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Work Smarter, Not Harder
Excel is an incredibly versatile tool, and almost every formula can have unique PPC applications.
Formulas like…
fx
For making conditional if/then statements, like:
“If my conversions are greater than 1, then increase my bid by 10%, otherwise make it 5%.”
=IF
You can also make use of nested if/then statements for more power, like:
“IF my conversions are greater than 1, AND it’s below position 3, AND it’s exact, THEN…”
=IF
The IF statement in action
IF(logical_test, [value_if_true], [value-if_false])
In the below example, the formula follows this logic:
IF ‘Cost/Conv’ > ‘CPA Goal’ THEN “FALSE” ELSE “TRUE”
AND(logical1, [logical2], …)
‘Cost/Conv’ > ‘CPA Goal’ AND ‘Avg. Pos.’ > 2.2
AND/OR makes this more interesting
The formula below is very similar to an IF statement, the only change is that we’ve nested the “AND” function inside of it.
COUNTIF
This function works similarly to the IF
statement, but applies a count of
cells in the ‘range’, that meet the
specified ‘criteria.’
SUMIF
This function works similarly to the IF
statement, but looks at a ‘range’ for
the specified ‘criteria’, and then
sums cells associated to the
‘sum_range’
Keyword Health Dashboard
Executive Dashboards FTW!
Get a quick snapshot of keyword health.
Replace keyword data to refresh. Easy!
Easily Refresh & Review…
Important KPI’s
Match type performance
Quality Score stats
Wasted spend
Basic Instructions
Create new Excel worksheet with 4 tabs
Tabs: Instructions, Dashboard, Pivot Table, Data
Run keyword report and paste into Data tab
Generate match type data with a Pivot Table
Insert formulas on Dashboard to calculate keyword health data
Save spreadsheet.
Create a Keyword Report
Create a Pivot Table for Match Types
CountIf – A PPC Manager’s Friend
Count the cell if it meets set criteria.
SumIf – Another Trusty Friend
Sum a group of cells that meet a set criteria.
Reference Your Pivot Table
Refresh Pivot Table = refresh Match Type dashboard.
Rinse & Repeat
Search Query Analysis
So Many Queries, So Little Time
Parse through search queries based on your needs & goals.
Conditional Statements FTW!
Basic Instructions
Run search query report and export to Excel
Determine your logic framework – good words, good phrases
Apply conditional logic formulas to parse through search queries
Walk away with list of potential negative keywords
Conditional Formatting = IFTTT
Search one cell’s contents to format another cell.
Conditional Formatting = IFTTT
Search for 2 words!
Logic – Your New Super (PPC) Weapon
Layering conditional logic = mining for negative keywords
Lesser Known Formulas
Logic Formulas
Use IFS if you’re not comfortable with multiple IF statements in a row.
Like IF you want to increase bids 10% for multiple conversions, but only 5% for poor average position.
=IFS
Nested IF statements can
become very complicated,
very quickly- it leaves little
room for you to make input
errors or mistakes.
The IFS function is an Excel
function that checks
whether one or more
conditions are met and
returns a value that
corresponds to the first
TRUE condition.
In Short… (Yes, That’s an Excel Pun!)
The IFS function turns a much longer formula like this:
Into a more manageable one here:
=IF(C17<50,"F",IF(C17<60,"D",IF(C17<70,"C",IF(C17<80,"B",IF(C17<90,"A",IF(C17<101,"A+","NULL"))))))
=IFS(C17<50,"F",C17<60,"D",C17<70,"C",C17<80,"B",C17<90,"A",C17<101,"A+")
A more powerful form of CONCATENATE.
Allows you to automatically add delimiters, ignore empty cells, and join arrays of cells together.
=TEXTJOIN
TEXTJOIN Applied
TEXTJOIN(delimiter, ignore_empty, text1, [text2], …)
Syntax
=TEXTJOIN(" ",TRUE, "The", "sun", "will", "come", "up", "tomorrow.")
For example,
This formula will return The sun will come up tomorrow.
Lesser Known Formulas
Logic Formulas
Analyzes the positive or negative correlation in a data set using a Pearson coefficient. Use CORREL to
determine how fluctuating campaign spend is impacting your overall business.
=CORREL
Provides the standard deviation (variance) in a data set. Useful in comparing your bids vs. the competition.
=STDEV
Calculates the statistics for a line by using the "least squares" method. You can use this to project future performance based on
past metrics.
=LINEST
More on CORREL, STDEV, LINEST
https://youtu.be/6wbcPbYbq6M?t=31
https://www.youtube.com/watch?v=x3oqx3v-2O8
https://youtu.be/s2TVkYmmCAs?t=54
=LINEST(known_y's,[known_x‘s], [const], [stats])
=STDEV(number1,[number2], …)
=CORREL(array1, array2)
Bing Ads Intelligence
What is it?
What does it do?
Use it for Quality Score analysis
Create
bulksheets
Easily build
lists
Get insights
on traffic
Get keyword
suggestions
Bing Ads Intelligence is a powerful
keyword research tool
Demographic
Location
Performance
Device
bingads.com/BAI
Download and install
What’s the cost to advertisers? $
Bing Ads Intelligence
What is it?
What does it do?
Use it for Quality Score analysis
Use Keyword Suggestions to find more keywords with the filtering/sorting power of Excel
Analyze bids by device and position with the Keyword Performancereport
Find demographic insights on key terms with the Age & Genderreport
Bing Ads Intelligence
What is it?
What does it do?
Use it for Quality Score analysis
Create a Data
Masterpiece
with Power BI
…but that is often where we get lost.
We need context
What is Power BI?
Power BI is a suite of interactive data visualization business intelligence tools.
Get answers quickly from your data with dynamic dashboardsthat are available on every device.
• Create data connections.
• Create reports.
• Publish reports to Power BI service (web).
• Create data connections.
• Create reports.
• Create dashboards for sharing.
• This is the workhorse of Power BI.
• Windows, Android & iOS
• For reviewing reports & dashboards on the go.
Get to know Power BI Desktop
Download Power BI Desktop
powerbi.microsoft.com/en-us/get-started/
Visualize your data
Visualize your data
All-up performance
Geography
Keywords
Age & gender
Visualize your data
All-up performance
Geography
Keywords
Age & gender
Visualize your data
All-up performance
Geography
Keywords
Age & gender
Visualize your data
All-up performance
Geography
Keywords
Age & gender
Get to know Power BI Service
Log into
Power BI Service
powerbi.microsoft.com/en-us/landing/signin/
Share your data
Publish your data to the cloud.
Create a dashboard to call out most
important data from your reports.
Share your dashboard with colleagues
or customers.
View your data across nearly any
device.
Share your data
Publish
Share
View
powerbi.microsoft.com/en-us/documentation/powerbi-refresh-data/
• For many data connections, manual refresh is required.
• If you refresh, you will need to re-publish to Power BI service.
• Read this article for details!!!
Share your data
Publish
Share
View
Share your data
Publish
Share
View
FAQ’s
Where can I
learn more
about Power BI?
YouTube. Seriously.
The Power BI team posts amazing (and helpful)
content regularly. Check it out:
www.youtube.com/user/mspowerbi
Free… Unless you want to share your
masterpiece reports with others.
powerbi.microsoft.com/en-us/pricing/
How much
does Power BI
cost?
Wait a sec. I
thought Power BI
was a free tool!
It still is. With limitations (no sharing).
Pricing changes were launched June 1, 2017.
If you used Power BI Pro in the past year, you
qualify for a 1-year free trial of Pro.
If a Pro or Premium user shares a dashboard
with a free user, that free user can view the
dashboard.
community.powerbi.com/t5/FAQ-Changes-to-
the-free-Power-BI/May-3-announcement-
FAQ/m-p/167399