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Advanced, Yet Practical Excel Tips for PPC By John Lee

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Page 1: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 2: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 3: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 4: Advanced, Yet Practical Excel Tips for PPC By John Lee

Work Smarter, Not Harder

Page 5: Advanced, Yet Practical Excel Tips for PPC By John Lee

Excel is an incredibly versatile tool, and almost every formula can have unique PPC applications.

Formulas like…

fx

Page 6: Advanced, Yet Practical Excel Tips for PPC By John Lee

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

Page 7: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 8: Advanced, Yet Practical Excel Tips for PPC By John Lee

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

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Page 10: Advanced, Yet Practical Excel Tips for PPC By John Lee

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”

Page 11: Advanced, Yet Practical Excel Tips for PPC By John Lee

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.

Page 12: Advanced, Yet Practical Excel Tips for PPC By John Lee

COUNTIF

This function works similarly to the IF

statement, but applies a count of

cells in the ‘range’, that meet the

specified ‘criteria.’

Page 13: Advanced, Yet Practical Excel Tips for PPC By John Lee

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’

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Keyword Health Dashboard

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Executive Dashboards FTW!

Get a quick snapshot of keyword health.

Replace keyword data to refresh. Easy!

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Easily Refresh & Review…

Important KPI’s

Match type performance

Quality Score stats

Wasted spend

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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.

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Create a Keyword Report

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Create a Pivot Table for Match Types

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CountIf – A PPC Manager’s Friend

Count the cell if it meets set criteria.

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SumIf – Another Trusty Friend

Sum a group of cells that meet a set criteria.

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Reference Your Pivot Table

Refresh Pivot Table = refresh Match Type dashboard.

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Rinse & Repeat

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Search Query Analysis

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So Many Queries, So Little Time

Parse through search queries based on your needs & goals.

Conditional Statements FTW!

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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

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Conditional Formatting = IFTTT

Search one cell’s contents to format another cell.

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Conditional Formatting = IFTTT

Search for 2 words!

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Logic – Your New Super (PPC) Weapon

Layering conditional logic = mining for negative keywords

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Lesser Known Formulas

Logic Formulas

Page 31: Advanced, Yet Practical Excel Tips for PPC By John Lee

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

Page 32: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 33: Advanced, Yet Practical Excel Tips for PPC By John Lee

Nested IF statements can

become very complicated,

very quickly- it leaves little

room for you to make input

errors or mistakes.

Page 34: Advanced, Yet Practical Excel Tips for PPC By John Lee

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.

Page 35: Advanced, Yet Practical Excel Tips for PPC By John Lee

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+")

Page 36: Advanced, Yet Practical Excel Tips for PPC By John Lee

A more powerful form of CONCATENATE.

Allows you to automatically add delimiters, ignore empty cells, and join arrays of cells together.

=TEXTJOIN

Page 37: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 38: Advanced, Yet Practical Excel Tips for PPC By John Lee

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.

Page 39: Advanced, Yet Practical Excel Tips for PPC By John Lee

Lesser Known Formulas

Logic Formulas

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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

Page 41: Advanced, Yet Practical Excel Tips for PPC By John Lee

Provides the standard deviation (variance) in a data set. Useful in comparing your bids vs. the competition.

=STDEV

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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

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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)

Page 44: Advanced, Yet Practical Excel Tips for PPC By John Lee

Bing Ads Intelligence

What is it?

What does it do?

Use it for Quality Score analysis

Page 45: Advanced, Yet Practical Excel Tips for PPC By John Lee

Create

bulksheets

Easily build

lists

Get insights

on traffic

Get keyword

suggestions

Bing Ads Intelligence is a powerful

keyword research tool

Page 46: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 47: Advanced, Yet Practical Excel Tips for PPC By John Lee

Demographic

Location

Performance

Device

Page 48: Advanced, Yet Practical Excel Tips for PPC By John Lee

bingads.com/BAI

Download and install

Page 49: Advanced, Yet Practical Excel Tips for PPC By John Lee

What’s the cost to advertisers? $

Page 50: Advanced, Yet Practical Excel Tips for PPC By John Lee

Bing Ads Intelligence

What is it?

What does it do?

Use it for Quality Score analysis

Page 51: Advanced, Yet Practical Excel Tips for PPC By John Lee

Use Keyword Suggestions to find more keywords with the filtering/sorting power of Excel

Page 52: Advanced, Yet Practical Excel Tips for PPC By John Lee

Analyze bids by device and position with the Keyword Performancereport

Page 53: Advanced, Yet Practical Excel Tips for PPC By John Lee

Find demographic insights on key terms with the Age & Genderreport

Page 54: Advanced, Yet Practical Excel Tips for PPC By John Lee

Bing Ads Intelligence

What is it?

What does it do?

Use it for Quality Score analysis

Page 55: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 56: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 57: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 58: Advanced, Yet Practical Excel Tips for PPC By John Lee

Create a Data

Masterpiece

with Power BI

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…but that is often where we get lost.

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Page 61: Advanced, Yet Practical Excel Tips for PPC By John Lee
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Page 63: Advanced, Yet Practical Excel Tips for PPC By John Lee

We need context

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Page 65: Advanced, Yet Practical Excel Tips for PPC By John Lee

What is Power BI?

Page 66: Advanced, Yet Practical Excel Tips for PPC By John Lee

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.

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• Create data connections.

• Create reports.

• Publish reports to Power BI service (web).

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• Create data connections.

• Create reports.

• Create dashboards for sharing.

• This is the workhorse of Power BI.

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• Windows, Android & iOS

• For reviewing reports & dashboards on the go.

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Get to know Power BI Desktop

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Download Power BI Desktop

powerbi.microsoft.com/en-us/get-started/

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Page 77: Advanced, Yet Practical Excel Tips for PPC By John Lee
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Page 80: Advanced, Yet Practical Excel Tips for PPC By John Lee

Visualize your data

Page 81: Advanced, Yet Practical Excel Tips for PPC By John Lee

Visualize your data

All-up performance

Geography

Keywords

Age & gender

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Page 83: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 84: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 85: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 86: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 87: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 88: Advanced, Yet Practical Excel Tips for PPC By John Lee
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Page 90: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 91: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 92: Advanced, Yet Practical Excel Tips for PPC By John Lee

Visualize your data

All-up performance

Geography

Keywords

Age & gender

Page 93: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 94: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 95: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 96: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 97: Advanced, Yet Practical Excel Tips for PPC By John Lee

Visualize your data

All-up performance

Geography

Keywords

Age & gender

Page 98: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 99: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 100: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 101: Advanced, Yet Practical Excel Tips for PPC By John Lee

Visualize your data

All-up performance

Geography

Keywords

Age & gender

Page 102: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 103: Advanced, Yet Practical Excel Tips for PPC By John Lee
Page 104: Advanced, Yet Practical Excel Tips for PPC By John Lee

Get to know Power BI Service

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Log into

Power BI Service

powerbi.microsoft.com/en-us/landing/signin/

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Page 112: Advanced, Yet Practical Excel Tips for PPC By John Lee

Share your data

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Publish your data to the cloud.

Create a dashboard to call out most

important data from your reports.

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Share your dashboard with colleagues

or customers.

View your data across nearly any

device.

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Share your data

Publish

Share

View

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Page 117: Advanced, Yet Practical Excel Tips for PPC By John Lee

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!!!

Page 118: Advanced, Yet Practical Excel Tips for PPC By John Lee

Share your data

Publish

Share

View

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Page 120: Advanced, Yet Practical Excel Tips for PPC By John Lee

Share your data

Publish

Share

View

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Page 122: Advanced, Yet Practical Excel Tips for PPC By John Lee

FAQ’s

Page 123: Advanced, Yet Practical Excel Tips for PPC By John Lee

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

Page 124: Advanced, Yet Practical Excel Tips for PPC By John Lee

Free… Unless you want to share your

masterpiece reports with others.

powerbi.microsoft.com/en-us/pricing/

How much

does Power BI

cost?

Page 125: Advanced, Yet Practical Excel Tips for PPC By John Lee

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

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