Analyzing Ad Creatives data from Facebook Ads in Excel helps marketing teams understand which images, videos, and copy are most effective at capturing attention and driving conversions.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest creative performance metrics.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Facebook Ads account
-
Step 3:
Select Ad Creatives as your data object
-
Step 4:
Configure the creative elements you want to analyze
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Facebook Ads
Begin by installing the Coefficient add-in and connecting it to your Facebook Ads 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 “Facebook Ads” from the marketing integrations
- Log in with your Facebook account and authorize Coefficient to access your ads data

Step 2: Select and Configure Facebook Ads Ad Creatives Data
After connecting your Facebook Ads account, configure your Ad Creatives data import:
- Choose your Facebook Ads account from the dropdown menu
- Select “Ad Creatives” as your data object
-
- Creative type (image, video, carousel, etc.)
- Creative dimensions and specifications
- Ad copy and headlines
- Call-to-action buttons
- Apply filters if you want to focus on specific creatives or formats
- Preview your selection to ensure it provides the insights you need

Step 3: Import and Set Up Auto-Refresh
Once you’ve configured your Facebook Ads Ad Creatives data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Ad Creatives 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 creatives data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, cross-reference with performance data to analyze creative effectiveness

Available Facebook Ads Data
Data Objects
- Ad Sets
- Ads
- Ad Creatives
Analyzing Facebook Ads Ad Creatives Data in Excel
With your Facebook Ads Ad Creatives data now in Excel, you can create valuable analyses like:
- Creative asset inventory and organization
- Comparison of different creative formats and approaches
- Cross-referencing creatives with performance metrics
- Identifying which visual elements and copy drive engagement
- Custom dashboards that show creative effectiveness trends
Related Resources
For more information about working with Facebook Ads data in your spreadsheets:
Start importing your Facebook Ads Ad Creatives data into Excel today with Coefficient and transform how your team manages and analyzes creative assets.
How to Import Facebook Ads Ad Sets Data into Excel
Analyzing Facebook Ads Ad Sets data in Excel helps marketing teams evaluate targeting strategies, budget allocation, and audience performance to optimize advertising effectiveness.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest ad set metrics.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Facebook Ads account
-
Step 3:
Select Ad Sets as your data object
-
Step 4:
Choose metrics to analyze by ad set
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Facebook Ads
Begin by installing the Coefficient add-in and connecting it to your Facebook Ads 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 “Facebook Ads” from the marketing integrations
- Log in with your Facebook account and authorize Coefficient to access your ads data

Step 2: Select and Configure Facebook Ads Ad Sets Data
After connecting your Facebook Ads account, configure your Ad Sets data import:
- Choose your Facebook Ads account from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Ad Sets” as your data object
-
- Daily budget to track spending limits
- Reach and frequency to measure audience exposure
- Cost per result to assess efficiency
- Conversion metrics to evaluate effectiveness by audience
- Apply filters if you want to focus on specific ad sets or 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 Facebook Ads Ad Sets data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Ad Sets 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 ad sets data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in ad set performance

Available Facebook Ads Data
Data Objects
- Ad Sets
- Ads
- Ad Creatives
Analyzing Facebook Ads Ad Sets Data in Excel
With your Facebook Ads Ad Sets data now in Excel, you can create valuable analyses like:
- Audience performance comparison across different targeting parameters
- Budget allocation effectiveness by ad set
- Performance trends over time by target audience
- Custom visualizations highlighting your most efficient audience segments
- Automated reports that track audience performance in real-time
Related Resources
For more information about working with Facebook Ads data in your spreadsheets:
Start importing your Facebook Ads Ad Sets data into Excel today with Coefficient and transform how your team analyzes audience targeting effectiveness.
How to Import Facebook Ads Campaigns Data into Excel
Analyzing Facebook Ads Campaigns data in Excel helps marketing teams track performance metrics, optimize ad spend, and understand which campaigns are delivering the best ROI.
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 Facebook Ads account
-
Step 3:
Select Campaigns as your data object
-
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 Facebook Ads
Begin by installing the Coefficient add-in and connecting it to your Facebook Ads 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 “Facebook Ads” from the marketing integrations
- Log in with your Facebook account and authorize Coefficient to access your ads data

Step 2: Select and Configure Facebook Ads Campaigns Data
After connecting your Facebook Ads account, configure your Campaigns data import:
- Choose your Facebook Ads account from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Campaigns” as your data object
-
- Spend to track your budget utilization
- Impressions and reach to measure exposure
- Clicks and click-through rate to assess engagement
- Conversions and cost per conversion to evaluate performance
- 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 Facebook Ads Campaigns data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the Campaigns 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 campaigns data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in campaign performance

Available Facebook Ads Data
Data Objects
- Ad Sets
- Ads
- Ad Creatives
Analyzing Facebook Ads Campaigns Data in Excel
With your Facebook Ads Campaigns data now in Excel, you can create valuable analyses like:
- Campaign performance comparison across key metrics
- ROI calculations for different marketing objectives
- 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 Facebook Ads data in your spreadsheets:
Start importing your Facebook Ads Campaigns data into Excel today with Coefficient and transform how your team analyzes and optimizes ad performance.
How to Import Facebook Ads Individual Ads Data into Excel
Analyzing individual ads data from Facebook Ads in Excel helps marketing teams identify which specific ads are performing best and understand what messaging, creative elements, and calls-to-action drive results.
Rather than manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest ad performance metrics.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Facebook Ads account
-
Step 3:
Select Ads as your data object
-
Step 4:
Choose metrics to analyze by individual ad
-
Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Facebook Ads
Begin by installing the Coefficient add-in and connecting it to your Facebook Ads 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 “Facebook Ads” from the marketing integrations
- Log in with your Facebook account and authorize Coefficient to access your ads data

Step 2: Select and Configure Facebook Ads Individual Ads Data
After connecting your Facebook Ads account, configure your individual Ads data import:
- Choose your Facebook Ads account from the dropdown menu
- Set your desired date range (last 7 days, last 30 days, custom range, etc.)
- Select “Ads” as your data object
-
- Impressions, reach, and frequency to measure visibility
- Clicks and CTR to assess engagement
- Cost per click and CPM to evaluate efficiency
- Conversions and cost per conversion to measure effectiveness
- Apply filters if you want to focus on specific ads, ad sets, or 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 Facebook Ads individual ads data selection, import it into Excel and set up automatic refreshes:
- Click “Import” to bring the individual ads 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 ads data
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up alerts for significant changes in ad performance

Available Facebook Ads Data
Data Objects
- Ad Sets
- Ads
- Ad Creatives
Analyzing Facebook Ads Individual Ads Data in Excel
With your Facebook Ads individual ads data now in Excel, you can create valuable analyses like:
- Performance ranking of all ads by key metrics
- Comparison of different ad formats and creative approaches
- A/B test results visualization and analysis
- Performance trends over time for ongoing ads
- ROI analysis by ad to identify the most cost-effective content
Related Resources
For more information about working with Facebook Ads data in your spreadsheets:
Start importing your Facebook Ads individual ads data into Excel today with Coefficient and transform how your team analyzes and optimizes ad creative performance.
How to Import GENERAL LEDGER Data from Sage Intacct into Excel
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:
Select “Import from Objects” > “GENERAL LEDGER” > 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 Ad Group Performance Data from Microsoft Ads into Excel
Analyzing your Microsoft Ads ad group performance metrics in Excel gives marketers the power to create custom reports, identify optimization opportunities, and make data-driven decisions faster.
Instead of manually exporting data that quickly becomes outdated, you can establish a live connection that automatically updates your dashboards.
TLDR
-
Step 1:
Install the Coefficient add-in from the Office Add-ins store
-
Step 2:
Connect your Microsoft Ads account to Coefficient
-
Step 3:
Import Ad Group Performance data using Coefficients import wizard
-
Step 4:
Set up auto-refresh to keep your data updated automatically
Step 1: Install Coefficient and Connect Your Microsoft Ads Account
Begin 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 Ad Group Performance Data
After connecting your Microsoft Ads account, you can import your Ad Group Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Ad Group Performance” from the list of available objects
- Choose which metrics and dimensions you want to import
- Apply any filters to limit the data (e.g., specific campaigns, 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 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 Microsoft Ads Performance
With your Ad Group Performance data now in Excel, you can create pivot tables, charts, and custom formulas to gain deeper insights. Track key metrics like clicks, impressions, CTR, cost, and conversions all in one place.
For more advanced analytics, consider creating a dashboard that combines your Microsoft Ads data with information from other marketing channels to get a complete view of your advertising 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 Ad Extension By Keyword Data from Microsoft Ads into Excel
Analyzing Ad Extension By Keyword data from Microsoft Ads in Excel helps marketers understand how different extensions impact performance for specific keywords, enabling more strategic extension usage for maximum effectiveness.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your keyword-level extension 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 Ad Extension By Keyword data with relevant metrics
-
Step 4:
Set up auto-refresh to keep your extension 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 Ad Extension By Keyword Data
After connecting your Microsoft Ads account, you can import your Ad Extension By Keyword data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Ad Extension By Keyword” 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 keywords or extension types
- Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh for Your Data
Keep your Microsoft Ads extension by keyword 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 Keyword Extension Performance
With your Ad Extension By Keyword data now in Excel, you can identify which extension types work best with specific keywords or keyword groups. Create pivot tables to compare performance metrics across different extension types and keywords, and use Excel’s sorting and filtering capabilities to identify winning combinations.
Develop insights on which extensions boost performance for high-value keywords, helping you optimize your Microsoft Ads campaigns for better click-through rates, lower costs, and higher conversion rates.
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 Ad Performance Data from Microsoft Ads into Excel
Analyzing Ad Performance data from Microsoft Ads in Excel gives marketers critical insights into which ad creatives drive clicks, conversions, and revenue, allowing for more effective copy and creative optimization.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your ad 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 Ad Performance data with key metrics
-
Step 4:
Set up auto-refresh to keep your ad 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 Ad Performance Data
After connecting your Microsoft Ads account, you can import your Ad Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Ad 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 ad performance 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 Ad Performance
With your Ad Performance data now in Excel, you can identify which headlines, descriptions, and calls-to-action drive the best results. Create pivot tables to compare performance metrics across different ad types, campaigns, or audiences, and use Excel’s visualization tools to spot patterns.
Develop insights about messaging that resonates with your target audience, and use Excel’s sorting and filtering capabilities to quickly identify top-performing and underperforming ads that need optimization or pausing.
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 Adjustment Lines Data from Sage Intacct into Excel
Pull Adjustment Lines from Sage Intacct into Excel to get transaction-level detail for audit and reconciliation. This guide covers installing Coefficient, importing line items, and enabling auto-refresh.
TLDR
-
Step 1:
Install Coefficient and connect to Sage Intacct.
-
Step 2:
Select “Import from Objects” > “Adjustment Lines.”
-
Step 3:
Apply filters if needed, then click Import.
-
Step 4:
Enable auto-refresh for live 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 Age Gender Audience Data from Microsoft Ads into Excel
Analyzing Age Gender Audience data from Microsoft Ads in Excel gives marketers valuable demographic insights into which age groups and genders respond best to their ads, enabling more targeted campaigns and budget allocation.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current demographic performance data.
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 Age Gender Audience data with performance metrics
-
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 Age Gender Audience Data
After connecting your Microsoft Ads account, you can import your Age Gender Audience data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Age Gender Audience” from the list of available objects
- Choose which metrics you want to include (impressions, clicks, conversions by age and gender)
- 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 demographic 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 Demographic Performance
With your Age Gender Audience data now in Excel, you can create visualizations that show performance across different demographic segments. Identify which age groups and genders have the highest CTR, conversion rates, or lowest cost-per-conversion, and use these insights to refine your targeting strategy.
Use Excel’s charting capabilities to create heat maps or comparison charts that make demographic performance trends immediately visible, helping you allocate budget to the audience segments that deliver the best results for your business.
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