If you open a worksheet that already has Report Builder pulls set-up, you will be prompted to log in from the start. Signing in with your basic Adobe credentials will give you the access you need. Once you get through the installation process, when you open Excel, you’ll then see the following option: Once you reach the Report Builder area, select your 32 or 64-bit, and download! Be aware that you may have limited Report Builder licenses. If you don’t see it, ask your Adobe administrator for access. If you have it, you’ll see Report Builder under the Tools drop-down on the top navigation of Adobe Analytics:
Now that you have the automation tips you need, let’s get Report Builder installed in your computer! How to Install Report Builder and Log InĪccess to Report Builder is granted at the user level of access in Adobe Analytics. A dashboard sheet where your data is displayed (ideally with a mix of visualizations and tables).Ĭell references (which you can bulk switch out using find + replace) are your best friend here, too! This three-tier structure allows you to easily troubleshoot if you have issues.A central sheet where this data is then organized for easy consumption.Your initial Report Builder pulls of data.Step 3: I highly recommend having three layers (or Excel sheets) for automation Having this prior will give you a clear picture of how you want to structure your data as your guide. Note the reports you’ll pull data from, the dimensions, metrics, date range, granularity, segments you’ll need, any filters and desired sorts, report scheduling cadence, etc. LearN HOW TO USE the adobe analysis workspace Step 2: Whenever automating, it can help to first lay out a sheet of exactly what you want to pull If you have one-time tasks, I recommend Adobe Analysis Workspace as your best option. Monthly reporting is a great example, complex pulls (say five dimensions with 10,000 rows), or even better, both! You’ll get the most value out of your automation by setting it up in this manner. Regardless of how you are automating data, I highly recommend the following steps: Step 1: Ensure that report automation is used for tasks that are: repeatable & recurring Prior to Report Builder Installation: Automation Tips READ OUR beginner’s guide to adobe analytics Refreshing & Scheduling Your Report Builder Pulls.How to Install Report Builder and Log In.Prior to Report Builder Installation: Automation Tips.
Here’s what elements of the Adobe Report Builder we’ll cover: In this post, you’ll learn the ins and outs of working with the Adobe Report Builder. In many ways, Adobe Report Builder mirrors the approach of the Google Analytics Sheet Add-On, only with Adobe data, and Excel switched out for Google Sheets. Adobe Report Builder is an Excel add-in that allows you to pull your Adobe data directly into Excel.