The Shopperations Excel Add-in for Reporting allows current users to have direct access to built reports in Excel.
Access: Reach out to your organization's admin to understand availability and access instructions for your organization.
Getting Started
1. Once the add-in is installed, look for the Shopperations icon in the Home menu.
2. Click the Login button on the side pane.
3. Enter your Organization’s subdomain.
You can find this in the URL area of your browser.
Or you can use the Request Login Link Here option.
Connecting to a Report
Once logged in, you can access all of the same reports that you can access in the Shopperations Report Engine.
1. Select one report from the drop-down list.
2. Toggle to connect to a report.
3. The report will populate as an Excel Table in its own tab. The side pane will display the date & time of the last refresh.
4. The Refresh button will bring in the latest Shopperations updates- directly into your table.
This is a great timesaver- if you see something to update in your excel reporting, you can update it Shopperations and then click Refresh in excel to bring in the updates.
IMPORTANT - Upon Refresh any data or formatting outside of the data table will be lost. The dataset tab should only hold the data coming from the add-in.
Creating PivotTables and PivotCharts
Customize your reporting further by using Pivot tables or charts.
1. Click a cell in the table > Insert > PivotTable or PivotChart
2. Update your PivotTables or PivotCharts easily by first refreshing the dataset through the Excel Add in Refresh button.
3. Then click Refresh in the PivotTable Analyze menu.