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Optimizely connection guide

Follow these steps to connect your Optimizely data to Supermetrics and use your data in our data destinations — Google Sheets, Looker Studio, Excel, and Power BI, as well as the Supermetrics API. You can also connect to data sources from the Supermetrics Hub.


You can share your data source connection with your team and use the connection across all data destinations you use with Supermetrics. Learn more about shared connections.


Before you begin

To connect Supermetrics to Optimizely, you need Administrator or Pro user access to an ad account. Learn more about granting access in Optimizely's documentation.


Instructions

Google Sheets

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch sidebar to open Supermetrics.
  3. Click Create new query.
  4. Under Data source, select Optimizely.
  5. Choose to make this connection shared or private.
  6. Click Start.
  7. Enter your Optimizely email address and password, and click Log in.
  8. Select the accounts you'd like to include in your reporting.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Looker Studio

Make sure you've connected Supermetrics to Looker before following the steps below.

  1. Open the Supermetrics Looker Studio data source gallery.
  2. Navigate to Optimizely and click Start free trial.
  3. You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
  4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "Optimizely requires authorization to connect to data").
  5. Select a team that has access to the account you want to connect.
  6. Choose to make this connection shared or private.
  7. Click Start.
  8. Enter your Optimizely email address and password, and click Log in.
  9. Select the accounts you'd like to include in your reporting.
  10. Scroll down to the bottom of the page. To create a report with our template, select Use report template for new reports. To create a blank report, deselect this option.
  11. In the pane's top right, click Connect.
  12. Click Create report.
  13. Click Add to report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Excel

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open an Excel file.
  2. Click DataShow Supermetrics.
  3. Under Data source, select Optimizely.
  4. Choose to make this connection shared or private.
  5. Click Start.
  6. Enter your Optimizely email address and password, and click Log in.
  7. Select the accounts you'd like to include in your reporting.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Power BI
  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, under Export, click Power BI.
  3. Click Select data source.
  4. Select the Optimizely data source.
  5. Click Start.
  6. Enter your Optimizely email address and password, and click Log in.
  7. Fill in the query details.
  8. Click Run query to test your query.
The Supermetrics API
  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, under Transform, click Query Manager (API).
  3. Select for Supermetrics API from the dropdown menu next to the page title.
  4. Click Select data source.
  5. Select the Optimizely data source.
  6. Click Start.
  7. Enter your Optimizely email address and password, and click Log in.
  8. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
  9. Click Run to test your query.
Supermetrics Hub
  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, select ConnectData sources.
  3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
  4. Hover over the Optimizely data source, and click Connect.
  5. Click Start.
  6. Enter your Optimizely email address and password, and click Log in.


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