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ESSENTIALS
FOR DIGITAL
MARKETERS
6 EXCEL
If there’s one task most marketers share, whether their focus is
SEO, paid search, or social media, it’s collecting and
interpreting data. Being able to slice and dice the data to find
actionable insights is key to effective analysis.
Select data > Home > Format as table
Table
Formatting
e.g: Below are the digital marketing influencers on Twitter from
different countries
Tip: Alt + O + C + A - helps to adjust columns to fit contents
Unformatted Formatted
Charting
If you are going to present your data to stakeholders, then it
pays to make it look professional. It offers basic visualization,
giving stakeholders a clear understanding of data trends.
Insert > Charts > Select the required chart type
e.g: The data in our example can also be represented in chart as
below for easy interpretation.
1
2
Canada
700 Followers
800 Followers
1000 Followers
India Singapore
0
Top Twitter influencers by country
Filters
Filters allow you to pare down your data to only look at certain
rows at one time. In Excel, a filter can be added to each column in
your data, and from there, you can then choose which cells you
want to view at once.
Select Data Range > Data > Filter
Filters
are awesome!
?
?
e.g: We can use filters for the below data to view data by location
or by number of followers
Tip: Alt + A + T helps you add quick filters for selected data range
Pivot
Tables
Pivot tables allow you to quickly summarize and evaluate large
amounts of data in lists and tables.
Select the data range > Insert > Pivot table
PIVOT
PIVOT
PIVOT
PIVOT
PIVOT
PIVOT
PIVOT
PIVOT
e.g: Our example can also be summarized as a pivot table to
quickly review details of influencers by country
Tip: Filters are automatically added in a pivot table.
IF Function
IF function checks whether a condition is met, and returns one
value if TRUE, and another value if FALSE.
Syntax: IF(logical_test,value_if_true,value_if_false)
If ravenous
If famished
If starving
If hungry
e.g: In column ‘E’, IF function is applied to determine the
influencing level of each influencer based on the number of
followers. Influencers with more than 900 followers are
considered as Great influencers and the ones with less than
900 followers are considered as Good influencers.
VLookup
function:
Looks up for a value in the leftmost column of the data range, and
then returns a value in the same row from a column you specify.
By default, the table must be sorted in ascending order. This
function can be used when there is a huge amount of data.
Syntax: VLOOKUP(lookup_value,table_array,col_index_num,range_lookup)
YES
WE
DO!!!
e.g: In column ‘G’, Vlookup function is applied to determine the
Twitter handle of the influencer in column ‘F’. A2 to C11 is the
data range and since the required field is ‘Handle’ which is in
column ‘C’ and it is the third column, number ‘3’ has been
assigned as column index number.
Lookup value: F4 (influencer name)
Table Array: A1:D11
Column index number: 3 (handle)
Range look up: 0 (to get exact match)
Created by: Brunda Olety
Get in touch with our Digital Consultants today!
www.happymarketer.com
hello@happymarketer.com
Sources:
www.freepik.com
www.hubspot.com
www.searchengineland.com

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6 Excel Essentials for Digital Marketers

  • 2. If there’s one task most marketers share, whether their focus is SEO, paid search, or social media, it’s collecting and interpreting data. Being able to slice and dice the data to find actionable insights is key to effective analysis. Select data > Home > Format as table Table Formatting
  • 3. e.g: Below are the digital marketing influencers on Twitter from different countries Tip: Alt + O + C + A - helps to adjust columns to fit contents Unformatted Formatted
  • 4. Charting If you are going to present your data to stakeholders, then it pays to make it look professional. It offers basic visualization, giving stakeholders a clear understanding of data trends. Insert > Charts > Select the required chart type
  • 5. e.g: The data in our example can also be represented in chart as below for easy interpretation. 1 2 Canada 700 Followers 800 Followers 1000 Followers India Singapore 0 Top Twitter influencers by country
  • 6. Filters Filters allow you to pare down your data to only look at certain rows at one time. In Excel, a filter can be added to each column in your data, and from there, you can then choose which cells you want to view at once. Select Data Range > Data > Filter Filters are awesome! ? ?
  • 7. e.g: We can use filters for the below data to view data by location or by number of followers Tip: Alt + A + T helps you add quick filters for selected data range
  • 8. Pivot Tables Pivot tables allow you to quickly summarize and evaluate large amounts of data in lists and tables. Select the data range > Insert > Pivot table PIVOT PIVOT PIVOT PIVOT PIVOT PIVOT PIVOT PIVOT
  • 9. e.g: Our example can also be summarized as a pivot table to quickly review details of influencers by country Tip: Filters are automatically added in a pivot table.
  • 10. IF Function IF function checks whether a condition is met, and returns one value if TRUE, and another value if FALSE. Syntax: IF(logical_test,value_if_true,value_if_false) If ravenous If famished If starving If hungry
  • 11. e.g: In column ‘E’, IF function is applied to determine the influencing level of each influencer based on the number of followers. Influencers with more than 900 followers are considered as Great influencers and the ones with less than 900 followers are considered as Good influencers.
  • 12. VLookup function: Looks up for a value in the leftmost column of the data range, and then returns a value in the same row from a column you specify. By default, the table must be sorted in ascending order. This function can be used when there is a huge amount of data. Syntax: VLOOKUP(lookup_value,table_array,col_index_num,range_lookup) YES WE DO!!!
  • 13. e.g: In column ‘G’, Vlookup function is applied to determine the Twitter handle of the influencer in column ‘F’. A2 to C11 is the data range and since the required field is ‘Handle’ which is in column ‘C’ and it is the third column, number ‘3’ has been assigned as column index number. Lookup value: F4 (influencer name) Table Array: A1:D11 Column index number: 3 (handle) Range look up: 0 (to get exact match)
  • 14. Created by: Brunda Olety Get in touch with our Digital Consultants today! www.happymarketer.com hello@happymarketer.com