Paid Search Tableau Dashboard Overview

Overview  

The purpose of the Paid Search Dashboard is to provide a reporting tool that meets the needs of both executives and analysts who are involved in advertising on search networks. This report aggregates data from the following paid social platforms: Google Ads, Bing Ads and Search Ads 360. If your campaign does not have datasets for one or more of these paid search sources, or a paid search source has not been added to the OneViews, data from that source will not populate in the dashboard.

This report includes the following data sources:

  • Bing Ads
  • Google Ads
  • Google Search Ads 360
  • Yahoo! Oath

This report includes five separate tabs:

  1. Executive Summary: The Executive Summary presents performance (spend, impressions, clicks) and conversion (conversions, conversion rate, cost per conversion) metrics from paid social platforms. The dashboard enables users to compare and filter by search network, campaign, and ChannelMix profile.
  2. Campaign Summary: The Campaign Summary breaks down paid search performance at the Campaign level. The dashboard enables users to compare and filter by search network, campaign, ad group, device, and ChannelMix profile.
  3. Ad Group Summary: The Ad Group Summary breaks down paid search performance at the Ad Group level. The dashboard enables users to compare and filter by search network, campaign, ad group, device, and ChannelMix profile.
  4. Keyword Summary: The Keyword Summary breaks down paid search performance at the keyword level. The dashboard enables users to compare and filter by match type, search network, campaign, ad group, device, and ChannelMix profile.
  5. Ad Summary: The Ad Summary breaks down paid search performance at the individual ad level. The dashboard enables users to compare and filter by search network, campaign, ad group, device, and ChannelMix profile.

This report is built on six datasets:

  1. v_oneview_paid_search_ad_groupThis dataset includes performance data (impressions, clicks, spend) at the ad group level. Aggregates from Google Ads, Bing Ads, Search Ads 360 and Yahoo Oath.
  2. v_oneview_paid_search_ad_group_conversionThis dataset includes conversion data (conversions, conversion value) at the ad group level. Aggregates from Google Ads, Bing Ads, Search Ads 360 and Yahoo Oath.
  3. v_oneview_paid_search_keyword: This dataset includes performance data (impressions, clicks, spend) at the keyword level. Aggregates from Google Ads, Bing Ads, Search Ads 360 and Yahoo Oath.
  4. v_oneview_paid_search_keyword_conversion: This dataset includes conversion data (conversions, conversion value) at the keyword level. Aggregates from Google Ads, Bing Ads, Search Ads 360 and Yahoo Oath.
  5. v_oneview_paid_search_adThis dataset includes performance data (impressions, clicks, spend) at the ad level. Aggregates from Google Ads, Bing Ads, Search Ads 360 and Yahoo Oath.
  6. v_oneview_paid_search_ad_conversionThis dataset includes conversion data (conversions, conversion value) at the ad level. Aggregates from Google Ads, Bing Ads, Search Ads 360 and Yahoo Oath.

A note on conversion datasets:

Search Ads 360 treats all conversions as saved columns. There is no delineation between conversion counts (the number of unique conversions that took place) and conversion values (the revenue associated with conversions), so by default, all saved column metrics are in the ‘conversions’ field. When configuring the dashboard, you may need to filter out conversion names from all conversion-level OneViews to avoid inflated conversion values.

Configuration 

Clicking the gear icon next to the will navigate you to the configuration pane, a separate dashboard within the Tableau workbook that can be used to adjust formatting within the report. The configuration pane also includes definitions relevant to the report and a link to login to the ChannelMix Control Center.

Within this pane you can adjust the following:

Metric Comparison by: This dropdown allows you to adjust the trendline to aggregate metrics by day, week, quarter, or month.

Paid_Search_Configuration.png

 

Formatting

Worksheets Rendering Incorrectly

If you are viewing the workbook in Tableau Desktop on a Windows PC you may see titles that are cut off, have ellipses in them (...), or worksheets that aren’t displaying fully (you should not have this problem if you are using a MAC):

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To fix this, adjust your scale and layout settings (on your PC, not in Tableau) so that every display is scaled to 100% by going to Start → Settings → System → Display → Scale and Layout:

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Once these settings have been adjusted, close and re-open Tableau to view the workbook rendered properly.

Changing Report Title + Logo

The report title and logo can be customized to match a client’s branding. To edit the title right-click the text and select "Edit text…":

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Edit the text within the pane that appears and click "OK." To edit the image, right-click the ChannelMix logo and click "Choose Image…":

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Select the replacement image file and click "OK." Note that depending on the size of your image you may need to adjust the Fit Image, Center Image, and Fix Width settings to ensure a proper fit within the placeholder.

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