Connector

Pull Google Sheets data into Microsoft Excel

Budgets and plans live in a Google Sheets file that finance edits by hand. Load it into your data warehouse, set it beside actual ad spend on a campaign key, and pull the plan-versus-actual Data Mart into Excel.

Google SheetsConnected
Data MartPublishedone definition
Microsoft ExcelDaily 09:00
Refreshed on a schedule. No exports, no copy-paste.

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Hand this to your AI

The budget is edited in Google Sheets and reviewed in Microsoft Excel, and the copy between them is already stale.

Paste this into your AI assistant. It loads the Google Sheets budget into your data warehouse, sets it beside actual ad spend on a campaign key, and pulls that Data Mart into Microsoft Excel through the add-in.

The prompt

put my Google Sheets budget plan next to actual ad spend by campaign and month, and give me a plan-versus-actual table I refresh in Microsoft Excel before the budget review

Open in ClaudeOpen in ChatGPT

S00 · Why

Why Google Sheets does not go straight to Excel

A plan table can technically be copied from Google Sheets into Excel, but not reliably, at scale or business-ready. The copy is a snapshot, the plan never meets the spend it was written for, and two people end up with two versions. The data warehouse joins plan and spend first.

  • Google Sheets holds the planned number and none of the actual spend
  • The data analyst joins the plan to spend from the ad platforms on a campaign key
  • Finance reviews plan against actual in one workbook
Google SheetsPlans, budgets
Microsoft Exc…
No link to real spend
Data warehouseJoined by id
Ad platformsActual spend
CRMDeals

S01 · Step 1

Step 1: Load Google Sheets into your data warehouse first

Create a Data Mart with Google Sheets as the data source and choose where the data lands. Any popular data warehouse works. Keep one header row and one table per tab so every column becomes a field.

  • Targets, budgets, manual costs and mappings load like any other source
  • Open the Google Sheets connector for your data warehouse below
Google BigQueryAWS AthenaSnowflakeAWS RedshiftDatabricks
Google Shee…Data Mart
Your data warehouseGoogle BigQueryAWS AthenaSnowflakeAWS RedshiftDatabricks
google_sheets.budget_plan

S02 · Step 2

Step 2: Set the plan beside actual spend

In your data warehouse the data model joins the plan table to the spend the ad platforms report, on a campaign key. Plan and actual then sit in one Data Mart.

  • The plan and the spend share campaign_key
  • Planned and real spend line up by month and campaign
  • Edits to the plan flow through on the next load
Budget planPlanned by month
Actual spendFrom ad platforms
Budget vs actualOne Data Martcampaign_key

S03 · Step 3

Step 3: Pull Google Sheets data into Excel with the add-in

In Excel, add the OWOX Data Marts add-in and sign in. Choose the published Google Sheets Data Mart (Budget plan), tick the columns you want and press Create & Run.

  • Tick month, campaign_key and planned_budget
  • The add-in reads the data warehouse, not the Google file
OWOX add-inSigned inBudget planmonthcampaign_keyplanned_bud…Create & Run
Microsoft ExcelYour columns staymonthcampaign_keyplanned_budget

S04 · Step 4

Step 4: Refresh the budget workbook when you need it

Refresh before the budget review. The imported plan and spend columns update; the variance column you added keeps comparing them.

  • Your variance formula survives every refresh
  • Pull on demand: no job to set up
OWOX add-inBudget planRefreshPull only
Microsoft ExcelYour column staysmonthcampaign_…planned_b…Yours

S05 · Step 5

Step 5: Reuse Google Sheets inside OWOX MCP

The plan-versus-actual Data Mart answers in OWOX MCP, your AI assistant for data. Request any report, chat with it, then get the result in Google Sheets or Excel in one click.

  • Ask which channel runs over its plan
  • Chat and workbook read the same planned_budget
OWOX MCPShow planned_budget by channel and monthmonth
Google SheetsOpen
ExcelOpen

Recent updates

Why OWOX

Why OWOX for Google Sheets in Excel

Copy and paste moves a plan into Excel once. OWOX keeps the plan joined to the spend it is judged against.

  • Plan against actual. planned_budget and real spend share campaign_key in your data warehouse.
  • Finance keeps its table. The team keeps editing the plan in Google Sheets; Excel reads the loaded copy.
  • Your columns stay. A variance column beside the import is not overwritten on refresh.
  • Maintained for you. No copy-paste routine to redo each month.

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