Excel for Marketing Professionals Course

Lesson 1 • Entering and Editing Marketing Data

Teaches efficient data entry, auto-fill, and in-cell editing for campaign records. Directly reduces manual errors in marketing spreadsheets.

Lesson 2 • Managing Workbooks and Worksheets

Covers adding, renaming, moving, and protecting sheets within a workbook. Enables organized multi-campaign file structures from the start.

Lesson 3 • Saving, Sharing, and File Formats

Explains file formats, AutoSave, and sharing options relevant to marketing teams. Ensures data is preserved and accessible across collaborators.

Lesson 4 • Navigating the Excel Interface

Covers the ribbon, quick-access toolbar, and workbook structure. Establishes the spatial literacy needed for every subsequent task in the course.

Lesson 1 • Calculating Key Marketing Metrics

Builds formulas for CTR, conversion rate, ROI, and cost-per-acquisition. Translates raw campaign numbers into actionable performance indicators.

Lesson 2 • Essential Math and Statistical Functions

Covers SUM, AVERAGE, MIN, MAX, and COUNT for summarizing campaign data. These functions form the backbone of every marketing performance report.

Lesson 3 • Understanding Formula Syntax

Introduces operator precedence, cell references, and formula construction rules. Provides the logical framework required before applying any specific function.

Lesson 4 • Logical Functions for Segmentation

Teaches IF, AND, OR, and nested logic to classify leads and flag performance. Enables rule-based segmentation without manual sorting.

Lesson 1 • Filtering to Isolate Segments

Applies AutoFilter and custom filters to isolate specific audiences or channels. Filtering accelerates segment-level analysis without deleting data.

Lesson 2 • Removing Duplicates and Inconsistencies

Uses built-in tools and formulas to detect and remove duplicate records. Duplicate contacts inflate metrics and distort campaign performance data.

Lesson 3 • Data Validation for Clean Input

Sets dropdown lists, numeric ranges, and input messages to enforce data quality at entry. Prevents upstream errors that corrupt downstream reports.

Lesson 4 • Sorting Data for Campaign Analysis

Covers single-column and multi-level sorting to rank campaigns and leads. Proper sorting is the first step in identifying top-performing segments.

Lesson 1 • VLOOKUP for Data Merging

Teaches VLOOKUP syntax to pull product, channel, or segment data into campaign tables. Foundational lookup skill before advancing to more flexible alternatives.

Lesson 2 • COUNTIF and SUMIF for Conditional Aggregation

Uses COUNTIF, SUMIF, COUNTIFS, and SUMIFS to aggregate metrics by segment or channel. Enables conditional totals without pivot tables.

Lesson 3 • INDEX and MATCH for Flexible Lookups

Combines INDEX and MATCH to retrieve data from any column direction. Overcomes VLOOKUP's column-order constraint in complex marketing datasets.

Lesson 4 • XLOOKUP for Modern Data Retrieval

Introduces XLOOKUP as a single-function replacement for VLOOKUP and INDEX-MATCH. Simplifies lookup formulas and supports return of multiple columns.

Lesson 1 • Summarizing Metrics by Channel and Campaign

Configures value fields to show sum, average, count, and percentage of total. Produces the channel-level breakdowns marketers need for budget decisions.

Lesson 2 • Formatting and Presenting PivotTables

Applies PivotTable styles, number formats, and layout options for executive reports. Professional formatting increases stakeholder trust in the data.

Lesson 3 • Calculated Fields and Items

Creates custom metrics like ROI and CPA directly inside the PivotTable. Eliminates the need for helper columns alongside the pivot output.

Lesson 4 • Filtering and Slicing PivotTable Data

Adds report filters, slicers, and timelines to make PivotTables interactive. Enables stakeholders to self-serve segment views without editing the pivot.

Lesson 1 • Sparklines and In-Cell Visuals

Adds sparklines and icon sets to summarize trends within compact report tables. In-cell visuals communicate direction without requiring a full chart.

Lesson 2 • Choosing the Right Chart Type

Maps common marketing questions to appropriate chart types such as bar, line, and pie. Correct chart selection prevents misinterpretation of campaign data.

Lesson 3 • Formatting Charts for Presentations

Applies color themes, data labels, legends, and gridline settings for polished visuals. Presentation-ready charts reduce the need for redesign in PowerPoint.

Lesson 4 • PivotCharts for Dynamic Reporting

Links charts directly to PivotTables so visuals update when filters change. PivotCharts are the visual layer of interactive marketing dashboards.

Lesson 1 • Designing KPI Summary Cards

Builds headline metric cards using formulas, borders, and conditional formatting. KPI cards give executives an instant snapshot of campaign health.

Lesson 2 • Adding Interactivity with Slicers

Connects slicers to multiple PivotTables and PivotCharts for one-click filtering. Interactivity lets stakeholders explore data without touching formulas.

Lesson 3 • Planning Dashboard Layout and Structure

Defines KPIs, audience, and layout zones before building any element. Upfront planning prevents costly redesigns and ensures the dashboard answers real business questions.

Lesson 4 • Polishing and Protecting the Dashboard

Hides gridlines, locks cells, and applies consistent branding for a finished product. Protection prevents accidental edits while keeping interactivity intact.

Lesson 1 • What-If Analysis and Scenario Modeling

Applies Goal Seek, Scenario Manager, and data tables to model budget and ROI outcomes. Scenario modeling quantifies risk and opportunity before committing spend.

Lesson 2 • Forecasting Campaign Trends

Uses FORECAST.ETS and trendlines to project future performance from historical data. Reliable forecasts strengthen budget proposals and planning presentations.

Lesson 3 • Conditional Formatting for Pattern Detection

Uses advanced conditional formatting rules to surface anomalies and trends in large datasets. Visual pattern detection accelerates insight discovery in campaign data.

Lesson 4 • Dynamic Arrays for Scalable Reporting

Introduces FILTER, SORT, UNIQUE, and SEQUENCE for spill-range reporting without manual updates. Dynamic arrays replace repetitive formula work in large marketing reports.