Marketers often have to work in multitasking mode. Developing a marketing plan, budgeting, comparing advertising campaigns, selecting Excel Reports keywords, creating charts, planning sales. MS Excel , a powerful analytical tool, helps optimize the work. Today we will talk about useful functions for a marketer in MS Excel.
Excel Personalization
Personalizing your workspace makes life gambling database much easier. Excel Reports But many users, including experienced ones, don’t know how to add buttons to the quick access toolbar. To do this, click on the following menu items:
File – Options – Quick Access Toolbar – Add
You can display any function, tab or command on the panel. The settings are saved either for specific documents or for all at once.
Templates for tables
Excel has built-in templates for creating standard tables. There are more than a hundred of them in the standard Excel Reports version. For ease of search, they protect your dedicated prospecting are divided into categories (Analysis, Business, Projects, Sales, Annual, etc.). Ready-made templates are enough to solve most marketer’s tasks. How to apply a template:
File – New – Available Templates
If the built-in capabilities are not enough, additional usa lists templates can be downloaded from the Microsoft website or third-party resources. Many of them are publicly available.
What templates do marketers use:
- Marketing plan budget;
- Standard event budget;
- Channel Marketing Budget;
- Step-by-step idea planner;
- Plan for posting publications on the website or in social networks;
- Monthly Content Marketing Plan;
- Conducting contextual advertising campaigns;
- SEO promotion assessment;
- Monthly metrics report.
The templates are universal – they can be easily adapted to your own needs. Ready-made solutions automate routine operations.
Formatting tables
It is better to convert homogeneous data located in rows (for example, a report imported from an analytics system) into a separate table using the Format as Table button.
Excel already has ready-made styles for formatting. In the same menu, you can create your own style in the designer. To set an express style, you need to select a range of cells, press the Ctrl+T combination and activate the Table with headers checkbox in the drop-down menu.
It is necessary to format the data as a table for subsequent simplification of calculations. Formatting provides many ways of sorting and filtering. Triangles appear in the cells for their activation by choice. In this case, the options can operate with both letters and numbers.
For example, you can add a Totals Row to the budget, which will automatically calculate the total budget (entirely or by individual items). Or set two cell content options, which are specified by a triangle (for example, passed/failed).
Another useful button is Conditional formatting. It allows you to set conditions for highlighting certain cells, add histograms, color scales and various icons. The menu contains ready-made highlighting rules, and you can enter custom conditions if necessary.
Pivot tables
In practice, there are tasks when you have to analyze and compare data from several tables and output the results into one. Or create reports on different data based on one source.
Excel has a ready-made tool for table analysis – Pivot tables. They allow you to:
- redistribute data across rows and columns;
- add analyzed parameters;
- group data;
- apply filters.
