Create an Excel template for a spreadsheet report feed

Last update: 2023-09-29
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For basic reports and model accuracy reports only

To create spreadsheet feeds, you must first create specially formatted Microsoft® Excel spreadsheet templates using regular report templates. You optionally can customize the Excel spreadsheet to include additional columns and graphs.

  1. In Search > Insights & Reports > Reports, generate the desired report type using a Date Aggregation unit of “Daily” and with all other data parameters you want, saving the report as a template.

    NOTE
    • You can create spreadsheet feeds for Portfolio, Search Engine, Search Engine Account, Campaign, Ad Group, Ad Variation, Keyword, and Forecast Accuracy reports. If you use the Ad Group Report, limit the number of ad groups included for quicker results.
    • The Date Range unit defined in the template isn’t used. You’ll define the dates for which to refresh data when you configure the spreadsheet feed later.
  2. After the report is generated, go to Search > Insights & Reports > Reports and export a TSV or XLS version of the report output to a file.

  3. In Excel, create a custom template for the report:

    1. Open the report file in Excel.

    2. Prepare the workbook:

      1. Delete the top rows that show the report parameters. For XLS files, also delete the “Total” row. You can optionally delete some of the data rows, but keep a) the data header row with all columns in the original order and b) at least one data row. Don’t manually add any data.

        NOTE

        The final column must include non-zero values.

      2. Sort the data by start date in ascending order (from the oldest to the most recent).

      3. Change the worksheet tab name from “Sheet1” to “RAW.”

        This specific tab name enables the data to be refreshed.

      4. (Optional) Add custom columns to the right of the columns from the report template, as necessary.

    3. (Optional) On a separate worksheet, create a pivot table. After you are done, right-click in any cell of the pivot table and select Pivot Table Options, click the Data tab, and then select Refresh data when opening the file.

    4. Save the file as an Excel spreadsheet in .XLSX format.

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