Description

Marketing data arrives from everywhere and agrees with nothing. Platform exports, analytics downloads, CRM lists, agency reports and a budget tracker, all with different date formats and different campaign naming. This course teaches you to bring that together into reporting you can defend when somebody asks where the budget went and what it returned.

Who This Course Is For

Marketing managers, campaign and digital marketing staff, brand and content teams, marketing executives, and anyone who reports on channel performance or manages a marketing budget.

What You Will Learn

Beginner module, included and skippable

There so nobody is excluded for lacking the basics.

  • Getting started with Excel
  • Formatting
  • Formulas
  • Tables
  • Printing
  • Shortcuts and time saving habits
  • Charts
  • Graphics and illustrations

Intermediate module

Getting campaign data into shape, then making it presentable.

  • Converting data and creating data series, for exports Excel will not read as dates or numbers
  • Creating and managing tables
  • Presenting, sorting and filtering campaign data
  • Automatic calculations
  • Blank cells and duplicates, so a channel is not double counted
  • Advanced filtering with a criteria range, for a single campaign view
  • Copying filtered rows out for a report
  • Validation criteria, so campaign, channel and owner stay consistent
  • Conditional and custom formats, to flag activity that is over budget or under performing
  • Creating and customising charts
  • Formatting chart items, legends, plot areas, data series and axes
  • Managing series and saving chart templates, so the monthly report is repeatable
  • Creating and managing sparklines for channel trends
  • Modifying text boxes and drawings
  • Rotating, aligning, stacking and grouping objects, for reports that look like they came from marketing

Advanced module

Analysis, budget modelling and reporting.

  • PivotTables and PivotCharts comparing channels, campaigns and periods
  • Lookup functions to join spend from one source to results from another
  • Date functions for period on period comparison
  • IF statements with AND and OR
  • Nested, array and conditional formulas for calculated measures such as cost per lead and return on spend
  • Scenarios and Goal Seek, to model reallocating budget before committing to it
  • Auditing and error checking, to catch the broken join that understates a channel
  • Templates and themes, for a branded reporting pack you reuse
  • Protecting workbooks before a file goes to an agency
  • Sharing workbooks

How the Course Is Delivered

The course is delivered online through our interactive learning system. It shows you each technique, then asks you to do it in a live version of Excel, marking your work as you go and correcting you immediately. That function is called the virtual tutor, and it is software rather than a person, so the training fits around campaign deadlines instead of competing with them.

You do not need Excel installed on your computer. Everything runs inside the training system.

Your CPD Certificate

The course is accredited by the CPD Standards Institute. Complete the training, pass the assessment and you receive a CPD certificate in Excel for Marketing. The assessment and the certificate are included in the price.

Course Details

Start whenever you like, study at your own pace and keep access for twelve months. No prior Excel experience is assumed. If you are training a marketing team, ask us about group discounts and invoicing.