The Query Builder pulls your Shopify data into a table in Excel. You choose the data, the fields, and any filters, then run it to the cell you pick. This walkthrough builds a table of order lines from the last 30 days.
Before you start
You need:
The add-in installed and signed in
A store that shows Up to date on Data Connectors
Open the Query Builder
On the Merchant Sheets tab, select New Query. The pane opens on New query, with steps for Data, Fields, Filters, Group and total, Sort and limit, and Put results at.
Choose your data and fields
Each data type starts with a useful set of fields already selected. Choose your data and fields covers every option.
Under Data, choose Order lines. Each order line is one product on one order.
Under Fields, review the fields already selected, such as Order date, SKU, Product, and Net sales. Select a field to add it or remove it.
Add a filter
Filter your data covers every condition, and Date ranges and presets lists each preset.
Under Filters, select Add filter.
Choose Order date, then Last 30 days.
Choose where the table goes
In your sheet, select the cell where the table's header row should go.
Under Put results at, select Use selection.
Preview and run
Optional: Select Preview to check the first rows before you write anything.
Select Run to sheet.
What lands in your sheet
The header row lands on the cell you picked, with two rows above it: a title, such as "Order lines, last 30 days," and the time your store last synced. Dates and times use your store's time zone.
If the target cells already hold data, the pane warns you first. Select Replace it to write over them, or Cancel and pick another cell.
What to do next
Save the query: Save a query so you can rerun it in any workbook.
Group and total: Group and total your data turns order lines into monthly sales by SKU.
Keep it current: Refresh your data updates the table after each sync.