Analyzing Professional Demographics Audience data from Microsoft Ads in Excel helps B2B marketers understand how their campaigns perform across different professional industries, job functions, and company sizes, enabling more targeted optimization.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your professional audience performance.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store in Excel
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Step 2:
Connect your Microsoft Ads account to Coefficient
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Step 3:
Import Professional Demographics Audience data with relevant metrics
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Step 4:
Set up auto-refresh to keep your demographic data current
Step 1: Install Coefficient and Connect Your Microsoft Ads Account
Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.
- Open Excel and navigate to the Insert tab
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar and click “Import”
- Select “Microsoft Ads” from the list of available connectors
- Follow the authentication prompts to connect your Microsoft Ads account
Step 2: Import Professional Demographics Audience Data
After connecting your Microsoft Ads account, you can import your Professional Demographics Audience data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Professional Demographics Audience” from the list of available objects
- Choose which metrics you want to include (impressions, clicks, conversions by professional segment)
- Apply any filters to focus on specific campaigns or date ranges
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Data
Keep your Microsoft Ads professional demographics data fresh by setting up automatic refreshes:
- Select any cell in your imported data range
- Open the Coefficient sidebar and click “Refresh”
- Click “Schedule Refresh” to set up automated updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Confirm your settings to activate the auto-refresh schedule
Analyze Your Professional Audience Performance
With your Professional Demographics Audience data now in Excel, you can identify which professional segments respond best to your campaigns. Create pivot tables to compare key metrics like CTR, conversion rate, and cost-per-acquisition across different industries, job functions, and company sizes.
Use Excel’s visualization tools to create charts that highlight performance patterns by professional segment, and its calculation capabilities to determine optimal bid adjustments for different audience segments. These insights will help you tailor your messaging, targeting, and budget allocation to maximize ROI across B2B audience segments.
Microsoft Ads Data Available in Coefficient
Available Objects
- Campaign Performance
- Conversion Performance
- Keyword Performance
- Search Query Performance
- Account Performance
- Ad Dynamic Text Performance
- Ad Extension By Ad
- Ad Extension By Keyword
- Ad Extension Detail
- Ad Performance
- Age Gender Audience
- Audience Performance
How to Import Project Group Data from Sage Intacct into Excel
Pull live Project Group records from Sage Intacct into Excel to manage project portfolios and budgets in one sheet. In this guide, you’ll install Coefficient, import project groups, and set up automatic refresh.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Project Group” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
How to Import Projects Data from Sage Intacct into Excel
Bring live Projects from Sage Intacct into Excel to monitor timelines, budgets, and statuses. In this guide, you’ll install Coefficient, import project records, and schedule auto-refresh for continuous visibility.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Projects” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
How to Import Publisher Usage Performance Data from Microsoft Ads into Excel
Analyzing Publisher Usage Performance data from Microsoft Ads in Excel helps marketers understand how their ads perform across different publisher websites in the Microsoft Advertising Network, enabling more effective publisher exclusions and bidding optimizations.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your publisher performance.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store in Excel
-
Step 2:
Connect your Microsoft Ads account to Coefficient
-
Step 3:
Import Publisher Usage Performance data with relevant metrics
-
Step 4:
Set up auto-refresh to keep your publisher data current
Step 1: Install Coefficient and Connect Your Microsoft Ads Account
Start by installing the Coefficient add-in in your Excel workbook and connecting to your Microsoft Ads account.
- Open Excel and navigate to the Insert tab
- Click Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar and click “Import”
- Select “Microsoft Ads” from the list of available connectors
- Follow the authentication prompts to connect your Microsoft Ads account
Step 2: Import Publisher Usage Performance Data
After connecting your Microsoft Ads account, you can import your Publisher Usage Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Publisher Usage Performance” from the list of available objects
- Choose which metrics you want to include (impressions, clicks, CTR, conversions, etc.)
- Apply any filters to focus on specific campaigns or date ranges
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Data
Keep your Microsoft Ads publisher usage data fresh by setting up automatic refreshes:
- Select any cell in your imported data range
- Open the Coefficient sidebar and click “Refresh”
- Click “Schedule Refresh” to set up automated updates
- Choose your preferred refresh frequency (hourly, daily, or weekly)
- Confirm your settings to activate the auto-refresh schedule
Optimize Your Publisher Performance
With your Publisher Usage Performance data now in Excel, you can identify which publisher websites deliver the best results for your campaigns and which ones are underperforming. Create pivot tables to compare key metrics like CTR, conversion rate, and cost-per-acquisition across different publishers.
Use Excel’s sorting and filtering capabilities to quickly identify low-quality publishers for exclusion, and its calculation features to determine publisher-specific ROI. These insights will help you refine your publisher targeting strategy, allocate budget more effectively across the Microsoft Advertising Network, and improve overall campaign performance.
Microsoft Ads Data Available in Coefficient
Available Objects
- Campaign Performance
- Conversion Performance
- Keyword Performance
- Search Query Performance
- Account Performance
- Ad Dynamic Text Performance
- Ad Extension By Ad
- Ad Extension By Keyword
- Ad Extension Detail
- Ad Performance
- Age Gender Audience
- Audience Performance
How to Import Purchasing Price Lists Data from Sage Intacct into Excel
Bring live Purchasing Price Lists from Sage Intacct into Excel to compare vendor rates and discounts. In this guide, you’ll install Coefficient, import price list data, and configure auto-refresh for up-to-date pricing.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Choose “Import from Objects” > “Purchasing Price Lists” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
How to Import Purchasing Transaction Subtotals Data from Sage Intacct into Excel
Fetch live Purchasing Transaction Subtotals from Sage Intacct into Excel to review summary spend by vendor or category. In this guide, you’ll install Coefficient, import subtotals, and set up automatic refresh for continuous oversight.
TLDR
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Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
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Step 2:
Select “Import from Objects” > “Purchasing Transaction Subtotals” > Import.
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Step 3:
Apply filters if needed, then confirm.
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Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
How to Import Purchasing Transactions Data from Sage Intacct into Excel
Pull live Purchasing Transactions from Sage Intacct into Excel to track spend, vendors, and audit trails. In this guide, you’ll install Coefficient, import transaction data, and set up automatic refresh for accurate spend reporting.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Select “Import from Objects” > “Purchasing Transactions” > Import.
-
Step 3:
Apply filters if needed, then confirm.
-
Step 4:
Enable auto-refresh to keep data updated automatically.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
How to Import Rate Table Accounts Payable Entries Data from Sage Intacct into Excel
Having live accounts payable entries in Excel helps teams manage liabilities and cash flow. This tutorial walks you through installing Coefficient, importing Sage Intacct’s Rate Table Accounts Payable Entries, and automating updates.
TLDR
-
Step 1:
Install Coefficient and connect to Sage Intacct.
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Step 2:
Import from Objects > Rate Table Accounts Payable Entries.
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Step 3:
Adjust filters if needed and click Import.
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Step 4:
Enable auto-refresh for continuous syncing.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
How to Import Rate Table Credit Card Entries Data from Sage Intacct into Excel
Having live credit card entry data in Excel helps finance teams reconcile expenses fast. This guide shows you how to set up Coefficient, import Sage Intacct’s Rate Table Credit Card Entries, and automate data refreshes.
TLDR
-
Step 1:
Install Coefficient and authorize Sage Intacct.
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Step 2:
Import from Objects > Rate Table Credit Card Entries.
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Step 3:
Filter if needed and click Import.
-
Step 4:
Set up auto-refresh for continuous updates.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports
How to Import Rate Table Employee Expense Entries Data from Sage Intacct into Excel
Importing Sage Intacct’s Rate Table Employee Expense Entries into Excel helps track reimbursements and budgets. Follow these steps to connect with Coefficient, import live entries, and set up auto-refresh.
TLDR
-
Step 1:
Install Coefficient and authorize Sage Intacct.
-
Step 2:
Import from Objects > Rate Table Employee Expense Entries.
-
Step 3:
Adjust filters, click Import.
-
Step 4:
Enable auto-refresh for real-time updates.
Step-by-Step Guide
What Sage Intacct Data Is Imported?
Rate Table Timesheet Entries
- Rate Table Credit Card Entries
- Rate Table Employee Expense Entries
- Rate Table Accounts Payable Entries
- Rate Table General Ledger Entries
- Standard Tasks
- Contract Expenses
- Contracts
- Employees
- Expense Adjustments
- Adjustment Lines
- Expense Payment Types
- Expense Reports