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How to use Excel for Market Research and Insight - Part 1

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How to use Excel for Market Research and Insight - Part 1

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Most market research and insight professionals use Excel, but few use it well.
In this ‘How To’ webinar, Ray Poynter, C-Founder of NewMR, shows the core tools that Excel offers to researchers, including:

- Gathering basic statistics from data
- How to use conditional formatting
- Visualising data
- Using pivot tables
- Automating tasks

The presentation recording is accessible from NewMR.org/Play-Again

Most market research and insight professionals use Excel, but few use it well.
In this ‘How To’ webinar, Ray Poynter, C-Founder of NewMR, shows the core tools that Excel offers to researchers, including:

- Gathering basic statistics from data
- How to use conditional formatting
- Visualising data
- Using pivot tables
- Automating tasks

The presentation recording is accessible from NewMR.org/Play-Again

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How to use Excel for Market Research and Insight - Part 1

  1. 1. How to Use Excel for Insights – Part 1 September 2022 Ray Poynter
  2. 2. Sponsors Communication
  3. 3. Agenda • Excel basics • Survey data basics • Pivot tables and survey data • Visualization • Automation • Q&A Using Videos
  4. 4. Basics - 1 • Introducing some data • Formulas • Functions • Editing Using a PC? I am on a Mac – when I press the Command key, PC users will typically press the Ctrl key.
  5. 5. Basics - 2 Absolute references A simple What-if
  6. 6. Basics - 3 Creating a standout matrix – Utilizing absolute references Conditional formatting
  7. 7. Survey - 1 Recoding data – Using IF statements Using the SUM, COUNT, COUNTIF functions
  8. 8. Survey - 2 Describing data – Using more functions
  9. 9. Pivot Tables Summarizing survey data
  10. 10. Visualizing In the context of analysis Checking for patterns
  11. 11. Visualizing - 2 Linking Data and Charts Second axes Sorting
  12. 12. Automating Tasks Recording a Macro
  13. 13. Automating Tasks - 2 Writing VBA – Visual Basic for Applications
  14. 14. Remove NA & None 1 of 3 Option Explicit ' this requires all variables to be declared 'Routine to tidy out NA from a list 'Author Ray Poynter Sub RemoveNA() 'Declare the variables Dim lRow As Long 'how many rows Dim iNA As Integer 'the number strings to mark as NA Dim sNA() As String 'An array holding all the versions of NA we are going to check for Dim i As Integer, j As Integer 'counters Dim sVerbatim As String ‘the verbatim we are processing at the moment Dim iVerbatim As Integer 'which column has the verbatims in Dim iOutput As Integer 'which column to write the cleaned verbatims Dim bFlag As Boolean 'is a verbatim a NA?
  15. 15. Remove NA & None 2 of 3 Sheets("Automate 2").Select 'make the test sheet the selected one 'Define the NA codes iNA = 2 'in this example we have just verbatims that are NA, but it could be a list of 10, 20 or more alternatives ReDim sNA(iNA) sNA(1) = "NA" sNA(2) = "NONE" 'Define the input and output columns iVerbatim = 8 iOutput = 9 'Find out how many rows of data there are lRow = ActiveSheet.UsedRange.Rows.Count 'Create the heading Cells(1, iOutput) = "Favourite Bank - Cleaned"
  16. 16. Remove NA & None 3 of 3 'Work through the rows For i = 2 To lRow 'we start at 2, because 1 is the heading sVerbatim = Cells(i, iVerbatim) 'read the verbatim sVerbatim = Trim(sVerbatim) 'remove any preceding or trailing spaces sVerbatim = UCase(sVerbatim) 'convert the verbatim to upper case bFlag = False 'initially set the flag to not an NA For j = 1 To iNA 'check the verbatim against each of the items in our list If sVerbatim = sNA(j) Then bFlag = True 'If the verbatim is an NA set the flag Next j If bFlag = True Then Cells(i, iOutput) = "" 'If an NA, write a blank Else Cells(i, iOutput) = Cells(i, iVerbatim) 'If not an NA, write the verbatim out End If Next i End Sub
  17. 17. Q & A

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