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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.
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!
■Overview
This is a flow to obtain the latest reports from Google Analytics every day and record them in Microsoft Excel.
■Recommended for
1. Companies using Google Analytics
・Those who check and improve website access status
・Those who compare their numbers with competitors and utilize them in business
2. Those who utilize Microsoft Excel in their business
・Those who visualize data and share it with the team
・Those who create sheets for each topic and accumulate information
■Benefits of using this template
Google Analytics is a tool that can be used to analyze user behavior on your company's website and make improvements.
However, manually obtaining the necessary data each time and accumulating it in Microsoft Excel is very labor-intensive and may lead to decreased employee motivation or turnover.
This flow is suitable for those who want to make regular report acquisition easier.
By using this flow, you can automatically obtain Google Analytics reports daily and add the results to Microsoft Excel.
Automating report acquisition eliminates manual work, allowing you to check results and allocate the time spent on tasks to solving issues, thereby improving work efficiency.
■Notes
・Please integrate both Google Analytics and Microsoft Excel with Yoom.
・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.
[About Yoom]
This time, we will introduce an automation that "retrieves the latest report from Google Analytics every day and records it in 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.
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!
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.
■Overview
This is a flow to obtain the latest reports from Google Analytics every day and record them in Microsoft Excel.
■Recommended for
1. Companies using Google Analytics
・Those who check and improve website access status
・Those who compare their numbers with competitors and utilize them in business
2. Those who utilize Microsoft Excel in their business
・Those who visualize data and share it with the team
・Those who create sheets for each topic and accumulate information
■Benefits of using this template
Google Analytics is a tool that can be used to analyze user behavior on your company's website and make improvements.
However, manually obtaining the necessary data each time and accumulating it in Microsoft Excel is very labor-intensive and may lead to decreased employee motivation or turnover.
This flow is suitable for those who want to make regular report acquisition easier.
By using this flow, you can automatically obtain Google Analytics reports daily and add the results to Microsoft Excel.
Automating report acquisition eliminates manual work, allowing you to check results and allocate the time spent on tasks to solving issues, thereby improving work efficiency.
■Notes
・Please integrate both Google Analytics and Microsoft Excel with Yoom.
・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.
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.
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.
* 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!
■Overview
This is a flow to obtain the latest reports from Google Analytics every day and record them in Microsoft Excel.
■Recommended for
1. Companies using Google Analytics
・Those who check and improve website access status
・Those who compare their numbers with competitors and utilize them in business
2. Those who utilize Microsoft Excel in their business
・Those who visualize data and share it with the team
・Those who create sheets for each topic and accumulate information
■Benefits of using this template
Google Analytics is a tool that can be used to analyze user behavior on your company's website and make improvements.
However, manually obtaining the necessary data each time and accumulating it in Microsoft Excel is very labor-intensive and may lead to decreased employee motivation or turnover.
This flow is suitable for those who want to make regular report acquisition easier.
By using this flow, you can automatically obtain Google Analytics reports daily and add the results to Microsoft Excel.
Automating report acquisition eliminates manual work, allowing you to check results and allocate the time spent on tasks to solving issues, thereby improving work efficiency.
■Notes
・Please integrate both Google Analytics and Microsoft Excel with Yoom.
・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.
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!
By automating the daily data acquisition and addition work, you can expect to reduce the time required for manual work.
■Overview
In this flow, you can automatically add the latest information from Google Analytics user and event reports to Google Sheets at a fixed time every day. This automation reduces the time spent on manual data entry and updates, allowing you to easily check accurate analytical information.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that retrieves the latest reports from Google Analytics every day and records them in Google Sheets.
■Recommended for
1. Companies using Google Analytics
・Those who check and improve website access status
・Those who compare their numbers with competitors to understand their strengths and weaknesses and apply them to their business
2. Those who utilize Google Sheets in their work
・Those who manage and share information on shared sheets within the team
・Those who use it for data accumulation
■Benefits of using this template
Google Analytics is a tool that can be used to enhance the overall engagement of your website by optimizing content.
However, manually retrieving the necessary data each time and adding it to Google Sheets takes away time from core tasks that should be focused on.
By using this flow, you can retrieve reports from Google Analytics at a specified time every day and add the results to Google Sheets.
Automating report retrieval and eliminating manual work allows you to allocate the time previously spent on manual tasks to solving issues.
This enables the entire team to focus on core tasks, facilitating smooth progress of overall operations.
■Notes
・Please integrate Yoom with both Google Analytics and Google Sheets.
Since the retrieved report is automatically sent via email, information sharing across the team can be more efficient.
■Overview
In this flow, you can automatically add the latest information from Google Analytics user and event reports to Google Sheets at a fixed time every day. This automation reduces the time spent on manual data entry and updates, allowing you to easily check accurate analytical information.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that retrieves the latest reports from Google Analytics every day and records them in Google Sheets.
■Recommended for
1. Companies using Google Analytics
・Those who check and improve website access status
・Those who compare their numbers with competitors to understand their strengths and weaknesses and apply them to their business
2. Those who utilize Google Sheets in their work
・Those who manage and share information on shared sheets within the team
・Those who use it for data accumulation
■Benefits of using this template
Google Analytics is a tool that can be used to enhance the overall engagement of your website by optimizing content.
However, manually retrieving the necessary data each time and adding it to Google Sheets takes away time from core tasks that should be focused on.
By using this flow, you can retrieve reports from Google Analytics at a specified time every day and add the results to Google Sheets.
Automating report retrieval and eliminating manual work allows you to allocate the time previously spent on manual tasks to solving issues.
This enables the entire team to focus on core tasks, facilitating smooth progress of overall operations.
■Notes
・Please integrate Yoom with both Google Analytics and Google Sheets.
■Overview
The flow of "retrieving the latest report from Google Analytics every day and adding it to kintone" is a business workflow that streamlines website data collection and management.
■Recommended for
■Benefits of using this template
Automate data acquisition tasks to save time. It also prevents input errors caused by manual operations and ensures data accuracy.
■Overview
In this workflow, the latest event reports from Google Analytics are automatically retrieved when new data is added to a spreadsheet, ensuring smooth data updates. This automation reduces the need for manual data collection and entry, thereby improving work efficiency. With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This workflow allows you to automatically retrieve the latest user data from Google Analytics in response to the addition of new data. This automation can streamline the data collection and analysis process, improving operational efficiency. By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This workflow triggers changes in Google Sheets to automatically retrieve the latest user information and event data from Google Analytics, enabling efficient data management. This automation reduces the time and effort required for manual data collection.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
By making data transfer to Microsoft Excel more efficient, you can run your business more smoothly.
■Overview
When you submit business card data through the input form, AI automatically reads the information from the business card and stores it in a specified Excel file.
Please utilize this for managing business cards in Excel.
You can take a picture of the business card with your smartphone and upload it directly from your smartphone to the form.
■Notes
・Please integrate Microsoft Excel with Yoom.
・It is available for use with Excel Online. (It cannot be used with local files.)
・Please upload business card images in formats such as JPG or PNG.
■Overview
This is a flow for reading health examination reports using OCR and adding them to Microsoft Excel.
■Recommended for
1. Those who want to simplify the management process of health examination reports
・Those who want to streamline data entry of health examination reports
・Those who aim to reduce the workload of the management process
2. Those who are digitizing paper documents
・Those who are digitizing paper health examination reports using OCR tools
・Executives who share digitized data
■Benefits of using this template
The data from health examination reports can help analyze employees' health risks and take appropriate measures according to the situation.
However, health examination reports are often in paper form, and manual data entry can be time-consuming and may decrease work efficiency.
This flow is suitable for those who want to efficiently enter data from health examination reports.
By submitting health examination reports through a form, this flow can read the content using OCR and automatically add it to Microsoft Excel.
This significantly reduces the manual input work each time, making data entry more efficient and allowing analysis tasks to proceed smoothly.
■Notes
・Please integrate Microsoft Excel with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you have set will result in an error, so please be careful.
・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.
■Overview
This is a flow to read resumes using OCR and add them to Microsoft Excel.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those managing HR information
・Those consolidating HR information in Microsoft Excel
2. Those engaged in handling resumes
・Those in the corporate general affairs department
■Benefits of using this template
If you manage resume data as HR information in Microsoft Excel, the task of data entry each time can be a hassle.
Additionally, the items on resumes can vary depending on the format, with differences in the number of items and their positions, making the entry process time-consuming.
This flow is suitable for those who want to efficiently transfer resume data to Microsoft Excel.
By utilizing this flow, you can automatically add resume data submitted through forms to Microsoft Excel.
You can streamline the data entry process into Microsoft Excel, facilitating smooth business operations.
■Notes
・Please integrate Microsoft Excel 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.
・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
By automating the process of adding tasks to Microsoft Excel, manual work is no longer necessary and human error can be prevented.
■Overview
This is a flow that adds a task to Microsoft Excel when it is registered in Zoho CRM.
■Recommended for
1. Those using Zoho CRM for managing sales activity information
・Sales department personnel who centrally manage customer information with Zoho CRM
・Those managing follow-up tasks according to leads
2. Those utilizing Microsoft Excel for centralized task management
・Project managers managing tasks with Microsoft Excel
・Those adding tasks from Zoho CRM to Microsoft Excel as needed
■Benefits of using this template
Zoho CRM allows for centralized management of customer information and sales activity information, improving the efficiency of sales activities.
However, if tasks are managed within the team using Microsoft Excel, you may find it cumbersome to reflect tasks registered in Zoho CRM each time.
This template automates the addition of tasks to Microsoft Excel when they are registered in Zoho CRM, thus streamlining task management.
By automating the addition of tasks to Microsoft Excel, manual work is eliminated, preventing the occurrence of human errors.
Additionally, by integrating with chat tools, tasks registered in Zoho CRM can be shared with team members.
■Notes
・Please integrate both Zoho CRM and Microsoft Excel with Yoom.
・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.
■Overview
This is a flow that adds a record to Microsoft Excel when a task is registered in Asana.
■Recommended for
1. Members of teams using Asana
・Those who want to list and analyze tasks and information managed in Asana in Microsoft Excel
・Those who want to reduce the effort of manually transferring additional information from Asana to Microsoft Excel
・Those who want to always check the latest Asana information in Microsoft Excel
2. Department leaders and managers
・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding team status
・Those who want to process and analyze Asana data in Microsoft Excel to utilize it for business improvement and decision-making
■Benefits of using this template
Asana is a convenient tool for project and task management, but there are often cases where you want to utilize the information in other systems. However, when operating Asana and Microsoft Excel separately, it is necessary to manually transfer task information registered in Asana to Excel, which involves manual work and the possibility of transcription errors or information omissions cannot be denied.
By utilizing this flow, the information linkage between Asana and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing the risk of human error.
■Notes
・Please link both Asana and Microsoft Excel with Yoom.
・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.
■Overview
This is a flow that adds tasks registered in ClickUp to Microsoft Excel.
■Recommended for
1. Those who utilize ClickUp for business
・Those who register and manage tasks related to projects
・Those who visualize and check progress
2. Companies that manage business operations with Microsoft Excel
・Those who create sheets for each project and check tasks
■Benefits of using this template
ClickUp is a tool that can be used to visualize tasks and facilitate smooth project progress.
By further utilizing Microsoft Excel, you can manage information related to tasks simultaneously, leading to smooth business operations.
However, manually adding information to Microsoft Excel every time a task is registered in ClickUp takes away time from tasks that should be prioritized.
By using this flow, you can automatically add information to Microsoft Excel when a task is registered in ClickUp.
By eliminating manual work, you can save time and effort, allowing you to focus on more important tasks.
The entire team can concentrate on core tasks and quickly resolve tasks, leading to increased productivity.
■Notes
・Please integrate ClickUp and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
Smoothly add converted data to Microsoft Excel to reduce manual work and errors and make accounting tasks faster.
■Overview
This is a flow that reads invoices from forms using OCR, converts them to the current exchange rate, and adds them to Microsoft Excel.
Using Yoom's OCR function, it reads invoice information received in forms, automatically converts it to the latest exchange rate, and adds the results to Microsoft Excel.
■Recommended for
■Benefits of using this template
This flow automatically converts the billing amount stated on invoices to the current exchange rate, improving business workflow efficiency.
By smoothly adding the converted data to Microsoft Excel, it reduces manual effort and errors, allowing for faster accounting operations.
It maintains data accuracy by avoiding human errors that occurred with manual work.
Additionally, by automatically reflecting the latest exchange rate at the time the invoice is received, accurate financial management becomes possible.
These improvements will streamline business workflows, saving time and costs.
■Overview
This flow retrieves data from Microsoft Excel at a specified date and time, converts it to PDF, and sends it via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
With this flow, you can automatically send PDF files created from aggregated Microsoft Excel data and Google Document templates via Gmail on a specified schedule.
This eliminates the need for manual data entry, file conversion, and email sending, reducing the workload on the responsible person.
Additionally, by reducing human errors such as input mistakes and missed emails, you can send highly accurate data in a consistent format.
You can freely customize the flow's activation date and time, file content, recipients, and email text.
Set it according to the timing (daily, weekly, monthly), report content (sales, KPI, inventory status, progress), and the intended recipients.
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.
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.
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!
