How to get the latest channel report from YouTube and add it to Microsoft Excel

Preparation

First, connect Yoom with each app.
After logging in, click "+ New Connection" from the "My Apps" menu on the left.

Let's input the necessary information for connecting YouTube and Microsoft Excel.

＜For YouTube＞

・Select the account to log in with.

・Click "Continue".

・Click "Continue" to complete the registration in My Apps.

＜For Microsoft Excel＞

※ "Microsoft 365 (formerly Office 365)" has personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.

・Sign in.

・Click "Agree" to complete the registration in My Apps.

Once connected, it will be displayed on the app name list as shown below.

Preparation is complete! Let's proceed with the actual settings.

Trigger Settings

First, select the initial flow "When the specified schedule is reached".
Set the details of the execution time for when to obtain the data.

‍

In addition to specifying dates and days of the week, there is a Cron setting.
The Cron setting allows you to specify dates and cycles, and you can set five items: "Minute", "Hour", "Day", "Month", and "Day of the Week".

For details, please check the link below.

How to set Cron settings

Then, set the time. If you want to obtain data multiple times on the same day, set it by separating the intervals.
Once the input is complete, click the "Save" button to finish the trigger settings.

YouTube Settings

Next, proceed to YouTube settings!
Select the second flow "Get Channel Report" and proceed.

The account information linked during preparation is reflected, so check it and proceed to "Next".

Next, enter the information to obtain the channel report.
The channel ID can be checked immediately after logging into YouTube, so obtain the information as shown in the image above.

Then, enter the start and end dates of the period according to the specified format.
If you want to obtain the report for the previous month, click the frame in the start and end date fields and set the values according to the format from "First day of the previous month" and "Last day of the previous month" displayed.

※ Due to system constraints, data can only be obtained from 3 days ago. If you want to specify a specific date range, use the Date Addition/Subtraction Operation or prepare data from more than 3 days ago in advance and set it as the start of the range.

Once all three are entered, press "Test" to check for errors.
If there are no issues, click "Save" to complete the YouTube settings!

Microsoft Excel Settings

Finally, set up Microsoft Excel.
Click "Add Record" to proceed.

As with YouTube, check the linked account information.

Scroll down to see the input screen for specifying the data storage location.

Choose either OneDrive or SharePoint as the file storage location.
Accordingly, you need to enter either the Drive ID or Site ID.

Click the field for each ID and select from the suggestions.
For other items, refer to the link below.

Regarding the settings for operations to manipulate the Excel database

Once the storage location is set, click "Save" to proceed.

Next, enter the values for the records to be added.
Select from the suggestions in the output and "Test".

Multiple selections are possible, so be sure to enter all the values for the records you want to add.
Once the input is complete and "Test" is clicked, if there are no errors, all settings are complete!

Finally, turn on the trigger to start the flow bot.

Now, there is no need to manually obtain data from YouTube every day.
Accumulate data in Microsoft Excel and use it for analysis!

Other Automation Examples Using YouTube and Microsoft Excel

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of YouTube and Microsoft Excel.

If you find something interesting, please give it a try!

Automation Examples Using YouTube

Post on X (Twitter) when a new video is uploaded to YouTube

Automatically post on X (Twitter) when a new video is uploaded to YouTube.

Automatically generate documents and send them via email by obtaining weekly YouTube reports

Automatically generate documents by obtaining weekly YouTube reports and send them automatically via Gmail or Outlook.

Notify the latest YouTube channel report in chat tools

Automatically notify the latest YouTube channel report to Slack, Discord, etc.

Automation Example Using Microsoft Excel

‍Add Information Registered in Customer Management Tool to Microsoft Excel

Automatically add customer information registered in Salesforce, HubSpot, etc., to Microsoft Excel.

Read files stored in cloud storage with OCR and add them to Microsoft Excel

Automatically read files stored in Box or Dropbox with OCR and add them to Microsoft Excel.

Add Form Submissions to Microsoft Excel

Automatically add responses from Google Forms and similar to Microsoft Excel.

Furthermore, Yoom supports many apps and offers flexible customization to meet your specific needs, making it possible to set up integrations that are perfect for any task.
Be sure to check out this template gallery.

Templates integrating Youtube with other apps
Templates integrating Microsoft Excel with other apps

Two Benefits of Integrating Youtube and Microsoft Excel

By integrating YouTube and Microsoft Excel, you can reduce the time spent on data collection, allowing you to allocate more time to planning your next marketing strategy.

Benefit 1: Significantly Reduce Daily Effort with Automatic Data Collection

Manually collecting data from YouTube channel reports every day can be really tough.
However, by integrating with Microsoft Excel, you can automatically import data such as views and watch time, eliminating that hassle.
For example, for those managing multiple channels and copying & pasting data one by one when creating daily reports, this automation can save time and reduce errors.

Benefit 2: Easy Long-term Data Storage! Leads to Trend Analysis

Integrating YouTube with Microsoft Excel makes long-term data storage easy. As data accumulates, trend analysis can be conducted smoothly. Channel operators can easily save and manage past video data and utilize Microsoft Excel's rich analysis features to better understand long-term trends.

For example, by checking the transition of views or changes in engagement over a specific period, you can easily find areas for content improvement or successful patterns. Marketers can use this data to devise future content strategies, potentially leading to more effective initiatives. By accumulating and analyzing data, operators can strategically promote channel growth.

Conclusion

Integrating YouTube and Microsoft Excel should bring significant efficiency improvements not only in data aggregation but also in channel management. By using Yoom, you can easily integrate without programming knowledge, and once set up, the burden of manual data entry and report creation is reduced! By accurately importing view and engagement data into Microsoft Excel, centralized data management and analysis become smoother.

Furthermore, it becomes easier to understand long-term trends, which should help in devising effective content strategies. Use Yoom to streamline channel management and improve overall business performance. Take this opportunity to implement the integration of YouTube and Microsoft Excel and achieve more effective marketing activities!