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.
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 1: IFs, Nested IFs, SUMPRODUCT, HYPERLINK, CONCATENATION
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.