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Home > English > Reports In Marin > Creating Reports and Alerts > How To Articles: Creating Reports & Alerts > Web Query Advanced Guide

Web Query Advanced Guide

Introduction

The Web Query format creates an automated report that is posted to a static URL every time the report is processed. Microsoft Excel has a function that enables an Excel workbook to pull information from a specified URL.

This feature is designed to let users take advantage of their existing reports and have the application update the data on a daily, weekly or monthly basis.

A note for Excel 2016 users

If you're using Microsoft Excel 2016 or higher, you may hit a login screen when attempting to source data from the web in the steps below, which will not allow you to complete the Web Query. To resolve this issue, you'll need to enable the legacy version of Excel's Get Data feature. To do so, simply follow the steps outlined by Microsoft in this article (external link). Once you've done this, you'll be able to use the From Web (Legacy) option to complete your Web Query as normal. 

If you're using Microsoft Excel 2016 or higher on a Mac and the above workaround would not work, please use an Excel version lower than 2016 to run the reports.

How to create a Web Query on Windows

Follow these simple steps to set up your web query:

  1. Create a recurring report and select Excel Web Query as the format.
  2. Select Run Report After Saving on the Report Settings page and click Save. You will be taken to the Report Templates screen. Navigate to the Completed Reports tab and the link for the report is found in the Format column.
  3. Right click on the URL for Excel link and select Copy Shortcut (or Copy Link Location for Firefox users). If the URL for Excel link does not show up, your report is still running. Refresh the page and the link should appear.
  4. In Excel, open the workbook where you wish to import the data. Most users will want to create a new worksheet for the raw report. The actual report will be linked to this data page.
  5. From the Data menu, select From Web under Get External Data . Paste the link you copied in the previous step into the address bar. The report will be loaded into the window and check boxes placed next to each table in the report. Click the check boxes next to the sections you wish to import. In the example below, we have chosen to import the report header and table. Do not select the very first checkbox as this will cause the data to be imported incorrectly.
  6. Click Import and you will be asked to specify the location for the report. If you wish to have the data in the report refresh automatically when the file is opened, click Properties and select the Refresh Data When Opening File option.
  7. Click OK and your data will be imported into the workbook at the location you specified. This data range will be refreshed whenever you select Refresh All from the Data menu (or automatically if you choose that option). Simply link your existing output report to this data section and your report will be updated.

How to create a Web Query on Mac

  1. Right click on the URL for Excel link and select Copy Shortcut (or Copy Link Location for Firefox users). If the URL for Excel link does not show up, your report is still running. Refresh the page and the link should appear.
  2. In Microsoft Word open a new document and paste the URL into that file.
  3. Click Save As in Word, and under Format select .txt and click Save. In the pop-up box that appears, select MS-Dos under Encoding and click OK.
  4. In Finder, right-click on the Word document and select Get Info.  Expand the Name & Extension box, and change the .txt extension to .iqy
  5. In Excel, open the workbook where you wish to import the data. Most users will want to create a new worksheet for the raw report. The actual report will be linked to this data page.
  6. From the Data menu, select Get External Data then select Run Saved Query and browse to the saved Word document. Select where you want the report to be placed and enter your Marin credentials when prompted.
  7. If you wish to have the data in the report refresh automatically when the file is opened, click Properties and select the Refresh Data When Opening File option.
  8. Click OK and your data will be imported into the workbook at the location you specified. This data range will be refreshed whenever you select Refresh All from the Data menu (or automatically if you choose that option). Simply link your existing output report to this data section and your report will be updated. 

How to change the date range of a Web Query report (Windows and Mac)

It's important to note that you cannot change the date range displayed within a web query report from within Excel.

To change the date range shown within a web query, please make your changes within the Platform, then refresh the data in Excel. This will result in the updated data being shown correctly.

 

 

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