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Drive efficiency with Excel and Google Sheets for marketing

3h 40min | 20 lessons | 32 downloadable resources

In this course, you will learn how to:

  • Import and blend data from multiple sources into Excel or Google Sheets.
  • Use pivot tables, vlookups, hlookups, and index/match to analyze data efficiently.
  • Apply formulas and troubleshoot common spreadsheet errors.
  • Manipulate data using advanced Excel/Sheets functions for actionable insights.
  • Create data-driven reports that answer key business questions.

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English subtitles Certificate included
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Learn essential spreadsheet skills to create actionable insights & improve marketing efficiency

Many marketers struggle with managing data efficiently, leading to missed opportunities for optimization and insights. This course will teach you how to master Excel and Google Sheets to analyze, organize, and report your marketing data more effectively. You’ll learn to use advanced formulas, automate tasks, and create actionable reports that improve decision-making and efficiency. This course equips you with the skills to streamline your data processes, giving you a competitive edge in driving results.

Master Excel and Google Sheets to supercharge your marketing data and identify growth opportunities

Course Length:
3h 40min. 20 lessons.

This course equips marketers with the essential skills to effectively use Excel and Google Sheets for data management. You’ll learn to blend data from various sources, apply advanced formulas, and troubleshoot common issues. By mastering functions like pivot tables and vlookups, you’ll be able to manipulate data efficiently and create reports that provide actionable insights. With these skills, you’ll improve your marketing efforts and decision-making through better data analysis.

After completing this online course on Excel and Google Sheets for marketers you will be able to assist your team and company with:

  • Importing and blending data from multiple sources.
  • Using pivot tables and advanced formulas to analyze data.
  • Creating automated reports for clear, actionable insights.
  • Identifying and fixing spreadsheet errors quickly.
  • Visualizing data for more effective communication.

This course is for you if you are responsible for:

  • Managing marketing data and reporting.
  • Analyzing campaign performance through spreadsheets.
  • Automating data-related tasks for better efficiency.
  • Presenting data insights to stakeholders.
  • Improving decision-making with precise data analysis.

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Course Curriculum

Excel and sheets for marketers

1 GSC – Sort and Filter

Topics covered: Download data from Google search Console (GSC)Initial Analysis – Sort and Filter Resources Resources Sheets: SAS GSC Data Sample data Excel: SAS GSC data Sample data Sheets Lesson 1 resource Excel SAS GSC data Lesson slide deck

2 SUM – Variations

Topics covered: SUM CommandsVariables in formulasAbsolute versus Relative cell references Resources Resources Excel: SAS GSC data Sample data Sheets: SAS GSC Data Sample data Sheets resources lesson 2 Excel sheet – lesson 2 Lesson slide deck

3 COUNT – Variations

Topics covered: All the different COUNT commands. Resources Resources Excel: SAS GSC data Sample data Sheets: SAS GSC Data Sample data SAS GSC Data Sample data Sheets resource lesson 3 Excel sheet – lesson 3 Lesson slide deck

4 Tables and Calculated Columns

Topics covered: Formatting HeadersExcel Tables and Calculated Columns Resources Resources Excel: SAS GSC data Sample data SAS GSC Data Sample data Excel sheet – lesson 4 Lesson slide deck

5 Pivot Tables – Set Up – Sheets

Topics covered: Set up a basic pivot table in Google Sheets Resources Resources Sheets: SAS GSC Data Sample data Sheets resource – lesson 5 Excel sheet – lesson 5 Lesson slide deck

6 Pivot Tables – Set Up – Excel

Topics covered: Set up a basic pivot table in Excel Resources Resources Excel: SAS GSC data Sample data Lesson slide deck

7 Pivot Tables – Calculated Fields

Topics covered: How to create a calculated field in a pivot tableWhy create it? Resources Resources Excel: SAS GSC data Sample data Sheets: SAS GSC Data Sample data Sheets resource – lesson 6 Excel sheet – lesson 6 Lesson slide deck

8 Pivot Tables – Filters, Slicers, and Timeline – Excel

Topics covered: Segmenting your pivot table:FiltersSlicersTimeline Resources Resources Excel: SAS GSC data Sample data Excel sheet – lesson 7 Lesson slide deck

9 Pivot Tables – Filters, Slicers, and Timeline – Sheets

Topics covered: Segmenting your pivot tableFiltersSlicers Resources Resources Sheets: SAS GSC Data Sample data Sheets resource – Lesson 7 Lesson slide deck

10 Power Tips for Pivot Tables – Excel

Topics covered: Power Tips for Pivot TablesTables and Named RangesRefresh the Data SourceDetailed viewPage per Filter Item“Show Values As” in Field SettingsTurn off “Autofit Columns”Pivot Charts Resources Resources Excel: SAS GSC data Sample data Excel

11 De-Dup & Text To Columns

Topics covered: Google Analytics DataRemove DuplicatesText to Column Resources Resources Excel: Adjusted Data GA Merch Store Sample data Sheets: Adjusted Data GA Merch Store Sample data Sheets resource – lesson 9 Excel sheet – lesson 9 Lesson slide dec

12 Vlookup

Topics covered: Vlookup Resources Resources Excel: Adjusted Data GA Merch Store Sample data Sheets: Adjusted Data GA Merch Store Sample data Sheets resource – lesson 10 Lesson slide deck

13 Index and Match

Topics covered: Index and Match Resources Resources Excel: Adjusted Data GA Merch Store Sample data Sheets: Adjusted Data GA Merch Store Sample data Sheets resource – lesson 11 Lesson slide deck

14 XLookup – Excel

Topics covered: XLOOKUPDo you have it?Shortcomings of VLOOKUP Resources Resources Excel: Adjusted Data GA Merch Store Sample data Excel sheet – lesson 12 Lesson slide deck

15 Sparklines

Topics covered: Sparklines Resources Resources Excel: Adjusted Data GA Merch Store Sample data Sheets: Adjusted Data GA Merch Store Sample data Sheets resource – lesson 13 Excel sheet – lesson 13 Lesson slide deck

16 Conditional Formatting

Topics covered: Conditional formatting Resources Resources Excel: Adjusted Data GA Merch Store Sample data Sheets: Adjusted Data GA Merch Store Sample data Sheets resource – lesson 14 Excel sheet – lesson 14 Lesson slide deck

17 String Functions

Topics covered: More FunctionsLenSubstituteFindSearchMidLeftRight Resources Resources Excel String (text) Functions Template Excel sheet – lesson 15 Lesson slide deck

18 Error Trapping

Topics covered: Data Validation- Numbers- ListsIF Function (cross-footing)Locking a Spreadsheet Resources Google Sheets resource – lesson 16E4M-Lesson-16-Error-TrappingExcel Error TrappingGoogle Sheets Error Trapping Lesson slide deck

19 Additional Resources

Topics covered: Some of Fred’s favorite resources Resources Resources Google Sheets Developer Blog Blog post/article Google Sheets Blog post/article Excel Help & Learning Blog post/article Analytics Edge Tool Supermetrics Tool G Suite Marketplace

Fred Pike

Managing Director / COO @ Northwoods Software

Fred is a self-avowed GA & GTM freak.  He is a Managing Director at Northwoods Software and leads their GA/GTM Practice Area.  A sought-after educator, he has spoken multiple times at such events as MeasureSummit, SuperWeek, GA4Ward, MN Search, etc.  “GA4 Intro” is his fourth CXL course. 

At any point in time, you can find Fred digging into the intricacies of GA4, walking his beloved Pekingese Xuxa, or playing mandolin with the Milwaukee Mandolin Orchestra.

This online course
comes with a
Certificate

Completing this course earns you an official CXL Excel and Google Sheets for Marketers Course Certificate to prove your achievement. CXL is recognized as an industry-leading qualification by employers worldwide, and it is an official qualification on Linkedin that can be added to your profile.

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Frequently asked questions

Plans

What is the difference between the monthly, quarterly and annual plans?

We offer three types of billing lengths to choose from: Monthly, Quarterly, or Annual. The longer the billing length, the cheaper the monthly cost becomes.

Typically annual plans are 40% cheaper per year than paying month-to-month.

What is the difference between the individual and teams plans?

Personal or Individual plans are meant for one person where teams have 2 or more people.

A team account has a few extras:
– Invite and manage people learning on your team.
– Create roadmaps for each individual.
– Access team learning engagement reports.
– Assign members to your team as managers to assign content and view reports.

What is included in the all-access plan?

You’ll get:
– Access to 90+ online courses.
– Earn certificates and add them to LinkedIn.
– Thousands of playbooks and resources.
– All minidegrees
– Roadmapping and progress tracking
– Premium Support

Can I switch plans later if I want to?

Yes. You can switch between different billing lengths at any time (Ex: Switch from a Monthly Plan to Annual).

If you’d like to switch from a individual plan to a team plan (or vice versa), please reach out to customer success via live chat.

Billing

What are the payment options available?

Most major credit cards and Paypal are accepted. If you need an invoice to pay by wire, please message our customer success team via chat for options.

What is parity pricing?

All of our products are priced in USD currency. In order to make our products more affordable, we have established a system where you can pay in your local currency using a special metric that adjusts the price you pay according to the purchasing power of your country.

Is there a discount available?

One of CXL’s company policies is that we don’t discount. Our focus is on the product – providing the best, highest quality content with our courses.

The listed price on the site shows the best price – you can buy with confidence.

We offer pricing based on your local currency, you’ll see this reflected on the pricing and checkout pages.

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