Connect Data from Yext to Excel Power Query
You can get your Yext data into Excel Power Query to make more informed business decisions. This simple and quick guide gives you easy instructions on how you can extract your data and then analyze it.
Yext is a location data management software that automatically syncs your information across 50+ major local directories and search engines. Yext lets you store, manage, edit, customize, and sync information about your locations across all Yext products, including: Business Name, Address and Phone Number (NAP)
Excel Power Query
Power Query is a great Excel add-in that you can use for data discovery, combining data coming from multiple sources and reshaping your Facebook Ads data. It is an add-in that was introduced in MS Excel 2013 by Microsoft. When you get your data from a file, an external data source, or a data dump/import it comes into MS Excel in a messy and unworkable format. Excel Power Query is a great way to access, clean and transform all that messy data and then display it in a way that MS Excel prefers and can work with. Power Query also allows you to search and discover valuable data across the enterprise or from several public data sources that are available online and from a variety of other data sources.
Before loading your data into Excel Power Query, you will have to prep it first. If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them. Google Ecommerce's documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes.Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists. In these cases you'll likely have to create additional tables to capture the unpredictable cardinality in each record.
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Click Knowledge Graph in the top navigation bar.Select the entities you would like to export. Otherwise, it will default to export your primary entity type.Click on the More Actions button and select Export Entities.Review the Data Format and File Format of your export.To export historical data that was previously stored in the platform, click Edit in the Export Data as of field, select your desired option, and click Save.Note: You can export data up to 30 days after an edit was made. To make other changes, click on the Edit button for the desired setting. Then click Save.Click Continue.(Optional): Select an Export Scheme to export the data in a specific format.This allows you to export data in a specific format so it can easily be uploaded to a third-party platform.Select the checkboxes next to the fields you would like to add to the export.(Optional) To reorder the fields, click Actions next to the desired field, and select Configure. Then drag and drop the fields into your desired order by clicking on the three lines (mceclip0.png).(Optional) To rename the column names, click Actions next to the desired field, and select Configure. Then type in any text into the Column Name textbox.Click Continue to export your entity information.(Optional) To save your export for the future, enter a name for your export in the text box, and click Save Export.
The first thing that you have to do is import your data. All you have to do is go to the Data tab and then press the Get Data command. Now choose From File and in the resulting menu choose from Workbook. You will now see a file picker menu, and you can navigate to the MS Excel file with the data that you would like to import. Once you have selected the file that you want to import, you will be presented with a Navigator window. The window will allow you to select the relevant sheets from your workbook which contains the data you want to import. You can see a preview of the data on the right-hand side when you are selecting the sheets. If your workbook has more than one data sheet, which you wanted to import, you can easily select more than one sheet using the Select multiple items checkbox. Note that this will create a separate query for each sheet that you have selected. This will save you from going through the first couple of steps individually. You can now either choose to Load your data or Edit it. Keep in mind that if you decide to load the data, then it would load into an Excel Table without any transformations applied. You can also edit the data, and this is where you will be able to apply your data cleaning transformations.
Keeping data up to date
If you've made it this far, congrats! You probably have a written a program or script to extract your data and move it into Excel Power Query. Now it's time to think about how you will keep this data up-to-date by loading updated or new data. Of course, you can just replicate all your data every time you have updated your records, but that would be extremely manual and time-consuming. Luckily there is a better way. The key is building your script so that it can sense incremental updates made to the data. Thankfully, Yext’s API results include fields so that you can identify those records which are new since the last update you made (or since the most recent record you have copied). Once you have taken new data into consideration, you can easily set your script either as a continuous loop or cron job to pull down new data as soon as it appears. And keep in mind that, as with most codes, once you write it, you will need to maintain it. In case Yext changes its API, or if the API sends a field containing a data type that your code does not recognize, you might have to change the script.
The Easiest And Fastest Way To Do It
If all this sounds a bit overwhelming, don't worry -- there is an easier way to get this done! Thankfully, products like Improvado were developed to move data from Yext to Excel Power Query automatically. Using Improvado, you can easily combine the most crucial and relevant data from your ad campaign into a dashboard. You can then connect this data to Excel Power Query.