Importing Outreach Profile records into Excel gives you a central view of user attributes like name, title, and department. Coefficient keeps your sheet synced so changes in Outreach reflect instantly.
This tutorial walks you through installing Coefficient, connecting Outreach, importing Profile data, and scheduling live updates in Excel.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and authorize your Outreach account.
-
Step 2:
Step 2. Select “Import from Objects” and choose “Profile” under Outreach.
-
Step 3:
Step 3. Filter by attribute (e.g. department, role), select fields, and click “Import.”
-
Step 4:
Step 4. Enable auto-refresh to keep profile data up to date automatically.
Step-by-step guide
Use these steps to bring Outreach Profile data into Excel.
Step 1: Install and Connect Coefficient
In Excel, go to Insert → Get Add-ins → My Add-ins, search for Coefficient, and install. Then open Coefficient and connect to Outreach to grant access.
Step 2: Import Profile Data
Click “Import from Objects” in Coefficient, select Outreach, then choose “Profile.” You can filter by department or title and pick the exact fields you need before importing.
Step 3: Set Up Auto-Refresh (Optional)
After importing, click the refresh icon in the Coefficient pane and schedule hourly, daily, or weekly updates to keep your profiles current.
Available Outreach Objects
- Call
- Opportunity
- Sequence
- Call Disposition
- Call Purpose
- Compliance Request
- Content Category
- Content Category Membership
- Content Category Ownership
- Duty
- Email Address
- Event
How to Import Google Analytics Data into Excel
Analyzing Google Analytics data in Excel gives marketing teams the flexibility to create custom reports and dashboards that align with specific business goals and KPIs.
Rather than manually exporting data that quickly becomes outdated, you can establish a live connection that refreshes automatically.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your Google Analytics account
-
Step 3:
Select the metrics and dimensions you want to import
-
Step 4:
Import the data to Excel and set up auto-refresh to keep it updated
Step 1: Install Coefficient and Connect to Google Analytics
First, you’ll need to install the Coefficient add-in for Excel and connect it to your Google Analytics account:
- Open Excel and go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install Coefficient
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your Google Analytics data
Step 2: Select the Google Analytics Data to Import
After connecting your Google Analytics account, you’ll need to select the specific metrics and dimensions you want to import:
- Choose your Google Analytics 4 property from the dropdown menu
- Select the date range for your data (last 7 days, last 30 days, custom range, etc.)
- Choose the specific metrics you want to import (Users, Sessions, Pageviews, etc.)
- Add dimensions to segment your data (Traffic Source/Medium, Landing Page, Device Category, etc.)
- Apply any filters to narrow down your data
- Preview your selection to ensure it contains the data you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve selected the Google Analytics data you want to import, you can bring it into your Excel spreadsheet and set up automatic refreshes:
- Click “Import” to bring the selected data into your current Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
-
- Click on the “Automations” section in the Coefficient sidebar
- Select “Schedule Refresh” for your imported Google Analytics data
- Choose the frequency (hourly, daily, weekly) that works best for your reporting needs
- Optionally, set up notifications to be alerted when specific metrics change
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Now That You’ve Imported Google Analytics Data
With your Google Analytics data now in Excel, you can:
- Create custom visualizations and dashboards
- Combine web analytics with data from other sources
- Build automated reports that refresh on schedule
- Set up alerts for significant changes in key metrics
- Share insights with team members who don’t have Google Analytics access
Related Resources
Want to learn more about connecting Google Analytics with your spreadsheets? Check out these resources:
Start importing your Google Analytics data into Excel today with Coefficient and transform how your team analyzes web performance metrics.
How to Import Google Analytics Device Category Data into Excel
Analyzing Device Category data from Google Analytics in Excel helps marketing and UX teams understand how users on different devices (desktop, mobile, tablet) interact with your website.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest device-based metrics.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Google Analytics account
-
Step 3:
Select Device Category as your primary dimension
-
Step 4:
Choose metrics to analyze by device type
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Google Analytics
Begin by installing the Coefficient add-in and connecting it to your Google Analytics account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install the Coefficient add-in
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your data
Step 2: Select and Configure Device Category Data
After connecting your Google Analytics account, configure your Device Category data import:
- Choose your Google Analytics 4 property from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Device Category” as your primary dimension
-
- Sessions to measure traffic volume by device
- Conversion rate to compare effectiveness across devices
- Bounce rate to assess initial engagement differences
- Average session duration to understand usage patterns
- Add secondary dimensions like source/medium or landing page for deeper insights
- Preview your selection to ensure it provides the device insights you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve configured your Device Category data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Device Category data into your Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
-
- Navigate to the “Automations” tab in the Coefficient sidebar
- Select “Schedule Refresh” for your imported device data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in device usage patterns
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Analyzing Device Category Data in Excel
With your Device Category data now in Excel, you can create valuable analyses like:
- Performance comparison across desktop, mobile, and tablet users
- Device usage trends over time
- Device-specific conversion funnels
- Custom visualizations showing the device mix of your audience
- Automated reports that highlight device-based performance gaps
Related Resources
For more information about working with Google Analytics data in your spreadsheets:
Start importing your Google Analytics Device Category data into Excel today with Coefficient and transform how your team analyzes device-based user behavior.
How to Import Goals And Funnels Data from Microsoft Ads into Excel
Analyzing Goals And Funnels data from Microsoft Ads in Excel helps marketers understand their conversion paths, identify drop-off points, and optimize campaign targeting to improve goal completions and conversion rates.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your conversion funnel 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 Goals And Funnels data with conversion metrics
-
Step 4:
Set up auto-refresh to keep your goal 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 Goals And Funnels Data
After connecting your Microsoft Ads account, you can import your Goals And Funnels data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Goals And Funnels” from the list of available objects
- Choose which metrics you want to include (goal completions, conversion rates, funnel steps, 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 goals and funnels 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 Conversion Funnel Performance
With your Goals And Funnels data now in Excel, you can create detailed conversion funnel visualizations that show progression through each step of the customer journey. Identify bottlenecks where prospects drop off, and analyze which campaigns, keywords, or ad groups drive the most valuable goal completions.
Use Excel’s calculation capabilities to determine conversion rates between funnel stages, and create custom formulas to calculate the value of different conversion actions. These insights will help you optimize your Microsoft Ads campaigns to improve overall conversion performance and ROI.
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 GENERAL LEDGER Data from Sage Intacct into Excel
Consolidate live expense report data from Sage Intacct into Excel to review submissions and approvals in one place. In this guide, you’ll install Coefficient, import expense reports, and set up automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > 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
Bring live reimbursement records from Sage Intacct into Excel to track refunds and approvals in one sheet. This tutorial covers installing Coefficient, importing reimbursements, and setting up auto-refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > 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
| Rate Table Timesheet Entries |
| Rate Table Purchase Order 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 |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| Journal Entry Lines |
| Available Inventory |
| Cost of Goods Sold Adjustments |
| Inventory Price Lists |
| Inventory Total Details |
| Inventory Transactions |
| Item GL Groups |
| Items |
| Warehouse Transfers |
| Warehouses |
| Order Entry Transactions |
| Order Entry Transaction Lines |
| Order Entry Transaction Subtotals |
| Order Entry Price Lists |
| Object Audit Trail Logs |
| Positions and Skills |
| Project Group |
| Observed Percent Completed Entries |
| Projects |
| Task Resources |
| Tasks |
| Timesheets |
| Timesheet Entries |
| Timesheet Approval History |
| Transaction Rules |
| Transaction Rule Details |
| Purchasing Price Lists |
| Purchasing Transactions |
| Purchasing Transaction Subtotals |
| Vendor Compliance Definitions |
| Vendor Compliance Records |
| Vendor Compliance Types |
| Tax Details |
| Tax Records |
| Tax Solutions |
| How do I import Reimbursements into Excel? |
|
| Can I filter reimbursements by approval date? |
|
| How do I update reimbursements back to Sage Intacct? |
|
| Is auto-refresh available for reimbursements? |
|
| Where can I find more on Sage Intacct objects? |
|
Track reimbursement requests in real time by importing them from Sage Intacct into Excel. This guide shows you how to install Coefficient, import requests, and schedule automatic refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > 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
| Rate Table Timesheet Entries |
| Rate Table Purchase Order 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 |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| Journal Entry Lines |
| Available Inventory |
| Cost of Goods Sold Adjustments |
| Inventory Price Lists |
| Inventory Total Details |
| Inventory Transactions |
| Item GL Groups |
| Items |
| Warehouse Transfers |
| Warehouses |
| Order Entry Transactions |
| Order Entry Transaction Lines |
| Order Entry Transaction Subtotals |
| Order Entry Price Lists |
| Object Audit Trail Logs |
| Positions and Skills |
| Project Group |
| Observed Percent Completed Entries |
| Projects |
| Task Resources |
| Tasks |
| Timesheets |
| Timesheet Entries |
| Timesheet Approval History |
| Transaction Rules |
| Transaction Rule Details |
| Purchasing Price Lists |
| Purchasing Transactions |
| Purchasing Transaction Subtotals |
| Vendor Compliance Definitions |
| Vendor Compliance Records |
| Vendor Compliance Types |
| Tax Details |
| Tax Records |
| Tax Solutions |
| How do I import Reimbursement Requests into Excel? |
|
| Can I filter requests by employee? |
|
| How do I update requests back to Sage Intacct? |
|
| Is auto-refresh available for requests? |
|
| Where can I find more on Sage Intacct objects? |
|
Import live GENERAL LEDGER entries from Sage Intacct into Excel to monitor transactions as they occur. This guide covers installing Coefficient, importing ledger entries, and automating refresh.
TLDR
-
Step 1:
Install the Coefficient add-in and connect to Sage Intacct.
-
Step 2:
Choose “Import from Objects” > “Expense Reports” > 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
| Rate Table Timesheet Entries |
| Rate Table Purchase Order 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 |
| Reimbursements |
| Reimbursement Requests |
| GENERAL LEDGER |
| Raw Account Balances |
| Budgets |
| Budget Details |
| Journal Entries |
| Journal Entry Lines |
| Available Inventory |
| Cost of Goods Sold Adjustments |
| Inventory Price Lists |
| Inventory Total Details |
| Inventory Transactions |
| Item GL Groups |
| Items |
| Warehouse Transfers |
| Warehouses |
| Order Entry Transactions |
| Order Entry Transaction Lines |
| Order Entry Transaction Subtotals |
| Order Entry Price Lists |
| Object Audit Trail Logs |
| Positions and Skills |
| Project Group |
| Observed Percent Completed Entries |
| Projects |
| Task Resources |
| Tasks |
| Timesheets |
| Timesheet Entries |
| Timesheet Approval History |
| Transaction Rules |
| Transaction Rule Details |
| Purchasing Price Lists |
| Purchasing Transactions |
| Purchasing Transaction Subtotals |
| Vendor Compliance Definitions |
| Vendor Compliance Records |
| Vendor Compliance Types |
| Tax Details |
| Tax Records |
| Tax Solutions |
| How do I import GENERAL LEDGER entries into Excel? |
|
| Can I filter ledger entries by date or account? |
|
| How do I export ledger edits back to Sage Intacct? |
|
| Is auto-refresh available for ledger entries? |
|
| Where can I learn more about Sage Intacct objects? |
|
How to Import Google Analytics Engaged Sessions Data into Excel
Analyzing Engaged Sessions data from Google Analytics in Excel helps marketing teams understand which visitors are meaningfully interacting with your site beyond just page visits.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest metrics.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Google Analytics account
-
Step 3:
Select Engaged Sessions as your primary metric
-
Step 4:
Configure dimensions to segment your engagement data
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Google Analytics
Begin by installing the Coefficient add-in and connecting it to your Google Analytics account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install the Coefficient add-in
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your data
Step 2: Select and Configure Engaged Sessions Data
After connecting your Google Analytics account, configure your Engaged Sessions data import:
- Choose your Google Analytics 4 property from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Engaged Sessions” as your primary metric
-
- By date to track trends over time
- By source/medium to identify which channels bring engaged users
- By landing page to see which content drives engagement
- By device category to understand platform-based engagement differences
- Apply filters if you want to focus on specific segments of your engagement data
- Preview your selection to ensure it provides the insights you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve configured your Engaged Sessions data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Engaged Sessions data into your Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
-
- Navigate to the “Automations” tab in the Coefficient sidebar
- Select “Schedule Refresh” for your imported Engaged Sessions data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in engagement metrics
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Analyzing Engaged Sessions Data in Excel
With your Engaged Sessions data now in Excel, you can create valuable analyses like:
- Engagement rate trends over time
- Comparison of engaged sessions across different traffic sources
- Correlation between content types and engagement levels
- Custom visualizations that show engagement alongside other metrics
- Automated reports that refresh with the latest engagement data
Related Resources
For more information about working with Google Analytics data in your spreadsheets:
Start importing your Google Analytics Engaged Sessions data into Excel today with Coefficient and transform how your team analyzes quality user interactions.
How to Import Geographic Performance Data from Microsoft Ads into Excel
Analyzing Geographic Performance data from Microsoft Ads in Excel helps marketers understand how campaigns perform across different locations, enabling more targeted budget allocation and bid adjustments based on regional performance.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your geographic 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 Geographic Performance data with location metrics
-
Step 4:
Set up auto-refresh to keep your geo 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 Geographic Performance Data
After connecting your Microsoft Ads account, you can import your Geographic Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Geographic Performance” from the list of available objects
- Choose which metrics you want to include (impressions, clicks, conversions by location)
- 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 geographic 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 Geographic Performance
With your Geographic Performance data now in Excel, you can identify top-performing and underperforming regions for your Microsoft Ads campaigns. Create pivot tables to compare metrics like CTR, conversion rate, and cost-per-conversion across different locations, from countries down to cities.
Use Excel’s visualization tools to create heat maps or geo charts that make regional performance trends immediately visible. These insights will help you make location-specific optimizations, such as adjusting bids for high-performing regions or creating location-specific campaigns with tailored messaging.
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 Google Analytics Conversions (Key Events) Data into Excel
Analyzing Conversions (Key Events) data from Google Analytics in Excel helps marketing and revenue teams understand which actions users are taking on your site and how effectively your funnels are performing.
Instead of manually exporting data that quickly becomes outdated, you can establish a live connection that refreshes automatically.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Google Analytics account
-
Step 3:
Select Conversions (Key Events) as your primary metric
-
Step 4:
Configure dimensions to segment your conversion data
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Google Analytics
Begin by installing the Coefficient add-in and connecting it to your Google Analytics account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install the Coefficient add-in
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your data
Step 2: Select and Configure Conversions Data
After connecting your Google Analytics account, configure your Conversions data import:
- Choose your Google Analytics 4 property from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Conversions” or specific conversion events as your primary metrics
-
- By event name to track different conversion types
- By date to monitor trends over time
- By source/medium to identify which channels drive conversions
- By user demographics to understand who converts best
- Apply filters if you want to focus on specific segments of your conversion data
- Preview your selection to ensure it provides the insights you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve configured your Conversions data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Conversions data into your Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
-
- Navigate to the “Automations” tab in the Coefficient sidebar
- Select “Schedule Refresh” for your imported Conversions data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in conversion metrics
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Analyzing Conversions Data in Excel
With your Conversions data now in Excel, you can create valuable analyses like:
- Conversion rate trends over time
- Comparison of conversion performance across different channels
- Correlation between marketing campaigns and conversion spikes
- Custom visualizations that show conversion funnels and drop-off points
- ROI calculations based on conversion value and marketing spend
Related Resources
For more information about working with Google Analytics data in your spreadsheets:
Start importing your Google Analytics Conversions data into Excel today with Coefficient and transform how your team tracks and optimizes conversion performance.
How to Import Google Analytics Campaign Data into Excel
Analyzing Campaign data from Google Analytics in Excel helps marketing teams understand which promotional efforts are driving traffic, engagement, and conversions to your website.
Rather than manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest campaign metrics.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Google Analytics account
-
Step 3:
Select Campaign as your primary dimension
-
Step 4:
Choose metrics to analyze by campaign
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Google Analytics
Begin by installing the Coefficient add-in and connecting it to your Google Analytics account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install the Coefficient add-in
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your data
Step 2: Select and Configure Campaign Data
After connecting your Google Analytics account, configure your Campaign data import:
- Choose your Google Analytics 4 property from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Campaign” as your primary dimension
-
- Sessions to measure traffic volume
- Conversions to track goal completions
- Revenue to assess monetary impact
- Engagement metrics to evaluate quality of traffic
- Apply filters if you want to focus on specific campaigns
- Preview your selection to ensure it provides the insights you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve configured your Campaign data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Campaign data into your Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
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- Navigate to the “Automations” tab in the Coefficient sidebar
- Select “Schedule Refresh” for your imported campaign data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in campaign performance
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Analyzing Campaign Data in Excel
With your Campaign data now in Excel, you can create valuable analyses like:
- Campaign performance comparison across key metrics
- ROI calculations for different marketing initiatives
- Performance trends over time for ongoing campaigns
- Custom visualizations highlighting your most effective campaigns
- Automated reports that track campaign effectiveness in real-time
Related Resources
For more information about working with Google Analytics data in your spreadsheets:
Start importing your Google Analytics Campaign data into Excel today with Coefficient and transform how your team analyzes marketing effectiveness.
How to Import Google Analytics Event Count Data into Excel
Analyzing Event Count data from Google Analytics in Excel helps marketing teams understand how users interact with your website and which actions they take most frequently.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest event metrics.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your Google Analytics account
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Step 3:
Select Event Count as your primary metric
-
Step 4:
Configure dimensions to segment your event data
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Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Google Analytics
Begin by installing the Coefficient add-in and connecting it to your Google Analytics account:
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install the Coefficient add-in
- Once installed, the Coefficient sidebar will appear
- Click “Import” to begin connecting data sources
- Select “Google Analytics” from the marketing integrations
- Log in with your Google account and authorize Coefficient to access your data
Step 2: Select and Configure Event Count Data
After connecting your Google Analytics account, configure your Event Count data import:
- Choose your Google Analytics 4 property from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Event Count” as your primary metric
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- By event name to see which actions occur most frequently
- By date to track trends over time
- By page to understand where events happen
- By user type to compare new vs. returning users
- Apply filters if you want to focus on specific types of events
- Preview your selection to ensure it provides the insights you need
Step 3: Import and Set Up Auto-Refresh
Once you’ve configured your Event Count data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Event Count data into your Excel worksheet
- Choose where you want the data to be placed in your spreadsheet
-
- Navigate to the “Automations” tab in the Coefficient sidebar
- Select “Schedule Refresh” for your imported event data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in event metrics
Available Google Analytics Data
Metrics & Dimensions
- Sessions
- Pageviews
- Conversions (Key Events)
- Traffic Source / Medium
- Engaged Sessions
- Session Conversion Rate
- Total Revenue
- Landing Page
- Event Count
- Campaign
- Device Category
- New Users
Analyzing Event Count Data in Excel
With your Event Count data now in Excel, you can create valuable analyses like:
- Most frequent user interactions ranked by volume
- Event trends over time to identify changing user behaviors
- Funnel analysis showing progression through key events
- Custom visualizations highlighting user engagement patterns
- Automated reports that track event performance across your site
Related Resources
For more information about working with Google Analytics data in your spreadsheets:
Start importing your Google Analytics Event Count data into Excel today with Coefficient and transform how your team analyzes user interactions.