Aggregate Marketing Spend Data with Custom Pivots & VLOOKUPs in Google Sheets Workflow Solution

Workflow overview

Why this workflow matters

Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.

This workflow transforms raw marketing data from Google Sheets into a pivot-like summary table. It merges lookup data, groups spend by name, and appends the results into a clean reporting tab — all automatically, without needing to manually build pivot tables in Sheets. 🧑‍💻 Who’s it for Marketing analysts who track channel spend across campaigns Small businesses that rely on Google Sheets for reporting Teams that need automated daily rollups without rebuilding pivot tables manually ⚙️ How it works Get Marketing Data (Google Sheets) – Pulls raw spend data. Vlookup Data (Google Sheets) – Brings in reference/lookup fields (e.g., channel labels). Merge Tables – Joins marketing data and lookup data on the Channel column. Summarize – Groups data by Name and sums up Spend ($). Clear Sheet – Wipes the reporting tab to avoid duplicates. Append to Pivot Sheet – Writes the aggregated results into the "render pivot" sheet. The result: a pivot-style summary table inside Google Sheets, automatically refreshed by AlekSystem. 🔑 Setup Instructions 1) Connect Google Sheets (OAuth2) In AlekSystem → Credentials → New → Google Sheets (OAuth2) Sign in with your Google account and grant access In each Google Sheets node, select your Spreadsheet and the appropriate Worksheet: data (raw spend) Lookup (channel reference table) render pivot (output tab) 2) Configure Summarize Node Group by: Name Summarize: Spend ($) → sum 3) Test the Workflow Execute the workflow manually Check your "render pivot" tab — it should display aggregated spend by Name 🛠️ How to customize Change grouping fields (e.g., by Channel, Campaign, or Region) Add more aggregations (e.g., average CPC, max impressions) Use the Merge node to join extra data sources before summarizing Schedule execution to run daily for fresh rollups 📋 Requirements AlekSystem (Cloud or self-hosted) Google Sheets account with structured data in data and Lookup tabs 📬 Contact Need help customizing this (e.g., filtering by campaign, sending reports by email, or formatting your pivot)? 📧 rbreen@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

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