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Leads: for the reports to come, you must at least specify the following Lead fields: id, firstName, lastName, email, createdAt, updatedAt, title, company, industry, inferredCountry, inferredCity.

Scoping: set the Paging Token SinceDatetime and the Id of your Marketo static list containing all the leads you want to analyze.

Marketo REST API Authentication: required.

Excel 2016 download pwer view add in how to#

Please check out the Prerequisites and the Power Query Workbook Creation sections from the first article in order to understand the prerequisites and how to configure the Marketo configuration worksheet.įill in all of the required information from the Marketo configuration worksheet:

Excel 2016 download pwer view add in free#

Feel free to use and expand for your personal business needs, but do so at your own risk.

Excel 2016 download pwer view add in download#

If you went through the first article, we still recommend you to download the Marketo Power Workbook and check out what has been added.ĭisclaimer: The Marketo Power Workbook is not official Marketo Product, and therefore is not supported by by Marketo. We improved the error handling and added some extra parameters in the configuration worksheet. This workbook contains all the queries detailed in the first article and a few more. Because some of you would want to jump directly to the point where they build reports and visualisations, without coding, we released the Marketo Power Workbook that you can download here. We learned how to implement some advanced power queries in order to extract leads and activities from Marketo. In the first article, we covered the data import and shaping process using Power Query technology. The Marketo Power Workbook Download Workbook Power Pivot and Power View are currently only available on the Microsoft Windows version of Excel 2016, the Office 365 version of Excel 2016 does not support fully Power Pivot and Power View. The concepts should be the same for Excel 2013 or Excel 2010 (without Power View) but some adaptations could be required.

It is an interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting and dashboarding.Īll of the steps explained in this article have been tested on Excel 2016 for Windows. Power View is an alternative to the Excel visualization layer. In the first article, we imported and shaped data from Marketo and sent it to the data model in order to perform more sophisticated analysis prior to making it available on the spreadsheet. Data extracted from different data sources with Power Query can be sent to the data model, to the Excel spreadsheet, or to both. With Power Pivot, you can mash up large volumes of data from various sources, perform information analysis rapidly, and share insights easily. Power Pivot is an Excel add-in, already included in Excel 2016, you can use to perform powerful data analysis and create sophisticated data models.

Cool static and animated visualizations using Power View.

Advanced Marketo reports that leverage relationships between different collections of Marketo data using Power Pivot.

In this article, we provide examples of how to build the following:

Analyze data and build advanced reports with Pivot Tables and Pivot Charts.

Create relationships between heterogeneous data.

Create calculated columns and measures using formulas.

Shape data for business needs and analysis purposes.

Import and combine data from other sources (SaaS applications, databases, flat files, etc.).

With the concepts covered in these articles, you’ll be able to:

Excel 2016 download pwer view add in series#

This is the second in a series of two articles that explain how to leverage the Power BI technology built into Microsoft Excel to create a true self-service business analytics experience with Marketo.