TABLE OF CONTENTS

• Step 1 - Go to Data and select From Web
• Step 2 - Select "Advanced"
• Step 3 - Go to Analytic Views in Position Green
• Step 4 - Generate API Credentials
• Step 5 - Fill in URL and headers
• Step 5 - Click OK to load data
• Step 6 - Click To Table
• Step 7 - Click OK
• Step 8 - Click on the icon in the Column to expand
• Step 9 - Select all columns
• Step 10 - Click on "Close & Load"
• Step 11 - To refresh data click on Refresh

Feeling more comfortable elaborating with data in Excel? Don't worry, it is possible to integrate your analytics views with Excel. 

Any application that supports REST can be used off-the-shelf to communicate with Position Green. Microsoft Excel has a data connection for REST which means we can use Excel to poll data from Position Green.

Please follow the step-by-step guide to set up your integration.

  Note that this functionality in Microsoft Excel is only available on Windows

Step 1 - Go to Data and select From Web

Step 2 - Select "Advanced"

Step 3 - Go to Analytic Views in Position Green

For the view you want to import to Excel, click on the three dots and click "Copy id".

Step 4 - Generate API Credentials

In Position Green click your initials in the upper right corner and then Your Account. Click API Credentials in the left menu and select the Module you would like to generate API Credentials for and then click Generate Credentials. After copying the Client ID and Client Secret click Save. 

Keep in mind: Store the Client Secret somewhere safe as you will not be able to access it after the credentials screen is closed.

Step 5 - Fill in URL and headers

In Excel enter URL parts as following:

Add the base url https://api.positiongreen.com/v1/tables/  and then add the copied table id from step 3 above so the URL preview is https://api.positiongreen.com/v1/tables/[your-table-id-here]/.

HTTP request header parameters:

Send in the header both the client id and secret.

Step 5 - Click OK to load data

Step 6 - Click To Table

Step 7 - Click OK

Step 8 - Click on the icon in the Column to expand

Step 9 - Select all columns

Step 10 - Click on "Close & Load"

Step 11 - To refresh data click on Refresh