How to Import Location Performance Reports from Shopify into Excel

Tracking store performance across locations is vital for multi-location Shopify merchants. But manually exporting this data is tedious and error-prone.

Excel analysis becomes powerful when you can access live Shopify location data. Let’s fix that.

Step-by-step guide to importing Shopify Location Performance Reports

Step 1: Install Coefficient and connect to Shopify

First, you’ll need to install the Coefficient add-in for Excel and connect it to your Shopify account:

1. Insert Open Excel and click on thetab
2. Get Add-ins Selectfrom the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Home > Coefficient Once installed, open the Coefficient sidebar by clickingin the ribbon
6. Import Data Clickto begin

Step 2: Select Shopify as your data source

Now, let’s connect to Shopify and select the Location Performance report:

1. Shopify In the Coefficient sidebar, find and selectunder the Ecommerce category
2. Log in to your Shopify account when prompted
3. Import from Reports After connecting, select
4. Location Performance Choosefrom the available reports

Step 3: Configure and import your Location Performance data

Now you can customize your report before importing:

1. Select the date range for your location performance data
2. Choose which metrics to include (sales, orders, conversion rate, etc.)
3. Apply any filters to focus on specific locations or performance criteria
4. Import Clickto bring the data into your Excel spreadsheet

Your Shopify Location Performance data will now appear in your Excel worksheet, ready for analysis.

Step 4: Set up auto-refresh (optional but recommended)

Keep your location data fresh with automatic updates:

1. In the Coefficient sidebar, click on the imported report
2. Schedule Refresh Select
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Save Clickto activate automatic updates

With auto-refresh enabled, your Excel spreadsheet will always contain the most current location performance data from Shopify.

Analyzing your Shopify Location Performance data

Once your data is in Excel, you can create powerful analyses:

• Compare performance metrics across different store locations
• Build trend charts to visualize location growth over time
• Create pivot tables to identify top-performing products by location
• Set up conditional formatting to highlight locations that need attention

Excel’s robust analysis tools combined with live Shopify data gives you deeper insights than the standard Shopify dashboard.

Take control of your Shopify location data

Importing Shopify Location Performance reports into Excel with Coefficient transforms how you analyze your multi-location business. No more manual exports or outdated data.

With live data connections, you can build dynamic dashboards that update automatically. Compare locations side-by-side, spot trends early, and make data-driven decisions faster.

The setup process takes just minutes, but the time savings and insights you’ll gain will benefit your business for years. Your Excel spreadsheets become powerful decision-making tools rather than static reports.

Plus, with automated refreshes and alerts, you’ll always have the most current information at your fingertips. No more wondering if you’re working with outdated numbers.

Try Coefficient todayReady to transform how you analyze your Shopify location performance?and experience the power of live Shopify data in Excel.