Excel For Marketers – Fred Pike


Everyone thinks they know Excel, but this dismissive assumption may be costing you a lot of growth opportunities and wholly avoidable headaches.



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Find actionable marketing insights

Everyone thinks they know Excel, but this dismissive assumption may be costing you a lot of growth opportunities and wholly avoidable headaches.

Throughout this in-depth course, you will learn to

  • Import data from multiple sources into Excel or Sheets.
  • Discover the best way to tie this data together and make it useful.
  • Understand when to use pivot tables and the different lookup types (vlookup, hlookup, and index/match).
  • Understand basic spreadsheet troubleshooting skills.
  • Learn how to use many of the data-manipulation commands in Excel/Sheets.
  • Learn how to apply formulas and work with data to pull insights.
  • Analyze data and answer business questions using spreadsheets.

You’re at a huge loss if you can’t functionally use spreadsheets

The business world runs on Excel. You’d be hard-pressed to find a business that doesn’t use it. If you work in growth, marketing, analytics, product, or content, chances are you use it on a daily basis.

Unfortunately, you’re probably not as proficient at Excel as you think you are. It’s not an insult, and it’s certainly not a falsity. In reality, most marketers are just scratching the surface when it comes to spreadsheet work

Combine data sources to discover even more marketing insights

Whether you’re analyzing sales data or calculating the performance of marketing strategies, you’ll find yourself using Excel. Excel can help you optimize your marketing processes, tweak and decide on campaigns, and even track day to day variations in data. No one in the digital world should be operating without this skill.

Most digital marketing tools let you interact with data within their own platform. This is often perfectly fine to view and analyze data, especially at a high level. However, you most likely have multiple sources of data, and it’s almost always the case that these sources of data can be blended to reach deeper conclusions about your marketing efforts.

Pull the data to Excel or Google Sheets

Once there, you have tremendous flexibility and power to link the data and get insights. It’s not necessarily difficult to use Excel, it’s just that Excel isn’t usually taught in a way that is practical and focused on generating actionable insights. In addition, it’s rare you’re shown step-by-step instructions on how to use its more advanced features.

That’s why we created this course.

This course won’t give you prepackaged takeaways – you know your data and its nuances more than we ever could. But what this course will do is teach you how to use Excel efficiently to uncover those insights on your own. It will be another tool in your arsenal – a very effective tool, at that – to make better marketing decisions.

Don’t just scratch the surface

This course is perfect for beginners seeking to learn how to utilize Excel to manage and extract meaning from data, specifically in relation to marketing. Even if you’ve spent a lot of time in Excel, it’s likely you’ll learn some more advanced techniques to get more out of the tool.

Most of the examples will be drawn from marketing tools you use every day – Google Analytics, Search Console, AdWords, Moz, etc. If you’re a marketer, you’ll receive concrete, explicit, and immediately actionable takeaways from this course.

This course will primarily focus on Excel, but we’ll also touch on Google Sheets, as it’s often easier to access data there.

The videos were detailed but also easy to understand, the facilitator handled the delivery in such a way that at some point I felt I was watching a live class. But most importantly, I left with tips, tools and a great mindset in my approach towards using Excel to solve my data problems.

Dozie Anyaegbunam, Cultural Insights Strategy Consultant @ Creative Culture

This course is right for you if…

  • Your daily work includes working with data across multiple tools (e.g. Google Analytics, Google Search Console, SEMRush, Moz, AdWords. Keyword Planner, etc.)
  • You are sometimes stymied by the data analysis capabilities of those tools, and would like to dive deeper or dive more broadly
  • Your success and future growth depends on being able to discover the links between data sets

This course is probably not for you if…

  • You can do pivot sheets and vlookups in your sleep
  • You know best practices in setting up spreadsheets and formulas including troubleshooting errors
  • You’ve written and debugged Excel macros

Skills you should have before taking this course

  • You should have at least a basic and introductory familiarity with spreadsheets
  • e.g. how to create formulas, import files, possibly create some simple graphs, etc.
  • More importantly, you should have an understanding of your data and what type of information you want to draw out of it.

After this course, you’ll be able to…

  • Import, blend, and analyze data from multiple sources.
  • Format the data in a way to best work with it and share it across teams.
  • Execute pivot table analysis, common (and powerful functions), and different types of lookups (vlookup, hlookup, and index/match).
  • Do basic troubleshooting and fix mistakes most people make when working with spreadsheets.
  • Use many of the data-manipulation commands in Excel/Sheets.
  • Generally be an efficient and effective spreadsheet user, able to pull insights from many data sources and work with it to answer business questions.

Your full course curriculum


1Pivot Tables – Set Up – Excel

Topics covered:

  • Set up a basic pivot table in Excel

2Additional Resources

Show off your hard-earned skills and strengthen your profile

LinkedIn is easily the largest professional network in the world with more than 600 million users. 

But it’s not enough to just have a LinkedIn page, you need a great one—especially if you’re looking for new opportunities.

A 2018 CareerBuilder survey found that 70 percent of employers use social media to screen candidates. Over half of those employers are searching for your profile to see if you have the skills needed for the job.

What’s more? LinkedIn found that people who add credentials to their profile receive 6x more profile views than those who don’t.

This means that you can add your certificates to your profile, share your accomplishments in your feed, and join our alumni network!

Get this course and 50+ others when you sign up for CXL Institute

This course (and all others – full list here) are included with the CXL Institute subscription.

At CXL Institute, you can take online courses on growth, digital marketing, optimization, analytics, persuasion – all in a single subscription.

  • World’s leading practitioners teaching you their best stuff.
  • 50+ online courses on all things data-driven marketing
  • New courses added every single month

Sign up for CXL Institute and get access to

  • 50+ courses (full list here) on all aspects of data-driven marketing (new courses added every month)
  • 4 Minidegrees that give you advanced level skills

Got a team, multiple users? Get our Teams All-Access plan instead.

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