Microsoft Excel specialists

Spreadsheets for marketing professionals - agenda

Format: seminar with hands-on sessions - computers are supplied.
Duration: two days
Arrival and refreshments: 8:45 am Start: 9:00 am Finish: 4:30 pm

Your power-packed agenda  

Planning & reporting

  • Create maintainable advertising budget, actual and variance reports.
  • Discover IF, AND, OR and INDEX formulas.
  • Total across sheets.

Import from marketing databases

  • Import different types of text files.
  • Solve problems with dates, multiple record types, negatives on right.
  • Split existing data into columns.

User-friendly spreadsheets

  • Make it easy for your sales force to input data.
  • Allow entries into certain cells only.
  • Use Data Validation to check inputs as they are made.
  • Have user choose from a list.


  • Create Bar, Pie, Line, XY and Bubble charts.
  • Add a trendline.
  • Discover useful charting tips.

Linking to Word

  • Link Excel data into Word and PowerPoint documents for board reports and presentations.
  • Know the pros and cons of various techniques.

Data manipulation

  • Complete missing entries.
  • Remove replicated entries.
  • Transpose.
  • Convert numbers to text and vice-versa.
  • Sort by more than 3 columns.
  • Sort by custom lists.
  • Divide by 1000.
  • Format part codes.
  • Split parts of addresses. e.g postcode into separate column.
  • Check for new or missing records.
  • Locate duplicates.
  • Use AutoFilter and Advanced Filter.
  • Delete unwanted records.
  • Insert subtotals.
  • Master PivotTables; includes calculated fields and grouping.
  • Total data with SUMIF and DSUM functions.

Who should attend:

  • Marketing Managers, Brand Managers, Product Managers, Marketing Analysts, Sales Analysts, Market Researchers, Marketing Assistants and other marketing personnel.
  • Excel users who prepare spreadsheets for the Marketing department will also benefit.
  • You should be a regular Excel user.
  • You should know all of the basics such as formula construction, formatting, printing and working with sheets.
  • There is no need to know macros or advanced formulas.
  • Typically, delegates have a variety of abilities and, though some benefit more from certain sections than others, everyone finds much of great use.

Learn in a positive environment

  • Be assured the advice you get is well-proven and utilised.
  • Feel free to ask questions.
  • Get time away from the office and constant interruptions.
  • Enjoy a friendly environment where you don’t feel you’re holding others up.
  • Instantly apply what you’ve learned on return to work.

The courses cover Microsoft Excel releases XP(2002) through 2013.
Where there are differences among the covered releases, they are pointed out.

Course cancellation policy:

A course booking is considered final when received in writing (online, email, fax or post) by AbleOwl, and can be cancelled up to ten working days before the course. After that, payment is expected in full and no refund will be given. All cancellations must be notified in writing, i.e. post, fax or email. Another delegate may be substituted at any time.