reports - Team leaders who wish to reduce manual data entry by automatically updating data - Data analysts who conduct data analysis using Google Spreadsheets - Business owners who want to continuously monitor website performance.
■Note - It is necessary to link Google Analytics and Google Spreadsheets with Yoom.
■Overview This flow retrieves the latest information from the Google Analytics User Event Report at a specified time every day and automatically adds it to a Google Spreadsheet. This automation reduces the time spent on manual data entry and updates, making it easy to check accurate analytical information. With Yoom, you can easily connect applications without the need for programming.
■Recommended for - Marketing personnel who want to regularly compile Google Analytics data into reports - Team leaders who wish to reduce manual data entry by automatically updating data - Data analysts who conduct data analysis using Google Spreadsheets - Business owners who want to continuously monitor website performance.
■Note - It is necessary to link Google Analytics and Google Spreadsheets with Yoom.
■Overview The workflow "Retrieve the latest report from Google Analytics daily and add it to kintone" is designed to streamline the process of data collection and management for websites.
■Recommended for: ・Marketing professionals who want to regularly consolidate Google Analytics data into kintone ・Business analysts looking to reduce data entry efforts and increase report creation efficiency ・Team leaders using multiple SaaS apps who want to automate data integration ・Executives wanting to easily manage and share daily web analysis data
■Notes: ・Please integrate Yoom with both Google Analytics and kintone.
■Summary This workflow automatically retrieves the latest event report from Google Analytics when new data is added to the spreadsheet, enabling smooth data updates. This automation reduces the manual data collection and input work, improving work efficiency. With Yoom, you can easily connect apps without programming.
■Recommended for ・Marketing professionals managing data using Google Sheets ・Analysts regularly obtaining event data from Google Analytics and creating reports ・Business users wanting to automate data collection and report creation to enhance work efficiency ・Team leaders looking to unify and manage multiple data sources ・Executives wanting to make rapid decisions while maintaining data accuracy
■Notes ・You need to connect Google Sheets and Google Analytics to Yoom. ・You need to record the report retrieval date and Google Analytics property ID in Google Sheets. ・You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on the plan, please note.
■Overview In this workflow, it's possible to automatically retrieve the latest user data from Google Analytics in response to the addition of new data. This automation allows you to automate the data collection and analysis process, thereby improving operational efficiency. By using Yoom, you can easily connect apps without the need for programming.
■Recommended for - Those who want to streamline the integration of Google Sheets and Google Analytics - Those responsible for regularly updating and analyzing user data - Marketing professionals who spend time on manual data retrieval - Business owners looking to enhance operational efficiency through data automation - Analysts aiming to enhance data accuracy
■Notes - You need to connect Google Sheets and Google Analytics to Yoom. - You must record the report retrieval date in Google Sheets and the Property ID in Google Analytics. - You can choose the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
■Summary This workflow automatically retrieves the latest user information and event data from Google Analytics, triggered by changes in Google Sheets, enabling efficient data management. This automation reduces the time and effort required for manual data collection. Using Yoom, you can easily connect apps without any programming.
■Recommended for ・Marketing professionals who work using Google Sheets and Google Analytics ・Business owners looking to automate manual tasks associated with data updates ・Analytics professionals aiming for efficient data management by integrating Google Analytics and Google Sheets ・Team leaders wanting to regularly obtain Google Analytics reports and reflect them in Sheets
■Notes ・You need to link Google Sheets and Google Analytics with Yoom. ・You need to record Google Analytics property IDs in Google Sheets. ・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
■Overview As you use ClickUp and Microsoft Excel in your daily work, are you spending a lot of time on manual task management and data entry? With this workflow, when a new task is created in ClickUp, its information is automatically added to Microsoft Excel. This eliminates manual entry of task progress and details, improving operational efficiency.
■Recommended for ・Project managers who use ClickUp for task management and want to organize that data in Microsoft Excel ・Team leaders who manually add task information to Microsoft Excel and want to save time ・IT staff who want to promote business automation using ClickUp and Microsoft Excel
■Notes ・Please connect Yoom with both ClickUp and Microsoft Excel. ・Microsoft 365 (formerly Office 365) has consumer and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For settings on operations that manipulate Microsoft Excel databases, please see the following. https://intercom.help/yoom/en/articles/9003081 ・ClickUp's date-time output is a 13-digit UNIX timestamp (milliseconds). When transferring to Microsoft Excel, you can change the date-time notation by using functions, etc. Below is an example of converting it to Japan Standard Time (JST) format. Note that you need to apply any date-time format to the target column in Microsoft Excel in advance. =((({Due date or other date-time output}/1000)/86400)+DATE(1970,1,1))+(9/24)
■Overview This is a flow to read the invoice from the form using OCR, convert it to the current exchange rate, and add it to Microsoft Excel. Using Yoom's OCR function, read the invoice information received in the form, automatically convert it to the latest exchange rate, and add the result to Microsoft Excel.
■Recommended for ・Accounting personnel who are spending time on invoice processing ・Business persons who want to manage data in Microsoft Excel while reflecting exchange rate fluctuations ・Company personnel who want to reduce human errors due to manual input ・Executives and managers who want to advance the automation of business processes, teams that have transactions in multiple currencies and require accurate exchange conversion
■Notes ・Please link Microsoft Excel with Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・AI operations that transcribe OCR or voice to text are available only in the Team Plan and Success Plan, and operations that manipulate the browser are available only in the Success Plan. In the case of the Free Plan, Mini Plan, or Team Plan, the operations set in the Flowbot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use operations that manipulate restricted apps or browsers. ・Please refer to the following for how to set up operations that manipulate the browser. https://intercom.help/yoom/ja/articles/9099691 ・Please customize the operations that manipulate the browser according to the website you are using.
■Overview This flow retrieves Microsoft Excel data at a specified time, converts it to PDF, and sends it via Gmail. With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for ・Sales team members who submit daily sales reports or KPI reports to their managers ・Accounting personnel who regularly aggregate data from multiple departments or branches and distribute reports ・Individuals who want to send monthly reports such as sales data or inventory status to stakeholders ・Project managers who send regular progress reports or performance reports to clients or business partners ・Marketing personnel who regularly analyze marketing data and report to the team or clients
■Notes ・Please integrate Microsoft Excel, Google Docs, and Gmail with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail. ・For setting up operations to manipulate the Microsoft Excel database, please refer to the following: https://intercom.help/yoom/ja/articles/9003081 ・Please prepare a template for the Google Docs report. For details, please refer to the following: https://intercom.help/yoom/ja/articles/8237765
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. If you can completely eliminate that time through automation, you can focus your limited resources more strategically on tasks and analysis.
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, if you can automatically record Google Analytics data in Microsoft Excel, you can prevent such errors from occurring. 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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have four years of experience as a supervisor in the BPO division of a publicly listed company and approximately three and a half years in editing and writing media articles. Due to the nature of my work, which involves handling outsourced tasks from other companies, I have had the opportunity to use a wide variety of applications. I still remember the moment I discovered Yoom while struggling to improve work efficiency, and how impressed I was by its ability to easily integrate different applications and create automated workflows. By leveraging my experience in media article creation, I am eager to clearly convey the appeal of Yoom and assist you in enhancing your work efficiency.
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