Lesson 1: Drawing marketing insights with pivot tables
An introductory session to pivot tables. Pivot tables are probably one of the easiest to use and most helpful tools to gain first insights into any form of marketing raw data.
What you’ll learn: Basics of pivot tables, different aggregation options (SUM, AVERAGE, %, etc.), pivot groupings, calculated fields, GETPIVOTDATA
Lesson 2: Analyzing marketing data with basic formulas and functions
I’ll walk you through the most important Google Sheets formulas for analyzing marketing data as well as some useful functions such as conditional formatting and filters.
What you’ll learn: Conditional Formatting, Filters, VLOOKUP, INDEX, MATCH, SUMIF, AVERAGE, IMPORTRANGE and more
Lesson 3: Summarizing marketing data with charts
One of the quickest way to describe and gain insights into data is to visualize it. This is a brief walkthrough on how to create simple to read and useful charts as well as how to choose which chart to use for which kind of data.
What you’ll learn: Creating and modifying charts.
Lesson 4: Forecasting revenue
A typical task for a marketer is to forecast marketing channel performance such as sales, revenue or something similar. This often happens in the context of a marketing plan. Or when you have to present forecasts to superiors and stakeholders to secure budgets.
What you’ll learn: The basics of the Google Sheets QUERY function, FORECAST
Lesson 5: Building a dynamic reporting dashboard
Google Sheets is actually quite flexible when it comes to connecting it to other data sources. You’ll learn how to connect it to Google Analytics to build dynamic reporting dashboards which you can send out to other stakeholders or your clients (a template will be included here as well).
What you’ll learn: Connecting Google Sheets to Google Analytics