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

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)? - 📧 [email protected] - 🔗 Robert Breen - 🌐 ynteractive.com