Analyzing Meta Ads Campaigns data in Excel helps marketing teams track performance metrics across Facebook, Instagram, and Meta’s advertising network to optimize ad spend and maximize return on investment.
Rather than manually exporting data that quickly becomes outdated, you can create a live connection that refreshes automatically with the latest campaign metrics.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 Meta Ads account
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Step 3:
Select Campaigns as your data object
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Step 4:
Choose metrics to analyze by campaign
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Step 5:
Import into Excel and set up auto-refresh
Step 1: Install Coefficient and Connect to Meta Ads
Begin by installing the Coefficient add-in and connecting it to your Meta 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 “Meta Ads” from the marketing integrations
- Log in with your Meta account and authorize Coefficient to access your ads data

Step 2: Select and Configure Meta Ads Campaigns Data
After connecting your Meta Ads account, configure your Campaigns data import:
- Choose your Meta 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
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- 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 or platforms
- 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 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
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- 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 Meta Ads Data
Data Objects
- Ad Sets
- Ads
- Ad Creatives
Analyzing Meta Ads Campaigns Data in Excel
With your Meta Ads Campaigns data now in Excel, you can create valuable analyses like:
- Campaign performance comparison across platforms (Facebook, Instagram, etc.)
- 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 Meta Ads data in your spreadsheets:
Start importing your Meta Ads Campaigns data into Excel today with Coefficient and transform how your team analyzes and optimizes ad performance across Meta’s platforms.
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