Excel for Marketers

Learn the most important and powerful features of Excel for any marketer.

Introduction

• Leveraging the power of Excel for marketing
• Using the exercise files

1. Excel Basics for Marketers

• Sources of marketing data
• Fixing data formatting issues
• Navigating large data sheets
• How to use formulas for analysis
• Common marketing metrics

2. Build a Data-Driven Marketing Plan

• Mapping out your marketing funnel
• Building a top-down marketing plan
• Building a bottom-up marketing plan
• Plotting the volume vs. cost tradeoff
• Forecasting user retention over time
• Calculating how long to run an A/B test
• Building a marketing mix model

3. Analyze Your Campaign Performance

• Analysis with tables, totals, and filters
• Joining multiple data sets together
• Segmenting your data with PivotTables
• Plotting your data visually with charts
• Finding daily, weekly, and monthly trends
• Building a weekly report template
• Building a performance dashboard
• Cell extraction for further segmentation
• The long tail and the 80/20 rule
• Calculating statistical significance

4. Build Marketing Campaigns in Bulk

• Bulksheets for Google and Meta Ads
• Concatenating multiple URL parameters
• Text manipulation for ad copy generation
• Building complex formulas the easy way
• Introduction to task automation with macros

Conclusion

• Continuing with Excel as a marketer