🔬 Aggregate marketing spend data with custom pivots & VLOOKUPs in Google Sheets

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Description

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

1. Get Marketing Data (Google Sheets) – Pulls raw spend data.
2. Vlookup Data (Google Sheets) – Brings in reference/lookup fields (e.g., channel labels).
3. Merge Tables – Joins marketing data and lookup data on the Channel column.
4. Summarize – Groups data by Name and sums up Spend ($).
5. Clear Sheet – Wipes the reporting tab to avoid duplicates.
6. 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 n8n.

🔑 Setup Instructions

1) Connect Google Sheets (OAuth2)

1. In n8n → Credentials → New → Google Sheets (OAuth2)
2. Sign in with your Google account and grant access
3. 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

1. Execute the workflow manually
2. 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

• n8n (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

🔗 Nodes Used

Google Sheets, Summarize

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup