Analyzing DSA Search Query Performance data from Microsoft Ads in Excel helps marketers discover exactly which search terms are triggering their Dynamic Search Ads, enabling better optimization of DSA campaigns and identification of new keyword opportunities.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into DSA search queries.
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 DSA Search Query Performance data with relevant metrics
-
Step 4:
Set up auto-refresh to keep your DSA query 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 DSA Search Query Performance Data
After connecting your Microsoft Ads account, you can import your DSA Search Query Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “DSA Search Query 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 DSA 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 DSA search query 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 DSA Search Query Performance
With your DSA Search Query Performance data now in Excel, you can identify high-performing search terms that should be added as keywords to your regular search campaigns, and low-value queries that should be excluded with negative keywords. Use Excel’s sorting and filtering capabilities to quickly spot patterns in how users are finding your Dynamic Search Ads.
Create custom columns to calculate metrics like cost-per-conversion for each search query, and use pivot tables to analyze query performance by match type, campaign, or landing page. These insights will help you optimize both your DSA campaigns and your overall search strategy.
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 DSA Category Performance Data from Microsoft Ads into Excel
Analyzing DSA Category Performance data from Microsoft Ads in Excel helps marketers understand how different website content categories are performing in Dynamic Search Ad campaigns, enabling more targeted optimization and budget allocation.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current DSA category insights.
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 DSA Category Performance data with relevant metrics
-
Step 4:
Set up auto-refresh to keep your DSA category 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 DSA Category Performance Data
After connecting your Microsoft Ads account, you can import your DSA Category Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “DSA Category 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 DSA 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 DSA category 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 DSA Category Performance
With your DSA Category Performance data now in Excel, you can identify which website content categories drive the best results for your Dynamic Search Ads. Create pivot tables to compare performance metrics across different categories, and use Excel’s charting capabilities to visualize category performance trends over time.
Calculate category-specific metrics like conversion rate, cost-per-acquisition, and ROAS to determine which content areas deserve more investment or optimization. Develop insights about your audience’s interests based on which website categories generate the most engagement through your DSA campaigns.
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 Destination Url Performance Data from Microsoft Ads into Excel
Analyzing Destination Url Performance data from Microsoft Ads in Excel helps marketers understand which landing pages drive the best results, enabling more informed decisions about landing page optimization and ad-to-page relevance.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current insights into your landing page 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 Destination Url Performance data with relevant metrics
-
Step 4:
Set up auto-refresh to keep your landing page 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 Destination Url Performance Data
After connecting your Microsoft Ads account, you can import your Destination Url Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Destination Url 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 destination URL 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 Landing Page Performance
With your Destination Url Performance data now in Excel, you can identify which landing pages deliver the best conversion rates and lowest bounce rates. Create pivot tables to compare performance metrics across different URLs, campaigns, or ad groups, and use Excel’s sorting and filtering capabilities to quickly spot trends.
Calculate page-specific metrics like cost-per-conversion, bounce rate, and ROAS to determine which landing pages deserve more traffic and which need optimization. These insights will help you align your ads with more effective landing pages for better 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 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 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 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 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
How to Import Conversion Performance Data from Microsoft Ads into Excel
Tracking conversion performance from Microsoft Ads in Excel gives marketers the insights needed to optimize campaigns for revenue generation and lead acquisition rather than just clicks and impressions.
Instead of manually downloading reports that quickly become outdated, you can create a live connection that keeps your conversion data current.
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:
Select and import Conversion Performance data
-
Step 4:
Set up auto-refresh to keep your conversion data up-to-date
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 Conversion Performance Data
After connecting your Microsoft Ads account, you can import your Conversion Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Conversion Performance” from the list of available objects
- Choose which conversion metrics you want to include (conversions, revenue, value, 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 conversion 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 Data
With your Conversion Performance data now in Excel, you can calculate crucial metrics like cost-per-conversion, conversion rates, and ROAS. Create visualizations that highlight which campaigns, ad groups, or keywords are driving the most valuable conversions.
Use Excel’s formula capabilities to segment your conversion data by device, audience, or campaign type to uncover optimization opportunities that will improve your Microsoft Ads 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 Audience Performance Data from Microsoft Ads into Excel
Analyzing Audience Performance data from Microsoft Ads in Excel helps marketers understand how different audience segments interact with their ads, enabling more targeted campaigns and better budget allocation across customer segments.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current audience insights.
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 Audience Performance data with relevant metrics
-
Step 4:
Set up auto-refresh to keep your audience 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 Audience Performance Data
After connecting your Microsoft Ads account, you can import your Audience Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Audience 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 audience types 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 audience 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 Audience Performance
With your Audience Performance data now in Excel, you can identify which audience segments deliver the best results for your business. Create comparison charts to visualize performance differences between remarketing lists, in-market audiences, custom audiences, and similar audiences.
Calculate key metrics like audience-specific conversion rates and cost-per-acquisition to determine which segments deserve increased investment. Use Excel’s filtering and sorting capabilities to quickly identify high-value audiences that can drive your campaign strategy.
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 Budget Summary Data from Microsoft Ads into Excel
Analyzing Budget Summary data from Microsoft Ads in Excel helps marketers and finance teams track campaign spending, budget utilization, and pacing, ensuring optimal allocation of advertising dollars and preventing overspend.
Instead of manually downloading reports that quickly become outdated, you can create a live connection for always-current budget insights.
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 Budget Summary data with spend metrics
-
Step 4:
Set up auto-refresh to keep your budget 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 Budget Summary Data
After connecting your Microsoft Ads account, you can import your Budget Summary data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Budget Summary” from the list of available objects
- Choose which metrics you want to include (budget, spend, remaining budget, 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 budget 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

Track and Analyze Your Ad Budget
With your Budget Summary data now in Excel, you can create comprehensive budget tracking dashboards. Use Excel’s calculation capabilities to determine budget pacing, forecast month-end spend, and identify campaigns that are under or over budget.
Create visualizations that show budget allocation across campaigns and actual spend versus planned spend. Set up conditional formatting to highlight campaigns approaching their budget limits, helping you make timely adjustments to prevent overspend or underspend situations.
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