Excel for Marketers

This course will move marketers to a point they can easily and quickly leverage Excel to analyze and present the results of their work.

Available On-Demand

Why Take This Course?

If you or your team are spending way too much time wrestling with trying to automate monthly marketing reporting with Excel and want to spend more time analyzing the dashboards versus crunching numbers, then this course is for you.

This course uses ONLY real marketing data, reports from marketing automation platforms, Google, survey results, BrightTalk, etc.

The goal is to give you the skills to create your own largely automated weekly and/or monthly reports for processing the data and generating accurate reports. Imagine monthly reporting in just 30 minutes instead of 5 days!

This on-demand Excel for Marketers course takes just a few hours of your time. Most of the course is hands-on, so you can build the spreadsheet templates right along with the instructor and produce something you can put immediately to use.


YouTube video

Leverage Excel to analyze and report your work.

Take the course at the time and pace that works for you with our On Demand course.

Course Curriculum

Module 1: Course Introduction

Lesson 1: Course Overview

Lesson 2: Download Course Materials

Module 3: Using Excel

Lesson 1: Dynamic Named Ranges

Lesson 2: VLookUp, CLV Calculations and Checksums

Lesson 3: Preparing Data for Import

Lesson 4: Data Validation

Lesson 5: Parsing Text and String Data

Lesson 6: Google Analytics Data, Extracting Text Data

Lesson 7: Parsing Survey Data

Lesson 8: Quiz

Module 5: Shortcuts, Tips & Tricks


Lesson 2: Checkboxes and Radio Buttons

Lesson 3: INDIRECT, Search and Replace

Lesson 4: SUBTOTAL, Conditional Formatting

Lesson 5: Quiz

Module 7: Conclusion

Closing Thoughts

Module 2: Excel Basics

Lesson 1: Objective

Lesson 2: References, SUMIF & SUMIFs

Lesson 3: Copy/Paste, Formatting and Merges

Lesson 4: Navigation, Selection, Panes & Naming Sheets

Lesson 5: Text Wrapping, Ranges

Lesson 6: Handling Duplicates, COUNTIFs, Unique Value Lists

Lesson 7: Handling Dates, Filters, Helper Columns

Lesson 8: Pivot Table Basics

Lesson 9: Quiz

Module 4: Excel Charts

Lesson 1: Introducing Charts in Excel

Lesson 2: Charting Samples and Settings

Lesson 3: Creating Customer Data

Lesson 4: Creating Email Report Charts

Lesson 5: Creating Lead Scoring Charts

Lesson 6: Connecting Charts to PowerPoint

Lesson 7: Quiz

Module 6: Robustness in Excel

Lesson 1: Robustness, Locking Cells & Sheet Protection

Lesson 2: Alternative to vlookup – INDEX, MATCH, EXACT

Lesson 3: Quiz

Meet Your Instructor

Kevin Joyce

Kevin Joyce is a marketing executive with 35+ years of experience in high tech with in positions in engineering, marketing, and sales. In the past 18 years, he has worked with many companies on their revenue marketing and demand generation strategies. With a unique combination of marketing skills and sales experience, he helps bridge the gap between sales and marketing.

Mr. Joyce has successfully launched and built demand for numerous products and services as a Director of Product Marketing at Sequent, as a Director of Sales at IBM, as Vice President of Marketing at Unicru, and as CEO at Rubicon Marketing Group. He has been a VP and Principal with the Pedowitz Group for ten years. He holds a BS in Engineering from the University of Limerick, Ireland and an MBA from the University of Portland.

Want amazing, repeatable reporting?

Our experts can make it happen in a variety of ways and on nearly any platform.