Getting Started with The Trade Desk - Google Sheets, Google Data Studio and Microsoft Excel

This guide covers the basic functionality of the Supermetrics The Trade Desk connector, and gives examples of how to set up a query for Google Sheets, Google Data Studio, and Microsoft Excel. 


Quick links to the sections below:

Google Sheets

Google Data Studio

Microsoft Excel

"If everything fails..." 


Data Source Access Requirements:

To enable Supermetrics for The Trade Desk, you must have The Trade Desk API enabled, which can be requested through The Trade Desk account manager.


The Trade Desk account manager can also provide separate login credentials (email and password) to be used to log in with Supermetrics data sources. 


Access Requirements for User Account

  • Partner-level reporting access is required 
  • Access to partner cost metrics
  • Note: there might be fees associated with API access that you must pay to The Trade Desk.


Main Features: 

Below is a list of main features of The Trade Desk connector:

  • Fetches main advertising metrics: impressions, clicks, CTR, data for all different conversion pixels, conversion revenue and cost.
  • Fetches detailed data and metrics for video ads such as views, completes, starts, pauses, resumes, skips, etc.
  • Fetches metrics on the level you want: by advertiser, campaign, ad group or creative.
  • Inspects detailed campaign performance by digging into metrics by:
  • Target audience, category, vendor, site or app 
  • Device, operating system, browser

Data caching:

  • Once you authenticate to The Trade Desk connector, we start importing data to our cache, which is used when you query data.
  • The import is done starting from the most recent date and working backwards once we have imported 180 days of data.
  • The import time depends on how many advertiser accounts the partner account has, but it can take up to 24 hours to be completed.


Documentation:

The complete list of available fields (metrics and dimensions) for The Trade Desk, can be found here.



Google Sheets - Query Setup Example:

1. To authenticate the data source, please see:

Authenticating/Re-authenticating The Trade Desk in Google Sheets, Google Data Studio & Microsoft Excel

2. Select accounts. To select a specific account, search with the account name.

3. Select dates. Choose one date range (today, yesterday, last week, etc).

- To select a custom date, you can either insert the date manually on start and end or select it from the calendar bar.

- As an additional filter, you can also compare to a specific time frame (previous period, a year ago, etc).


4. Select metrics. To see all metrics that can be fetched, please see The Trade Desk documentation. To deselect a metric click on the X next to the metric's name.

- When searching for a metric in the documentation, please see "Type met"

Field label is the metric name that appears in the sidebar. 

5. Split by dimensions. You can choose dimensions in rows and/or columns. To deselect a dimension click on the X next to the dimension's name. 


- When searching for a dimension in the documentation, please see "Type dim"

Field label is the dimension name that appears in the sidebar. 


6. As a last step, click on Get Data To Table.


You have completed all the steps to setup a query.


Further Reading

1. As optional, click on filter to filter your data. Select field, operator and insert the value to filter by. 

2. Select options to add additional features to your query.


- Show all time value values: please see What does the "Show all time values" do

- Replace blank metric values with zeroes.

- Combine new results with old: please see What does the "Combine new results with old" setting do

- Format results for Google Data Studio (to import data from Google Sheets to Google Data Studio).

- No header row.

- Highlight values with colours (green, red, etc.).

- Advanced settings: please see Advanced Settings for Google Sheets.


Google Data Studio - Query Setup Example:

1. To authenticate the data source, please see:

Authenticating/Re-authenticating The Trade Desk in Google Sheets, Google Data Studio & Microsoft Excel

2. Select dimensions. To see all dimensions that can be fetched, please see The Trade Desk documentation. To deselect a dimension click on the X next to the dimension's name. 



- When searching for a dimension in the documentation, please see "Type dim"

Field label is the dimension name that appears in the sidebar. 



4. Select metrics. To see all metrics that can be fetched, please see The Trade Desk documentation. To deselect a metric click on the X next to the metric's name.


- When searching for a metric in the documentation, please see "Type met". 

Field label is the metric name that appears in the sidebar.


5. Sort how the data is shown. Choose the field you wish to sort wish and the order you want to use (ascending/descending).

6.Select default date range on auto or custom.

- To select a custom date, click on last 28 days. An automatic calendar bar will open, select a date on start date and end date and click apply.

To select a specific period (fixed, previoud period, previous year, none, advanced), click on the arrow on the right top corner.

You have completed all the steps to setup a query. 


Further Reading

1. As optional, click on add a filter to filter your data.

If you encounter a discrepancy when using a filter, please see Discrepancies in Data Studio When Using a Filter.


Microsoft Excel - Query Setup Example:

1. To authenticate the data source, please see:

Authenticating/Re-authenticating The Trade Desk in Google Sheets, Google Data Studio & Microsoft Excel

2. Select accounts. To select a specific account, search with the account name.

3. Select dates. Choose one date range (today, yesterday, last week, etc.).

- To select a custom date, you can either insert the date manually on start and end or select it from the calendar bar.

4. Select metrics. To see all metrics that can be fetched, please see The Trade Desk documentation. To deselect a metric click on the X next to the metric's name.



- When searching for a metric in the documentation, please see "Type met"

Field label is the metric name that appears in the sidebar. 


5. Split dimensions by rows and/or columns.



- When searching for a dimension in the documentation, please see "Type dim"

Field label is the dimension name that appears in the sidebar. 




6. As a last step, click on Get data.


Further Reading

1. As optional, click on add filter to filter your data. To get started with filters using Microsoft Excel, see: 

Getting Started with filters with Microsoft Excel


2. Select options to add additional features to your query.


- Replace blank metric values with zeroes.

- No header row.

- Show all time value values: please see What does the "Show all time values" do

- Custom, advanced settings: please see Advanced Settings for Excel.


Common errors:

For The Trade Desk only

- For The Trade Desk known limitations, see this section


Common errors
- These metrics and dimensions can't be fetched together / Incompatible fields, please see this guide.
- For daily query quotas, please see this guide.
- For authentication/re-authentication common errors, please see this guide.



Further assistance 

If you followed all the above steps and you still encounter an error, please create a new support request with the details of the issue and we will assist you.




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