Connect Wrike to Excel Power Query to Streamline Marketing Analytics

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What is Wrike?

Wrike is a powerful project management and collaboration tool that helps enterprise companies streamline their workflows, manage resources, and optimize project delivery. It provides teams with real-time visibility into project progress, resource allocation, and performance metrics, enabling them to make data-driven decisions and improve efficiency. Wrike's robust integrations and customizable dashboards make it easy for large organizations to centralize tasks, track progress, and collaborate seamlessly.

What is Excel Power Query?

Excel Power Query is a versatile data analysis and transformation tool within Microsoft Excel, allowing enterprise companies to easily connect, combine, and manipulate data from various sources. With its user-friendly interface and advanced functions, users can perform complex data transformations, create custom calculations, and generate insightful reports and visualizations. Excel Power Query is particularly beneficial for large organizations looking to streamline data analysis processes and unlock valuable insights from their data.

Connecting Wrike to Excel Power Query

To connect Wrike to Excel Power Query, follow these steps:

  • Enable the Wrike API by contacting Wrike Support and obtaining an API key.
  • Install the Wrike Excel Power Query connector from the Microsoft AppSource or create a custom connector using Wrike’s API documentation.
  • Launch Excel Power Query and navigate to the 'Data' tab, then click 'Get Data' and select 'From Other Sources.'
  • Choose the Wrike connector from the list of available sources and enter your Wrike API key when prompted.
  • Select the Wrike data you want to import, such as tasks, projects, or time entries, and apply any necessary filters or transformations using Excel Power Query's built-in functions.
  • Load the data into your Excel workbook by clicking 'Close & Load' in the Power Query Editor.
  • Create visualizations, reports, and dashboards using Excel's built-in features, or connect your workbook to other BI tools for more advanced analysis and visualization.
  • For a more streamlined and scalable solution, consider using Improvado to extract and load data from Wrike to Excel Power Query or other BI/visualization platforms. Improvado offers a fully automated, customizable, and robust solution for connecting your marketing data sources.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Wrike to Excel Power Query with Improvado

Improvado is the best solution for connecting Wrike to Excel Power Query because it simplifies the data integration process while providing advanced functionality and scalability. With Improvado, you can:

  • Quickly and easily connect Wrike to Excel Power Query without needing to develop custom connectors or write complex code.
  • Automatically extract and normalize data from Wrike, including metrics and dimensions for tasks, projects, users, and more.
  • Transform and aggregate data in real-time, making it easier to analyze and visualize your Wrike data in Excel Power Query or other BI tools.
  • Centralize data from multiple marketing and sales data sources, enabling you to gain a holistic view of your organization's performance and make more informed business decisions.
  • Scale your data integration efforts with Improvado's powerful infrastructure, designed to handle large volumes of data and complex data transformations.
  • Receive high-quality customer support and assistance throughout the data integration process, ensuring a smooth and successful implementation.

Summary of connection Wrike to Excel Power Query

In summary, connecting Wrike to Excel Power Query can provide your organization with valuable insights and improved efficiency. By leveraging Improvado's powerful data integration platform, you can streamline the process of importing and transforming Wrike data in Excel Power Query, while also benefiting from scalable, customizable solutions tailored to your organization's needs. With Improvado, you can also centralize marketing and sales data, enabling you to make data-driven decisions and optimize your business strategy. To learn more about how Improvado can help you connect Wrike to Excel Power Query and other BI/visualization tools, book a call with one of our experts today.

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Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
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