This guide will show an example of how to set up a basic query for Facebook Ads, to demonstrate the configuration workflow, and how to run the query to get the data into the Excel sheet. This is a very basic example and will only over the necessary options, but hopefully shows the general flow of creating a query in the Supermetrics for Excel add-in.
This guide also assumes you have installed the add-in already, so if you haven't done that yet - see this guide for how to do the installation!
- Go through the steps to log into the data source as outlined in this article. This example continues where that guide left off with setting up a query for Facebook Ads.
- In Select accounts, select one or more ad accounts to use for the query.
- Then click Select dates to expand that section. This setting will be for what date range the query will being pulling the data from. There are many presets to select from, as well as the option for a "custom date range".
- For this example, "Last month" will be selected. This is a dynamic setting, so as time moves, what defines "Last Month" will change.
- Then click Select metrics. When clicking in the box, you will see all the metrics the tool supports for that data source. You can also start to type the field name in to the box to find it more quickly.
- This example will use some popular metrics for Facebook Ads, like "Reach", "Impressions", and "Amount Spent".
- Then click on Split by. This will be the dimensions fields to be used to split the metrics into more meaningful categories. You can split by both rows and by columns, based on where the field is set.
- This example will split by row with "Date" and by "Campaign name". It will use the default sort option and leave the rows to be fetched at 100 (if you have more data than the rows setting it will cut it off).
- Finally, click on Options. Here you can set a variety of additional settings, some general and others specific to the data source.
- For this example, the option to "Show all time values" will be selected and the Add Option button clicked to add it to the configuration.
- The query is now complete and ready to run!
- Select in the sheet the cell the query will start at. Here we want it to be in A1, so we place the cursor there to select it:
- Click Get Data to run the query and have it place the data in the sheet starting at A1.
- Here is some of the resulting data in the sheet, as well as showing the sidebar now converted into an overview mode of the query that will let you refresh it or modify it.