The Scenario
The marketing analyst was asked to present Q1 ROAS by channel at next week's executive review. She has the campaign tracker in Excel — every paid social, email, and search campaign with spend and UTM parameters. What she doesn't have is the Shopify marketing events data to join against it.
She asked IT to pull the marketing event data from Shopify. IT said they'd look into API access. That was four days ago.
The bad version:
- Try Shopify's marketing reports — find channel-level summaries that don't export at the event level with UTM parameters and budget fields.
- Try the Analytics section — the data doesn't match what the campaign tracker shows because the attribution windows are different.
- Try to find a Shopify export that includes marketing event start dates, budgets, and UTM fields in a single file — conclude it doesn't exist without API access.
The executive review is Thursday. The ROAS analysis cannot be built without the raw event data.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It queries Shopify's marketing events API and writes the output directly into the workbook with the fields the analyst needs for ROAS modeling.
Pull all Shopify marketing events from Q1 and paste into my Campaign ROAS Excel sheet, then add columns calculating spend per channel as a percentage of total budget
What You Get
- One row per marketing event, with event type, channel, budget, currency, UTM campaign, UTM source, and start/end dates in labeled columns.
- A spend-as-percentage-of-channel-total column calculated automatically, ready for the ROAS presentation.
- All Q1 events in one pull, joinable against the campaign tracker by UTM source.
What If the Data Is Not Quite Ready
Some events have no budget recorded and should be flagged before the ROAS calculation
Pull all Shopify marketing events from Q1 2026 and write event type, channel, budget, currency, UTM campaign, UTM source, and start/end dates into my Campaign ROAS Excel sheet — add a flag column that says 'no budget' if budget is null or zero
The analyst wants channel totals at the bottom for the summary table
Pull all Shopify marketing events from Q1 2026 and write event type, channel, budget, UTM campaign, UTM source, and start date into my Campaign ROAS Excel sheet — add a summary row at the bottom for total budget per channel
Only paid social and paid search events should be included
Pull all Shopify marketing events from Q1 2026 where channel is 'paid_social' or 'search' — write event type, channel, budget, UTM campaign, UTM source, and start/end dates into my Campaign ROAS Excel sheet
Full ROAS prep: Q1 social and search only, no-budget flag, per-channel percentage, and channel totals
Pull all Shopify marketing events from Q1 2026 where channel is 'paid_social' or 'search' — write event type, channel, budget, currency, UTM campaign, UTM source, start/end dates into my Campaign ROAS Excel sheet — add a spend-as-percentage-of-channel-total column — flag 'no budget' for null or zero budget rows — add channel total rows at the bottom
Running the percentage calculation and budget flag alongside the pull means the analyst gets a presentation-ready workbook, not a raw dump to calculate from.
Try It
Get the 7-day free trial of SheetXAI and open the ROAS workbook before Thursday's executive review, then ask SheetXAI to pull all Q1 marketing events with channel percentages built in. Future quarterly reviews will use the same prompt with updated date filters. Also worth reading: how to export order revenue data for the full financial reconciliation, or the hub overview for all Shopify workflows.