Excel for Marketers

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Learn how to use Excel to gain data-driven insights with this free Excel for Marketers course.

This beginner-friendly course is designed to help marketing professionals get the most out of Excel to save time and be more efficient in their daily tasks. By the end of this short course, you will know how to build your own dashboard using traffic data from Google Analytics. 

If you want to better use Excel for digital marketing endeavors like tracking monthly statistics, measuring the success of campaigns, analyzing SEO opportunities, or managing link-building efforts, this course is for you. 

Only basic knowledge of Excel is required to benefit from this course. Current Excel pros will also pick up some useful tips and tricks to harness the power of Excel for marketing analytics.

Learn how to:

  • Import and clean data to ensure it’s error-free.
  • Organize your data with tables, sorting, and filtering.
  • Merge data from different lists with functions like VLOOKUP, and XLOOKUP.
  • Count data based on certain criteria with COUNT and COUNTIFS functions.
  • Create the often-feared but exceptionally helpful Pivot Tables.
  • Apply conditional formatting to better visualize your data.
  • Produce beautiful charts to present your data.
  • Build a custom dashboard and automatically update it with Power Query.

Once enrolled, our friendly support team is here to help with any course-related inquiries.

Excel for Marketers
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Skill level: Beginner
Certificate: Yes (Excel certification)
Lessons: 11
Accredited by: CPD
Pre-requisites: None
Versions supported: 2016, 2019, 365
Video duration: 1h 15m
Estimated study time: 4h 30m for all materials

Accreditations and approvals




An introduction to the course


Importing and Cleaning Data

As a Marketer, it’s incredibly important to have up-to-date, clean data. In this lesson we apply some common edits to unusable data to clean it up for use.


Counting Items Based on Certain Criteria

This lesson will show you COUNTIF and COUNTIFS that will allow you to quickly gather insights from your data based on the frequency of information.


Merging Data from Different Lists

XLOOKUP and VLOOKUP enable you to merge data to add greater context to the data.


Tables to Make Life Easier

If you often work with data sets that are quite large, then you might consider using an Excel table. Tables have a lot of functionality automated and make life easier.


Sort & Filter with Tables

If you have a large dataset, it’s easy to get overwhelmed with too much information. Sorting and filtering help you reduce large amounts of data so that you can focus on only the relevant data.



Pivot Tables from Tables

You often need to make sense of data using a variety of reports and stats. Pivot tables help you do just that.


Conditional Formatting to Dynamically Add Color to Reports

Conditional formatting can highlight items based on rules you set and, as the data changes and other data meets the requirements, your highlights will change automatically.


Charts as a Visualization Tool

In our quest to visually represent data, a chart is indispensable.


Dashboards to Display Critical Information at a Glance

Having a macro-level - or a birds-eye view - of your marketing efforts is essential. It allows you to see trends, make better business decisions, and point out areas to investigate.


Use Power Query to do the Heavy Lifting

Power Query automates the process of getting data into a table and performing routine edits.


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