)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Monitoring account-level performance metrics from Microsoft Ads in Excel provides a comprehensive view of your advertising effectiveness, budget utilization, and overall ROI across all campaigns.
Instead of manually downloading reports that quickly become outdated, you can establish a live connection for always-current account insights.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 Account Performance data with key metrics
-
Step 4:
Set up auto-refresh to maintain current account data
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 Account Performance Data
After connecting your Microsoft Ads account, you can import your Account Performance data:
- In the Coefficient sidebar, click “Import from Microsoft Ads”
- Select “Account Performance” from the list of available objects
- Choose which metrics you want to include (impressions, clicks, cost, conversions, etc.)
- Apply any filters to focus on specific 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 account 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
Create Account Performance Dashboards
With your Account Performance data now in Excel, you can create comprehensive dashboards that track overall advertising performance over time. Use Excel’s charting capabilities to visualize trends in impressions, clicks, conversions, and costs at the account level.
Calculate important KPIs like account-wide ROAS, CPL, or CPA to measure the overall effectiveness of your Microsoft Ads strategy. Compare performance against previous periods to identify trends and opportunities for optimization.
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
Related Microsoft Ads Use Cases
How to Import Search Query Performance Data from Microsoft Ads into Google Sheets
Learn how to import live Microsoft Ads Search Query Performance data into Google Sheets using Coefficient for detailed search term analysis and optimization.
How to Import Product Negative Keyword Conflict Data from Microsoft Ads into Google Sheets
Learn how to import live Microsoft Ads Product Negative Keyword Conflict data into Google Sheets using Coefficient for better product feed negative keyword management.
How to Import Product Match Count Data from Microsoft Ads into Google Sheets
Learn how to import live Microsoft Ads Product Match Count data into Google Sheets using Coefficient for better product feed analysis.
Frequently Asked Questions
-
How to get Account Performance data from Microsoft Ads?
To get Account Performance data from Microsoft Ads:
- Log in to your Microsoft Advertising account
- Go to Reports > Standard reports
- Select “Performance” and then “Account”
- Set your desired time period and metrics
- Run and download the report
For a more efficient approach, Coefficient imports this data directly into Excel with just a few clicks and keeps it automatically updated.
-
How do I get a list of Account Performance in Microsoft Ads?
To view account performance in Microsoft Ads:
- Sign in to your Microsoft Advertising account
- Navigate to the Dashboard or Accounts overview
- View the basic performance metrics displayed
- For detailed data, generate an Account Performance report
With Coefficient, you can import comprehensive account metrics directly into Excel and customize your view with exactly the data points you need for analysis.
-
How to automate importing Microsoft Ads Account Performance to Excel daily?
Automating account performance data imports typically requires using the Microsoft Advertising API or creating complex Power Query connections.Coefficient provides a much simpler solution:
- Connect your Microsoft Ads account to Coefficient
- Import your Account Performance data
- Open the Coefficient sidebar and click “Refresh”
- Select “Schedule Refresh” and choose “Daily”
- Pick your preferred update time
This ensures your account performance data is always current without any manual work.
-
How do I download Account Performance data from Microsoft Ads?
To download Account Performance data from Microsoft Ads:
- Sign in to your Microsoft Advertising account
- Navigate to Reports > Standard reports
- Select “Performance” then “Account”
- Set your desired date range and metrics
- Click “Run” and then “Download” in your preferred format
With Coefficient, you can skip these manual steps and have account data automatically imported and refreshed in Excel on your schedule.
-
How to send email alerts about Account Performance data from Microsoft Ads?
Microsoft Ads doesn’t offer built-in email alerts for account performance thresholds, leaving marketers to manually check their accounts regularly.Coefficient solves this with its Automations feature:
- Import your Account Performance data into Excel
- Set up Coefficient Automations with conditions (e.g., spend exceeds budget)
- Configure email notifications to stakeholders
- Schedule these alerts to run at your preferred frequency
This ensures immediate notification when important account metrics reach critical thresholds.
Trusted By Over 50,000 Companies
