PPC Performance Trending Report

View the Report in Data Studio

Purpose

The PPC Performance Trending report provides you with a quick way to diagnose metric spikes for a given time period for each of your accounts. Identifying performance spikes can be useful to determine if something needs to be optimized/adjusted in an individual PPC account to ensure you hit your KPI goals. 

The report defaults to comparing the last 7 days versus the prior 7 days, although you can update the date range to suit your needs.

This report will default to showing all accounts you have associated with datasources linked to Shape. This report is designed to remain internal. However, if you should wish to provide this to individual clients, you'll need to filter by your client's account name(s) as they appear in the ad platforms. Please see the "Filtering by Account" section below. 

 

Creating a New PPC Performance Trending Report

NOTE: If you have not used BigQuery or Data Studio before, you will need to grant access to these tools when creating your first report. 

1. If you have not already, activate your Shape Data Warehouse and make sure your email has been granted permission to access it

2. Navigate to the Report Template tab on the Shape ADI section of the platform 

3. Choose PPC Performance Trending - [Template]. Grant Data Studio permissions as needed.

4. Make copy of report using the copy button in the upper right-hand corner.

 

5. When asked to select a New Data Source, click the "Select a datasource" field.

6. Click "Create New Data Source" link. **If you've already linked BigQuery to Data Studio, choose the "_daily_campaigns" view from the drop down and move to step 11.

7. Select "BigQuery." Grant BigQuery permissions as needed.

8. From the "My Projects" list, select "shape-warehouse-####"

9. Select the "compiled_views" dataset and the "_daily_campaigns" table. 

10. Click "Connect" in the upper right-hand corner of the screen.

11. On following screen, click "Add to Report" in the upper-right-hand corner of the screen.

12. Ensure _daily_campaigns is listed as the "New Data Source." Click "Copy Report."

 

Video Walkthrough - New PPC Performance Report

Please expand video to full screen for best viewing experience.

 

Filtering by Account

If you want to share this report with an individual client, be sure to apply an Account filter using the directions below.

To filter this report to show data for one client's ad accounts, follow the steps below.

1. After you've made a copy of this report, click File-->Report Settings.

2. On the menu that appears, select "+ Add a Filter"

3. Name your filter as desired. We suggest using the client's name in the filter at a minimum to differentiate it.

4. Select:

  • Include/Exclude: "Include"
  • Select a Field: "name_account" 
  • Select a Condition: Select the appropriate condition (typically "Equal to (=)" or "Contains") 
  • Example: value:  Enter account name

5. Save. Confirm data has been filtered properly.

6. Replace/remove branding as desired on report, and click "+Share" -> "Invite People" to share with your clients.

 

Video Walkthrough - Filtering by Client

Please expand video to full screen for best viewing experience.

 

Troubleshooting

Please see the "Troubleshooting Shape Data Studio Templates" article for additional help.