Introducing shared connections within the Supermetrics Excel add-in

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Beginning at this time, you possibly can see a brand new icon subsequent to your information supply connections. This small change will take quite a bit off your shoulders when constructing and updating your advertising and marketing experiences with different folks.

Try this text on tips on how to construct digital advertising and marketing experiences in Excel.

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A single click on to make a connection shared or non-public

Flip ‘sharing’ mode on and let your teammates use your connection to create or refresh experiences. Merely click on the identical icon to show ‘sharing’ mode off.

share-supermetrics-connections-icon

The icon has a tooltip, however its shade helps you to shortly see the state — if it’s your personal connection that’s non-public, the state is grey. If it’s a connection you shared, it’s blue.

Once you add new connections, you possibly can decide in or out of sharing on the primary authentication step. The toggle is enabled by default.

One connection that works for everybody in your group

You not want to present your credentials or authorize once more — everybody in your group can use the identical connections to create or refresh queries. As soon as your group begins sharing, you will notice all connections conveniently grouped into your personal connections and people shared with you.

personal-shared-supermetrics-connections

‘My connections’ are the connections you created and personal — you possibly can preserve them non-public or share them along with your group.

‘Shared with me’ are the connections created and shared by different group members. You should utilize these connections when constructing queries. You’ll be able to’t edit them, however they gained’t seem in your record if the proprietor stops sharing them.

Shared connections are simple to handle

Moreover full management straight within the add-in sidebar, theInformation supply’ tab has a brand new ‘Handle’ icon that takes you to the Supermetrics Staff Portal, the place you possibly can handle your group’s entry to your connections.

supermetrics-team-portal

The info supply web page exhibits all connections utilized by the group grouped by information supply and marks the place the connections can be found.

At the moment, shared connections are supported solely in DWH merchandise, API, and Excel.

Please notice that as Google Sheets and Information Studio don’t help shared connections in the intervening time, the sharing drop-down shall be disabled for the connections you’ve got in these locations.

Right here you get further choices for managing connections relying on the permissions you’ve got within the system.

Any group member can re-authenticate, change the connection to personal or shared, or disconnect.

A group admin or proprietor will get a fast overview of all of your group’s connections in any Supermetrics product and has one essential new motion changing out of date connections.

Substitute out of date connections in your queries

If somebody leaves your organization together with experiences that check with their very own connections, the group proprietor can now substitute unattended connections, decide a working one to ensure your essential efficiency experiences are all the time updated.

replace-connection

Work in numerous information locations

As extra of our merchandise help this function, you’ll get entry to all of your connections in any information vacation spot you employ with Supermetrics, so long as it’s the similar group. In case you have any technical points or issues, please attain out to our help group — we’re all the time blissful to assist!

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