--- title: "Update your KPI tracker on demand directly in Excel" slug: "update-your-kpi-tracker-on-demand-directly-in-excel" updated: 2025-09-01T14:14:47Z published: 2025-09-01T14:14:47Z canonical: "docs.mapp.com/update-your-kpi-tracker-on-demand-directly-in-excel" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.mapp.com/llms.txt > Use this file to discover all available pages before exploring further. # Update your KPI tracker on demand directly in Excel This video demonstrates how to update your Mapp Intelligence Analysis directly within Excel using the Intelligence API. The exact paths and designations may differ depending on your Excel version. [Automatically update your KPI tracker directly in Microsoft Excel - 2024/04 - Robert/Kathryn](https://player.vimeo.com/video/919524506?badge=0&autopause=0&player_id=0&app_id=58479) All the steps we mentioned in the video are listed below. > [!NOTE] > Before anything, you must have the API activated for your Mapp Intelligence Account. If not already active, please reach out to your CSM. | Step | Navigation path | Description | | --- | --- | --- | | 1 | *User Management > Roles > Account Configuration* | Make sure the user has permission to access the API. 1. Go to *User Management > Roles*, and select the role that should have API access. 2. Enable **Intelligence API**. | | 2 | *Settings > API Client IDs* | 1. Click the configuration symbol, then click **API Client IDs**. 2. Select **Create New Client ID** 3. Add a description, such as the user's name. 4. Copy the Client ID and Secret to your clipboard and keep them somewhere safe! You will need them any time you use the API. Find more information [here](https://docs.mapp.com/v1-api/apidocs/en/how-to-grant-access-to-the-intelligence-analytics-api). | | 3 | *Visitors > Time > Weeks* | 1. Go to *Visitors > Time > Weeks* and add **Visits**, **Qty Orders**, **Conversion Rate %**. 2. Set in the calendar dynamic time frame **Current Year until Yesterday**. 3. In the upper right-hand corner, select the menu and**Copy JSON Configuration**. 4. Paste the JSON into an editor. 5. Replace all the single quotation marks (") with double quotation marks (""). | | 4 | Excel file configuration | 1. [](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/JSON_API_powerBI_demo_version1_5(1).xlsx)JSON_API_powerBI_demo_version1_528.66 KB[**](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/JSON_API_powerBI_demo_version1_5(1).xlsx) and open the example sheet. 2. Enable external data connections ![](https://documentation.mapp.com/download/attachments/62750807/image2024-4-12_12-2-0.png?version=1&modificationDate=1712916121000&api=v2) 3. Under the **Data** tab, select *Get Data > Launch Power Query Editor*. 4. Change **Privacy Settings** - **Window OS**: 1. Go to *File > Options > Settings > Query Options > Current WorkBook > Privacy* 2. Under **Privacy Levels**, Select **Ignore the Privacy Levels and Potentially Improve Performance**. Please note this could potentially expose sensitive data. - **Mac OS:** 1. Go to *Options > Project > Privacy* 2. Activate **Allow combining data from multiple sources** 5. Right-click on***getToken***to use the advanced editor. 6. Replace the placeholders with your **clientID** and **secret**. 7. In **getAnalysisData***,*right click to get the advanced editor. 8. Paste your JSON into queryAsJson = "< your JSON >". > [!NOTE] > Depending on the Excel version, you may see hint boxes or a loading hint. In most cases, this does not affect the functionality, so you can simply continue. 9. Click**Close and Load.** | | 5 | Excel file update | Click *Data > Refresh All* to update data. - In our example file, a new token is automatically requested every time you refresh data. You'll need a new token to refresh the data only if you use a different file. > [!NOTE] > Because your ID and Secret are saved in the file, be careful about sharing it directly with others. |