The Merchant Sheets add-in has two parts: the Merchant Sheets tab in the Excel ribbon, and the Merchant Sheets pane on the right side of the window. The ribbon starts actions. The pane is where you build queries, check your data, and use Ask.
The Merchant Sheets ribbon tab
The ribbon tab groups its buttons by job.
Group | Button | What it does |
Workspace | Home | Opens the pane on the Home panel. |
Workspace | Data Sources | Shows your connected sources and when they last synced. |
Queries | New Query | Opens the Query Builder to pull data into the selected cell. |
Queries | Saved Queries | Lists your saved queries to run, refresh, rename, or delete. |
Queries | Insert Function | Puts a saved query in the selected cell as an MS.RUN formula. |
Update | Refresh | Reruns blocks and formulas with the latest synced data. |
Assistant | Ask | Opens the AI agent. |
Support | Help | Explains how Merchant Sheets works and where the data comes from. |
The Refresh menu has four options: Refresh this block, Refresh this saved query, Refresh all, and Check data freshness. Refresh your data explains when to use each one.
The Merchant Sheets pane
The pane header shows your workspace name, your initials (which open the account menu), and when your data last synced. If the pane is too narrow, drag its left edge to widen it.
The pane has five panels:
Home: Quick actions, details for the block or formula in the selected cell, and Refresh all.
Query: The Query Builder, where you pick data, fields, and filters and run them to your sheet.
Saved: Your saved queries, ready to run, refresh, rename, or delete.
Sources: Your connected stores and when each one last synced. You connect and manage stores in the web app.
Ask: The AI agent. It previews any change to your sheet, and nothing is written until you apply it.
Blocks and formulas
Merchant Sheets puts data into your sheet in two ways:
Blocks: A block is a table the add-in writes from the Query Builder or a saved query. Select any cell in a block to see its details on Home or refresh it.
Formulas: Custom functions such as MS.RUN and MS.QUERY return data into a cell range, so you can use them inside your own formulas.