Excel and Sheets for Marketers – ConversionXL, Fred Pike

Find actionable marketing insights

Everyone thinks they know Excel, but this dismissive assumption may be costing you a lot of growth opportunities and wholly avoidable headaches.

Throughout this in-depth course, you will learn to

• Import data from multiple sources into Excel or Sheets.
• Discover the best way to tie this data together and make it useful.
• Understand when to use pivot tables and the different lookup types (vlookup, hlookup, and index/match).
• Understand basic spreadsheet troubleshooting skills.
• Learn how to use many of the data-manipulation commands in Excel/Sheets.
• Learn how to apply formulas and work with data to pull insights.
• Analyze data and answer business questions using spreadsheets.

Introduction video (5min)

You’re at a huge loss if you can’t functionally use spreadsheets

The business world runs on Excel. You’d be hard-pressed to find a business that doesn’t use it. If you work in growth, marketing, analytics, product, or content, chances are you use it on a daily basis.

Unfortunately, you’re probably not as proficient at Excel as you think you are. It’s not an insult, and it’s certainly not a falsity. In reality, most marketers are just scratching the surface when it comes to spreadsheet work

Combine data sources to discover even more marketing insights

Whether you’re analyzing sales data or calculating the performance of marketing strategies, you’ll find yourself using Excel. Excel can help you optimize your marketing processes, tweak and decide on campaigns, and even track day to day variations in data. No one in the digital world should be operating without this skill.

Most digital marketing tools let you interact with data within their own platform. This is often perfectly fine to view and analyze data, especially at a high level. However, you most likely have multiple sources of data, and it’s almost always the case that these sources of data can be blended to reach deeper conclusions about your marketing efforts.

Pull the data to Excel or Google Sheets

Once there, you have tremendous flexibility and power to link the data and get insights. It’s not necessarily difficult to use Excel, it’s just that Excel isn’t usually taught in a way that is practical and focused on generating actionable insights. In addition, it’s rare you’re shown step-by-step instructions on how to use its more advanced features.

That’s why we created this course.

This course won’t give you prepackaged takeaways – you know your data and its nuances more than we ever could. But what this course will do is teach you how to use Excel efficiently to uncover those insights on your own. It will be another tool in your arsenal – a very effective tool, at that – to make better marketing decisions.

Don’t just scratch the surface

This course is perfect for beginners seeking to learn how to utilize Excel to manage and extract meaning from data, specifically in relation to marketing. Even if you’ve spent a lot of time in Excel, it’s likely you’ll learn some more advanced techniques to get more out of the tool.

Most of the examples will be drawn from marketing tools you use every day – Google Analytics, Search Console, AdWords, Moz, etc. If you’re a marketer, you’ll receive concrete, explicit, and immediately actionable takeaways from this course.

This course will primarily focus on Excel, but we’ll also touch on Google Sheets, as it’s often easier to access data there.