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Exporting to a specific Microsoft Excel worksheet range
Exporting to a specific Microsoft Excel worksheet range

Appending to your Microsoft Excel worksheet without overwriting existing data and formulas

John Johansson avatar
Written by John Johansson
Updated over a week ago

Overview

When creating or editing a scheduled Microsoft Excel share, you can choose to place your data in an exact offset position and maximum width. This is what we call the working range. Note that this is a more advanced use case.

One Data Share is directed towards one Worksheet which is a tab in the Workbook. You can setup one data share per Worksheet with default settings but if you specify a working range on two or more Data Shares that are not overlapping you can have multiple shares to one Data Share.

Working range

By default, the working range is set to encompass the entire worksheet, but it is possible to select the cell where to start adding the data (offset) and the column where to end.


Before writing the shared data, the entire working range is first cleared completely. Funnel only writes data within the working range. Limiting the working range ensures that cells outside the range will not be cleared or touched in any way and that existing data, formulas, etc can be retained during data sharing.

Note that you are required to select at least as many columns as you have fields selected.

This option can be found under advanced settings:

For more info about working range limitations, please refer to Microsoft Excel limitations

Use case examples

Multiple exports to the same Microsoft Excel worksheet

You can have multiple tables and lists in the same worksheet that can be individually updated by creating multiple shares to different, side-by-side, working ranges.

In this example, we export:

  • top campaigns to starting column B, starting row 5, and ending column B,

  • top ads to starting column C, starting row 5, and ending column C,

  • top keywords to starting column D, starting row 5, and ending column D.

Not overwriting existing formulas

Let's say that you want formulas in the same worksheet where the shared data will be written, and you want to prevent them from being overwritten.

Note that it's good practice to have formulas, filters, charts, pivot tables, and such in separate worksheets to avoid complexity and the risk of overwriting.

Say for example you have formulas in column F and G. Even though the columns F-G are not overwritten by data, the entire worksheet is cleared at the start of data sharing (when using the default settings) and the formulas will be removed. To solve this you can set the 'Column end' to "D" and nothing after column D will be touched by the export.

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