Extremely Useful & Powerful Excel Tips for Digital Marketers

John Gagnon, Bing Ads Evangelist

@JmGagnon

Takeaways

1.

2.

3.

Save time.

Get more insights.

Impress co-workers.

@JmGagnon

Bing Ads Evangelist

I listen, speak and blog Online Marketing Manager Former Googler

I teach Excel techniques to digital marketers because these data management tools make it easier to make smarter digital marketing decisions.

ExcelSearch

@JmGagnon

Excel charting on steroids

@JmGagnon

Microsoft Confidential

2 areas of Excel awesomeness

Productivity

General Excel wizardry using keyboard shortcuts, tips, and mouse tricks save you time and impress co-workers.

Power

More insight. Handle big data in Excel and uncover new insights with beautiful visualizations.

@JmGagnon

Productivity

Save time. Impress co-workers.

5 shortcuts for

digital marketers

Microsoft Confidential

Productivity

$ = SHIFT + 4 + = SHIFT + =% = SHIFT + 5

01

@JmGagnon

Actually remember shortcuts

Productivity 01

@JmGagnon

CTRL + SHIFT….What? Logic number formatting

Productivity 01

1.

2.

3.

$ = SHIFT + 4

CTRL + $ = Format as currency

So: CTRL + SHIFT + 4

@JmGagnon

Logic number formatting

Productivity 01

@JmGagnon

SUM( )

Productivity 02

@JmGagnon

Simple shortcut for SUM( )

ALT + =

Productivity 02

@JmGagnon

Format Painter

Productivity 03

@JmGagnon

Quick and easy formatting: double-click format painter

Productivity 03

Microsoft Confidential @JmGagnon

Day of weekor month?

Productivity 05

@JmGagnon

Turn: 10/1/2012Into: Monday

Productivity 05

@JmGagnon

TEXT( ) converts dates nicely

=TEXT( , )

Productivity 05

this value

10/1/2012

Formatted this way

“m”

“mmmm”

“dddd”

“mmmm-dd”

10

October

Monday

October-01

=TEXT( )10/1/2012 “dddd” Monday

@JmGagnon

Convert 10/1/2012 to:"Monday" or "Oct-01"

Productivity 05

@JmGagnon

CPA=𝑺𝒑𝒆𝒏𝒅

𝑪𝒐𝒏𝒗𝒆𝒓𝒔𝒊𝒐𝒏𝒔

#DIV/0!

Productivity 07

@JmGagnon

No more #DIV/0! errors in Pivot Tables

Productivity 07

@JmGagnon

Power

More insight. Handle big data in Excel and uncover new insights with beautiful visualizations.

2 big data add-ins for digital marketers

Microsoft Confidential

@JmGagnon

1,048,576Maximum # of Rows in Excel

Demo

Pivot Tables on steroids

Power 01

@JmGagnon

10.4M?

Maximum number of cells in Excel?

Microsoft Confidential @JmGagnon

Microsoft Confidential

Millions of Millions Stars

Microsoft ResearchExcel

Excel charting on steroids

Power 01

@JmGagnon

Back-to-School Visualization

Texas

Great Lakes

New York

Arkansas

@JmGagnon

Demo

Bing Maps + Excel charting on steroids

Power 02

Takeaways

1.

2.

3.

Save time with keyboard shortcuts and mouse tricks

Get more insights you couldn’t get before

Impress your co-workers with PowerMap and PowerPivot

Microsoft Confidential @JmGagnon

If you've made it this far, here is a reward: 100 Excel tips to dive into from one of my favorite Excel resources. And for your reference, here are a few blogs and Twitter feeds from Excel experts to keep track of:

Chandoo on Twitter@r1c1 or at his great website Chandoo.org

Rob Collie on Twitter@PowerPivotPro

Bill Jelen, "Mr. Excel," onTwitter or his website

Tom Urtis on Twitter@TomUrtis

Heiko Heimrath on Twitter@exceltricks

Great Resources for Excel Tips

@JmGagnon

Have fun!

Slides available on SMX Website

@jmgagnon