How to Import Meta Ads Ad Sets Data into Excel

Analyzing Meta Ads Ad Sets data in Excel helps marketing teams evaluate targeting strategies, budget allocation, and audience performance across Facebook, Instagram, and other Meta platforms.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest ad set metrics.

Step 1: Install Coefficient and Connect to Meta Ads

Begin by installing the Coefficient add-in and connecting it to your Meta Ads account:

1. Open Excel and navigate to the Insert tab
2. Click on Get Add-ins
3. Search for “Coefficient” in the Office Add-ins store
4. Click Add to install the Coefficient add-in
5. Once installed, the Coefficient sidebar will appear
6. Click “Import” to begin connecting data sources
7. Select “Meta Ads” from the marketing integrations
8. Log in with your Meta account and authorize Coefficient to access your ads data

Step 2: Select and Configure Meta Ads Ad Sets Data

After connecting your Meta Ads account, configure your Ad Sets data import:

1. Choose your Meta Ads account from the dropdown menu
2. Set your desired date range (last 7 days, last 30 days, custom range, etc.)
3. Select “Ad Sets” as your data object
4. • 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
   Choose the metrics you want to import:
5. Apply filters if you want to focus on specific ad sets or campaigns
6. Preview your selection to ensure it provides the insights you need

Step 3: Import and Set Up Auto-Refresh

Once you’ve configured your Meta Ads Ad Sets data selection, import it into Excel and set up automatic refreshes:

1. Click “Import” to bring the Ad Sets data into your Excel worksheet
2. Choose where you want the data to be placed in your spreadsheet
3. • 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)
   Set up auto-refresh to keep your ad set performance data current:
4. Optionally, set up alerts for significant changes in ad set performance

Analyzing Meta Ads Ad Sets Data in Excel

With your Meta Ads Ad Sets data now in Excel, you can create valuable analyses like:

• Audience performance comparison across different platforms and targeting parameters
• Budget allocation effectiveness by ad set and platform
• 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 Meta Ads data in your spreadsheets:

• Facebook Ads Excel Integration Guide
• Facebook Ads and Google Sheets Integration

Start importing your Meta Ads Ad Sets data into Excel today with Coefficient and transform how your team analyzes audience targeting effectiveness across Meta’s platforms.