For a list of dealers to process, reference:

• AA Measurement Monday Board
• AA TTD Active Advertiser IDs Google Sheet  OLD DON'T USE
• AA TTD Active Advertiser IDs 09282026 Google Sheet NEW

Video

Overview

This video outlines the process for creating Trade Desk measurement reporting, starting with the three necessary files: a sales file, a leads file, and a "sales with click trails" file.

The sales file processing steps include:

• Removing duplicates, focusing only on sales records and their gross values. Duplicates are removed by sale property name and ID.
• Creating a new tab labeled "reporting" and saving the file as an Excel workbook with "processed" added to the file name.
• Inserting a pivot chart using the data from the first tab. The pivot chart includes the sale property name in the rows, the count of sales records (ID records), and the total gross values.
• Opening the Alpine measurement Google Sheet in Google Drive.
• Copying a previous set of rows, changing the month, and deleting the existing sales records and total gross.
• Referencing the Excel file, ensuring the stores are in the same order, and copying the count of sales records and total gross values into the Google Sheet. The ROI and cost per sale will automatically calculate.
• Opening Google Slides, duplicating the first slide, and moving it to the first position.
• Changing the month on the slide.
• Deleting the existing sales chart and copying and pasting the new pivot chart from Excel into the slide.

The leads record file processing involves:

• Converting the file and removing duplicates.
• Inserting a pivot chart, using the data from the first tab, with the property name in the rows and the count of ID records.
• Saving the file as a workbook with "processed" added to the file name.
• Duplicating the relevant section on the leads tab of the Google Sheet, deleting the existing values, and pasting the new values.

Final steps include:

• Downloading the slide presentation as a PDF file, choosing to download only the most recent page if desired.
• Going to Dropbox to back up the files in the client and partners folder.
• Uploading the processed and raw leads files to the leads folder.
• Uploading the processed sales, raw sales, and raw sales with click trail data to the sales matching folder.
• Sending the PDF of the slides to Lisa, who will then schedule a meeting with the client.

Process

This is based on a transcript generated by Gemini and has not been cleaned up or verified for accuracy.

Here is a numbered list of the steps for creating Trade Desk measurement reporting:

1. Download the files added to the programmatic measurement channel within Slack by Zoltan.
2. Open the folder. The three necessary files are a sales file, a leads file, and a "sales with click trails" file.
3. Open the sales file and do not convert it if prompted.
4. Remove duplicate sales records, focusing only on sales records and their gross values. Remove duplicates by "sale property name" and "record Shaw" or "ID Shaw".
5. Create a new tab and label it "reporting".
6. Save the file as an Excel workbook, adding "processed" in front of the file name.
7. Insert a pivot chart using the entire data set from the first tab.
8. In the pivot chart builder, add the "sale property name" to the rows.
9. Add the "ID records" to represent the count of sales.
10. Add in the total gross values and click save.
11. Go to the Google Drive folder containing the Alpine measurement Google Sheet.
12. Create a new set of rows by copying the previous month's set and changing the month.
13. Delete the existing sales records and total gross values from the new rows.
14. Reference the Excel file and ensure the stores are in the same order as in the Google Sheet.
15. Copy the count of sales records and the total gross values from the Excel pivot chart. The ROI and cost per sale will automatically calculate.
16. Go to Google Slides.
17. Duplicate the first slide and move it to the first position so the most recent reporting is the first record.
18. Change the month on the slide.
19. Delete the existing sales chart.
20. Copy the new pivot chart from Excel and paste it into the slide, sizing it to the same size as the prior chart.
21. Save the file.
22. Open the leads record file. Convert it if necessary.
23. Remove duplicates.
24. Insert a pivot chart using the data range from the first tab.
25. Use the "Bell property name" and the count of the "Shaw 256 records".
26. Save the leads file as a workbook, adding "processed" to the file name.
27. Go to the leads tab on the Google Sheet.
28. Duplicate the relevant section just like you did on the sales tab.
29. Delete the existing values.
30. Copy and paste the new values from the leads pivot chart, which may be better to paste unlinked as the spreadsheet was manipulated.
31. Download the slide presentation as a PDF file. To export only the most recent one, choose "print a PDF pages custom one".
32. Go to Dropbox to back up the manipulated and created files in the "client and partners" folder.
33. Find the client, Alpine, in the "Trade Desk measurement reports" folder.
34. Go into the leads folder.
35. Upload both the "leads process" file and the "lead raw" file into the leads folder.
36. Go to the sales matching folder.
37. Upload the "processed sales," "raw sales," and the "raw sales with click trail" data to the sales matching folder.
38. Send the PDF of the slides to the CSL (Lisa in this case). She will then schedule a meeting with the client.

See Also

• Confluence:  Manual Measurement Reporting Process - The Trade Desk  (Engineering's version of this process)
• AA Monthly Processing Monday Board
• AA TTD Active Advertiser IDs Google Sheet
• Programmatic - OLD AA Monthly Measurement Processing Procedure - full monthly processing process, which this process is a part of (subprocess)